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 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.14K- 5.18% |
$421K - $477K
|
20.8K
$9.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.16K- 7.0% |
$428K - $484K
|
15.4K
$6.65M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.18K- 4.47% |
$435K - $492K
|
25.1K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.18K- 0.18% |
$438K - $495K
|
644K
$279M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.19K- 10.1% |
$440K - $498K
|
10.6K
$4.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.19K- 15.03% |
$441K - $499K
|
6.73K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.2K- 47.63% |
$446K - $504K
|
1.32K
$573K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 2.85% |
$449K - $508K
|
41.3K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.22K- 50.37% |
$451K - $510K
|
1.2K
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.22K- 50.41% |
$452K - $511K
|
1.2K
$519K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.22K- 3.03% |
$453K - $513K
|
39.2K
$16.9M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.23K- 27.34% |
$456K - $516K
|
3.28K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.25K- 16.29% |
$462K - $523K
|
6.41K
$2.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.25K- 14.21% |
$463K - $524K
|
7.55K
$3.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.28K- 5.35% |
$472K - $534K
|
22.5K
$9.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.29K- 2.4% |
$478K - $541K
|
52.6K
$22.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.36K- 2.78% |
$502K - $569K
|
47.4K
$20.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.37K- 1.43% |
$508K - $575K
|
94.5K
$40.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.38K- 0.54% |
$511K - $579K
|
253K
$110M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-1.38K- 6.97% |
$512K - $579K
|
18.5K
$7.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.4K- 52.92% |
$516K - $584K
|
1.24K
$537K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-1.4K- 8.56% |
$518K - $587K
|
15K
$6.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 12.21% |
$541K - $612K
|
10.5K
$4.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.46K- 71.66% |
$542K - $613K
|
579
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.49K- 14.91% |
$550K - $623K
|
8.48K
$3.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.5K- 5.99% |
$556K - $629K
|
23.6K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.55K- 2.5% |
$573K - $649K
|
60.3K
$26.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.56K- 3.17% |
$577K - $653K
|
47.5K
$20.6M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.6K- 1.87% |
$592K - $669K
|
83.9K
$36.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.6K- 1.94% |
$592K - $670K
|
80.9K
$35M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.67K- 1.31% |
$617K - $698K
|
126K
$54.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.68K- 16.62% |
$620K - $702K
|
8.41K
$3.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.68K- 4.4% |
$621K - $703K
|
36.4K
$15.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.69K- 2.43% |
$625K - $708K
|
67.8K
$29.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.7K- 36.13% |
$631K - $714K
|
3.01K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-1.76K- 1.32% |
$650K - $735K
|
131K
$56.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.79K- 2.25% |
$662K - $749K
|
77.7K
$33.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-1.8K- 1.65% |
$666K - $754K
|
107K
$46.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.91K- 3.14% |
$708K - $801K
|
59.1K
$25.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-1.98K- 13.4% |
$733K - $830K
|
12.8K
$5.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.01K- 14.32% |
$746K - $844K
|
12.1K
$5.21M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.02K- 1.65% |
$749K - $848K
|
120K
$52M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.06K- 0.8% |
$762K - $863K
|
257K
$111M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-2.14K- 3.11% |
$793K - $898K
|
66.8K
$28.9M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.22K- 0.6% |
$823K - $931K
|
368K
$159M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.23K- 4.9% |
$824K - $932K
|
43.2K
$18.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.31K- 4.22% |
$854K - $966K
|
52.4K
$22.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.47K- 5.29% |
$916K - $1.04M
|
44.3K
$19.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.49K- 9.26% |
$921K - $1.04M
|
24.4K
$10.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.49K- 3.38% |
$923K - $1.04M
|
71.3K
$30.9M
|