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 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.57K+ 6.88% |
$1.32M - $1.5M
|
55.4K
$22.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.57KNew |
$1.32M - $1.49M
|
3.57K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.49K+ 66.85% |
$1.29M - $1.46M
|
8.71K
$3.48M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.38K+ 91.71% |
$1.25M - $1.41M
|
7.06K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.38KNew |
$1.25M - $1.41M
|
3.38K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.34K+ 5.83% |
$1.24M - $1.4M
|
60.7K
$24.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.31K+ 530.82% |
$1.22M - $1.39M
|
3.93K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.26K+ 14.17% |
$1.21M - $1.37M
|
26.3K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3.24K+ 124.28% |
$1.2M - $1.36M
|
5.85K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.24KNew |
$1.2M - $1.36M
|
3.24K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
3.2KNew |
$1.19M - $1.34M
|
3.2K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
3.2KNew |
$1.18M - $1.34M
|
3.2K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
3.19KNew |
$1.18M - $1.34M
|
3.19K
$1.27M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.16KNew |
$1.17M - $1.32M
|
3.16K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.15KNew |
$1.17M - $1.32M
|
3.15K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.14K+ 4.67% |
$1.16M - $1.31M
|
70.3K
$28.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.14K+ 10.17% |
$1.16M - $1.31M
|
34K
$13.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.13KNew |
$1.16M - $1.31M
|
3.13K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
3.12KNew |
$1.16M - $1.31M
|
3.12K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.08K+ 2.36% |
$1.14M - $1.29M
|
133K
$53.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.06K+ 8.34% |
$1.13M - $1.28M
|
39.7K
$15.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
3.04KNew |
$1.13M - $1.28M
|
3.04K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
3.02KNew |
$1.12M - $1.26M
|
3.02K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.99K+ 2647.79% |
$1.11M - $1.25M
|
3.11K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
2.97K+ 92.39% |
$1.1M - $1.25M
|
6.19K
$2.47M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.97K+ 43.39% |
$1.1M - $1.25M
|
9.83K
$3.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.96K+ 6.01% |
$1.09M - $1.24M
|
52.1K
$20.8M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
2.9KNew |
$1.07M - $1.21M
|
2.9K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.89K+ 3.28% |
$1.07M - $1.21M
|
90.9K
$36.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.88K+ 0.14% |
$1.07M - $1.21M
|
2.1M
$838M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.84K+ 5.22% |
$1.05M - $1.19M
|
57.3K
$22.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.84K+ 0.36% |
$1.05M - $1.19M
|
798K
$319M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.84KNew |
$1.05M - $1.19M
|
2.84K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
2.82KNew |
$1.05M - $1.18M
|
2.82K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.81K+ 12.91% |
$1.04M - $1.18M
|
24.6K
$9.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.79K+ 14.85% |
$1.03M - $1.17M
|
21.6K
$8.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.77K+ 7.93% |
$1.02M - $1.16M
|
37.7K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.77K+ 406.02% |
$1.02M - $1.16M
|
3.45K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.7K+ 5.96% |
$1M - $1.13M
|
48.1K
$19.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.69KNew |
$995K - $1.13M
|
2.69K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.65K+ 36.08% |
$982K - $1.11M
|
10K
$4M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.55K+ 0.64% |
$944K - $1.07M
|
400K
$160M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.55K+ 19.76% |
$942K - $1.07M
|
15.4K
$6.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
2.52KNew |
$933K - $1.06M
|
2.52K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
2.51KNew |
$929K - $1.05M
|
2.51K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.5K+ 98.42% |
$925K - $1.05M
|
5.04K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 7.3% |
$925K - $1.05M
|
36.7K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.5K+ 180.27% |
$924K - $1.05M
|
3.88K
$1.55M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.47KNew |
$916K - $1.04M
|
2.47K
$988K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
2.44KNew |
$903K - $1.02M
|
2.44K
$975K
|