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 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-19- 0.05% |
$7.03K - $7.96K
|
39.2K
$16M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-19- 3.41% |
$7.03K - $7.96K
|
538
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-19- 0.38% |
$7.03K - $7.96K
|
4.96K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-19- 0.93% |
$7.03K - $7.96K
|
2.03K
$832K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-19- 0.14% |
$7.03K - $7.96K
|
13.1K
$5.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-20- 0.45% |
$7.4K - $8.38K
|
4.44K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-20- 0.46% |
$7.4K - $8.38K
|
4.3K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-21- 0.28% |
$7.78K - $8.8K
|
7.4K
$3.03M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-21- 4.08% |
$7.78K - $8.8K
|
494
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-21- 0.59% |
$7.78K - $8.8K
|
3.51K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-22- 1.55% |
$8.15K - $9.22K
|
1.39K
$571K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-22- 6.11% |
$8.15K - $9.22K
|
338
$138K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-22- 1.07% |
$8.15K - $9.22K
|
2.03K
$830K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-22- 0.33% |
$8.15K - $9.22K
|
6.61K
$2.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-23- 0.14% |
$8.52K - $9.64K
|
17K
$6.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-23- 2.43% |
$8.52K - $9.64K
|
925
$379K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-24- 3.27% |
$8.89K - $10.1K
|
711
$291K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-24- 0.98% |
$8.89K - $10.1K
|
2.43K
$995K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-24- 0.85% |
$8.89K - $10.1K
|
2.81K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-25- 1.42% |
$9.26K - $10.5K
|
1.74K
$710K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-25- 1.39% |
$9.26K - $10.5K
|
1.77K
$724K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-25- 1.11% |
$9.26K - $10.5K
|
2.23K
$913K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-25- 0.5% |
$9.26K - $10.5K
|
4.95K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-25- 2.17% |
$9.26K - $10.5K
|
1.13K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-26- 3.78% |
$9.63K - $10.9K
|
661
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-26- 0.46% |
$9.63K - $10.9K
|
5.57K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-27- 0.38% |
$10K - $11.3K
|
7.08K
$2.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-27- 1.04% |
$10K - $11.3K
|
2.56K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-28- 0.43% |
$10.4K - $11.7K
|
6.56K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-30- 2.69% |
$11.1K - $12.6K
|
1.09K
$445K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-30- 2.8% |
$11.1K - $12.6K
|
1.04K
$427K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-31- 0.44% |
$11.5K - $13K
|
7.08K
$2.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-31- 4.68% |
$11.5K - $13K
|
631
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-32- 0.32% |
$11.8K - $13.4K
|
9.93K
$4.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-32- 4.53% |
$11.8K - $13.4K
|
675
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-33- 0.29% |
$12.2K - $13.8K
|
11.5K
$4.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-35- 3.23% |
$13K - $14.7K
|
1.05K
$430K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-35- 4.5% |
$13K - $14.7K
|
743
$304K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-37- 0.68% |
$13.7K - $15.5K
|
5.42K
$2.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-37- 8.47% |
$13.7K - $15.5K
|
400
$164K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-37- 2.12% |
$13.7K - $15.5K
|
1.71K
$699K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-38- 49.35% |
$14.1K - $15.9K
|
39
$16K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-38- 1.83% |
$14.1K - $15.9K
|
2.04K
$834K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-38- 3.06% |
$14.1K - $15.9K
|
1.2K
$492K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-39- 6.41% |
$14.4K - $16.3K
|
569
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-40- 1.03% |
$14.8K - $16.8K
|
3.83K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-41- 1.06% |
$15.2K - $17.2K
|
3.84K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-42- 3.3% |
$15.6K - $17.6K
|
1.23K
$503K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-42- 0.95% |
$15.6K - $17.6K
|
4.4K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-42- 93.33% |
$15.6K - $17.6K
|
3
$1.23K
|