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 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.1K- 3.59% |
$1.15M - $1.3M
|
83.1K
$33.9M
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.11K- 2.9% |
$1.15M - $1.3M
|
104K
$42.5M
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.28K- 32.2% |
$1.22M - $1.37M
|
6.91K
$2.82M
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.39K- 3.86% |
$1.25M - $1.42M
|
84.5K
$34.5M
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.62K- 32.86% |
$1.34M - $1.52M
|
7.4K
$3.02M
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-3.65K- 12.96% |
$1.35M - $1.53M
|
24.5K
$10M
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.65K- 2.81% |
$1.35M - $1.53M
|
127K
$51.7M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.66K- 4.11% |
$1.36M - $1.53M
|
85.5K
$34.9M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.96K- 3.11% |
$1.47M - $1.66M
|
123K
$50.3M
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-4K- 35.45% |
$1.48M - $1.68M
|
7.29K
$2.98M
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.13K- 73.4% |
$1.53M - $1.73M
|
1.5K
$610K
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.13K- 9.55% |
$1.53M - $1.73M
|
39.1K
$16M
|
|
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
$66.1M
|
|
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
$44.4M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.33K- 59.91% |
$1.97M - $2.23M
|
3.57K
$1.46M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-5.47K- 2.34% |
$2.03M - $2.29M
|
229K
$93.4M
|
|
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
$47.5M
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-6.05K- 88.12% |
$2.24M - $2.54M
|
816
$333K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-6.14K- 28.37% |
$2.27M - $2.57M
|
15.5K
$6.33M
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-6.53K- 3.28% |
$2.42M - $2.73M
|
193K
$78.6M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.79K- 2.44% |
$2.51M - $2.85M
|
271K
$111M
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-6.86K- 44.58% |
$2.54M - $2.87M
|
8.53K
$3.48M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.91K- 1.61% |
$2.56M - $2.89M
|
422K
$172M
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-6.91K- 58.87% |
$2.56M - $2.9M
|
4.83K
$1.97M
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-7K- 5.87% |
$2.59M - $2.93M
|
112K
$45.8M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-7.51K- 16.37% |
$2.78M - $3.14M
|
38.4K
$15.7M
|
|
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
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-7.87K- 3.41% |
$2.91M - $3.3M
|
223K
$90.8M
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.17K- 43.52% |
$3.4M - $3.84M
|
11.9K
$4.86M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.17K- 2.72% |
$3.4M - $3.84M
|
328K
$134M
|
|
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
$6.91M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-12.9K- 46.28% |
$4.77M - $5.4M
|
15K
$6.1M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.1K- 0.42% |
$4.86M - $5.5M
|
3.12M
$1.27B
|
|
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
$4.9K
|
|
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
$74M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-18.1K- 4.57% |
$6.72M - $7.6M
|
379K
$155M
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-18.4K- 71.81% |
$6.79M - $7.69M
|
7.2K
$2.94M
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-20.8K- 28.35% |
$7.71M - $8.72M
|
52.6K
$21.5M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-24.5K- 11.57% |
$9.07M - $10.3M
|
187K
$76.4M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.9K- 5.06% |
$11.4M - $12.9M
|
579K
$236M
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-39.5K- 17.92% |
$14.6M - $16.5M
|
181K
$73.8M
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-40K- 3.63% |
$14.8M - $16.8M
|
1.06M
$433M
|