Purchases and Sales Made in Q4 2024 in Ishares Russell 1000 Gr ETF (IWF)

IWF Quotes by TradingView

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
Feb 14, 2025 Q4 2024
Chilton Investment CO Inc.

Stamford, CT
BUY
 -
641
+ 30.26%
$237K - $269K
2.76K $1.09M
Jan 14, 2025 Q4 2024
West Financial Advisors, LLC

BUY
 -
635
New
$235K - $266K
635 $251K
Jan 28, 2025 Q4 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
634
New
$235K - $266K
634 $250K
Feb 14, 2025 Q4 2024
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
634
+ 3.64%
$235K - $266K
18.1K $7.13M
Feb 13, 2025 Q4 2024
Stephen J. Garry & Associates, LLC

Garden City, NY
BUY
 -
630
New
$233K - $264K
630 $249K
Feb 13, 2025 Q4 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
625
+ 17.18%
$231K - $262K
4.26K $1.68M
Jan 22, 2025 Q4 2024
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
624
+ 1.48%
$231K - $261K
42.9K $16.9M
Jan 22, 2025 Q4 2024
Mount Yale Investment Advisors, LLC

BUY
 -
619
+ 13.54%
$229K - $259K
5.19K $2.05M
Jan 08, 2025 Q4 2024
First Hawaiian Bank

BUY
 -
614
+ 12.62%
$227K - $257K
5.48K $2.16M
Feb 14, 2025 Q4 2024
49 Wealth Management, LLC

Austin, TX
BUY
 -
610
+ 69.79%
$226K - $256K
1.48K $586K
Jan 27, 2025 Q4 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
605
+ 7.78%
$224K - $253K
8.38K $3.31M
Feb 13, 2025 Q4 2024
Zuckerman Investment Group, LLC

Chicago, IL
BUY
 -
605
+ 3.91%
$224K - $253K
16.1K $6.35M
Jan 14, 2025 Q4 2024
Outlook Wealth Advisors, LLC

BUY
 -
604
New
$224K - $253K
604 $238K
Jan 13, 2025 Q4 2024
Floyd Financial Group LLC

Springfield, MO
BUY
 -
600
New
$222K - $251K
600 $237K
Jan 13, 2025 Q4 2024
Fulcrum Capital LLC

BUY
 -
597
New
$221K - $250K
597 $236K
Jan 10, 2025 Q4 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
595
+ 8.15%
$220K - $249K
7.89K $3.11M
Feb 14, 2025 Q4 2024
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
591
+ 12.83%
$219K - $248K
5.2K $2.05M
Feb 04, 2025 Q4 2024
Pointe Capital Management LLC

BUY
 -
589
+ 1.83%
$218K - $247K
32.7K $12.9M
Feb 14, 2025 Q4 2024
Financial Advisors Network, Inc.

BUY
 -
580
New
$215K - $243K
580 $229K
Feb 03, 2025 Q4 2024
Compass Capital Corp /Ma/ /Adv

Braintree, MA
BUY
 -
578
New
$214K - $242K
578 $228K
Jan 21, 2025 Q4 2024
Flagship Private Wealth, LLC

BUY
 -
576
+ 31.02%
$213K - $241K
2.43K $960K
Jan 14, 2025 Q4 2024
American National Bank

BUY
 -
572
+ 100.53%
$212K - $240K
1.14K $450K
Jan 29, 2025 Q4 2024
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
570
+ 3.33%
$211K - $239K
17.7K $6.98M
Feb 12, 2025 Q4 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
570
+ 2.21%
$211K - $239K
26.4K $10.4M
Feb 10, 2025 Q4 2024
1 St Source Bank

BUY
 -
569
+ 0.1%
$211K - $238K
585K $231M
Jan 31, 2025 Q4 2024
Atlas Legacy Advisors, LLC

Los Angeles, CA
BUY
 -
563
New
$208K - $236K
563 $222K
Feb 20, 2025 Q4 2024
Sunbeam Capital Management, LLC

Atlanta, GA
BUY
 -
560
New
$207K - $235K
560 $221K
Feb 11, 2025 Q4 2024
Symmetry Partners, LLC

BUY
 -
557
New
$206K - $233K
557 $220K
Jan 14, 2025 Q4 2024
Signal Point Asset Management, LLC

BUY
 -
556
New
$206K - $233K
556 $219K
Feb 25, 2025 Q4 2024
Armis Advisers, LLC

Atlanta, GA
BUY
 -
553
New
$205K - $232K
553 $218K
Jan 22, 2025 Q4 2024
Epiq Partners, LLC

BUY
 -
552
+ 2.06%
$204K - $231K
27.3K $10.8M
Feb 13, 2025 Q4 2024
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
550
+ 19.11%
$204K - $230K
3.43K $1.35M
Feb 13, 2025 Q4 2024
Waddell & Associates, LLC

BUY
 -
542
New
$201K - $227K
542 $214K
Jan 28, 2025 Q4 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
538
+ 2.75%
$199K - $225K
20.1K $7.94M
Jan 21, 2025 Q4 2024
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
533
+ 25.47%
$197K - $223K
2.63K $1.04M
Feb 06, 2025 Q4 2024
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
531
New
$197K - $222K
531 $210K
Feb 07, 2025 Q4 2024
Altfest L J & CO Inc

BUY
 -
531
New
$197K - $222K
531 $210K
Feb 06, 2025 Q4 2024
Wealth Advisory Solutions, LLC

BUY
 -
529
New
$196K - $222K
529 $209K
Feb 13, 2025 Q4 2024
Everest Management Corp.

Cupertino, CA
BUY
 -
529
New
$196K - $222K
529 $209K
Jan 15, 2025 Q4 2024
Monument Group Wealth Advisors, LLC

Concord, MA
BUY
 -
528
New
$195K - $221K
528 $208K
Feb 07, 2025 Q4 2024
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
528
New
$195K - $221K
528 $208K
Feb 14, 2025 Q4 2024
S&T Bank

Indiana, PA
BUY
 -
527
New
$195K - $221K
527 $208K
Feb 14, 2025 Q4 2024
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
527
New
$195K - $221K
527 $208K
Jan 23, 2025 Q4 2024
Busey Wealth Management

BUY
 -
526
+ 1.96%
$195K - $220K
27.4K $10.8M
Feb 14, 2025 Q4 2024
Sterling Wealth Management, Inc.

Champaign, IL
BUY
 -
525
New
$194K - $220K
525 $207K
Jan 27, 2025 Q4 2024
Glassy Mountain Advisors, Inc.

BUY
 -
523
New
$194K - $219K
523 $206K
Jan 15, 2025 Q4 2024
Bnc Wealth Management, LLC

BUY
 -
521
New
$193K - $218K
521 $206K
Jan 13, 2025 Q4 2024
Accelerate Investment Advisors LLC

Aliso Viejo, CA
BUY
 -
519
New
$192K - $217K
519 $205K
Jan 22, 2025 Q4 2024
North Point Portfolio Managers Corp

BUY
 -
519
New
$192K - $217K
519 $205K

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