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
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50.3K+ 74.57% |
$18.6M - $21.1M
|
118K
$48.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
44.5K+ 3.32% |
$16.5M - $18.7M
|
1.39M
$576M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
38.2KNew |
$14.2M - $16M
|
38.2K
$15.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
33.1K+ 53.17% |
$12.2M - $13.9M
|
95.3K
$39.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
33KNew |
$12.2M - $13.8M
|
33K
$13.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
31.6KNew |
$11.7M - $13.3M
|
31.6K
$13.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
30.5K+ 41.55% |
$11.3M - $12.8M
|
104K
$43.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
29.7KNew |
$11M - $12.5M
|
29.7K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
26.6KNew |
$9.83M - $11.1M
|
26.6K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.1K+ 48.86% |
$8.18M - $9.26M
|
67.3K
$28M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
14.5K+ 16.49% |
$5.36M - $6.06M
|
102K
$42.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
13.2KNew |
$4.88M - $5.52M
|
13.2K
$5.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
12.8K+ 48.95% |
$4.73M - $5.35M
|
38.8K
$16.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
9.62KNew |
$3.56M - $4.03M
|
9.62K
$3.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
8.89KNew |
$3.29M - $3.73M
|
8.89K
$3.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
8.52KNew |
$3.15M - $3.57M
|
8.52K
$3.54M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
7.76KNew |
$2.87M - $3.25M
|
7.76K
$3.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
7.72K+ 11.59% |
$2.86M - $3.23M
|
74.3K
$30.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
7.13K+ 21.56% |
$2.64M - $2.98M
|
40.2K
$16.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.89KNew |
$2.55M - $2.89M
|
6.89K
$2.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
6.65KNew |
$2.46M - $2.78M
|
6.65K
$2.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
6.12K+ 654.01% |
$2.26M - $2.56M
|
7.05K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
5.4KNew |
$2M - $2.26M
|
5.4K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
5.33K+ 1713.5% |
$1.97M - $2.23M
|
5.64K
$2.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.32K+ 9.87% |
$1.97M - $2.23M
|
59.2K
$24.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.12K+ 70.24% |
$1.9M - $2.15M
|
12.4K
$5.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.74K+ 7.63% |
$1.75M - $1.98M
|
66.8K
$27.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4.39KNew |
$1.62M - $1.84M
|
4.39K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.99K+ 3.3% |
$1.48M - $1.67M
|
125K
$52M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.95K+ 9.45% |
$1.46M - $1.66M
|
45.8K
$19M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.74K+ 3.2% |
$1.39M - $1.57M
|
121K
$50.1M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.38K+ 91.71% |
$1.25M - $1.41M
|
7.06K
$2.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.34K+ 5.83% |
$1.24M - $1.4M
|
60.7K
$25.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.24KNew |
$1.2M - $1.36M
|
3.24K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
3.19KNew |
$1.18M - $1.34M
|
3.19K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.14K+ 4.67% |
$1.16M - $1.31M
|
70.3K
$29.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.14K+ 10.17% |
$1.16M - $1.31M
|
34K
$14.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
3.12KNew |
$1.16M - $1.31M
|
3.12K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.06K+ 8.34% |
$1.13M - $1.28M
|
39.7K
$16.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
3.04KNew |
$1.13M - $1.28M
|
3.04K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.99K+ 2647.79% |
$1.11M - $1.25M
|
3.11K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.84K+ 0.36% |
$1.05M - $1.19M
|
798K
$331M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.84K+ 5.22% |
$1.05M - $1.19M
|
57.3K
$23.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.55K+ 0.64% |
$944K - $1.07M
|
400K
$166M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.55K+ 19.76% |
$942K - $1.07M
|
15.4K
$6.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
2.52KNew |
$933K - $1.06M
|
2.52K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 7.3% |
$925K - $1.05M
|
36.7K
$15.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.5K+ 98.42% |
$925K - $1.05M
|
5.04K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.43K+ 2.82% |
$901K - $1.02M
|
88.6K
$36.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.16K+ 84.96% |
$801K - $907K
|
4.71K
$1.96M
|