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 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-15- 0.38% |
$5.55K - $6.28K
|
3.95K
$1.35M
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-15- 1.36% |
$5.55K - $6.28K
|
1.09K
$373K
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-15- 0.37% |
$5.55K - $6.28K
|
4.06K
$1.39M
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-16- 0.23% |
$5.92K - $6.7K
|
6.91K
$2.36M
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-16- 0.85% |
$5.92K - $6.7K
|
1.88K
$641K
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-16- 1.74% |
$5.92K - $6.7K
|
906
$310K
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-17- 0.52% |
$6.29K - $7.12K
|
3.26K
$1.11M
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-17- 1.08% |
$6.29K - $7.12K
|
1.56K
$533K
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-18- 0.31% |
$6.66K - $7.54K
|
5.87K
$2.01M
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-18- 0.12% |
$6.66K - $7.54K
|
15.3K
$5.24M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-19- 0.14% |
$7.03K - $7.96K
|
13.1K
$4.48M
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-19- 0.38% |
$7.03K - $7.96K
|
4.96K
$1.69M
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-19- 0.93% |
$7.03K - $7.96K
|
2.03K
$695K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-19- 0.05% |
$7.03K - $7.96K
|
39.2K
$13.4M
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-19- 3.41% |
$7.03K - $7.96K
|
538
$184K
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-19- 1.09% |
$7.03K - $7.96K
|
1.73K
$590K
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-19- 0.09% |
$7.03K - $7.96K
|
20.7K
$7.07M
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-19- 0.55% |
$7.03K - $7.96K
|
3.42K
$1.17M
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-20- 0.46% |
$7.4K - $8.38K
|
4.3K
$1.47M
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-20- 0.45% |
$7.4K - $8.38K
|
4.44K
$1.52M
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-20- 1.37% |
$7.4K - $8.38K
|
1.44K
$493K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-21- 4.08% |
$7.78K - $8.8K
|
494
$169K
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-21- 0.28% |
$7.78K - $8.8K
|
7.4K
$2.53M
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-21- 0.59% |
$7.78K - $8.8K
|
3.51K
$1.2M
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-22- 6.11% |
$8.15K - $9.22K
|
338
$115K
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-22- 1.07% |
$8.15K - $9.22K
|
2.03K
$693K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-22- 1.55% |
$8.15K - $9.22K
|
1.39K
$476K
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-22- 0.33% |
$8.15K - $9.22K
|
6.61K
$2.26M
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-22- 8.09% |
$8.15K - $9.22K
|
250
$85.4K
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-22- 0.1% |
$8.15K - $9.22K
|
22.5K
$7.68M
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-23- 0.14% |
$8.52K - $9.64K
|
17K
$5.8M
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-23- 2.43% |
$8.52K - $9.64K
|
925
$316K
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-24- 0.98% |
$8.89K - $10.1K
|
2.43K
$830K
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-24- 3.27% |
$8.89K - $10.1K
|
711
$243K
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-24- 0.85% |
$8.89K - $10.1K
|
2.81K
$960K
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-24- 3.61% |
$8.89K - $10.1K
|
640
$219K
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-25- 0.5% |
$9.26K - $10.5K
|
4.95K
$1.69M
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-25- 1.42% |
$9.26K - $10.5K
|
1.74K
$593K
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-25- 1.39% |
$9.26K - $10.5K
|
1.77K
$605K
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-25- 1.11% |
$9.26K - $10.5K
|
2.23K
$762K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-25- 2.17% |
$9.26K - $10.5K
|
1.13K
$385K
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-25- 1.13% |
$9.26K - $10.5K
|
2.18K
$745K
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-25- 4.99% |
$9.26K - $10.5K
|
476
$163K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-26- 3.78% |
$9.63K - $10.9K
|
661
$226K
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-26- 0.46% |
$9.63K - $10.9K
|
5.57K
$1.9M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-27- 0.38% |
$10K - $11.3K
|
7.08K
$2.42M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-27- 1.04% |
$10K - $11.3K
|
2.56K
$876K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-27- 0.1% |
$10K - $11.3K
|
27.7K
$9.47M
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-27- 0.71% |
$10K - $11.3K
|
3.77K
$1.29M
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-28- 0.43% |
$10.4K - $11.7K
|
6.56K
$2.24M
|