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 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-248- 1.64% |
$91.8K - $104K
|
14.9K
$6.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-248- 5.7% |
$91.8K - $104K
|
4.11K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-250- 2.56% |
$92.6K - $105K
|
9.5K
$3.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-251- 5.52% |
$92.9K - $105K
|
4.3K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-257- 2.61% |
$95.2K - $108K
|
9.58K
$3.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-261- 5.48% |
$96.6K - $109K
|
4.5K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-263- 5.1% |
$97.4K - $110K
|
4.89K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-264- 6.55% |
$97.7K - $111K
|
3.77K
$1.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-270- 6.24% |
$100K - $113K
|
4.06K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-274- 17.63% |
$101K - $115K
|
1.28K
$524K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-276- 1.61% |
$102K - $116K
|
16.9K
$6.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-276- 2.23% |
$102K - $116K
|
12.1K
$4.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-279- 7.23% |
$103K - $117K
|
3.58K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-283- 3.67% |
$105K - $119K
|
7.43K
$3.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-286- 17.55% |
$106K - $120K
|
1.34K
$550K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-291- 9.64% |
$108K - $122K
|
2.73K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-292- 0.88% |
$108K - $122K
|
32.9K
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-300- 4.06% |
$111K - $126K
|
7.1K
$2.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-314- 0.98% |
$116K - $132K
|
31.7K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-318- 8.09% |
$118K - $133K
|
3.62K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-330- 4.96% |
$122K - $138K
|
6.33K
$2.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-330- 2.68% |
$122K - $138K
|
12K
$4.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-331- 1.98% |
$123K - $139K
|
16.4K
$6.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-334- 7.7% |
$124K - $140K
|
4.01K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-347- 4.07% |
$128K - $145K
|
8.18K
$3.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-350- 23.21% |
$130K - $147K
|
1.16K
$474K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-351- 2.48% |
$130K - $147K
|
13.8K
$5.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-356- 1.53% |
$132K - $149K
|
22.9K
$9.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-357- 12.02% |
$132K - $150K
|
2.61K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-362- 41.0% |
$134K - $152K
|
521
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-363- 0.47% |
$134K - $152K
|
77K
$31.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-372- 2.17% |
$138K - $156K
|
16.8K
$6.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-374- 22.96% |
$138K - $157K
|
1.26K
$514K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-381- 22.49% |
$141K - $160K
|
1.31K
$537K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-399- 4.32% |
$148K - $167K
|
8.84K
$3.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-402- 3.67% |
$149K - $168K
|
10.5K
$4.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-403- 1.97% |
$149K - $169K
|
20K
$8.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-403- 2.58% |
$149K - $169K
|
15.2K
$6.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-440- 5.05% |
$163K - $184K
|
8.28K
$3.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-469- 0.26% |
$174K - $196K
|
178K
$73M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-473- 0.31% |
$175K - $198K
|
151K
$61.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-477- 3.27% |
$177K - $200K
|
14.1K
$5.77M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-478- 2.21% |
$177K - $200K
|
21.2K
$8.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-479- 56.09% |
$177K - $201K
|
375
$153K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-482- 0.29% |
$178K - $202K
|
167K
$68.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-483- 1.72% |
$179K - $202K
|
27.6K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-502- 42.94% |
$186K - $210K
|
667
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-516- 16.46% |
$191K - $216K
|
2.62K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-525- 5.22% |
$194K - $220K
|
9.53K
$3.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-535- 2.49% |
$198K - $224K
|
21K
$8.59M
|