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 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
283+ 4.28% |
$105K - $119K
|
6.9K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
279+ 2.86% |
$103K - $117K
|
10K
$3.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
278New |
$103K - $116K
|
278
$110K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
274+ 5.15% |
$101K - $115K
|
5.59K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
271+ 1.41% |
$100K - $114K
|
19.5K
$7.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
265+ 9.58% |
$98.1K - $111K
|
3.03K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
261+ 18.01% |
$96.6K - $109K
|
1.71K
$675K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
260+ 3.23% |
$96.3K - $109K
|
8.31K
$3.28M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
259+ 6.35% |
$95.9K - $109K
|
4.34K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
256New |
$94.8K - $107K
|
256
$101K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
253+ 351.39% |
$93.7K - $106K
|
325
$128K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
249+ 16.15% |
$92.2K - $104K
|
1.79K
$707K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
248+ 7.9% |
$91.8K - $104K
|
3.39K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
248+ 4.15% |
$91.8K - $104K
|
6.22K
$2.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
240New |
$88.9K - $101K
|
240
$94.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
238+ 4.85% |
$88.1K - $99.7K
|
5.14K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
238+ 13.26% |
$88.1K - $99.7K
|
2.03K
$802K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
235+ 2.89% |
$87K - $98.5K
|
8.36K
$3.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
232+ 77.33% |
$85.9K - $97.2K
|
532
$210K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
227+ 14.06% |
$84K - $95.1K
|
1.84K
$727K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
227New |
$84K - $95.1K
|
227
$89.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
224+ 1.48% |
$82.9K - $93.8K
|
15.4K
$6.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
222+ 22.2% |
$82.2K - $93K
|
1.22K
$482K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
220+ 7.11% |
$81.5K - $92.2K
|
3.32K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
219+ 9.33% |
$81.1K - $91.7K
|
2.57K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
217+ 5.88% |
$80.3K - $90.9K
|
3.91K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
216+ 9.25% |
$80K - $90.5K
|
2.55K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
215+ 0.74% |
$79.6K - $90.1K
|
29.4K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
213+ 3.98% |
$78.9K - $89.2K
|
5.57K
$2.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
212+ 9.79% |
$78.5K - $88.8K
|
2.38K
$938K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
211+ 16.29% |
$78.1K - $88.4K
|
1.51K
$594K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
210New |
$77.8K - $88K
|
210
$82.9K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
210+ 29.29% |
$77.8K - $88K
|
927
$366K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
207+ 35.14% |
$76.6K - $86.7K
|
796
$314K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
205+ 2.35% |
$75.9K - $85.9K
|
8.92K
$3.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
205+ 1.23% |
$75.9K - $85.9K
|
16.9K
$6.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
203New |
$75.2K - $85K
|
203
$80.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
202New |
$74.8K - $84.6K
|
202
$79.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
202+ 2.42% |
$74.8K - $84.6K
|
8.56K
$3.38M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
201+ 27.8% |
$74.4K - $84.2K
|
924
$365K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
200+ 17.75% |
$74K - $83.8K
|
1.33K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
200New |
$74K - $83.8K
|
200
$78.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
195+ 9.89% |
$72.2K - $81.7K
|
2.17K
$855K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
191+ 1.77% |
$70.7K - $80K
|
11K
$4.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
189+ 0.1% |
$70K - $79.2K
|
191K
$75.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
189+ 1.45% |
$70K - $79.2K
|
13.2K
$5.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
188+ 3.3% |
$69.6K - $78.8K
|
5.89K
$2.33M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
187+ 1.07% |
$69.2K - $78.3K
|
17.6K
$6.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
187+ 5.92% |
$69.2K - $78.3K
|
3.35K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
186+ 18.31% |
$68.9K - $77.9K
|
1.2K
$474K
|