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 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-156- 0.58% |
$57.8K - $65.4K
|
26.7K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-158- 0.85% |
$58.5K - $66.2K
|
18.3K
$7.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-159- 4.81% |
$58.9K - $66.6K
|
3.15K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-159- 2.61% |
$58.9K - $66.6K
|
5.93K
$2.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-160- 0.65% |
$59.2K - $67K
|
24.6K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-160- 3.46% |
$59.2K - $67K
|
4.47K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-160- 1.75% |
$59.2K - $67K
|
8.98K
$3.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-161- 5.47% |
$59.6K - $67.4K
|
2.79K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-162- 6.37% |
$60K - $67.9K
|
2.38K
$975K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-164- 4.13% |
$60.7K - $68.7K
|
3.8K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-164- 7.97% |
$60.7K - $68.7K
|
1.9K
$776K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-169- 1.63% |
$62.6K - $70.8K
|
10.2K
$4.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-170- 1.86% |
$62.9K - $71.2K
|
8.97K
$3.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-170- 1.26% |
$62.9K - $71.2K
|
13.3K
$5.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-171- 2.66% |
$63.3K - $71.6K
|
6.25K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-177- 0.59% |
$65.5K - $74.2K
|
30.1K
$12.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-178- 2.4% |
$65.9K - $74.6K
|
7.24K
$2.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-180- 1.23% |
$66.6K - $75.4K
|
14.5K
$5.93M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-180- 0.17% |
$66.6K - $75.4K
|
106K
$43.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-180- 8.15% |
$66.6K - $75.4K
|
2.03K
$830K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-188- 1.42% |
$69.6K - $78.8K
|
13.1K
$5.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-190- 0.33% |
$70.3K - $79.6K
|
57K
$23.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-190- 2.55% |
$70.3K - $79.6K
|
7.27K
$2.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-190- 10.47% |
$70.3K - $79.6K
|
1.63K
$665K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-192- 1.6% |
$71.1K - $80.4K
|
11.8K
$4.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-193- 5.01% |
$71.5K - $80.9K
|
3.66K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-194- 1.33% |
$71.8K - $81.3K
|
14.3K
$5.87M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-198- 2.48% |
$73.3K - $83K
|
7.79K
$3.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-198- 10.05% |
$73.3K - $83K
|
1.77K
$725K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-200- 3.13% |
$74K - $83.8K
|
6.19K
$2.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-202- 0.43% |
$74.8K - $84.6K
|
46.7K
$19.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-203- 0.75% |
$75.2K - $85K
|
27K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-205- 10.23% |
$75.9K - $85.9K
|
1.8K
$736K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-208- 0.83% |
$77K - $87.1K
|
24.7K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-208- 1.08% |
$77K - $87.1K
|
19.1K
$7.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-208- 12.7% |
$77K - $87.1K
|
1.43K
$585K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-209- 8.07% |
$77.4K - $87.6K
|
2.38K
$974K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-209- 4.51% |
$77.4K - $87.6K
|
4.43K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-209- 1.92% |
$77.4K - $87.6K
|
10.7K
$4.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-215- 2.74% |
$79.6K - $90.1K
|
7.62K
$3.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-223- 7.01% |
$82.6K - $93.4K
|
2.96K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-223- 1.26% |
$82.6K - $93.4K
|
17.4K
$7.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-225- 1.21% |
$83.3K - $94.3K
|
18.4K
$7.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-226- 3.99% |
$83.7K - $94.7K
|
5.44K
$2.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-230- 18.14% |
$85.2K - $96.4K
|
1.04K
$425K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-237- 0.87% |
$87.7K - $99.3K
|
26.9K
$11M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-238- 26.68% |
$88.1K - $99.7K
|
654
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-240- 2.42% |
$88.9K - $101K
|
9.7K
$3.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-240- 8.06% |
$88.9K - $101K
|
2.74K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-243- 27.06% |
$90K - $102K
|
655
$268K
|