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 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-205- 10.23% |
$75.9K - $85.9K
|
1.8K
$827K
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-205- 10.23% |
$75.9K - $85.9K
|
1.8K
$827K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-207- 0.85% |
$76.6K - $86.7K
|
24.2K
$11.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-208- 0.83% |
$77K - $87.1K
|
24.7K
$11.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-208- 1.08% |
$77K - $87.1K
|
19.1K
$8.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-208- 12.7% |
$77K - $87.1K
|
1.43K
$658K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-209- 8.07% |
$77.4K - $87.6K
|
2.38K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-209- 4.51% |
$77.4K - $87.6K
|
4.43K
$2.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-209- 1.92% |
$77.4K - $87.6K
|
10.7K
$4.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-213- 3.07% |
$78.9K - $89.2K
|
6.72K
$3.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-215- 2.74% |
$79.6K - $90.1K
|
7.62K
$3.51M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-219- 0.16% |
$81.1K - $91.7K
|
135K
$62.3M
|
|
|
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
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-223- 1.26% |
$82.6K - $93.4K
|
17.4K
$8.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-224- 1.85% |
$82.9K - $93.8K
|
11.9K
$5.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-225- 1.21% |
$83.3K - $94.3K
|
18.4K
$8.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-226- 3.99% |
$83.7K - $94.7K
|
5.44K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-230- 18.14% |
$85.2K - $96.4K
|
1.04K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-234- 1.83% |
$86.6K - $98K
|
12.5K
$5.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-237- 0.87% |
$87.7K - $99.3K
|
26.9K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-237- 2.25% |
$87.7K - $99.3K
|
10.3K
$4.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-238- 26.68% |
$88.1K - $99.7K
|
654
$301K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-240- 2.42% |
$88.9K - $101K
|
9.7K
$4.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-240- 8.06% |
$88.9K - $101K
|
2.74K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-241- 3.75% |
$89.2K - $101K
|
6.19K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-243- 27.06% |
$90K - $102K
|
655
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-243- 2.61% |
$90K - $102K
|
9.07K
$4.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-244- 5.08% |
$90.3K - $102K
|
4.56K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-244- 16.86% |
$90.3K - $102K
|
1.2K
$554K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-246- 0.88% |
$91.1K - $103K
|
27.7K
$12.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-248- 1.64% |
$91.8K - $104K
|
14.9K
$6.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-248- 5.7% |
$91.8K - $104K
|
4.11K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-248- 26.33% |
$91.8K - $104K
|
694
$319K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-250- 2.56% |
$92.6K - $105K
|
9.5K
$4.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-251- 5.52% |
$92.9K - $105K
|
4.3K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-251- 0.09% |
$92.9K - $105K
|
291K
$134M
|
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-251- 0.09% |
$92.9K - $105K
|
291K
$134M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-252- 2.49% |
$93.3K - $106K
|
9.86K
$4.54M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-255- 1.4% |
$94.4K - $107K
|
17.9K
$8.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-257- 2.61% |
$95.2K - $108K
|
9.58K
$4.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-257- 7.71% |
$95.2K - $108K
|
3.08K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-261- 5.48% |
$96.6K - $109K
|
4.5K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-263- 5.1% |
$97.4K - $110K
|
4.89K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-264- 6.55% |
$97.7K - $111K
|
3.77K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-264- 2.4% |
$97.7K - $111K
|
10.8K
$4.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-264- 0.71% |
$97.7K - $111K
|
36.7K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-268- 8.65% |
$99.2K - $112K
|
2.83K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-269- 16.21% |
$99.6K - $113K
|
1.39K
$640K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-270- 6.24% |
$100K - $113K
|
4.06K
$1.87M
|