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 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-164- 4.13% |
$60.7K - $68.7K
|
3.8K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-165- 7.04% |
$61.1K - $69.1K
|
2.18K
$859K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-166- 2.14% |
$61.5K - $69.5K
|
7.58K
$2.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-169- 1.63% |
$62.6K - $70.8K
|
10.2K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-169- 2.07% |
$62.6K - $70.8K
|
7.99K
$3.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-170- 1.26% |
$62.9K - $71.2K
|
13.3K
$5.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-170- 1.86% |
$62.9K - $71.2K
|
8.97K
$3.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-171- 2.66% |
$63.3K - $71.6K
|
6.25K
$2.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-177- 0.59% |
$65.5K - $74.2K
|
30.1K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-177- 0.51% |
$65.5K - $74.2K
|
34.6K
$13.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-178- 2.4% |
$65.9K - $74.6K
|
7.24K
$2.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-178- 4.07% |
$65.9K - $74.6K
|
4.2K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-178- 8.12% |
$65.9K - $74.6K
|
2.01K
$794K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-180- 1.23% |
$66.6K - $75.4K
|
14.5K
$5.71M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-180- 0.17% |
$66.6K - $75.4K
|
106K
$41.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-180- 8.15% |
$66.6K - $75.4K
|
2.03K
$801K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-182- 23.33% |
$67.4K - $76.2K
|
598
$236K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-182- 5.03% |
$67.4K - $76.2K
|
3.43K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-188- 1.42% |
$69.6K - $78.8K
|
13.1K
$5.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-190- 2.55% |
$70.3K - $79.6K
|
7.27K
$2.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-190- 0.33% |
$70.3K - $79.6K
|
57K
$22.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-190- 10.47% |
$70.3K - $79.6K
|
1.63K
$641K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-190- 10.47% |
$70.3K - $79.6K
|
1.63K
$641K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-192- 1.6% |
$71.1K - $80.4K
|
11.8K
$4.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-192- 4.12% |
$71.1K - $80.4K
|
4.47K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-193- 5.01% |
$71.5K - $80.9K
|
3.66K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-194- 1.33% |
$71.8K - $81.3K
|
14.3K
$5.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-195- 0.73% |
$72.2K - $81.7K
|
26.6K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-197- 17.06% |
$72.9K - $82.5K
|
958
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-197- 2.52% |
$72.9K - $82.5K
|
7.63K
$3.01M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-198- 2.48% |
$73.3K - $83K
|
7.79K
$3.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-198- 10.05% |
$73.3K - $83K
|
1.77K
$699K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-199- 2.61% |
$73.7K - $83.4K
|
7.43K
$2.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-200- 3.13% |
$74K - $83.8K
|
6.19K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-201- 0.37% |
$74.4K - $84.2K
|
54K
$21.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-202- 0.43% |
$74.8K - $84.6K
|
46.7K
$18.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-203- 0.75% |
$75.2K - $85K
|
27K
$10.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-205- 10.23% |
$75.9K - $85.9K
|
1.8K
$709K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-208- 0.83% |
$77K - $87.1K
|
24.7K
$9.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-208- 1.08% |
$77K - $87.1K
|
19.1K
$7.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-208- 12.7% |
$77K - $87.1K
|
1.43K
$564K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-209- 8.07% |
$77.4K - $87.6K
|
2.38K
$939K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-209- 4.51% |
$77.4K - $87.6K
|
4.43K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-209- 1.92% |
$77.4K - $87.6K
|
10.7K
$4.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-213- 3.07% |
$78.9K - $89.2K
|
6.72K
$2.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-215- 2.74% |
$79.6K - $90.1K
|
7.62K
$3.01M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-219- 0.16% |
$81.1K - $91.7K
|
135K
$53.4M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-220Closed |
$81.5K - $92.2K
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-223- 7.01% |
$82.6K - $93.4K
|
2.96K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-223- 1.26% |
$82.6K - $93.4K
|
17.4K
$6.87M
|