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 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-24- 1.18% |
$8.64K - $10K
|
2.02K
$806K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-24- 1.57% |
$8.64K - $10K
|
1.51K
$602K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-25- 0.14% |
$9K - $10.4K
|
17.4K
$6.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-25- 0.38% |
$9K - $10.4K
|
6.59K
$2.63M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-25- 2.25% |
$9K - $10.4K
|
1.09K
$434K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.68% |
$9K - $10.4K
|
3.63K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-25- 0.28% |
$9K - $10.4K
|
8.87K
$3.54M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-25- 1.36% |
$9K - $10.4K
|
1.82K
$726K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-25- 2.04% |
$9K - $10.4K
|
1.2K
$479K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-26- 3.58% |
$9.36K - $10.8K
|
700
$280K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-26- 1.49% |
$9.36K - $10.8K
|
1.72K
$686K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-26- 0.91% |
$9.36K - $10.8K
|
2.83K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-28- 3.64% |
$10.1K - $11.7K
|
742
$296K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-28- 2.92% |
$10.1K - $11.7K
|
930
$371K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.26% |
$10.1K - $11.7K
|
10.8K
$4.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-29- 4.6% |
$10.4K - $12.1K
|
602
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-29- 0.24% |
$10.4K - $12.1K
|
12.1K
$4.83M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-29- 0.71% |
$10.4K - $12.1K
|
4.08K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-29- 2.41% |
$10.4K - $12.1K
|
1.17K
$469K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-30- 0.08% |
$10.8K - $12.5K
|
36.3K
$14.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-30- 2.71% |
$10.8K - $12.5K
|
1.08K
$430K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-30- 0.99% |
$10.8K - $12.5K
|
3.01K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-30- 0.74% |
$10.8K - $12.5K
|
4.04K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-30- 0.6% |
$10.8K - $12.5K
|
5.01K
$2M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-32- 1.73% |
$11.5K - $13.4K
|
1.82K
$728K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-32- 3.62% |
$11.5K - $13.4K
|
853
$341K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-33- 1.46% |
$11.9K - $13.8K
|
2.23K
$891K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-33- 3.66% |
$11.9K - $13.8K
|
868
$347K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-33- 1.14% |
$11.9K - $13.8K
|
2.86K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-33- 0.56% |
$11.9K - $13.8K
|
5.9K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-33- 2.52% |
$11.9K - $13.8K
|
1.28K
$509K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-34- 1.51% |
$12.2K - $14.2K
|
2.22K
$886K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-34- 0.56% |
$12.2K - $14.2K
|
6K
$2.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-34- 3.07% |
$12.2K - $14.2K
|
1.07K
$429K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-34- 1.07% |
$12.2K - $14.2K
|
3.14K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-35- 2.55% |
$12.6K - $14.6K
|
1.34K
$535K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-36- 3.53% |
$13K - $15K
|
983
$393K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-36- 4.31% |
$13K - $15K
|
800
$320K
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-36- 3.62% |
$13K - $15K
|
958
$383K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-38- 8.9% |
$13.7K - $15.9K
|
389
$155K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-38- 1.37% |
$13.7K - $15.9K
|
2.74K
$1.09M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-38- 5.96% |
$13.7K - $15.9K
|
600
$240K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-39- 4.48% |
$14K - $16.3K
|
832
$332K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-39- 0.46% |
$14K - $16.3K
|
8.43K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-39- 2.35% |
$14K - $16.3K
|
1.62K
$647K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-39- 29.1% |
$14K - $16.3K
|
95
$37.9K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-39- 0.46% |
$14K - $16.3K
|
8.52K
$3.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-40- 0.81% |
$14.4K - $16.7K
|
4.91K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-40- 3.55% |
$14.4K - $16.7K
|
1.09K
$434K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-40- 2.29% |
$14.4K - $16.7K
|
1.71K
$682K
|