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 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
BUY
|
- |
2.14K+ 0.55% |
$793K - $897K
|
389K
$162M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
2.04K+ 167.46% |
$755K - $854K
|
3.26K
$1.35M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.98K+ 26.42% |
$732K - $829K
|
9.47K
$3.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1.97KNew |
$728K - $824K
|
1.97K
$817K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
1.91K+ 39.63% |
$706K - $798K
|
6.72K
$2.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.89K+ 1.65% |
$701K - $793K
|
117K
$48.5M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.87KNew |
$692K - $783K
|
1.87K
$777K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.85K+ 2.42% |
$686K - $777K
|
78.5K
$32.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.85KNew |
$683K - $773K
|
1.85K
$767K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.83K+ 8.67% |
$679K - $768K
|
23K
$9.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.6K+ 23.36% |
$593K - $672K
|
8.47K
$3.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.53K+ 1.74% |
$567K - $642K
|
89.5K
$37.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.52K+ 2.43% |
$564K - $638K
|
64.2K
$26.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
1.5K+ 13.41% |
$556K - $629K
|
12.7K
$5.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.43KNew |
$530K - $600K
|
1.43K
$595K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.4K+ 1690.36% |
$519K - $588K
|
1.49K
$617K
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
1.37KNew |
$509K - $576K
|
1.37K
$571K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
1.35KNew |
$499K - $565K
|
1.35K
$560K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.33KNew |
$491K - $556K
|
1.33K
$551K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.32K+ 4.6% |
$489K - $554K
|
30K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.32KNew |
$489K - $553K
|
1.32K
$548K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.3K+ 162.39% |
$483K - $546K
|
2.11K
$875K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1.19K+ 1.39% |
$442K - $500K
|
86.7K
$36M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.17KNew |
$433K - $490K
|
1.17K
$486K
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
1.15KNew |
$425K - $481K
|
1.15K
$477K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.14K+ 139.44% |
$423K - $478K
|
1.96K
$815K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.14KNew |
$421K - $476K
|
1.14K
$472K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.1K+ 9.07% |
$408K - $462K
|
13.3K
$5.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.1K+ 127.28% |
$408K - $461K
|
1.97K
$817K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.05KNew |
$389K - $440K
|
1.05K
$437K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 1.5% |
$387K - $438K
|
70.7K
$29.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
935+ 17.23% |
$346K - $392K
|
6.36K
$2.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
934+ 9.49% |
$346K - $391K
|
10.8K
$4.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
905New |
$335K - $379K
|
905
$376K
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
891+ 54.86% |
$330K - $373K
|
2.52K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
890+ 3.48% |
$330K - $373K
|
26.5K
$11M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
862New |
$319K - $361K
|
862
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
823+ 10.51% |
$305K - $345K
|
8.65K
$3.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
818+ 8.12% |
$303K - $343K
|
10.9K
$4.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
816+ 6800.0% |
$302K - $342K
|
828
$344K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
810New |
$300K - $339K
|
810
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
798New |
$295K - $334K
|
798
$332K
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
795New |
$294K - $333K
|
795
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
790+ 64.28% |
$292K - $331K
|
2.02K
$839K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
756+ 1.18% |
$280K - $317K
|
64.6K
$26.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
750New |
$278K - $314K
|
750
$312K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
719New |
$266K - $301K
|
719
$299K
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
701New |
$260K - $294K
|
701
$291K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
698+ 268.46% |
$258K - $292K
|
958
$398K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
695+ 3.58% |
$257K - $291K
|
20.1K
$8.35M
|