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
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-4- 0.5% |
$1.48K - $1.68K
|
797
$272K
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-5- 0.32% |
$1.85K - $2.09K
|
1.58K
$540K
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-5- 0.8% |
$1.85K - $2.09K
|
620
$212K
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5- 0.07% |
$1.85K - $2.09K
|
7.33K
$2.5M
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-5- 0.11% |
$1.85K - $2.09K
|
4.58K
$1.56M
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-5- 0.15% |
$1.85K - $2.09K
|
3.29K
$1.12M
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.65% |
$1.85K - $2.09K
|
766
$262K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-6- 0.66% |
$2.22K - $2.51K
|
905
$309K
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-6- 0.71% |
$2.22K - $2.51K
|
842
$288K
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-6- 0.84% |
$2.22K - $2.51K
|
708
$242K
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-6- 0.03% |
$2.22K - $2.51K
|
19.9K
$6.81M
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-6- 0.63% |
$2.22K - $2.51K
|
950
$325K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-6- 1.03% |
$2.22K - $2.51K
|
579
$198K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6- 0.45% |
$2.22K - $2.51K
|
1.33K
$453K
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-6- 0.37% |
$2.22K - $2.51K
|
1.61K
$551K
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-6- 0.93% |
$2.22K - $2.51K
|
637
$218K
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-7- 0.7% |
$2.59K - $2.93K
|
1K
$342K
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-7- 0.86% |
$2.59K - $2.93K
|
809
$276K
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-7- 0.05% |
$2.59K - $2.93K
|
13.3K
$4.54M
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-7- 0.9% |
$2.59K - $2.93K
|
767
$262K
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-7- 0.07% |
$2.59K - $2.93K
|
10.2K
$3.49M
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-7- 0.69% |
$2.59K - $2.93K
|
1.01K
$343K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-7- 0.25% |
$2.59K - $2.93K
|
2.77K
$946K
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8- 0.13% |
$2.96K - $3.35K
|
6.03K
$2.06M
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-8- 0.71% |
$2.96K - $3.35K
|
1.12K
$383K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8- 0.04% |
$2.96K - $3.35K
|
19.6K
$6.7M
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-8- 0.45% |
$2.96K - $3.35K
|
1.76K
$602K
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-8- 0.64% |
$2.96K - $3.35K
|
1.25K
$427K
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-8- 1.64% |
$2.96K - $3.35K
|
480
$164K
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-8- 0.41% |
$2.96K - $3.35K
|
1.92K
$657K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8- 88.89% |
$2.96K - $3.35K
|
1
$342
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-10- 0.29% |
$3.7K - $4.19K
|
3.48K
$1.19M
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-10- 0.18% |
$3.7K - $4.19K
|
5.7K
$1.95M
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-10- 0.2% |
$3.7K - $4.19K
|
4.95K
$1.69M
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-10- 0.85% |
$3.7K - $4.19K
|
1.16K
$397K
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-10- 0.75% |
$3.7K - $4.19K
|
1.33K
$455K
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-12- 0.11% |
$4.44K - $5.03K
|
10.8K
$3.7M
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-12- 1.02% |
$4.44K - $5.03K
|
1.16K
$397K
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-12- 0.43% |
$4.44K - $5.03K
|
2.79K
$954K
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-13- 0.15% |
$4.81K - $5.45K
|
8.78K
$3M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-13- 0.15% |
$4.81K - $5.45K
|
8.53K
$2.91M
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-13- 1.12% |
$4.81K - $5.45K
|
1.14K
$391K
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-13- 1.59% |
$4.81K - $5.45K
|
807
$276K
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-13- 23.21% |
$4.81K - $5.45K
|
43
$14.7K
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-13- 0.43% |
$4.81K - $5.45K
|
2.99K
$1.02M
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-14- 3.85% |
$5.18K - $5.87K
|
350
$120K
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-14- 0.81% |
$5.18K - $5.87K
|
1.72K
$589K
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-15- 2.51% |
$5.55K - $6.28K
|
583
$199K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 1.36% |
$5.55K - $6.28K
|
1.08K
$370K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-15- 8.72% |
$5.55K - $6.28K
|
157
$53.6K
|