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 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.17KNew |
$433K - $490K
|
1.17K
$461K
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
1.15KNew |
$425K - $481K
|
1.15K
$453K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.15KNew |
$424K - $480K
|
1.15K
$452K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.14K+ 139.44% |
$423K - $478K
|
1.96K
$774K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.14KNew |
$421K - $476K
|
1.14K
$448K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.14K+ 91.91% |
$421K - $476K
|
2.37K
$936K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.14KNew |
$420K - $475K
|
1.14K
$448K
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
1.13KNew |
$419K - $474K
|
1.13K
$447K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
1.11KNew |
$411K - $465K
|
1.11K
$438K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.11KNew |
$409K - $463K
|
1.11K
$436K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.1K+ 9.07% |
$408K - $462K
|
13.3K
$5.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.1KNew |
$408K - $462K
|
1.1K
$435K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.1K+ 127.28% |
$408K - $461K
|
1.97K
$776K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.08KNew |
$400K - $453K
|
1.08K
$427K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.07KNew |
$397K - $449K
|
1.07K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.07KNew |
$397K - $449K
|
1.07K
$423K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.05KNew |
$389K - $441K
|
1.05K
$415K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.05KNew |
$389K - $440K
|
1.05K
$415K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 1.5% |
$387K - $438K
|
70.7K
$27.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.04KNew |
$384K - $434K
|
1.04K
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.03K+ 93.11% |
$380K - $430K
|
2.13K
$840K
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
1.02KNew |
$377K - $426K
|
1.02K
$402K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.02K+ 10.3% |
$377K - $426K
|
10.9K
$4.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.01K+ 4.82% |
$375K - $424K
|
22K
$8.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
990New |
$367K - $415K
|
990
$391K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
979New |
$362K - $410K
|
979
$386K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
965+ 748.06% |
$357K - $404K
|
1.09K
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
964New |
$357K - $404K
|
964
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
957New |
$354K - $401K
|
957
$378K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
935+ 17.23% |
$346K - $392K
|
6.36K
$2.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
934+ 9.49% |
$346K - $391K
|
10.8K
$4.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
932+ 1.47% |
$345K - $390K
|
64.5K
$25.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
917+ 53.66% |
$340K - $384K
|
2.63K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
917+ 12.86% |
$340K - $384K
|
8.05K
$3.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
910+ 3.99% |
$337K - $381K
|
23.7K
$9.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
905New |
$335K - $379K
|
905
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
905New |
$335K - $379K
|
905
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
901New |
$334K - $377K
|
901
$356K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
901+ 33.11% |
$334K - $377K
|
3.62K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
897New |
$332K - $376K
|
897
$354K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
895+ 0.72% |
$331K - $375K
|
125K
$49.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
891+ 54.86% |
$330K - $373K
|
2.52K
$992K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
890+ 3.48% |
$330K - $373K
|
26.5K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
890New |
$330K - $373K
|
890
$351K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
886+ 66.67% |
$328K - $371K
|
2.22K
$874K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
882+ 7.84% |
$327K - $370K
|
12.1K
$4.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
873New |
$323K - $366K
|
873
$344K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
862New |
$319K - $361K
|
862
$340K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
861+ 0.98% |
$319K - $361K
|
88.5K
$34.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
852New |
$315K - $357K
|
852
$336K
|