Purchases and Sales Made in Q1 2025 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
144+ 7.7% |
$51.9K - $60.1K
|
2.01K
$804K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
143+ 0.99% |
$51.5K - $59.7K
|
14.6K
$5.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
140+ 24.26% |
$50.4K - $58.4K
|
717
$286K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
140+ 2.5% |
$50.4K - $58.4K
|
5.73K
$2.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
139+ 1.2% |
$50K - $58K
|
11.7K
$4.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
138+ 2.15% |
$49.7K - $57.6K
|
6.55K
$2.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
137+ 54.8% |
$49.3K - $57.2K
|
387
$155K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
137+ 2.14% |
$49.3K - $57.2K
|
6.55K
$2.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
136+ 6.9% |
$49K - $56.7K
|
2.11K
$842K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
134+ 5.58% |
$48.2K - $55.9K
|
2.54K
$1.01M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
134+ 188.73% |
$48.2K - $55.9K
|
205
$81.9K
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
133+ 1.92% |
$47.9K - $55.5K
|
7.05K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
133+ 14.83% |
$47.9K - $55.5K
|
1.03K
$411K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
131+ 2.91% |
$47.2K - $54.7K
|
4.63K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
131+ 3.5% |
$47.2K - $54.7K
|
3.88K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
125+ 3.95% |
$45K - $52.2K
|
3.29K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
125+ 13.16% |
$45K - $52.2K
|
1.08K
$429K
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
123+ 11.21% |
$44.3K - $51.3K
|
1.22K
$487K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
122+ 3.65% |
$43.9K - $50.9K
|
3.46K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
120+ 8.5% |
$43.2K - $50.1K
|
1.53K
$612K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
120+ 0.65% |
$43.2K - $50.1K
|
18.5K
$7.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
119+ 1.24% |
$42.8K - $49.7K
|
9.69K
$3.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
119+ 0.23% |
$42.8K - $49.7K
|
51.6K
$20.6M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
118+ 0.77% |
$42.5K - $49.2K
|
15.5K
$6.18M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
115+ 0.81% |
$41.4K - $48K
|
14.3K
$5.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
114+ 14.25% |
$41K - $47.6K
|
914
$365K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
114+ 7.62% |
$41K - $47.6K
|
1.61K
$643K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
114+ 0.36% |
$41K - $47.6K
|
31.8K
$12.7M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
114+ 6.31% |
$41K - $47.6K
|
1.92K
$768K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
113+ 1.75% |
$40.7K - $47.2K
|
6.58K
$2.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
110+ 1.83% |
$39.6K - $45.9K
|
6.13K
$2.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
109+ 1.14% |
$39.2K - $45.5K
|
9.65K
$3.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
108+ 0.82% |
$38.9K - $45.1K
|
13.3K
$5.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
108+ 20.04% |
$38.9K - $45.1K
|
647
$258K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
107+ 1.76% |
$38.5K - $44.6K
|
6.19K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
106+ 9.07% |
$38.2K - $44.2K
|
1.28K
$509K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
105+ 0.55% |
$37.8K - $43.8K
|
19.2K
$7.67M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
105+ 9.16% |
$37.8K - $43.8K
|
1.25K
$500K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
103+ 792.31% |
$37.1K - $43K
|
116
$46.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
102+ 2.59% |
$36.7K - $42.6K
|
4.03K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
102+ 1.14% |
$36.7K - $42.6K
|
9.03K
$3.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
100+ 12.47% |
$36K - $41.7K
|
902
$360K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
99+ 1.1% |
$35.6K - $41.3K
|
9.08K
$3.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
98+ 1.56% |
$35.3K - $40.9K
|
6.37K
$2.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
95+ 7.47% |
$34.2K - $39.6K
|
1.37K
$546K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
95+ 14.46% |
$34.2K - $39.6K
|
752
$300K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
93+ 1.4% |
$33.5K - $38.8K
|
6.75K
$2.69M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
92New |
$33.1K - $38.4K
|
92
$36.7K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
92+ 2.98% |
$33.1K - $38.4K
|
3.18K
$1.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
88+ 10.24% |
$31.7K - $36.7K
|
947
$378K
|