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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
112+ 7.63% |
$41.5K - $46.9K
|
1.58K
$623K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
111+ 6.22% |
$41.1K - $46.5K
|
1.9K
$748K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
111+ 0.53% |
$41.1K - $46.5K
|
21.1K
$8.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
110+ 1.17% |
$40.7K - $46.1K
|
9.51K
$3.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
107+ 6.42% |
$39.6K - $44.8K
|
1.77K
$700K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
107+ 0.85% |
$39.6K - $44.8K
|
12.7K
$5.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
106+ 3.66% |
$39.2K - $44.4K
|
3K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
106+ 1.73% |
$39.2K - $44.4K
|
6.23K
$2.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
106+ 89.83% |
$39.2K - $44.4K
|
224
$88.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
104+ 7.25% |
$38.5K - $43.6K
|
1.54K
$607K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
103+ 38.01% |
$38.1K - $43.2K
|
374
$148K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
102+ 8.03% |
$37.8K - $42.7K
|
1.37K
$541K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
100+ 2.1% |
$37K - $41.9K
|
4.86K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
100New |
$37K - $41.9K
|
100
$39.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
99+ 0.69% |
$36.7K - $41.5K
|
14.5K
$5.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
99+ 1.9% |
$36.7K - $41.5K
|
5.3K
$2.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
98+ 0.22% |
$36.3K - $41.1K
|
44.4K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
98+ 1.87% |
$36.3K - $41.1K
|
5.34K
$2.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
95+ 12.34% |
$35.2K - $39.8K
|
865
$341K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
94+ 4.51% |
$34.8K - $39.4K
|
2.18K
$859K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
94+ 12.27% |
$34.8K - $39.4K
|
860
$339K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
93+ 3.13% |
$34.4K - $39K
|
3.06K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
91+ 11.06% |
$33.7K - $38.1K
|
914
$361K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
88+ 7.35% |
$32.6K - $36.9K
|
1.29K
$507K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
87+ 3.49% |
$32.2K - $36.4K
|
2.58K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
87New |
$32.2K - $36.4K
|
87
$34.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
86+ 10.6% |
$31.8K - $36K
|
897
$354K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
85+ 0.72% |
$31.5K - $35.6K
|
11.9K
$4.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
85+ 7.88% |
$31.5K - $35.6K
|
1.16K
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
84+ 11.02% |
$31.1K - $35.2K
|
846
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
81+ 0.19% |
$30K - $33.9K
|
43.7K
$17.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
81+ 2.66% |
$30K - $33.9K
|
3.13K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
81+ 6.13% |
$30K - $33.9K
|
1.4K
$554K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
80+ 0.77% |
$29.6K - $33.5K
|
10.5K
$4.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
80+ 2.3% |
$29.6K - $33.5K
|
3.57K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
79+ 0.12% |
$29.2K - $33.1K
|
68.3K
$26.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
77+ 2.43% |
$28.5K - $32.3K
|
3.25K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
77+ 122.22% |
$28.5K - $32.3K
|
140
$55.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
75+ 2.43% |
$27.8K - $31.4K
|
3.16K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
75+ 0.81% |
$27.8K - $31.4K
|
9.36K
$3.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
75+ 4.33% |
$27.8K - $31.4K
|
1.81K
$713K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
74+ 1.32% |
$27.4K - $31K
|
5.69K
$2.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
73+ 6.31% |
$27K - $30.6K
|
1.23K
$485K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
72+ 3.63% |
$26.7K - $30.2K
|
2.06K
$811K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
70New |
$25.9K - $29.3K
|
70
$27.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
70+ 6.75% |
$25.9K - $29.3K
|
1.11K
$437K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
69+ 0.86% |
$25.5K - $28.9K
|
8.1K
$3.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
69+ 3.61% |
$25.5K - $28.9K
|
1.98K
$781K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
69+ 11.26% |
$25.5K - $28.9K
|
682
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
68+ 3.09% |
$25.2K - $28.5K
|
2.27K
$897K
|