Purchases and Sales Made in Q4 2024 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 1000 GR ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.13K- 73.4% |
$1.53M - $1.73M
|
1.5K
$609K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.13K- 9.55% |
$1.53M - $1.73M
|
39.1K
$15.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
SELL
|
- |
-4.45K- 13.24% |
$1.65M - $1.86M
|
29.2K
$11.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-5.13K- 3.07% |
$1.9M - $2.15M
|
162K
$66M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.17K- 89.05% |
$1.91M - $2.16M
|
635
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.33K- 4.67% |
$1.97M - $2.23M
|
109K
$44.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.33K- 59.91% |
$1.97M - $2.23M
|
3.57K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.53K- 0.93% |
$2.05M - $2.31M
|
591K
$241M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.68K- 1.99% |
$2.1M - $2.38M
|
280K
$114M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.88K- 42.9% |
$2.18M - $2.46M
|
7.82K
$3.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-5.95K- 4.86% |
$2.2M - $2.49M
|
116K
$47.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-6.05K- 88.12% |
$2.24M - $2.54M
|
816
$332K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-6.14K- 28.37% |
$2.27M - $2.57M
|
15.5K
$6.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-6.86K- 44.58% |
$2.54M - $2.87M
|
8.53K
$3.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.91K- 1.61% |
$2.56M - $2.89M
|
422K
$172M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-7K- 5.87% |
$2.59M - $2.93M
|
112K
$45.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-7.51K- 16.37% |
$2.78M - $3.14M
|
38.4K
$15.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.7K- 58.36% |
$2.85M - $3.23M
|
5.5K
$2.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-9.38K- 94.49% |
$3.47M - $3.93M
|
547
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-12.5K- 42.4% |
$4.61M - $5.22M
|
16.9K
$6.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-13.3K- 29.8% |
$4.93M - $5.57M
|
31.3K
$12.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.5K- 99.91% |
$4.98M - $5.63M
|
12
$4.89K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-15.9K- 32.22% |
$5.88M - $6.66M
|
33.4K
$13.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-17.9K- 8.98% |
$6.63M - $7.5M
|
181K
$73.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-18.4K- 71.81% |
$6.79M - $7.69M
|
7.2K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-39.5K- 17.92% |
$14.6M - $16.5M
|
181K
$73.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-45.4K- 4.13% |
$16.8M - $19M
|
1.05M
$429M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-59.6K- 97.8% |
$22.1M - $25M
|
1.34K
$548K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-68.9K- 99.95% |
$25.5M - $28.9M
|
33
$13.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-269K- 91.01% |
$99.6M - $113M
|
26.6K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-655K- 99.7% |
$243M - $274M
|
1.94K
$790K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.59M- 99.71% |
$1.33B - $1.51B
|
10.6K
$4.3M
|