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 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.03KNew |
$2.23M - $2.53M
|
6.03K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
5.84K+ 10.58% |
$2.16M - $2.45M
|
61K
$20.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
5.7K+ 26.3% |
$2.11M - $2.39M
|
27.4K
$9.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
5.49KNew |
$2.03M - $2.3M
|
5.49K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
5.4KNew |
$2M - $2.26M
|
5.4K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
5.33K+ 1713.5% |
$1.97M - $2.23M
|
5.64K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.32K+ 9.87% |
$1.97M - $2.23M
|
59.2K
$20.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.24K+ 7.81% |
$1.94M - $2.19M
|
72.3K
$24.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
5.17KNew |
$1.91M - $2.16M
|
5.17K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.12K+ 70.24% |
$1.9M - $2.15M
|
12.4K
$4.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
5.1KNew |
$1.89M - $2.13M
|
5.1K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.07K+ 8.14% |
$1.88M - $2.12M
|
67.3K
$23M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.06K+ 1.27% |
$1.87M - $2.12M
|
405K
$138M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.04K+ 203.35% |
$1.86M - $2.11M
|
7.51K
$2.57M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.93KNew |
$1.83M - $2.07M
|
4.93K
$1.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.87KNew |
$1.8M - $2.04M
|
4.87K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
4.75KNew |
$1.76M - $1.99M
|
4.75K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
4.75K+ 204.39% |
$1.76M - $1.99M
|
7.07K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.74K+ 7.63% |
$1.75M - $1.98M
|
66.8K
$22.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.63K+ 11.23% |
$1.71M - $1.94M
|
45.9K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
BUY
|
- |
4.42K+ 2.89% |
$1.64M - $1.85M
|
157K
$53.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4.39KNew |
$1.62M - $1.84M
|
4.39K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.33K+ 102.12% |
$1.6M - $1.82M
|
8.58K
$2.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.17K+ 13.38% |
$1.54M - $1.75M
|
35.3K
$12.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
4.15K+ 38.59% |
$1.54M - $1.74M
|
14.9K
$5.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
4.1KNew |
$1.52M - $1.72M
|
4.1K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.06K+ 86.12% |
$1.5M - $1.7M
|
8.78K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.05K+ 14.09% |
$1.5M - $1.7M
|
32.8K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.05KNew |
$1.5M - $1.7M
|
4.05K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
4.03K+ 37.48% |
$1.49M - $1.69M
|
14.8K
$5.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
4KNew |
$1.48M - $1.68M
|
4K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.99K+ 3.3% |
$1.48M - $1.67M
|
125K
$42.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.98K+ 21.23% |
$1.48M - $1.67M
|
22.8K
$7.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.97K+ 23.92% |
$1.47M - $1.66M
|
20.6K
$7.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.95K+ 9.45% |
$1.46M - $1.66M
|
45.8K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.93K+ 14.21% |
$1.46M - $1.65M
|
31.6K
$10.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.9K+ 256.38% |
$1.44M - $1.63M
|
5.42K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
3.89K+ 20.45% |
$1.44M - $1.63M
|
22.9K
$7.82M
|
|
|
Feb 14, 2025
Q4 2024
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
BUY
|
- |
3.87KNew |
$1.43M - $1.62M
|
3.87K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.87K+ 0.63% |
$1.43M - $1.62M
|
620K
$212M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
3.84KNew |
$1.42M - $1.61M
|
3.84K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.74K+ 3.2% |
$1.39M - $1.57M
|
121K
$41.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.72K+ 2.19% |
$1.38M - $1.56M
|
174K
$59.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.7KNew |
$1.37M - $1.55M
|
3.7K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
3.65KNew |
$1.35M - $1.53M
|
3.65K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.57K+ 6.88% |
$1.32M - $1.5M
|
55.4K
$18.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.57KNew |
$1.32M - $1.49M
|
3.57K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.49K+ 66.85% |
$1.29M - $1.46M
|
8.71K
$2.98M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.38K+ 91.71% |
$1.25M - $1.41M
|
7.06K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.38KNew |
$1.25M - $1.41M
|
3.38K
$1.15M
|