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 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
33+ 2.92% |
$12.2K - $13.8K
|
1.16K
$459K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
31+ 0.01% |
$11.5K - $13K
|
259K
$102M
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
30+ 3.42% |
$11.1K - $12.6K
|
908
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
30New |
$11.1K - $12.6K
|
30
$11.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29+ 0.71% |
$10.7K - $12.1K
|
4.09K
$1.61M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
28+ 1.45% |
$10.4K - $11.7K
|
1.96K
$775K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
28+ 1.02% |
$10.4K - $11.7K
|
2.77K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
28+ 0.21% |
$10.4K - $11.7K
|
13.4K
$5.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
27+ 2.72% |
$10K - $11.3K
|
1.02K
$402K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
27+ 0.23% |
$10K - $11.3K
|
11.6K
$4.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
27+ 0.22% |
$10K - $11.3K
|
12.2K
$4.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
27New |
$10K - $11.3K
|
27
$10.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
26+ 2.82% |
$9.63K - $10.9K
|
949
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
26+ 0.2% |
$9.63K - $10.9K
|
13.2K
$5.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
26+ 0.41% |
$9.63K - $10.9K
|
6.32K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
25New |
$9.26K - $10.5K
|
25
$9.87K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
25New |
$9.26K - $10.5K
|
25
$9.87K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
24+ 0.72% |
$8.89K - $10.1K
|
3.34K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
24+ 4.0% |
$8.89K - $10.1K
|
624
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
24+ 1.16% |
$8.89K - $10.1K
|
2.09K
$826K
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
BUY
|
- |
24+ 0.11% |
$8.89K - $10.1K
|
22K
$8.7M
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
24New |
$8.89K - $10.1K
|
24
$9.47K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
23+ 1.13% |
$8.52K - $9.64K
|
2.05K
$809K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
22+ 0.47% |
$8.15K - $9.22K
|
4.7K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
22+ 3.2% |
$8.15K - $9.22K
|
710
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
22New |
$8.15K - $9.22K
|
22
$8.68K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
21+ 0.83% |
$7.78K - $8.8K
|
2.56K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
21New |
$7.78K - $8.8K
|
21
$8.29K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
21+ 1.88% |
$7.78K - $8.8K
|
1.14K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
21+ 0.22% |
$7.78K - $8.8K
|
9.6K
$3.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
20+ 1.87% |
$7.4K - $8.38K
|
1.09K
$429K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
20+ 0.17% |
$7.4K - $8.38K
|
11.8K
$4.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
20+ 1.54% |
$7.4K - $8.38K
|
1.32K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20New |
$7.4K - $8.38K
|
20
$7.89K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
18+ 0.17% |
$6.66K - $7.54K
|
10.6K
$4.19M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
18+ 0.76% |
$6.66K - $7.54K
|
2.38K
$941K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
17New |
$6.29K - $7.12K
|
17
$6.71K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
16+ 0.18% |
$5.92K - $6.7K
|
8.89K
$3.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
16+ 0.92% |
$5.92K - $6.7K
|
1.76K
$693K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
16+ 0.09% |
$5.92K - $6.7K
|
17.8K
$7.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 1.95% |
$5.55K - $6.28K
|
783
$309K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
15+ 1.55% |
$5.55K - $6.28K
|
982
$387K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
15+ 0.6% |
$5.55K - $6.28K
|
2.52K
$996K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
14+ 0.89% |
$5.18K - $5.87K
|
1.59K
$627K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13+ 0.22% |
$4.81K - $5.45K
|
5.88K
$2.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13+ 3.06% |
$4.81K - $5.45K
|
438
$173K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
13+ 0.13% |
$4.81K - $5.45K
|
10.3K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
13+ 0.11% |
$4.81K - $5.45K
|
12.3K
$4.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12+ 0.96% |
$4.44K - $5.03K
|
1.26K
$496K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
12+ 0.46% |
$4.44K - $5.03K
|
2.65K
$1.04M
|