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 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-479- 6.6% |
$177K - $201K
|
6.78K
$2.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-482- 0.29% |
$178K - $202K
|
167K
$66M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-483- 1.72% |
$179K - $202K
|
27.6K
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-485- 2.47% |
$180K - $203K
|
19.1K
$7.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-487- 2.85% |
$180K - $204K
|
16.6K
$6.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-495- 2.8% |
$183K - $207K
|
17.2K
$6.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-499- 2.34% |
$185K - $209K
|
20.8K
$8.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-502- 42.94% |
$186K - $210K
|
667
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-507- 2.45% |
$188K - $212K
|
20.2K
$7.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-516- 16.46% |
$191K - $216K
|
2.62K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-525- 5.22% |
$194K - $220K
|
9.53K
$3.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-530- 15.07% |
$196K - $222K
|
2.99K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-535- 0.98% |
$198K - $224K
|
53.9K
$21.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-535- 2.49% |
$198K - $224K
|
21K
$8.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-540- 28.04% |
$200K - $226K
|
1.39K
$547K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-543- 5.17% |
$201K - $227K
|
9.95K
$3.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-544- 6.65% |
$201K - $228K
|
7.63K
$3.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-545- 0.93% |
$202K - $228K
|
58.1K
$22.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-552- 5.44% |
$204K - $231K
|
9.59K
$3.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-554- 6.84% |
$205K - $232K
|
7.55K
$2.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-555- 76.98% |
$205K - $233K
|
166
$65.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-557- 40.81% |
$206K - $233K
|
808
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-561- 2.94% |
$208K - $235K
|
18.5K
$7.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-564- 7.94% |
$209K - $236K
|
6.54K
$2.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-567- 3.95% |
$210K - $238K
|
13.8K
$5.44M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-569- 15.75% |
$211K - $238K
|
3.04K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-589- 1.39% |
$218K - $247K
|
41.8K
$16.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-591- 2.47% |
$219K - $248K
|
23.4K
$9.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-592- 0.63% |
$219K - $248K
|
93.6K
$36.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-594- 0.42% |
$220K - $249K
|
139K
$55M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-599- 3.26% |
$222K - $251K
|
17.8K
$7.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-600- 0.48% |
$222K - $251K
|
124K
$48.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-606- 17.75% |
$224K - $254K
|
2.81K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-609- 26.43% |
$225K - $255K
|
1.7K
$669K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-611- 10.77% |
$226K - $256K
|
5.06K
$2M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-616- 9.97% |
$228K - $258K
|
5.56K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-616- 8.05% |
$228K - $258K
|
7.03K
$2.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-622- 4.83% |
$230K - $261K
|
12.2K
$4.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-628- 3.48% |
$233K - $263K
|
17.4K
$6.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-641- 11.84% |
$237K - $269K
|
4.78K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-650- 0.84% |
$241K - $272K
|
77.1K
$30.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-656- 2.38% |
$243K - $275K
|
26.9K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-658- 0.68% |
$244K - $276K
|
95.9K
$37.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-675- 2.08% |
$250K - $283K
|
31.7K
$12.5M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-675- 57.25% |
$250K - $283K
|
504
$199K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-677- 4.05% |
$251K - $284K
|
16K
$6.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-679- 10.26% |
$251K - $284K
|
5.94K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-679- 6.68% |
$251K - $284K
|
9.48K
$3.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-684- 7.69% |
$253K - $287K
|
8.21K
$3.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-684- 7.79% |
$253K - $287K
|
8.09K
$3.19M
|