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 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
274+ 5.15% |
$101K - $115K
|
5.59K
$2.32M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
238+ 4.85% |
$88.1K - $99.7K
|
5.14K
$2.14M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
235+ 2.89% |
$87K - $98.5K
|
8.36K
$3.47M
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
222+ 22.2% |
$82.2K - $93K
|
1.22K
$508K
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
220+ 7.11% |
$81.5K - $92.2K
|
3.32K
$1.38M
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
216+ 9.25% |
$80K - $90.5K
|
2.55K
$1.06M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
215+ 0.74% |
$79.6K - $90.1K
|
29.4K
$12.2M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
211+ 16.29% |
$78.1K - $88.4K
|
1.51K
$626K
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
207+ 35.14% |
$76.6K - $86.7K
|
796
$331K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
202New |
$74.8K - $84.6K
|
202
$83.9K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
201+ 27.8% |
$74.4K - $84.2K
|
924
$384K
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
200+ 17.75% |
$74K - $83.8K
|
1.33K
$551K
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
191+ 1.77% |
$70.7K - $80K
|
11K
$4.55M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
189+ 0.1% |
$70K - $79.2K
|
191K
$79.5M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
189+ 1.45% |
$70K - $79.2K
|
13.2K
$5.5M
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
187+ 1.07% |
$69.2K - $78.3K
|
17.6K
$7.32M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
183+ 1.2% |
$67.8K - $76.7K
|
15.4K
$6.4M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
179+ 7.83% |
$66.3K - $75K
|
2.47K
$1.02M
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
179+ 28.82% |
$66.3K - $75K
|
800
$332K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
176+ 7.18% |
$65.2K - $73.7K
|
2.63K
$1.09M
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
171+ 27.36% |
$63.3K - $71.6K
|
796
$331K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
170+ 42.5% |
$62.9K - $71.2K
|
570
$237K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
153+ 2.43% |
$56.6K - $64.1K
|
6.45K
$2.68M
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
148+ 23.95% |
$54.8K - $62K
|
766
$318K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
145+ 14500.0% |
$53.7K - $60.7K
|
146
$60.7K
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
BUY
|
- |
142+ 0.77% |
$52.6K - $59.5K
|
18.7K
$7.76M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
141+ 1.45% |
$52.2K - $59.1K
|
9.88K
$4.11M
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
132+ 0.41% |
$48.9K - $55.3K
|
32.4K
$13.5M
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
130+ 5.37% |
$48.1K - $54.5K
|
2.55K
$1.06M
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
124+ 16.87% |
$45.9K - $51.9K
|
859
$357K
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
122+ 2.66% |
$45.2K - $51.1K
|
4.7K
$1.95M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
118+ 5.16% |
$43.7K - $49.4K
|
2.4K
$998K
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
115+ 2.29% |
$42.6K - $48.2K
|
5.14K
$2.13M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
111+ 6.22% |
$41.1K - $46.5K
|
1.9K
$788K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
110+ 1.17% |
$40.7K - $46.1K
|
9.51K
$3.95M
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
107+ 6.42% |
$39.6K - $44.8K
|
1.77K
$737K
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
104+ 7.25% |
$38.5K - $43.6K
|
1.54K
$639K
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
102+ 8.03% |
$37.8K - $42.7K
|
1.37K
$570K
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
100+ 2.1% |
$37K - $41.9K
|
4.86K
$2.02M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
93+ 3.13% |
$34.4K - $39K
|
3.06K
$1.27M
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
87+ 3.49% |
$32.2K - $36.4K
|
2.58K
$1.07M
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
81+ 0.19% |
$30K - $33.9K
|
43.7K
$18.2M
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
75+ 2.43% |
$27.8K - $31.4K
|
3.16K
$1.31M
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
72+ 3.63% |
$26.7K - $30.2K
|
2.06K
$854K
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
70New |
$25.9K - $29.3K
|
70
$29.1K
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
70+ 6.75% |
$25.9K - $29.3K
|
1.11K
$460K
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
69+ 11.26% |
$25.5K - $28.9K
|
682
$283K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
69+ 0.86% |
$25.5K - $28.9K
|
8.1K
$3.36M
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
69+ 3.61% |
$25.5K - $28.9K
|
1.98K
$822K
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
65+ 2.08% |
$24.1K - $27.2K
|
3.2K
$1.33M
|