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 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-91- 17.3% |
$33.7K - $38.1K
|
435
$172K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-92- 1.19% |
$34.1K - $38.5K
|
7.65K
$3.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-93- 4.9% |
$34.4K - $39K
|
1.81K
$712K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-93- 2.48% |
$34.4K - $39K
|
3.66K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-93- 0.3% |
$34.4K - $39K
|
30.9K
$12.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-93- 8.88% |
$34.4K - $39K
|
954
$376K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-94- 0.56% |
$34.8K - $39.4K
|
16.6K
$6.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-94- 0.56% |
$34.8K - $39.4K
|
16.8K
$6.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-94- 8.94% |
$34.8K - $39.4K
|
958
$378K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-95- 0.16% |
$35.2K - $39.8K
|
59K
$23.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-97- 18.69% |
$35.9K - $40.6K
|
422
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-97- 2.09% |
$35.9K - $40.6K
|
4.54K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-99- 11.39% |
$36.7K - $41.5K
|
770
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-100- 12.15% |
$37K - $41.9K
|
723
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-100- 6.34% |
$37K - $41.9K
|
1.48K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-100- 5.72% |
$37K - $41.9K
|
1.65K
$650K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-102- 0.86% |
$37.8K - $42.7K
|
11.7K
$4.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-104- 3.57% |
$38.5K - $43.6K
|
2.81K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-106- 2.35% |
$39.2K - $44.4K
|
4.41K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-107- 1.4% |
$39.6K - $44.8K
|
7.51K
$2.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-107- 9.79% |
$39.6K - $44.8K
|
986
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-107- 2.29% |
$39.6K - $44.8K
|
4.57K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-107- 7.48% |
$39.6K - $44.8K
|
1.32K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-109- 2.12% |
$40.4K - $45.7K
|
5.04K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-110- 2.57% |
$40.7K - $46.1K
|
4.18K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-110- 14.8% |
$40.7K - $46.1K
|
633
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-110- 5.89% |
$40.7K - $46.1K
|
1.76K
$693K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-110- 1.67% |
$40.7K - $46.1K
|
6.49K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-110- 3.98% |
$40.7K - $46.1K
|
2.66K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-111- 5.5% |
$41.1K - $46.5K
|
1.91K
$753K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-111- 1.32% |
$41.1K - $46.5K
|
8.32K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-112- 0.73% |
$41.5K - $46.9K
|
15.2K
$6M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-113- 1.12% |
$41.8K - $47.3K
|
9.95K
$3.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-115- 13.64% |
$42.6K - $48.2K
|
728
$287K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-118- 0.32% |
$43.7K - $49.4K
|
37K
$14.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-119- 1.92% |
$44.1K - $49.9K
|
6.08K
$2.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-121- 15.67% |
$44.8K - $50.7K
|
651
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-121- 3.52% |
$44.8K - $50.7K
|
3.32K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-121- 1.71% |
$44.8K - $50.7K
|
6.97K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-121- 18.73% |
$44.8K - $50.7K
|
525
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-121- 11.79% |
$44.8K - $50.7K
|
905
$357K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-122- 5.12% |
$45.2K - $51.1K
|
2.26K
$893K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-122- 2.64% |
$45.2K - $51.1K
|
4.49K
$1.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-123- 7.75% |
$45.5K - $51.5K
|
1.47K
$578K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-123- 13.36% |
$45.5K - $51.5K
|
798
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-124- 1.42% |
$45.9K - $51.9K
|
8.59K
$3.39M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-127- 0.59% |
$47K - $53.2K
|
21.6K
$8.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-127- 8.26% |
$47K - $53.2K
|
1.41K
$557K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-128- 5.3% |
$47.4K - $53.6K
|
2.29K
$903K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-128- 0.82% |
$47.4K - $53.6K
|
15.5K
$6.12M
|