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 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
$6.21M
|
|
|
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
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-251- 5.52% |
$92.9K - $105K
|
4.3K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-251- 0.09% |
$92.9K - $105K
|
291K
$121M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-252- 2.49% |
$93.3K - $106K
|
9.86K
$4.11M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-255- 1.4% |
$94.4K - $107K
|
17.9K
$7.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-257- 2.61% |
$95.2K - $108K
|
9.58K
$3.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-257- 7.71% |
$95.2K - $108K
|
3.08K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-261- 5.48% |
$96.6K - $109K
|
4.5K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-263- 5.1% |
$97.4K - $110K
|
4.89K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-264- 6.55% |
$97.7K - $111K
|
3.77K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-264- 2.4% |
$97.7K - $111K
|
10.8K
$4.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-264- 0.71% |
$97.7K - $111K
|
36.7K
$15.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-268- 8.65% |
$99.2K - $112K
|
2.83K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-269- 16.21% |
$99.6K - $113K
|
1.39K
$579K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-270- 6.24% |
$100K - $113K
|
4.06K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-274- 17.63% |
$101K - $115K
|
1.28K
$533K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-276- 2.23% |
$102K - $116K
|
12.1K
$5.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-276- 1.61% |
$102K - $116K
|
16.9K
$7.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-279- 7.23% |
$103K - $117K
|
3.58K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-283- 3.67% |
$105K - $119K
|
7.43K
$3.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-286- 17.55% |
$106K - $120K
|
1.34K
$560K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-291- 9.64% |
$108K - $122K
|
2.73K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-292- 0.88% |
$108K - $122K
|
32.9K
$13.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-300- 4.06% |
$111K - $126K
|
7.1K
$2.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-310- 15.01% |
$115K - $130K
|
1.76K
$731K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-310- 12.0% |
$115K - $130K
|
2.27K
$947K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-314- 0.98% |
$116K - $132K
|
31.7K
$13.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-314- 0.85% |
$116K - $132K
|
36.4K
$15.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-317- 4.63% |
$117K - $133K
|
6.54K
$2.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-318- 8.09% |
$118K - $133K
|
3.62K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-329- 21.46% |
$122K - $138K
|
1.2K
$501K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-330- 4.96% |
$122K - $138K
|
6.33K
$2.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-330- 2.68% |
$122K - $138K
|
12K
$4.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-331- 1.98% |
$123K - $139K
|
16.4K
$6.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-333- 0.35% |
$123K - $140K
|
95.3K
$39.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-333- 24.13% |
$123K - $140K
|
1.05K
$436K
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-334- 7.7% |
$124K - $140K
|
4.01K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-335- 2.97% |
$124K - $140K
|
11K
$4.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-339- 7.04% |
$126K - $142K
|
4.48K
$1.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-347- 4.07% |
$128K - $145K
|
8.18K
$3.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-348- 4.36% |
$129K - $146K
|
7.64K
$3.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-350- 23.21% |
$130K - $147K
|
1.16K
$482K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-351- 2.48% |
$130K - $147K
|
13.8K
$5.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-353- 29.79% |
$131K - $148K
|
832
$347K
|