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
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.13% |
$1.11K - $1.26K
|
2.23K
$925K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
3+ 0.13% |
$1.11K - $1.26K
|
2.24K
$932K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2+ 0.27% |
$740 - $838
|
745
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
2+ 0.1% |
$740 - $838
|
2.01K
$837K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2+ 0.07% |
$740 - $838
|
2.73K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2+ 2.0% |
$740 - $838
|
102
$42.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 0.1% |
$740 - $838
|
1.98K
$821K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2+ 0.11% |
$740 - $838
|
1.84K
$765K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$370 - $419
|
871
$362K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1+ 0.14% |
$370 - $419
|
740
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$370 - $419
|
1.1K
$455K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1+ 0.16% |
$370 - $419
|
644
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1+ 0.09% |
$370 - $419
|
1.14K
$473K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$370 - $419
|
2.03K
$845K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
1+ 0.42% |
$370 - $419
|
240
$99.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1+ 0.02% |
$370 - $419
|
5.45K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1+ 0.11% |
$370 - $419
|
919
$382K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.04% |
$370 - $419
|
2.58K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$370 - $419
|
1.83K
$762K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$370 - $419
|
5.3K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.19% |
$370 - $419
|
517
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1+ 0.12% |
$370 - $419
|
844
$351K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.06% |
$370 - $419
|
1.8K
$746K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1- 0.06% |
$370 - $419
|
1.66K
$691K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1- 0.07% |
$370 - $419
|
1.47K
$612K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-2- 0.04% |
$740 - $838
|
5.58K
$2.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3- 0.05% |
$1.11K - $1.26K
|
6.34K
$2.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-3- 0.05% |
$1.11K - $1.26K
|
6.36K
$2.64M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-3- 0.16% |
$1.11K - $1.26K
|
1.85K
$770K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.75% |
$1.48K - $1.68K
|
530
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-4- 0.3% |
$1.48K - $1.68K
|
1.35K
$559K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4- 0.06% |
$1.48K - $1.68K
|
6.47K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-4- 0.27% |
$1.48K - $1.68K
|
1.47K
$612K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5- 0.07% |
$1.85K - $2.09K
|
7.33K
$3.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-5- 0.32% |
$1.85K - $2.09K
|
1.58K
$656K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-5- 0.8% |
$1.85K - $2.09K
|
620
$258K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-6- 0.71% |
$2.22K - $2.51K
|
842
$350K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-6- 0.84% |
$2.22K - $2.51K
|
708
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-6- 0.03% |
$2.22K - $2.51K
|
19.9K
$8.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-6- 0.66% |
$2.22K - $2.51K
|
905
$376K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-7- 0.7% |
$2.59K - $2.93K
|
1K
$415K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-7- 0.86% |
$2.59K - $2.93K
|
809
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-8- 0.45% |
$2.96K - $3.35K
|
1.76K
$732K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-8- 0.71% |
$2.96K - $3.35K
|
1.12K
$466K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8- 0.13% |
$2.96K - $3.35K
|
6.03K
$2.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8- 0.04% |
$2.96K - $3.35K
|
19.6K
$8.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-10- 0.29% |
$3.7K - $4.19K
|
3.48K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-10- 0.18% |
$3.7K - $4.19K
|
5.7K
$2.37M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-12- 0.11% |
$4.44K - $5.03K
|
10.8K
$4.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-13- 0.15% |
$4.81K - $5.45K
|
8.53K
$3.54M
|