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 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-13- 0.15% |
$4.81K - $5.45K
|
8.78K
$3.65M
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-14- 3.85% |
$5.18K - $5.87K
|
350
$145K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 1.36% |
$5.55K - $6.28K
|
1.08K
$450K
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-16- 0.23% |
$5.92K - $6.7K
|
6.91K
$2.87M
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-16- 0.85% |
$5.92K - $6.7K
|
1.88K
$780K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-19- 0.05% |
$7.03K - $7.96K
|
39.2K
$16.3M
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-19- 0.38% |
$7.03K - $7.96K
|
4.96K
$2.06M
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-19- 0.93% |
$7.03K - $7.96K
|
2.03K
$845K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-19- 0.14% |
$7.03K - $7.96K
|
13.1K
$5.45M
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-19- 3.41% |
$7.03K - $7.96K
|
538
$224K
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-20- 0.46% |
$7.4K - $8.38K
|
4.3K
$1.79M
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-20- 0.45% |
$7.4K - $8.38K
|
4.44K
$1.84M
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-21- 4.08% |
$7.78K - $8.8K
|
494
$205K
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-21- 0.59% |
$7.78K - $8.8K
|
3.51K
$1.46M
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-21- 0.28% |
$7.78K - $8.8K
|
7.4K
$3.08M
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-22- 1.07% |
$8.15K - $9.22K
|
2.03K
$843K
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-22- 0.33% |
$8.15K - $9.22K
|
6.61K
$2.75M
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-22- 1.55% |
$8.15K - $9.22K
|
1.39K
$579K
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-22- 6.11% |
$8.15K - $9.22K
|
338
$140K
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-24- 0.98% |
$8.89K - $10.1K
|
2.43K
$1.01M
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-24- 3.27% |
$8.89K - $10.1K
|
711
$295K
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-24- 0.85% |
$8.89K - $10.1K
|
2.81K
$1.17M
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-25- 1.42% |
$9.26K - $10.5K
|
1.74K
$721K
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-25- 0.5% |
$9.26K - $10.5K
|
4.95K
$2.06M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-26- 3.78% |
$9.63K - $10.9K
|
661
$275K
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-26- 0.46% |
$9.63K - $10.9K
|
5.57K
$2.31M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-27- 1.04% |
$10K - $11.3K
|
2.56K
$1.07M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-27- 0.38% |
$10K - $11.3K
|
7.08K
$2.94M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-30- 2.69% |
$11.1K - $12.6K
|
1.09K
$451K
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-30- 2.8% |
$11.1K - $12.6K
|
1.04K
$433K
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-31- 0.44% |
$11.5K - $13K
|
7.08K
$2.94M
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-31- 4.68% |
$11.5K - $13K
|
631
$262K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-32- 4.53% |
$11.8K - $13.4K
|
675
$280K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-32- 0.32% |
$11.8K - $13.4K
|
9.93K
$4.13M
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-33- 0.29% |
$12.2K - $13.8K
|
11.5K
$4.77M
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-35- 4.5% |
$13K - $14.7K
|
743
$309K
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-37- 2.12% |
$13.7K - $15.5K
|
1.71K
$710K
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-38- 3.06% |
$14.1K - $15.9K
|
1.2K
$500K
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-38- 1.83% |
$14.1K - $15.9K
|
2.04K
$846K
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-38- 49.35% |
$14.1K - $15.9K
|
39
$16.2K
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-40- 1.03% |
$14.8K - $16.8K
|
3.83K
$1.59M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-42- 93.33% |
$15.6K - $17.6K
|
3
$1.25K
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-42- 0.08% |
$15.6K - $17.6K
|
50.1K
$20.8M
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-43- 0.83% |
$15.9K - $18K
|
5.12K
$2.13M
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-44- 0.46% |
$16.3K - $18.4K
|
9.52K
$3.96M
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-46- 1.23% |
$17K - $19.3K
|
3.69K
$1.53M
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-46- 0.88% |
$17K - $19.3K
|
5.19K
$2.16M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-48- 0.38% |
$17.8K - $20.1K
|
12.5K
$5.21M
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-50- 6.76% |
$18.5K - $20.9K
|
690
$287K
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-50- 1.55% |
$18.5K - $20.9K
|
3.18K
$1.32M
|