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 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-274- 17.63% |
$101K - $115K
|
1.28K
$589K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-276- 2.23% |
$102K - $116K
|
12.1K
$5.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-276- 1.61% |
$102K - $116K
|
16.9K
$7.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-279- 7.23% |
$103K - $117K
|
3.58K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-283- 3.67% |
$105K - $119K
|
7.43K
$3.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-286- 17.55% |
$106K - $120K
|
1.34K
$618K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-291- 9.64% |
$108K - $122K
|
2.73K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-292- 0.88% |
$108K - $122K
|
32.9K
$15.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-300- 4.06% |
$111K - $126K
|
7.1K
$3.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-310- 15.01% |
$115K - $130K
|
1.76K
$808K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-310- 12.0% |
$115K - $130K
|
2.27K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-314- 0.98% |
$116K - $132K
|
31.7K
$14.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-314- 0.85% |
$116K - $132K
|
36.4K
$16.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-317- 4.63% |
$117K - $133K
|
6.54K
$3.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-318- 8.09% |
$118K - $133K
|
3.62K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-329- 21.46% |
$122K - $138K
|
1.2K
$554K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-330- 4.96% |
$122K - $138K
|
6.33K
$2.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-330- 2.68% |
$122K - $138K
|
12K
$5.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-331- 1.98% |
$123K - $139K
|
16.4K
$7.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-333- 0.35% |
$123K - $140K
|
95.3K
$43.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-333- 24.13% |
$123K - $140K
|
1.05K
$482K
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-334- 7.7% |
$124K - $140K
|
4.01K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-335- 2.97% |
$124K - $140K
|
11K
$5.04M
|
|
|
Aug 15, 2025
Q4 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-335- 1.71% |
$124K - $140K
|
19.3K
$8.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-339- 7.04% |
$126K - $142K
|
4.48K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-347- 4.07% |
$128K - $145K
|
8.18K
$3.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-348- 4.36% |
$129K - $146K
|
7.64K
$3.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-350- 23.21% |
$130K - $147K
|
1.16K
$533K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-351- 2.48% |
$130K - $147K
|
13.8K
$6.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-353- 29.79% |
$131K - $148K
|
832
$383K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-356- 1.53% |
$132K - $149K
|
22.9K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-357- 12.02% |
$132K - $150K
|
2.61K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-362- 41.0% |
$134K - $152K
|
521
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-363- 0.47% |
$134K - $152K
|
77K
$35.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-364- 1.02% |
$135K - $152K
|
35.3K
$16.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-372- 2.17% |
$138K - $156K
|
16.8K
$7.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-374- 22.96% |
$138K - $157K
|
1.26K
$577K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-377- 1.67% |
$140K - $158K
|
22.2K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-380- 0.9% |
$141K - $159K
|
41.8K
$19.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-381- 22.49% |
$141K - $160K
|
1.31K
$604K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-382- 11.47% |
$141K - $160K
|
2.95K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-383- 1.56% |
$142K - $160K
|
24.1K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-393- 4.35% |
$146K - $165K
|
8.65K
$3.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-399- 4.32% |
$148K - $167K
|
8.84K
$4.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-402- 3.67% |
$149K - $168K
|
10.5K
$4.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-403- 2.58% |
$149K - $169K
|
15.2K
$7.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-403- 1.97% |
$149K - $169K
|
20K
$9.2M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-405- 22.46% |
$150K - $170K
|
1.4K
$643K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-414- 2.22% |
$153K - $173K
|
18.3K
$8.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-418- 43.68% |
$155K - $175K
|
539
$248K
|