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 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.6K- 1.94% |
$592K - $670K
|
80.9K
$33.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.67K- 1.31% |
$617K - $698K
|
126K
$52.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.68K- 16.62% |
$620K - $702K
|
8.41K
$3.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.68K- 4.4% |
$621K - $703K
|
36.4K
$15.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.69K- 2.43% |
$625K - $708K
|
67.8K
$28.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.7K- 36.13% |
$631K - $714K
|
3.01K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-1.76K- 1.32% |
$650K - $735K
|
131K
$54.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.79K- 2.25% |
$662K - $749K
|
77.7K
$32.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-1.8K- 1.65% |
$666K - $754K
|
107K
$44.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.91K- 3.14% |
$708K - $801K
|
59.1K
$24.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-1.98K- 13.4% |
$733K - $830K
|
12.8K
$5.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.01K- 14.32% |
$746K - $844K
|
12.1K
$5.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.06K- 0.8% |
$762K - $863K
|
257K
$107M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-2.14K- 3.11% |
$793K - $898K
|
66.8K
$27.8M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.22K- 0.6% |
$823K - $931K
|
368K
$153M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.23K- 4.9% |
$824K - $932K
|
43.2K
$18M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.31K- 4.22% |
$854K - $966K
|
52.4K
$21.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.47K- 5.29% |
$916K - $1.04M
|
44.3K
$18.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.49K- 9.26% |
$921K - $1.04M
|
24.4K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.49K- 3.38% |
$923K - $1.04M
|
71.3K
$29.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-2.5K- 4.68% |
$925K - $1.05M
|
50.9K
$21.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.52K- 2.34% |
$934K - $1.06M
|
105K
$43.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-2.61K- 14.08% |
$964K - $1.09M
|
15.9K
$6.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.61K- 10.59% |
$964K - $1.09M
|
22K
$9.15M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.63K- 2.23% |
$973K - $1.1M
|
116K
$48.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.67K- 8.11% |
$990K - $1.12M
|
30.3K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.7K- 1.41% |
$998K - $1.13M
|
188K
$78.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-2.74K- 3.14% |
$1.02M - $1.15M
|
84.6K
$35.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.83K- 2.15% |
$1.05M - $1.19M
|
129K
$53.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.87K- 3.24% |
$1.06M - $1.2M
|
85.7K
$35.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.95K- 20.61% |
$1.09M - $1.24M
|
11.4K
$4.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.01K- 17.75% |
$1.11M - $1.26M
|
13.9K
$5.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-3.02K- 2.35% |
$1.12M - $1.27M
|
126K
$52.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-3.03K- 8.73% |
$1.12M - $1.27M
|
31.7K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.03K- 13.83% |
$1.12M - $1.27M
|
18.9K
$7.87M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.1K- 3.59% |
$1.15M - $1.3M
|
83.1K
$34.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.11K- 2.9% |
$1.15M - $1.3M
|
104K
$43.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.28K- 32.2% |
$1.22M - $1.37M
|
6.91K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.33K- 3.3% |
$1.23M - $1.4M
|
97.7K
$40.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-3.34K- 6.07% |
$1.24M - $1.4M
|
51.8K
$21.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.39K- 3.86% |
$1.25M - $1.42M
|
84.5K
$35.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-3.41K- 39.08% |
$1.26M - $1.43M
|
5.31K
$2.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.62K- 32.86% |
$1.34M - $1.52M
|
7.4K
$3.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-3.65K- 12.96% |
$1.35M - $1.53M
|
24.5K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.65K- 2.81% |
$1.35M - $1.53M
|
127K
$52.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.66K- 1.07% |
$1.35M - $1.53M
|
339K
$141M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.66K- 4.11% |
$1.36M - $1.53M
|
85.5K
$35.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.94K- 0.31% |
$1.46M - $1.65M
|
1.28M
$534M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.96K- 3.11% |
$1.47M - $1.66M
|
123K
$51.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-4K- 35.45% |
$1.48M - $1.68M
|
7.29K
$3.04M
|