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 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12+ 0.1% |
$4.44K - $5.03K
|
12.1K
$4.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
11+ 0.91% |
$4.07K - $4.61K
|
1.22K
$482K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
10+ 4.61% |
$3.7K - $4.19K
|
227
$89.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
10+ 1.66% |
$3.7K - $4.19K
|
614
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10+ 0.35% |
$3.7K - $4.19K
|
2.89K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
10+ 0.13% |
$3.7K - $4.19K
|
7.64K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10+ 0.39% |
$3.7K - $4.19K
|
2.58K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9+ 26.47% |
$3.33K - $3.77K
|
43
$17K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
8+ 0.63% |
$2.96K - $3.35K
|
1.27K
$502K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 0.44% |
$2.96K - $3.35K
|
1.84K
$724K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
8+ 3.38% |
$2.96K - $3.35K
|
245
$96.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
8+ 0.42% |
$2.96K - $3.35K
|
1.9K
$748K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8+ 0.47% |
$2.96K - $3.35K
|
1.7K
$672K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
8+ 0.25% |
$2.96K - $3.35K
|
3.22K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7+ 0.01% |
$2.59K - $2.93K
|
132K
$52.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7+ 0.38% |
$2.59K - $2.93K
|
1.85K
$728K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
7+ 0.31% |
$2.59K - $2.93K
|
2.27K
$895K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7+ 0.11% |
$2.59K - $2.93K
|
6.61K
$2.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7+ 1.2% |
$2.59K - $2.93K
|
592
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7+ 53.85% |
$2.59K - $2.93K
|
20
$7.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.34% |
$2.59K - $2.93K
|
2.05K
$807K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6+ 0.49% |
$2.22K - $2.51K
|
1.23K
$484K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
6+ 0.44% |
$2.22K - $2.51K
|
1.36K
$535K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6+ 0.05% |
$2.22K - $2.51K
|
11.8K
$4.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
6+ 0.19% |
$2.22K - $2.51K
|
3.15K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6+ 0.02% |
$2.22K - $2.51K
|
25.4K
$10M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6+ 0.13% |
$2.22K - $2.51K
|
4.55K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5+ 0.05% |
$1.85K - $2.09K
|
11.1K
$4.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
5+ 0.04% |
$1.85K - $2.09K
|
11.6K
$4.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5+ 0.12% |
$1.85K - $2.09K
|
4.17K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
5+ 0.04% |
$1.85K - $2.09K
|
11.5K
$4.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.06% |
$1.85K - $2.09K
|
8.1K
$3.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.07% |
$1.85K - $2.09K
|
7.08K
$2.8M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
5New |
$1.85K - $2.09K
|
5
$1.97K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
4+ 0.13% |
$1.48K - $1.68K
|
3.09K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4+ 0.02% |
$1.48K - $1.68K
|
25.9K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
4+ 0.1% |
$1.48K - $1.68K
|
3.82K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
4+ 0.8% |
$1.48K - $1.68K
|
504
$199K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4+ 0.26% |
$1.48K - $1.68K
|
1.54K
$609K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$1.48K - $1.68K
|
5.03K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
4+ 0.09% |
$1.48K - $1.68K
|
4.41K
$1.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
4+ 0.67% |
$1.48K - $1.68K
|
605
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.13% |
$1.11K - $1.26K
|
2.23K
$878K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
3+ 0.13% |
$1.11K - $1.26K
|
2.24K
$885K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.1% |
$1.11K - $1.26K
|
3.02K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.13% |
$1.11K - $1.26K
|
2.35K
$926K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3+ 0.25% |
$1.11K - $1.26K
|
1.22K
$483K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3+ 0.09% |
$1.11K - $1.26K
|
3.3K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.9% |
$1.11K - $1.26K
|
337
$133K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
3+ 0.11% |
$1.11K - $1.26K
|
2.66K
$1.05M
|