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 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-64- 6.23% |
$23.7K - $26.8K
|
963
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-64- 13.03% |
$23.7K - $26.8K
|
427
$168K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-65- 0.65% |
$24.1K - $27.2K
|
9.93K
$3.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-65- 0.88% |
$24.1K - $27.2K
|
7.36K
$2.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-66- 1.45% |
$24.4K - $27.7K
|
4.49K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-66- 0.38% |
$24.4K - $27.7K
|
17.4K
$6.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-67- 6.24% |
$24.8K - $28.1K
|
1.01K
$397K
|
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-69- 1.93% |
$25.5K - $28.9K
|
3.5K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-69- 6.96% |
$25.5K - $28.9K
|
922
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-70- 2.69% |
$25.9K - $29.3K
|
2.53K
$998K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-70- 1.07% |
$25.9K - $29.3K
|
6.46K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-70- 4.23% |
$25.9K - $29.3K
|
1.58K
$625K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-70- 1.81% |
$25.9K - $29.3K
|
3.79K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-71- 2.45% |
$26.3K - $29.7K
|
2.83K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-72- 0.96% |
$26.7K - $30.2K
|
7.46K
$2.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-72- 0.8% |
$26.7K - $30.2K
|
8.9K
$3.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-72- 3.84% |
$26.7K - $30.2K
|
1.8K
$711K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-73- 0.64% |
$27K - $30.6K
|
11.4K
$4.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-74- 2.14% |
$27.4K - $31K
|
3.39K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-74- 4.6% |
$27.4K - $31K
|
1.53K
$605K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-74- 5.16% |
$27.4K - $31K
|
1.36K
$536K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-75- 4.85% |
$27.8K - $31.4K
|
1.47K
$580K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-75- 0.26% |
$27.8K - $31.4K
|
28.3K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-75- 0.74% |
$27.8K - $31.4K
|
10K
$3.94M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-75- 7.02% |
$27.8K - $31.4K
|
993
$392K
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-76- 2.55% |
$28.1K - $31.8K
|
2.91K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-76- 1.31% |
$28.1K - $31.8K
|
5.73K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-76- 0.64% |
$28.1K - $31.8K
|
11.8K
$4.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-77- 0.82% |
$28.5K - $32.3K
|
9.36K
$3.69M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-79- 2.77% |
$29.2K - $33.1K
|
2.78K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-79- 7.07% |
$29.2K - $33.1K
|
1.04K
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-79- 0.48% |
$29.2K - $33.1K
|
16.3K
$6.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-80- 0.78% |
$29.6K - $33.5K
|
10.2K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-80- 17.74% |
$29.6K - $33.5K
|
371
$146K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-81- 3.29% |
$30K - $33.9K
|
2.38K
$940K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-83- 1.55% |
$30.7K - $34.8K
|
5.29K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-83- 3.15% |
$30.7K - $34.8K
|
2.55K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-84- 0.82% |
$31.1K - $35.2K
|
10.2K
$4.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-85- 1.2% |
$31.5K - $35.6K
|
6.98K
$2.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-85- 0.37% |
$31.5K - $35.6K
|
23K
$9.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-86- 32.58% |
$31.8K - $36K
|
178
$70.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-86- 2.1% |
$31.8K - $36K
|
4K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-87- 2.26% |
$32.2K - $36.4K
|
3.77K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-89- 8.89% |
$33K - $37.3K
|
912
$360K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-89- 1.73% |
$33K - $37.3K
|
5.05K
$1.99M
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-90- 6.95% |
$33.3K - $37.7K
|
1.21K
$475K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-90- 5.86% |
$33.3K - $37.7K
|
1.45K
$571K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-90- 1.18% |
$33.3K - $37.7K
|
7.56K
$2.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-90- 2.01% |
$33.3K - $37.7K
|
4.38K
$1.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-91- 0.22% |
$33.7K - $38.1K
|
41.6K
$16.4M
|