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 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$370 - $419
|
3.05K
$1.2M
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1+ 0.09% |
$370 - $419
|
1.08K
$427K
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1- 0.06% |
$370 - $419
|
1.66K
$656K
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1- 0.07% |
$370 - $419
|
1.47K
$581K
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-1- 0.11% |
$370 - $419
|
909
$359K
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-1- 0.02% |
$370 - $419
|
5.26K
$2.08M
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1- 0.05% |
$370 - $419
|
2.15K
$847K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-2- 0.04% |
$740 - $838
|
5.58K
$2.2M
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2- 0.17% |
$740 - $838
|
1.15K
$452K
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2- 0.98% |
$740 - $838
|
202
$79.7K
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2- 2.15% |
$740 - $838
|
91
$35.9K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.06% |
$740 - $838
|
3.49K
$1.38M
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2- 0.09% |
$740 - $838
|
2.26K
$892K
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-3- 0.16% |
$1.11K - $1.26K
|
1.85K
$732K
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3- 0.05% |
$1.11K - $1.26K
|
6.34K
$2.5M
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-3- 0.05% |
$1.11K - $1.26K
|
6.36K
$2.51M
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-3- 0.05% |
$1.11K - $1.26K
|
6.38K
$2.52M
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-3- 0.28% |
$1.11K - $1.26K
|
1.08K
$426K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3- 0.23% |
$1.11K - $1.26K
|
1.3K
$512K
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-3- 0.3% |
$1.11K - $1.26K
|
999
$394K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.75% |
$1.48K - $1.68K
|
530
$209K
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4- 0.06% |
$1.48K - $1.68K
|
6.47K
$2.55M
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-4- 0.3% |
$1.48K - $1.68K
|
1.35K
$531K
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-4- 0.27% |
$1.48K - $1.68K
|
1.47K
$581K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-4- 0.37% |
$1.48K - $1.68K
|
1.08K
$425K
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-4- 0.5% |
$1.48K - $1.68K
|
797
$314K
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-5- 0.32% |
$1.85K - $2.09K
|
1.58K
$623K
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-5- 0.8% |
$1.85K - $2.09K
|
620
$245K
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5- 0.07% |
$1.85K - $2.09K
|
7.33K
$2.89M
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-5- 0.11% |
$1.85K - $2.09K
|
4.58K
$1.81M
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-5- 0.15% |
$1.85K - $2.09K
|
3.29K
$1.3M
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.65% |
$1.85K - $2.09K
|
766
$302K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-6- 0.66% |
$2.22K - $2.51K
|
905
$357K
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-6- 0.71% |
$2.22K - $2.51K
|
842
$332K
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-6- 0.84% |
$2.22K - $2.51K
|
708
$279K
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-6- 0.03% |
$2.22K - $2.51K
|
19.9K
$7.87M
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-6- 0.63% |
$2.22K - $2.51K
|
950
$375K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-6- 1.03% |
$2.22K - $2.51K
|
579
$228K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6- 0.45% |
$2.22K - $2.51K
|
1.33K
$523K
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-6- 0.37% |
$2.22K - $2.51K
|
1.61K
$637K
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-6- 0.93% |
$2.22K - $2.51K
|
637
$251K
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-7- 0.7% |
$2.59K - $2.93K
|
1K
$395K
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-7- 0.86% |
$2.59K - $2.93K
|
809
$319K
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-7- 0.05% |
$2.59K - $2.93K
|
13.3K
$5.24M
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-7- 0.9% |
$2.59K - $2.93K
|
767
$303K
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-7- 0.07% |
$2.59K - $2.93K
|
10.2K
$4.03M
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-7- 0.69% |
$2.59K - $2.93K
|
1.01K
$397K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-7- 0.25% |
$2.59K - $2.93K
|
2.77K
$1.09M
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8- 0.13% |
$2.96K - $3.35K
|
6.03K
$2.38M
|