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 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.29K+ 8.34% |
$463K - $537K
|
16.7K
$5.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.28K+ 26.05% |
$459K - $532K
|
6.17K
$2.11M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
1.2KNew |
$431K - $499K
|
1.2K
$409K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.19K+ 120.3% |
$429K - $497K
|
2.18K
$745K
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
1.06K+ 4.84% |
$383K - $444K
|
23K
$7.87M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
1.05K+ 13.47% |
$376K - $436K
|
8.8K
$3.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.02KNew |
$368K - $426K
|
1.02K
$349K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
981+ 53.43% |
$353K - $409K
|
2.82K
$962K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
981+ 13.0% |
$353K - $409K
|
8.53K
$2.91M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
850+ 9.82% |
$306K - $355K
|
9.5K
$3.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
838+ 9.83% |
$302K - $350K
|
9.36K
$3.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
789+ 87.18% |
$284K - $329K
|
1.69K
$579K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
788+ 7.23% |
$284K - $329K
|
11.7K
$3.99M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
774+ 107.05% |
$279K - $323K
|
1.5K
$511K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
698New |
$251K - $291K
|
698
$238K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
691New |
$249K - $288K
|
691
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
644+ 24.99% |
$232K - $269K
|
3.22K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
640New |
$230K - $267K
|
640
$219K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
634+ 21.61% |
$228K - $265K
|
3.57K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
606New |
$218K - $253K
|
606
$207K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
571New |
$206K - $238K
|
571
$195K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
555+ 45.27% |
$200K - $232K
|
1.78K
$608K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
500+ 12.0% |
$180K - $209K
|
4.67K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
477+ 2.04% |
$172K - $199K
|
23.9K
$8.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
473+ 2.31% |
$170K - $197K
|
20.9K
$7.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
463+ 57.8% |
$167K - $193K
|
1.26K
$432K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
436+ 56.4% |
$157K - $182K
|
1.21K
$413K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
435+ 22.46% |
$157K - $182K
|
2.37K
$810K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
389+ 6.69% |
$140K - $162K
|
6.2K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
362+ 55.35% |
$130K - $151K
|
1.02K
$347K
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
357+ 6.41% |
$129K - $149K
|
5.93K
$2.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
286+ 0.24% |
$103K - $119K
|
121K
$41.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
272+ 11.18% |
$97.9K - $113K
|
2.71K
$924K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
263+ 20.96% |
$94.7K - $110K
|
1.52K
$519K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
262+ 14.94% |
$94.3K - $109K
|
2.02K
$689K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
262+ 0.99% |
$94.3K - $109K
|
26.8K
$9.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
253+ 0.95% |
$91.1K - $106K
|
26.7K
$9.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
233+ 19.37% |
$83.9K - $97.2K
|
1.44K
$491K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
233+ 6.53% |
$83.9K - $97.2K
|
3.8K
$1.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
222+ 7.84% |
$79.9K - $92.6K
|
3.05K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
210New |
$75.6K - $87.6K
|
210
$71.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
210+ 300.0% |
$75.6K - $87.6K
|
280
$95.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
199+ 9.79% |
$71.7K - $83K
|
2.23K
$762K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
189+ 27.31% |
$68.1K - $78.9K
|
881
$301K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
188+ 18.11% |
$67.7K - $78.4K
|
1.23K
$419K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
182+ 8.78% |
$65.5K - $75.9K
|
2.25K
$770K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
180+ 13.58% |
$64.8K - $75.1K
|
1.51K
$514K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
180+ 10.54% |
$64.8K - $75.1K
|
1.89K
$645K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
170+ 1.53% |
$61.2K - $70.9K
|
11.3K
$3.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
150New |
$54K - $62.6K
|
150
$51.2K
|