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 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-58- 1.53% |
$21.5K - $24.3K
|
3.74K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-59- 1.16% |
$21.8K - $24.7K
|
5.02K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-59- 10.52% |
$21.8K - $24.7K
|
502
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-60- 10.73% |
$22.2K - $25.1K
|
499
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-60- 8.97% |
$22.2K - $25.1K
|
609
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-60- 2.17% |
$22.2K - $25.1K
|
2.71K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-61- 0.33% |
$22.6K - $25.6K
|
18.2K
$8.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-62- 4.09% |
$23K - $26K
|
1.45K
$669K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-63- 8.9% |
$23.3K - $26.4K
|
645
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-63- 1.61% |
$23.3K - $26.4K
|
3.86K
$1.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-64- 6.23% |
$23.7K - $26.8K
|
963
$443K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-64- 13.03% |
$23.7K - $26.8K
|
427
$196K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-65- 0.65% |
$24.1K - $27.2K
|
9.93K
$4.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-65- 0.88% |
$24.1K - $27.2K
|
7.36K
$3.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-66- 1.45% |
$24.4K - $27.7K
|
4.49K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-66- 0.38% |
$24.4K - $27.7K
|
17.4K
$8.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-67- 6.24% |
$24.8K - $28.1K
|
1.01K
$463K
|
|
|
Apr 22, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-68- 2.98% |
$25.2K - $28.5K
|
2.21K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-69- 1.93% |
$25.5K - $28.9K
|
3.5K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-69- 6.96% |
$25.5K - $28.9K
|
922
$424K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-70- 2.69% |
$25.9K - $29.3K
|
2.53K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-70- 1.07% |
$25.9K - $29.3K
|
6.46K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-70- 4.23% |
$25.9K - $29.3K
|
1.58K
$729K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-70- 1.81% |
$25.9K - $29.3K
|
3.79K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-71- 2.45% |
$26.3K - $29.7K
|
2.83K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-72- 0.96% |
$26.7K - $30.2K
|
7.46K
$3.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-72- 0.8% |
$26.7K - $30.2K
|
8.9K
$4.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-72- 3.84% |
$26.7K - $30.2K
|
1.8K
$829K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-73- 0.64% |
$27K - $30.6K
|
11.4K
$5.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-74- 2.14% |
$27.4K - $31K
|
3.39K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-74- 4.6% |
$27.4K - $31K
|
1.53K
$705K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-74- 5.16% |
$27.4K - $31K
|
1.36K
$625K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-75- 4.85% |
$27.8K - $31.4K
|
1.47K
$677K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-75- 0.26% |
$27.8K - $31.4K
|
28.3K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-75- 0.74% |
$27.8K - $31.4K
|
10K
$4.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-75- 7.02% |
$27.8K - $31.4K
|
993
$457K
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-76- 2.55% |
$28.1K - $31.8K
|
2.91K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-76- 1.31% |
$28.1K - $31.8K
|
5.73K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-76- 0.64% |
$28.1K - $31.8K
|
11.8K
$5.43M
|
|
|
Sep 09, 2025
Q4 2024
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-76- 1.83% |
$28.1K - $31.8K
|
4.09K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-77- 0.82% |
$28.5K - $32.3K
|
9.36K
$4.31M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-79- 2.77% |
$29.2K - $33.1K
|
2.78K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-79- 7.07% |
$29.2K - $33.1K
|
1.04K
$478K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-79- 0.48% |
$29.2K - $33.1K
|
16.3K
$7.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-80- 0.78% |
$29.6K - $33.5K
|
10.2K
$4.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-80- 17.74% |
$29.6K - $33.5K
|
371
$171K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-81- 3.29% |
$30K - $33.9K
|
2.38K
$1.1M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-82- 2.78% |
$30.4K - $34.4K
|
2.87K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-83- 1.55% |
$30.7K - $34.8K
|
5.29K
$2.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-83- 3.15% |
$30.7K - $34.8K
|
2.55K
$1.18M
|