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 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-38- 49.35% |
$14.1K - $15.9K
|
39
$15.4K
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-39- 6.41% |
$14.4K - $16.3K
|
569
$225K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-39- 11.47% |
$14.4K - $16.3K
|
301
$119K
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-40- 1.03% |
$14.8K - $16.8K
|
3.83K
$1.51M
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-41- 1.06% |
$15.2K - $17.2K
|
3.84K
$1.52M
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-41- 2.89% |
$15.2K - $17.2K
|
1.38K
$543K
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-41- 1.14% |
$15.2K - $17.2K
|
3.55K
$1.4M
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-42- 0.08% |
$15.6K - $17.6K
|
50.1K
$19.8M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-42- 93.33% |
$15.6K - $17.6K
|
3
$1.18K
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-42- 0.95% |
$15.6K - $17.6K
|
4.4K
$1.73M
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-42- 3.3% |
$15.6K - $17.6K
|
1.23K
$485K
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-43- 0.83% |
$15.9K - $18K
|
5.12K
$2.02M
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-44- 0.46% |
$16.3K - $18.4K
|
9.52K
$3.76M
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-44- 0.2% |
$16.3K - $18.4K
|
22.2K
$8.75M
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-44- 3.07% |
$16.3K - $18.4K
|
1.39K
$548K
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-44- 0.72% |
$16.3K - $18.4K
|
6.08K
$2.4M
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-44- 0.22% |
$16.3K - $18.4K
|
20.3K
$8.01M
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-46- 0.88% |
$17K - $19.3K
|
5.19K
$2.05M
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-46- 1.23% |
$17K - $19.3K
|
3.69K
$1.46M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-46- 0.37% |
$17K - $19.3K
|
12.4K
$4.91M
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-47- 0.24% |
$17.4K - $19.7K
|
19.3K
$7.63M
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-47- 7.14% |
$17.4K - $19.7K
|
611
$241K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-47- 0.7% |
$17.4K - $19.7K
|
6.65K
$2.63M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-48- 0.38% |
$17.8K - $20.1K
|
12.5K
$4.95M
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-48- 5.4% |
$17.8K - $20.1K
|
841
$332K
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-48- 0.62% |
$17.8K - $20.1K
|
7.75K
$3.06M
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-48- 0.43% |
$17.8K - $20.1K
|
11K
$4.36M
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-50- 1.55% |
$18.5K - $20.9K
|
3.18K
$1.25M
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-50- 6.76% |
$18.5K - $20.9K
|
690
$272K
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-50- 3.47% |
$18.5K - $20.9K
|
1.39K
$548K
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-50- 0.66% |
$18.5K - $20.9K
|
7.52K
$2.97M
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-50- 3.46% |
$18.5K - $20.9K
|
1.4K
$551K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-52- 5.59% |
$19.3K - $21.8K
|
879
$347K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-53- 12.5% |
$19.6K - $22.2K
|
371
$146K
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-55- 9.77% |
$20.4K - $23K
|
508
$200K
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-55- 0.67% |
$20.4K - $23K
|
8.13K
$3.21M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-57- 20.14% |
$21.1K - $23.9K
|
226
$89.2K
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-57- 0.79% |
$21.1K - $23.9K
|
7.18K
$2.83M
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-57- 0.25% |
$21.1K - $23.9K
|
22.5K
$8.88M
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-58- 3.26% |
$21.5K - $24.3K
|
1.72K
$678K
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-58- 1.53% |
$21.5K - $24.3K
|
3.74K
$1.48M
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-59- 1.16% |
$21.8K - $24.7K
|
5.02K
$1.98M
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-59- 10.52% |
$21.8K - $24.7K
|
502
$198K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-60- 10.73% |
$22.2K - $25.1K
|
499
$197K
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-60- 8.97% |
$22.2K - $25.1K
|
609
$240K
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-60- 2.17% |
$22.2K - $25.1K
|
2.71K
$1.07M
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-61- 0.33% |
$22.6K - $25.6K
|
18.2K
$7.18M
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-62- 4.09% |
$23K - $26K
|
1.45K
$574K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-63- 8.9% |
$23.3K - $26.4K
|
645
$255K
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-63- 1.61% |
$23.3K - $26.4K
|
3.86K
$1.52M
|