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
|
Wbh Advisory Inc
|
SELL
|
- |
-6- 0.63% |
$2.22K - $2.51K
|
950
$388K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-6- 1.03% |
$2.22K - $2.51K
|
579
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-7- 0.7% |
$2.59K - $2.93K
|
1K
$408K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-7- 0.86% |
$2.59K - $2.93K
|
809
$330K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-7- 0.05% |
$2.59K - $2.93K
|
13.3K
$5.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-7- 0.9% |
$2.59K - $2.93K
|
767
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-7- 0.07% |
$2.59K - $2.93K
|
10.2K
$4.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8- 0.13% |
$2.96K - $3.35K
|
6.03K
$2.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-8- 0.71% |
$2.96K - $3.35K
|
1.12K
$457K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8- 0.04% |
$2.96K - $3.35K
|
19.6K
$8.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-8- 0.45% |
$2.96K - $3.35K
|
1.76K
$719K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-10- 0.29% |
$3.7K - $4.19K
|
3.48K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-10- 0.18% |
$3.7K - $4.19K
|
5.7K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-10- 0.2% |
$3.7K - $4.19K
|
4.95K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-10- 0.85% |
$3.7K - $4.19K
|
1.16K
$474K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-12- 0.11% |
$4.44K - $5.03K
|
10.8K
$4.42M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-13- 0.15% |
$4.81K - $5.45K
|
8.78K
$3.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-13- 0.15% |
$4.81K - $5.45K
|
8.53K
$3.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-13- 1.12% |
$4.81K - $5.45K
|
1.14K
$467K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-13- 1.59% |
$4.81K - $5.45K
|
807
$329K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-13- 23.21% |
$4.81K - $5.45K
|
43
$17.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-14- 3.85% |
$5.18K - $5.87K
|
350
$143K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-15- 2.51% |
$5.55K - $6.28K
|
583
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 1.36% |
$5.55K - $6.28K
|
1.08K
$442K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-15- 8.72% |
$5.55K - $6.28K
|
157
$64.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-15- 0.38% |
$5.55K - $6.28K
|
3.95K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-16- 0.23% |
$5.92K - $6.7K
|
6.91K
$2.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-16- 0.85% |
$5.92K - $6.7K
|
1.88K
$766K
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-17- 0.52% |
$6.29K - $7.12K
|
3.26K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-18- 0.31% |
$6.66K - $7.54K
|
5.87K
$2.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-19- 0.14% |
$7.03K - $7.96K
|
13.1K
$5.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-19- 0.38% |
$7.03K - $7.96K
|
4.96K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-19- 0.93% |
$7.03K - $7.96K
|
2.03K
$830K
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-19- 1.09% |
$7.03K - $7.96K
|
1.73K
$705K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-19- 0.09% |
$7.03K - $7.96K
|
20.7K
$8.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-19- 0.55% |
$7.03K - $7.96K
|
3.42K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-20- 0.46% |
$7.4K - $8.38K
|
4.3K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-20- 0.45% |
$7.4K - $8.38K
|
4.44K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-20- 1.37% |
$7.4K - $8.38K
|
1.44K
$588K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-21- 4.08% |
$7.78K - $8.8K
|
494
$202K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-21- 0.28% |
$7.78K - $8.8K
|
7.4K
$3.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-21- 0.59% |
$7.78K - $8.8K
|
3.51K
$1.43M
|
|
|
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
$828K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-22- 1.55% |
$8.15K - $9.22K
|
1.39K
$569K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-22- 0.33% |
$8.15K - $9.22K
|
6.61K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-22- 8.09% |
$8.15K - $9.22K
|
250
$102K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-23- 0.14% |
$8.52K - $9.64K
|
17K
$6.93M
|