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 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
189+ 0.1% |
$70K - $79.2K
|
191K
$79.5M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
189+ 1.45% |
$70K - $79.2K
|
13.2K
$5.5M
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
187+ 1.07% |
$69.2K - $78.3K
|
17.6K
$7.32M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
183+ 1.2% |
$67.8K - $76.7K
|
15.4K
$6.4M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
179+ 7.83% |
$66.3K - $75K
|
2.47K
$1.02M
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
179+ 28.82% |
$66.3K - $75K
|
800
$332K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
176+ 7.18% |
$65.2K - $73.7K
|
2.63K
$1.09M
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
171+ 27.36% |
$63.3K - $71.6K
|
796
$331K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
170+ 42.5% |
$62.9K - $71.2K
|
570
$237K
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
163+ 10.32% |
$60.3K - $68.3K
|
1.74K
$724K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
153+ 2.43% |
$56.6K - $64.1K
|
6.45K
$2.68M
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
151+ 4.69% |
$55.9K - $63.3K
|
3.37K
$1.4M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
148+ 7.26% |
$54.8K - $62K
|
2.19K
$909K
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
148+ 23.95% |
$54.8K - $62K
|
766
$318K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
145+ 14500.0% |
$53.7K - $60.7K
|
146
$60.7K
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
BUY
|
- |
142+ 0.77% |
$52.6K - $59.5K
|
18.7K
$7.76M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
141+ 1.45% |
$52.2K - $59.1K
|
9.88K
$4.11M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
135+ 8.09% |
$50K - $56.6K
|
1.8K
$750K
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
132+ 0.41% |
$48.9K - $55.3K
|
32.4K
$13.5M
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
130+ 5.37% |
$48.1K - $54.5K
|
2.55K
$1.06M
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
127+ 4.93% |
$47K - $53.2K
|
2.7K
$1.12M
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
126+ 4.12% |
$46.7K - $52.8K
|
3.18K
$1.32M
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
124+ 16.87% |
$45.9K - $51.9K
|
859
$357K
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
122+ 2.66% |
$45.2K - $51.1K
|
4.7K
$1.95M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
118+ 5.16% |
$43.7K - $49.4K
|
2.4K
$998K
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
115+ 2.29% |
$42.6K - $48.2K
|
5.14K
$2.13M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
111+ 6.22% |
$41.1K - $46.5K
|
1.9K
$788K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
110+ 1.17% |
$40.7K - $46.1K
|
9.51K
$3.95M
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
107+ 6.42% |
$39.6K - $44.8K
|
1.77K
$737K
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
106+ 3.66% |
$39.2K - $44.4K
|
3K
$1.25M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
104+ 7.25% |
$38.5K - $43.6K
|
1.54K
$639K
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
102+ 8.03% |
$37.8K - $42.7K
|
1.37K
$570K
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
100+ 2.1% |
$37K - $41.9K
|
4.86K
$2.02M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
93+ 3.13% |
$34.4K - $39K
|
3.06K
$1.27M
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
91+ 11.06% |
$33.7K - $38.1K
|
914
$380K
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
87+ 3.49% |
$32.2K - $36.4K
|
2.58K
$1.07M
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
81+ 2.66% |
$30K - $33.9K
|
3.13K
$1.3M
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
81+ 0.19% |
$30K - $33.9K
|
43.7K
$18.2M
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
75+ 2.43% |
$27.8K - $31.4K
|
3.16K
$1.31M
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
75+ 0.81% |
$27.8K - $31.4K
|
9.36K
$3.89M
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
72+ 3.63% |
$26.7K - $30.2K
|
2.06K
$854K
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
70+ 6.75% |
$25.9K - $29.3K
|
1.11K
$460K
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
70New |
$25.9K - $29.3K
|
70
$29.1K
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
69+ 3.61% |
$25.5K - $28.9K
|
1.98K
$822K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
69+ 0.86% |
$25.5K - $28.9K
|
8.1K
$3.36M
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
69+ 11.26% |
$25.5K - $28.9K
|
682
$283K
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
65+ 2.08% |
$24.1K - $27.2K
|
3.2K
$1.33M
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.11% |
$22.6K - $25.6K
|
56.2K
$23.3M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
59+ 5.46% |
$21.8K - $24.7K
|
1.14K
$473K
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
49+ 0.45% |
$18.1K - $20.5K
|
10.8K
$4.5M
|