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 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-190- 0.33% |
$70.3K - $79.6K
|
57K
$23.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-190- 10.47% |
$70.3K - $79.6K
|
1.63K
$677K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-190- 10.47% |
$70.3K - $79.6K
|
1.63K
$677K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-192- 1.6% |
$71.1K - $80.4K
|
11.8K
$4.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-192- 4.12% |
$71.1K - $80.4K
|
4.47K
$1.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-193- 5.01% |
$71.5K - $80.9K
|
3.66K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-194- 1.33% |
$71.8K - $81.3K
|
14.3K
$5.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-195- 0.73% |
$72.2K - $81.7K
|
26.6K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-197- 17.06% |
$72.9K - $82.5K
|
958
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-197- 2.52% |
$72.9K - $82.5K
|
7.63K
$3.18M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-198- 2.48% |
$73.3K - $83K
|
7.79K
$3.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-198- 10.05% |
$73.3K - $83K
|
1.77K
$738K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-199- 2.61% |
$73.7K - $83.4K
|
7.43K
$3.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-200- 3.13% |
$74K - $83.8K
|
6.19K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-201- 0.37% |
$74.4K - $84.2K
|
54K
$22.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-202- 0.43% |
$74.8K - $84.6K
|
46.7K
$19.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-203- 0.75% |
$75.2K - $85K
|
27K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-205- 10.23% |
$75.9K - $85.9K
|
1.8K
$749K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-208- 0.83% |
$77K - $87.1K
|
24.7K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-208- 1.08% |
$77K - $87.1K
|
19.1K
$7.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-208- 12.7% |
$77K - $87.1K
|
1.43K
$595K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-209- 8.07% |
$77.4K - $87.6K
|
2.38K
$991K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-209- 4.51% |
$77.4K - $87.6K
|
4.43K
$1.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-209- 1.92% |
$77.4K - $87.6K
|
10.7K
$4.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-213- 3.07% |
$78.9K - $89.2K
|
6.72K
$2.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-215- 2.74% |
$79.6K - $90.1K
|
7.62K
$3.17M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-219- 0.16% |
$81.1K - $91.7K
|
135K
$56.4M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-220Closed |
$81.5K - $92.2K
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-223- 7.01% |
$82.6K - $93.4K
|
2.96K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-223- 1.26% |
$82.6K - $93.4K
|
17.4K
$7.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-224- 1.85% |
$82.9K - $93.8K
|
11.9K
$4.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-225- 1.21% |
$83.3K - $94.3K
|
18.4K
$7.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-226- 3.99% |
$83.7K - $94.7K
|
5.44K
$2.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-230- 18.14% |
$85.2K - $96.4K
|
1.04K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-234- 1.83% |
$86.6K - $98K
|
12.5K
$5.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-237- 0.87% |
$87.7K - $99.3K
|
26.9K
$11.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-237- 2.25% |
$87.7K - $99.3K
|
10.3K
$4.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-238- 26.68% |
$88.1K - $99.7K
|
654
$272K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-240- 2.42% |
$88.9K - $101K
|
9.7K
$4.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-240- 8.06% |
$88.9K - $101K
|
2.74K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-241- 3.75% |
$89.2K - $101K
|
6.19K
$2.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-243- 27.06% |
$90K - $102K
|
655
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-243- 2.61% |
$90K - $102K
|
9.07K
$3.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-244- 5.08% |
$90.3K - $102K
|
4.56K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-244- 16.86% |
$90.3K - $102K
|
1.2K
$501K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-246- 0.88% |
$91.1K - $103K
|
27.7K
$11.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-248- 1.64% |
$91.8K - $104K
|
14.9K
$6.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-248- 5.7% |
$91.8K - $104K
|
4.11K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-248- 26.33% |
$91.8K - $104K
|
694
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-250- 2.56% |
$92.6K - $105K
|
9.5K
$3.96M
|