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 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
9.62KNew |
$3.56M - $4.03M
|
9.62K
$3.83M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
7.13K+ 21.56% |
$2.64M - $2.98M
|
40.2K
$16M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.55K+ 0.64% |
$944K - $1.07M
|
400K
$159M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
BUY
|
- |
2.14K+ 0.55% |
$793K - $897K
|
389K
$155M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.98K+ 26.42% |
$732K - $829K
|
9.47K
$3.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.4K+ 1690.36% |
$519K - $588K
|
1.49K
$592K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.33KNew |
$491K - $556K
|
1.33K
$528K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.14K+ 139.44% |
$423K - $478K
|
1.96K
$781K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
810New |
$300K - $339K
|
810
$323K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
614+ 12.62% |
$227K - $257K
|
5.48K
$2.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
595+ 8.15% |
$220K - $249K
|
7.89K
$3.14M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
201+ 27.8% |
$74.4K - $84.2K
|
924
$368K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
191+ 1.77% |
$70.7K - $80K
|
11K
$4.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
189+ 0.1% |
$70K - $79.2K
|
191K
$76.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
187+ 1.07% |
$69.2K - $78.3K
|
17.6K
$7.01M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
111+ 6.22% |
$41.1K - $46.5K
|
1.9K
$755K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
102+ 8.03% |
$37.8K - $42.7K
|
1.37K
$546K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
93+ 3.13% |
$34.4K - $39K
|
3.06K
$1.22M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
69+ 0.86% |
$25.5K - $28.9K
|
8.1K
$3.22M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
28+ 1.45% |
$10.4K - $11.7K
|
1.96K
$782K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6+ 0.49% |
$2.22K - $2.51K
|
1.23K
$488K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-12- 0.11% |
$4.44K - $5.03K
|
10.8K
$4.31M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-13- 0.15% |
$4.81K - $5.45K
|
8.78K
$3.49M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-14- 3.85% |
$5.18K - $5.87K
|
350
$139K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-21- 4.08% |
$7.78K - $8.8K
|
494
$197K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-24- 0.98% |
$8.89K - $10.1K
|
2.43K
$968K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-38- 1.83% |
$14.1K - $15.9K
|
2.04K
$811K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-50- 1.55% |
$18.5K - $20.9K
|
3.18K
$1.27M
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-90- 6.95% |
$33.3K - $37.7K
|
1.21K
$480K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-123- 7.75% |
$45.5K - $51.5K
|
1.47K
$583K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-127- 0.59% |
$47K - $53.2K
|
21.6K
$8.59M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-208- 0.83% |
$77K - $87.1K
|
24.7K
$9.84M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-557- 40.81% |
$206K - $233K
|
808
$322K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-616- 9.97% |
$228K - $258K
|
5.56K
$2.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-721- 4.04% |
$267K - $302K
|
17.1K
$6.82M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-751- 29.67% |
$278K - $315K
|
1.78K
$709K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-1.8K- 1.65% |
$666K - $754K
|
107K
$42.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.1K- 3.59% |
$1.15M - $1.3M
|
83.1K
$33.1M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-6.05K- 88.12% |
$2.24M - $2.54M
|
816
$325K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.59M- 99.71% |
$1.33B - $1.51B
|
10.6K
$4.2M
|