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 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-50- 3.47% |
$18.5K - $20.9K
|
1.39K
$578K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-55- 9.77% |
$20.4K - $23K
|
508
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-57- 0.79% |
$21.1K - $23.9K
|
7.18K
$2.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-57- 20.14% |
$21.1K - $23.9K
|
226
$93.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-59- 1.16% |
$21.8K - $24.7K
|
5.02K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-60- 10.73% |
$22.2K - $25.1K
|
499
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-60- 8.97% |
$22.2K - $25.1K
|
609
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-63- 8.9% |
$23.3K - $26.4K
|
645
$268K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-64- 6.23% |
$23.7K - $26.8K
|
963
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-64- 13.03% |
$23.7K - $26.8K
|
427
$177K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-65- 0.65% |
$24.1K - $27.2K
|
9.93K
$4.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-71- 2.45% |
$26.3K - $29.7K
|
2.83K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-72- 0.8% |
$26.7K - $30.2K
|
8.9K
$3.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-72- 0.96% |
$26.7K - $30.2K
|
7.46K
$3.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-73- 0.64% |
$27K - $30.6K
|
11.4K
$4.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-75- 0.26% |
$27.8K - $31.4K
|
28.3K
$11.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-75- 4.85% |
$27.8K - $31.4K
|
1.47K
$611K
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-76- 2.55% |
$28.1K - $31.8K
|
2.91K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-77- 0.82% |
$28.5K - $32.3K
|
9.36K
$3.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-81- 3.29% |
$30K - $33.9K
|
2.38K
$990K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-83- 1.55% |
$30.7K - $34.8K
|
5.29K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-83- 3.15% |
$30.7K - $34.8K
|
2.55K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-86- 32.58% |
$31.8K - $36K
|
178
$74K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-89- 8.89% |
$33K - $37.3K
|
912
$379K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-89- 1.73% |
$33K - $37.3K
|
5.05K
$2.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-90- 5.86% |
$33.3K - $37.7K
|
1.45K
$601K
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-90- 6.95% |
$33.3K - $37.7K
|
1.21K
$501K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-91- 0.22% |
$33.7K - $38.1K
|
41.6K
$17.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-93- 2.48% |
$34.4K - $39K
|
3.66K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-94- 0.56% |
$34.8K - $39.4K
|
16.6K
$6.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-99- 11.39% |
$36.7K - $41.5K
|
770
$320K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-100- 12.15% |
$37K - $41.9K
|
723
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-110- 2.57% |
$40.7K - $46.1K
|
4.18K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-111- 5.5% |
$41.1K - $46.5K
|
1.91K
$793K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-121- 15.67% |
$44.8K - $50.7K
|
651
$270K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-122- 5.12% |
$45.2K - $51.1K
|
2.26K
$940K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-123- 7.75% |
$45.5K - $51.5K
|
1.47K
$609K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-127- 0.59% |
$47K - $53.2K
|
21.6K
$8.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-128- 5.3% |
$47.4K - $53.6K
|
2.29K
$951K
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-130- 16.62% |
$48.1K - $54.5K
|
652
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-134- 15.58% |
$49.6K - $56.1K
|
726
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-135- 0.1% |
$50K - $56.6K
|
132K
$54.7M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-136- 1.71% |
$50.4K - $57K
|
7.84K
$3.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-136- 5.38% |
$50.4K - $57K
|
2.39K
$995K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-137- 0.8% |
$50.7K - $57.4K
|
17.1K
$7.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-139- 2.09% |
$51.5K - $58.2K
|
6.51K
$2.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-140- 1.66% |
$51.8K - $58.7K
|
8.27K
$3.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-144- 50.17% |
$53.3K - $60.3K
|
143
$59.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-146- 2.44% |
$54.1K - $61.2K
|
5.83K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-149- 1.32% |
$55.2K - $62.4K
|
11.1K
$4.62M
|