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 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
185+ 0.43% |
$68.5K - $77.5K
|
43.7K
$17.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
184New |
$68.1K - $77.1K
|
184
$72.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
183+ 1.2% |
$67.8K - $76.7K
|
15.4K
$6.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
179+ 28.82% |
$66.3K - $75K
|
800
$316K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
179+ 7.83% |
$66.3K - $75K
|
2.47K
$973K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
179+ 0.01% |
$66.3K - $75K
|
1.29M
$508M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
179New |
$66.3K - $75K
|
179
$70.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
176+ 7.18% |
$65.2K - $73.7K
|
2.63K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
174+ 2.27% |
$64.4K - $72.9K
|
7.85K
$3.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
171+ 27.36% |
$63.3K - $71.6K
|
796
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
170+ 42.5% |
$62.9K - $71.2K
|
570
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
169+ 12.57% |
$62.6K - $70.8K
|
1.51K
$597K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
166+ 1.65% |
$61.5K - $69.5K
|
10.2K
$4.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
163+ 10.32% |
$60.3K - $68.3K
|
1.74K
$688K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
163+ 4.33% |
$60.3K - $68.3K
|
3.93K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
161+ 2.87% |
$59.6K - $67.4K
|
5.77K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
160+ 2.38% |
$59.2K - $67K
|
6.9K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
160+ 15.49% |
$59.2K - $67K
|
1.19K
$471K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
153+ 2.43% |
$56.6K - $64.1K
|
6.45K
$2.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
152New |
$56.3K - $63.7K
|
152
$60K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
152+ 2.56% |
$56.3K - $63.7K
|
6.1K
$2.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
151+ 4.69% |
$55.9K - $63.3K
|
3.37K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
151+ 2.16% |
$55.9K - $63.3K
|
7.13K
$2.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
148+ 23.95% |
$54.8K - $62K
|
766
$302K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
148+ 7.26% |
$54.8K - $62K
|
2.19K
$863K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
147+ 3.39% |
$54.4K - $61.6K
|
4.48K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
145+ 14500.0% |
$53.7K - $60.7K
|
146
$57.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
145+ 6.88% |
$53.7K - $60.7K
|
2.25K
$889K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
BUY
|
- |
142+ 0.77% |
$52.6K - $59.5K
|
18.7K
$7.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
141+ 1.45% |
$52.2K - $59.1K
|
9.88K
$3.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
140+ 20.14% |
$51.8K - $58.7K
|
835
$329K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
139+ 62.9% |
$51.5K - $58.2K
|
360
$142K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
135+ 8.09% |
$50K - $56.6K
|
1.8K
$712K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
132+ 0.41% |
$48.9K - $55.3K
|
32.4K
$12.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
130+ 5.37% |
$48.1K - $54.5K
|
2.55K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
127+ 4.93% |
$47K - $53.2K
|
2.7K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
126+ 4.12% |
$46.7K - $52.8K
|
3.18K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
125+ 0.83% |
$46.3K - $52.4K
|
15.3K
$6.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
125+ 2.99% |
$46.3K - $52.4K
|
4.3K
$1.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
125+ 15.34% |
$46.3K - $52.4K
|
940
$371K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
124+ 16.87% |
$45.9K - $51.9K
|
859
$339K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
122+ 2.66% |
$45.2K - $51.1K
|
4.7K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
120+ 2.15% |
$44.4K - $50.3K
|
5.71K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
118+ 5.16% |
$43.7K - $49.4K
|
2.4K
$948K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
118New |
$43.7K - $49.4K
|
118
$46.6K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
117+ 5.98% |
$43.3K - $49K
|
2.07K
$818K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
117New |
$43.3K - $49K
|
117
$46.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
115+ 2.29% |
$42.6K - $48.2K
|
5.14K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
115+ 3.17% |
$42.6K - $48.2K
|
3.74K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
114New |
$42.2K - $47.8K
|
114
$45K
|