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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
SELL
|
- |
-852- 9.11% |
$315K - $357K
|
8.5K
$3.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-855- 32.24% |
$317K - $358K
|
1.8K
$748K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-860- 3.22% |
$318K - $360K
|
25.9K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-861- 4.04% |
$319K - $361K
|
20.4K
$8.51M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-862- 3.53% |
$319K - $361K
|
23.5K
$9.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-885- 12.13% |
$328K - $371K
|
6.41K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-899- 27.92% |
$333K - $377K
|
2.32K
$966K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-905- 69.3% |
$335K - $379K
|
401
$167K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-907- 3.61% |
$336K - $380K
|
24.2K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-932- 7.23% |
$345K - $390K
|
12K
$4.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-934- 9.28% |
$346K - $391K
|
9.13K
$3.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-946- 10.53% |
$350K - $396K
|
8.04K
$3.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-955- 4.19% |
$354K - $400K
|
21.8K
$9.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-971- 11.47% |
$360K - $407K
|
7.49K
$3.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-975- 55.52% |
$361K - $408K
|
781
$325K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-985- 11.13% |
$365K - $413K
|
7.86K
$3.27M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-990- 24.79% |
$367K - $415K
|
3K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1K- 2.25% |
$372K - $421K
|
43.6K
$18.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-1.03K- 4.2% |
$382K - $432K
|
23.5K
$9.8M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.04K- 2.97% |
$384K - $435K
|
33.9K
$14.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.08K- 10.35% |
$399K - $452K
|
9.33K
$3.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.08K- 3.45% |
$400K - $453K
|
30.3K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.14K- 5.18% |
$421K - $477K
|
20.8K
$8.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.16K- 7.0% |
$428K - $484K
|
15.4K
$6.4M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.18K- 4.47% |
$435K - $492K
|
25.1K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.18K- 0.18% |
$438K - $495K
|
644K
$268M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.19K- 10.1% |
$440K - $498K
|
10.6K
$4.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.19K- 15.03% |
$441K - $499K
|
6.73K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.2K- 47.63% |
$446K - $504K
|
1.32K
$551K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 2.85% |
$449K - $508K
|
41.3K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.22K- 50.37% |
$451K - $510K
|
1.2K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.22K- 50.41% |
$452K - $511K
|
1.2K
$500K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.22K- 3.03% |
$453K - $513K
|
39.2K
$16.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.25K- 16.29% |
$462K - $523K
|
6.41K
$2.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.25K- 14.21% |
$463K - $524K
|
7.55K
$3.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.28K- 5.35% |
$472K - $534K
|
22.5K
$9.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.29K- 2.4% |
$478K - $541K
|
52.6K
$21.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.36K- 2.78% |
$502K - $569K
|
47.4K
$19.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.37K- 1.43% |
$508K - $575K
|
94.5K
$39.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.38K- 0.54% |
$511K - $579K
|
253K
$105M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-1.38K- 6.97% |
$512K - $579K
|
18.5K
$7.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.4K- 52.92% |
$516K - $584K
|
1.24K
$517K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-1.4K- 8.56% |
$518K - $587K
|
15K
$6.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 12.21% |
$541K - $612K
|
10.5K
$4.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.46K- 71.66% |
$542K - $613K
|
579
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.49K- 14.91% |
$550K - $623K
|
8.48K
$3.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.5K- 5.99% |
$556K - $629K
|
23.6K
$9.81M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.55K- 2.5% |
$573K - $649K
|
60.3K
$25.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.56K- 3.17% |
$577K - $653K
|
47.5K
$19.8M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.6K- 1.87% |
$592K - $669K
|
83.9K
$34.9M
|