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 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-137- 0.8% |
$50.7K - $57.4K
|
17.1K
$7.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-138- 5.3% |
$51.1K - $57.8K
|
2.47K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-139- 2.09% |
$51.5K - $58.2K
|
6.51K
$2.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-139- 2.29% |
$51.5K - $58.2K
|
5.93K
$2.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-139- 12.92% |
$51.5K - $58.2K
|
937
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-140- 1.66% |
$51.8K - $58.7K
|
8.27K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-140- 3.57% |
$51.8K - $58.7K
|
3.78K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-141- 8.54% |
$52.2K - $59.1K
|
1.51K
$629K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-141- 7.3% |
$52.2K - $59.1K
|
1.79K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-141- 0.8% |
$52.2K - $59.1K
|
17.5K
$7.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-144- 50.17% |
$53.3K - $60.3K
|
143
$59.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-146- 2.44% |
$54.1K - $61.2K
|
5.83K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-146- 2.73% |
$54.1K - $61.2K
|
5.19K
$2.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-146- 7.25% |
$54.1K - $61.2K
|
1.87K
$778K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-149- 1.32% |
$55.2K - $62.4K
|
11.1K
$4.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-150- 16.89% |
$55.5K - $62.8K
|
738
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-150- 0.29% |
$55.5K - $62.8K
|
51.5K
$21.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-150- 10.57% |
$55.5K - $62.8K
|
1.27K
$529K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-152- 1.83% |
$56.3K - $63.7K
|
8.15K
$3.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-152- 14.22% |
$56.3K - $63.7K
|
917
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-153- 13.75% |
$56.6K - $64.1K
|
960
$400K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-154- 10.81% |
$57K - $64.5K
|
1.27K
$529K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-155- 5.78% |
$57.4K - $64.9K
|
2.53K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-156- 0.58% |
$57.8K - $65.4K
|
26.7K
$11.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-156- 6.29% |
$57.8K - $65.4K
|
2.32K
$968K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-158- 0.85% |
$58.5K - $66.2K
|
18.3K
$7.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-159- 2.61% |
$58.9K - $66.6K
|
5.93K
$2.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-159- 4.81% |
$58.9K - $66.6K
|
3.15K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-160- 0.65% |
$59.2K - $67K
|
24.6K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-160- 3.46% |
$59.2K - $67K
|
4.47K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-160- 1.75% |
$59.2K - $67K
|
8.98K
$3.74M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-160- 0.55% |
$59.2K - $67K
|
28.9K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-161- 5.47% |
$59.6K - $67.4K
|
2.79K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-162- 6.37% |
$60K - $67.9K
|
2.38K
$992K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-162- 3.46% |
$60K - $67.9K
|
4.53K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-163- 7.73% |
$60.3K - $68.3K
|
1.95K
$811K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-164- 7.97% |
$60.7K - $68.7K
|
1.9K
$789K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-164- 4.13% |
$60.7K - $68.7K
|
3.8K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-165- 7.04% |
$61.1K - $69.1K
|
2.18K
$907K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-166- 2.14% |
$61.5K - $69.5K
|
7.58K
$3.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-169- 1.63% |
$62.6K - $70.8K
|
10.2K
$4.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-169- 2.07% |
$62.6K - $70.8K
|
7.99K
$3.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-170- 1.26% |
$62.9K - $71.2K
|
13.3K
$5.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-170- 1.86% |
$62.9K - $71.2K
|
8.97K
$3.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-171- 2.66% |
$63.3K - $71.6K
|
6.25K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-177- 0.59% |
$65.5K - $74.2K
|
30.1K
$12.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-177- 0.51% |
$65.5K - $74.2K
|
34.6K
$14.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-178- 2.4% |
$65.9K - $74.6K
|
7.24K
$3.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-178- 4.07% |
$65.9K - $74.6K
|
4.2K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-178- 8.12% |
$65.9K - $74.6K
|
2.01K
$838K
|