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 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-12- 0.37% |
$4.32K - $5.01K
|
3.25K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-12- 0.5% |
$4.32K - $5.01K
|
2.39K
$956K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-12- 0.7% |
$4.32K - $5.01K
|
1.69K
$675K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-12Closed |
$4.32K - $5.01K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-12- 0.25% |
$4.32K - $5.01K
|
4.85K
$1.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-13- 0.63% |
$4.68K - $5.42K
|
2.04K
$814K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13- 0.54% |
$4.68K - $5.42K
|
2.38K
$951K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-13- 0.98% |
$4.68K - $5.42K
|
1.32K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-13- 0.04% |
$4.68K - $5.42K
|
35.3K
$14.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-14- 0.25% |
$5.04K - $5.84K
|
5.63K
$2.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-14- 0.19% |
$5.04K - $5.84K
|
7.5K
$2.99M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-14- 0.17% |
$5.04K - $5.84K
|
8.43K
$3.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-15- 0.45% |
$5.4K - $6.26K
|
3.3K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-15- 0.2% |
$5.4K - $6.26K
|
7.39K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-15- 3.13% |
$5.4K - $6.26K
|
465
$186K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-16- 24.24% |
$5.76K - $6.68K
|
50
$20K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-16- 0.05% |
$5.76K - $6.68K
|
31.1K
$12.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-16- 0.07% |
$5.76K - $6.68K
|
24K
$9.6M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-17- 0.95% |
$6.12K - $7.09K
|
1.77K
$705K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-17- 0.9% |
$6.12K - $7.09K
|
1.88K
$751K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-18- 0.45% |
$6.48K - $7.51K
|
3.98K
$1.59M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-18- 1.2% |
$6.48K - $7.51K
|
1.48K
$590K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-18- 1.68% |
$6.48K - $7.51K
|
1.05K
$421K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-18- 0.32% |
$6.48K - $7.51K
|
5.56K
$2.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-19- 1.51% |
$6.84K - $7.93K
|
1.24K
$494K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-19- 1.01% |
$6.84K - $7.93K
|
1.86K
$742K
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-20- 2.71% |
$7.2K - $8.35K
|
718
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-20- 15.5% |
$7.2K - $8.35K
|
109
$43.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-20- 0.21% |
$7.2K - $8.35K
|
9.48K
$3.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-20- 0.89% |
$7.2K - $8.35K
|
2.22K
$888K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-21- 0.45% |
$7.56K - $8.76K
|
4.67K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-21- 1.92% |
$7.56K - $8.76K
|
1.07K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-21- 12.65% |
$7.56K - $8.76K
|
145
$57.9K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-21- 1.04% |
$7.56K - $8.76K
|
1.99K
$796K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-22- 0.83% |
$7.92K - $9.18K
|
2.63K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-22- 1.79% |
$7.92K - $9.18K
|
1.21K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-22- 2.72% |
$7.92K - $9.18K
|
788
$315K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-23- 2.52% |
$8.28K - $9.6K
|
889
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-23- 0.88% |
$8.28K - $9.6K
|
2.61K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-23- 0.97% |
$8.28K - $9.6K
|
2.36K
$943K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-23- 0.33% |
$8.28K - $9.6K
|
7.03K
$2.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-23- 0.77% |
$8.28K - $9.6K
|
2.96K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-23- 1.33% |
$8.28K - $9.6K
|
1.7K
$679K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-23- 0.51% |
$8.28K - $9.6K
|
4.5K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-23- 0.51% |
$8.28K - $9.6K
|
4.47K
$1.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-24- 3.64% |
$8.64K - $10K
|
635
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-24- 0.13% |
$8.64K - $10K
|
17.8K
$7.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-24- 1.89% |
$8.64K - $10K
|
1.25K
$498K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-24- 0.29% |
$8.64K - $10K
|
8.16K
$3.26M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-24- 1.23% |
$8.64K - $10K
|
1.93K
$769K
|