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 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.7K+ 217.65% |
$630K - $713K
|
2.48K
$849K
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.7KNew |
$630K - $713K
|
1.7K
$581K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.69K+ 61.6% |
$627K - $710K
|
4.44K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.69KNew |
$626K - $708K
|
1.69K
$578K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.67KNew |
$616K - $698K
|
1.67K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.65KNew |
$611K - $691K
|
1.65K
$563K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.65K+ 0.62% |
$609K - $689K
|
269K
$91.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.64K+ 7.31% |
$607K - $687K
|
24K
$8.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.63K+ 1.71% |
$604K - $684K
|
97K
$33.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.61K+ 15.15% |
$598K - $676K
|
12.3K
$4.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.6K+ 23.36% |
$593K - $672K
|
8.47K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.6KNew |
$593K - $671K
|
1.6K
$547K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.57KNew |
$581K - $657K
|
1.57K
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.56K+ 174.83% |
$579K - $655K
|
2.46K
$839K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.55KNew |
$574K - $650K
|
1.55K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.54K+ 39.15% |
$571K - $646K
|
5.48K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.53K+ 1.74% |
$567K - $642K
|
89.5K
$30.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.53K+ 261.71% |
$567K - $641K
|
2.12K
$723K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
1.53KNew |
$566K - $641K
|
1.53K
$522K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.52K+ 2.43% |
$564K - $638K
|
64.2K
$21.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
1.5K+ 13.41% |
$556K - $629K
|
12.7K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.49KNew |
$551K - $623K
|
1.49K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.48K+ 188.31% |
$549K - $621K
|
2.27K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.46KNew |
$542K - $613K
|
1.46K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.45K+ 6.39% |
$538K - $608K
|
24.2K
$8.26M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
1.45KNew |
$537K - $607K
|
1.45K
$495K
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.45KNew |
$537K - $607K
|
1.45K
$495K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.44KNew |
$534K - $604K
|
1.44K
$492K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.43KNew |
$530K - $600K
|
1.43K
$489K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.41KNew |
$521K - $589K
|
1.41K
$481K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.41K+ 9.19% |
$520K - $589K
|
16.7K
$5.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.4K+ 1690.36% |
$519K - $588K
|
1.49K
$508K
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
1.38KNew |
$509K - $576K
|
1.38K
$470K
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
1.37KNew |
$509K - $576K
|
1.37K
$469K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.37KNew |
$507K - $574K
|
1.37K
$468K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
1.35KNew |
$499K - $565K
|
1.35K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.33KNew |
$492K - $556K
|
1.33K
$454K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.33KNew |
$491K - $556K
|
1.33K
$453K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.33KNew |
$491K - $556K
|
1.33K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.32K+ 4.6% |
$489K - $554K
|
30K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.32KNew |
$489K - $553K
|
1.32K
$451K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.32KNew |
$487K - $551K
|
1.32K
$449K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.31K+ 100.0% |
$485K - $548K
|
2.62K
$894K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.31K+ 6.21% |
$484K - $548K
|
22.4K
$7.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.3K+ 162.39% |
$483K - $546K
|
2.11K
$720K
|
|
|
Feb 14, 2025
Q4 2024
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
1.3KNew |
$481K - $545K
|
1.3K
$444K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
1.29KNew |
$478K - $540K
|
1.29K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
1.29KNew |
$477K - $540K
|
1.29K
$440K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.29K+ 20.14% |
$476K - $538K
|
7.67K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.27KNew |
$471K - $533K
|
1.27K
$435K
|