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 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
13.2KNew |
$4.88M - $5.52M
|
13.2K
$4.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
12.8K+ 48.95% |
$4.73M - $5.35M
|
38.8K
$13.3M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
11.9KNew |
$4.41M - $4.99M
|
11.9K
$4.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
11.6K+ 166.81% |
$4.31M - $4.88M
|
18.6K
$6.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
11.6K+ 314.32% |
$4.31M - $4.87M
|
15.3K
$5.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Sands Capital Management, LLC
Arlington, VA |
BUY
|
- |
11.3K+ 231.18% |
$4.19M - $4.75M
|
16.2K
$5.54M
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
11.1KNew |
$4.12M - $4.67M
|
11.1K
$3.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
11.1KNew |
$4.12M - $4.66M
|
11.1K
$3.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
11.1K+ 602.84% |
$4.09M - $4.63M
|
12.9K
$4.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10.5K+ 88.68% |
$3.88M - $4.39M
|
22.3K
$7.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10.4K+ 0.48% |
$3.87M - $4.38M
|
2.17M
$742M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.1KNew |
$3.73M - $4.23M
|
10.1K
$3.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
9.95KNew |
$3.69M - $4.17M
|
9.95K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
9.89K+ 1.54% |
$3.66M - $4.14M
|
651K
$222M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
9.62KNew |
$3.56M - $4.03M
|
9.62K
$3.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
9.5KNew |
$3.52M - $3.98M
|
9.5K
$3.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
9.31KNew |
$3.45M - $3.9M
|
9.31K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.06K+ 0.97% |
$3.35M - $3.79M
|
944K
$322M
|
|
|
Jan 13, 2025
Q4 2024
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
8.89KNew |
$3.29M - $3.73M
|
8.89K
$3.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
8.75KNew |
$3.24M - $3.67M
|
8.75K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
8.74KNew |
$3.23M - $3.66M
|
8.74K
$2.98M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
8.73K+ 14.51% |
$3.23M - $3.66M
|
68.8K
$23.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
8.52KNew |
$3.15M - $3.57M
|
8.52K
$2.91M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.48K+ 7.34% |
$3.14M - $3.55M
|
124K
$42.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
8.33K+ 3.95% |
$3.09M - $3.49M
|
219K
$74.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.03K+ 11.45% |
$2.97M - $3.37M
|
78.2K
$26.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.01K+ 5.22% |
$2.97M - $3.36M
|
162K
$55.2M
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
7.86KNew |
$2.91M - $3.29M
|
7.86K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
7.8KNew |
$2.89M - $3.27M
|
7.8K
$2.66M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
7.76KNew |
$2.87M - $3.25M
|
7.76K
$2.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
7.72K+ 11.59% |
$2.86M - $3.23M
|
74.3K
$25.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
7.7KNew |
$2.85M - $3.23M
|
7.7K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
7.68K+ 2723.4% |
$2.84M - $3.22M
|
7.96K
$2.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.65K+ 3.63% |
$2.83M - $3.2M
|
218K
$74.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7.55K+ 7.01% |
$2.79M - $3.16M
|
115K
$39.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.27K+ 10.15% |
$2.69M - $3.05M
|
78.9K
$27M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
7.13K+ 21.56% |
$2.64M - $2.98M
|
40.2K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.09K+ 102.4% |
$2.63M - $2.97M
|
14K
$4.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
7.09KNew |
$2.62M - $2.97M
|
7.09K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
7.07K+ 608.96% |
$2.62M - $2.96M
|
8.23K
$2.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
6.92KNew |
$2.56M - $2.9M
|
6.92K
$2.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.89KNew |
$2.55M - $2.89M
|
6.89K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.72K+ 7.22% |
$2.49M - $2.81M
|
99.8K
$34.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.7K+ 17.6% |
$2.48M - $2.81M
|
44.7K
$15.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
6.65KNew |
$2.46M - $2.78M
|
6.65K
$2.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
6.46KNew |
$2.39M - $2.71M
|
6.46K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.41K+ 6.18% |
$2.37M - $2.68M
|
110K
$37.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.39K+ 0.31% |
$2.37M - $2.68M
|
2.07M
$706M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
6.12K+ 654.01% |
$2.26M - $2.56M
|
7.05K
$2.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
6.05K+ 8.38% |
$2.24M - $2.53M
|
78.2K
$26.7M
|