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 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.05KNew |
$389K - $440K
|
1.05K
$437K
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 1.5% |
$387K - $438K
|
70.7K
$29.4M
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
935+ 17.23% |
$346K - $392K
|
6.36K
$2.64M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
934+ 9.49% |
$346K - $391K
|
10.8K
$4.48M
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
905New |
$335K - $379K
|
905
$376K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
895+ 0.72% |
$331K - $375K
|
125K
$51.8M
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
891+ 54.86% |
$330K - $373K
|
2.52K
$1.04M
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
890+ 3.48% |
$330K - $373K
|
26.5K
$11M
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
862New |
$319K - $361K
|
862
$358K
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
823+ 10.51% |
$305K - $345K
|
8.65K
$3.59M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
818+ 8.12% |
$303K - $343K
|
10.9K
$4.52M
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
816+ 6800.0% |
$302K - $342K
|
828
$344K
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
810New |
$300K - $339K
|
810
$337K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
803+ 3.97% |
$297K - $336K
|
21.1K
$8.75M
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
798New |
$295K - $334K
|
798
$332K
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
795New |
$294K - $333K
|
795
$330K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
790+ 64.28% |
$292K - $331K
|
2.02K
$839K
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
756+ 1.18% |
$280K - $317K
|
64.6K
$26.8M
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
751+ 61.11% |
$278K - $315K
|
1.98K
$823K
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
750New |
$278K - $314K
|
750
$312K
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
739+ 6.88% |
$274K - $310K
|
11.5K
$4.77M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
719New |
$266K - $301K
|
719
$299K
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
701New |
$260K - $294K
|
701
$291K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
698+ 268.46% |
$258K - $292K
|
958
$398K
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
695+ 3.58% |
$257K - $291K
|
20.1K
$8.35M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
692New |
$256K - $290K
|
692
$288K
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
663+ 9.9% |
$245K - $278K
|
7.36K
$3.06M
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
659New |
$244K - $276K
|
659
$274K
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
646New |
$239K - $271K
|
646
$268K
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
635New |
$235K - $266K
|
635
$264K
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
624+ 1.48% |
$231K - $261K
|
42.9K
$17.8M
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
619+ 13.54% |
$229K - $259K
|
5.19K
$2.16M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
614+ 12.62% |
$227K - $257K
|
5.48K
$2.28M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
608+ 6.81% |
$225K - $255K
|
9.54K
$3.96M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
605+ 7.78% |
$224K - $253K
|
8.38K
$3.48M
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
604New |
$224K - $253K
|
604
$251K
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
600New |
$222K - $251K
|
600
$249K
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
597New |
$221K - $250K
|
597
$248K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
595+ 8.15% |
$220K - $249K
|
7.89K
$3.28M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
576+ 31.02% |
$213K - $241K
|
2.43K
$1.01M
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
572+ 100.53% |
$212K - $240K
|
1.14K
$474K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
556New |
$206K - $233K
|
556
$231K
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
BUY
|
- |
552+ 2.06% |
$204K - $231K
|
27.3K
$11.4M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
538+ 2.75% |
$199K - $225K
|
20.1K
$8.36M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
533+ 25.47% |
$197K - $223K
|
2.63K
$1.09M
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
528New |
$195K - $221K
|
528
$219K
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
526+ 1.96% |
$195K - $220K
|
27.4K
$11.4M
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
523New |
$194K - $219K
|
523
$217K
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
521New |
$193K - $218K
|
521
$216K
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
519New |
$192K - $217K
|
519
$216K
|