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 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-4- 0.52% |
$1.44K - $1.67K
|
762
$304K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-4- 0.43% |
$1.44K - $1.67K
|
933
$373K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-4- 0.09% |
$1.44K - $1.67K
|
4.49K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-4- 0.06% |
$1.44K - $1.67K
|
6.48K
$2.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-5- 0.35% |
$1.8K - $2.09K
|
1.43K
$570K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.05% |
$1.8K - $2.09K
|
10.3K
$4.11M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-5- 0.13% |
$1.8K - $2.09K
|
3.7K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-5- 1.21% |
$1.8K - $2.09K
|
409
$163K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-6- 0.4% |
$2.16K - $2.5K
|
1.51K
$604K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-6- 0.08% |
$2.16K - $2.5K
|
7.41K
$2.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-6- 0.46% |
$2.16K - $2.5K
|
1.3K
$518K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-6- 0.33% |
$2.16K - $2.5K
|
1.79K
$715K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6- 0.13% |
$2.16K - $2.5K
|
4.55K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-6- 3.37% |
$2.16K - $2.5K
|
172
$68.7K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-6- 0.05% |
$2.16K - $2.5K
|
11.8K
$4.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-7- 0.06% |
$2.52K - $2.92K
|
12.2K
$4.89M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-7- 0.73% |
$2.52K - $2.92K
|
957
$382K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-8- 0.54% |
$2.88K - $3.34K
|
1.47K
$585K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-8- 0.63% |
$2.88K - $3.34K
|
1.26K
$504K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-8- 0.45% |
$2.88K - $3.34K
|
1.75K
$700K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-8- 0.66% |
$2.88K - $3.34K
|
1.2K
$479K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-8- 2.03% |
$2.88K - $3.34K
|
387
$155K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-8- 3.27% |
$2.88K - $3.34K
|
237
$94.7K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-8- 0.35% |
$2.88K - $3.34K
|
2.25K
$900K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$3.24K - $3.76K
|
5.02K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-9- 0.24% |
$3.24K - $3.76K
|
3.81K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-9- 0.04% |
$3.24K - $3.76K
|
23K
$9.17M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-9- 0.49% |
$3.24K - $3.76K
|
1.84K
$734K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-10- 0.73% |
$3.6K - $4.17K
|
1.36K
$544K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-10- 0.32% |
$3.6K - $4.17K
|
3.08K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-10- 0.95% |
$3.6K - $4.17K
|
1.04K
$415K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.45% |
$3.6K - $4.17K
|
2.22K
$885K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-10- 0.33% |
$3.6K - $4.17K
|
3K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-10- 0.12% |
$3.6K - $4.17K
|
8.27K
$3.3M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-10- 0.61% |
$3.6K - $4.17K
|
1.62K
$646K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-10- 0.25% |
$3.6K - $4.17K
|
3.99K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-10- 0.95% |
$3.6K - $4.17K
|
1.04K
$416K
|
|
|
Apr 15, 2025
Q1 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-11- 0.91% |
$3.96K - $4.59K
|
1.19K
$477K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-11- 0.05% |
$3.96K - $4.59K
|
22.5K
$8.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-11- 1.11% |
$3.96K - $4.59K
|
976
$390K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-11- 0.04% |
$3.96K - $4.59K
|
25.3K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-11- 33.33% |
$3.96K - $4.59K
|
22
$8.79K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.81% |
$3.96K - $4.59K
|
1.35K
$538K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-12- 0.74% |
$4.32K - $5.01K
|
1.61K
$644K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-12- 1.21% |
$4.32K - $5.01K
|
981
$392K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-12- 0.12% |
$4.32K - $5.01K
|
9.91K
$3.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-12- 0.74% |
$4.32K - $5.01K
|
1.61K
$644K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-12- 0.38% |
$4.32K - $5.01K
|
3.14K
$1.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-12- 0.45% |
$4.32K - $5.01K
|
2.64K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
SELL
|
- |
-12- 0.41% |
$4.32K - $5.01K
|
2.9K
$1.16M
|