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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
88New |
$31.7K - $36.7K
|
88
$35.1K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
87New |
$31.3K - $36.3K
|
87
$34.8K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
86+ 6.52% |
$31K - $35.9K
|
1.41K
$561K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
83+ 16.47% |
$29.9K - $34.6K
|
587
$234K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
81+ 1.63% |
$29.2K - $33.8K
|
5.04K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
80+ 0.45% |
$28.8K - $33.4K
|
17.7K
$7.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
80+ 6.52% |
$28.8K - $33.4K
|
1.31K
$522K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
79+ 5.87% |
$28.4K - $33K
|
1.43K
$569K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
78+ 3.92% |
$28.1K - $32.5K
|
2.07K
$827K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
72+ 3.03% |
$25.9K - $30K
|
2.45K
$979K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
71+ 5.51% |
$25.6K - $29.6K
|
1.36K
$543K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
71+ 1.34% |
$25.6K - $29.6K
|
5.37K
$2.14M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
70+ 0.25% |
$25.2K - $29.2K
|
27.8K
$11.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
68+ 0.73% |
$24.5K - $28.4K
|
9.43K
$3.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
68+ 3.07% |
$24.5K - $28.4K
|
2.28K
$911K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
66+ 5.25% |
$23.8K - $27.5K
|
1.32K
$528K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
66+ 2.15% |
$23.8K - $27.5K
|
3.13K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
66+ 0.17% |
$23.8K - $27.5K
|
39.8K
$15.9M
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
64+ 7.0% |
$23K - $26.7K
|
978
$391K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
63+ 2.06% |
$22.7K - $26.3K
|
3.13K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
62+ 6.51% |
$22.3K - $25.9K
|
1.02K
$405K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
62+ 9.61% |
$22.3K - $25.9K
|
707
$282K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
60+ 8.82% |
$21.6K - $25K
|
740
$296K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
56+ 329.41% |
$20.2K - $23.4K
|
73
$29.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
55+ 5.39% |
$19.8K - $22.9K
|
1.08K
$430K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
54+ 3.34% |
$19.4K - $22.5K
|
1.67K
$667K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
52New |
$18.7K - $21.7K
|
52
$20.8K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
52+ 3.29% |
$18.7K - $21.7K
|
1.63K
$651K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
51+ 0.03% |
$18.4K - $21.3K
|
194K
$77.7M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
48+ 1.67% |
$17.3K - $20K
|
2.92K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
48New |
$17.3K - $20K
|
48
$19.2K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
48New |
$17.3K - $20K
|
48
$19.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
47+ 3.23% |
$16.9K - $19.6K
|
1.5K
$600K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
47+ 1.68% |
$16.9K - $19.6K
|
2.85K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
46+ 5.56% |
$16.6K - $19.2K
|
874
$349K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
46+ 0.45% |
$16.6K - $19.2K
|
10.3K
$4.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
44+ 2.37% |
$15.8K - $18.4K
|
1.9K
$759K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
44+ 0.6% |
$15.8K - $18.4K
|
7.4K
$2.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
43+ 1.19% |
$15.5K - $17.9K
|
3.67K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
43+ 2.72% |
$15.5K - $17.9K
|
1.62K
$648K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
43+ 2.33% |
$15.5K - $17.9K
|
1.89K
$755K
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
42+ 7.95% |
$15.1K - $17.5K
|
570
$228K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
41+ 0.43% |
$14.8K - $17.1K
|
9.56K
$3.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
41+ 2.12% |
$14.8K - $17.1K
|
1.97K
$787K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
41+ 2.22% |
$14.8K - $17.1K
|
1.89K
$754K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
41+ 2.67% |
$14.8K - $17.1K
|
1.57K
$629K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
40+ 3.32% |
$14.4K - $16.7K
|
1.24K
$497K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
40+ 1.2% |
$14.4K - $16.7K
|
3.39K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
38+ 0.25% |
$13.7K - $15.9K
|
15.5K
$6.21M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
37+ 3.42% |
$13.3K - $15.4K
|
1.12K
$447K
|