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
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-63- 0.64% |
$22.7K - $26.3K
|
9.8K
$3.91M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-63- 4.54% |
$22.7K - $26.3K
|
1.33K
$529K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-64- 5.37% |
$23K - $26.7K
|
1.13K
$450K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-65- 3.49% |
$23.4K - $27.1K
|
1.8K
$718K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-65- 0.8% |
$23.4K - $27.1K
|
8.03K
$3.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-65- 5.71% |
$23.4K - $27.1K
|
1.07K
$429K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-66- 6.01% |
$23.8K - $27.5K
|
1.03K
$412K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-66- 3.23% |
$23.8K - $27.5K
|
1.98K
$790K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-66- 6.19% |
$23.8K - $27.5K
|
1K
$400K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-67- 0.51% |
$24.1K - $28K
|
13K
$5.19M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-67- 4.69% |
$24.1K - $28K
|
1.36K
$544K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-68- 2.98% |
$24.5K - $28.4K
|
2.21K
$884K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-68- 0.18% |
$24.5K - $28.4K
|
36.9K
$14.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-69- 5.66% |
$24.8K - $28.8K
|
1.15K
$459K
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-69- 2.86% |
$24.8K - $28.8K
|
2.35K
$937K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-69- 8.26% |
$24.8K - $28.8K
|
766
$306K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-70- 6.13% |
$25.2K - $29.2K
|
1.07K
$428K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-70- 7.07% |
$25.2K - $29.2K
|
920
$367K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-70- 0.4% |
$25.2K - $29.2K
|
17.4K
$6.94M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-70- 4.46% |
$25.2K - $29.2K
|
1.5K
$598K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-70- 0.16% |
$25.2K - $29.2K
|
44.3K
$17.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-71- 4.01% |
$25.6K - $29.6K
|
1.7K
$679K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-72- 3.37% |
$25.9K - $30K
|
2.07K
$825K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-72- 3.64% |
$25.9K - $30K
|
1.91K
$762K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-72- 10.62% |
$25.9K - $30K
|
606
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-74- 4.38% |
$26.6K - $30.9K
|
1.62K
$645K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-75- 0.8% |
$27K - $31.3K
|
9.26K
$3.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-75- 3.65% |
$27K - $31.3K
|
1.98K
$791K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-75- 9.33% |
$27K - $31.3K
|
729
$291K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-75- 1.8% |
$27K - $31.3K
|
4.1K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-75- 4.12% |
$27K - $31.3K
|
1.75K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-76- 1.25% |
$27.4K - $31.7K
|
6.02K
$2.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-77- 0.52% |
$27.7K - $32.1K
|
14.8K
$5.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-77- 9.66% |
$27.7K - $32.1K
|
720
$288K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-77- 4.08% |
$27.7K - $32.1K
|
1.81K
$723K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-78- 3.28% |
$28.1K - $32.5K
|
2.3K
$919K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-79- 5.14% |
$28.4K - $33K
|
1.46K
$583K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-79- 6.46% |
$28.4K - $33K
|
1.14K
$457K
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-79- 2.59% |
$28.4K - $33K
|
2.97K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-80- 0.36% |
$28.8K - $33.4K
|
22.1K
$8.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-80- 14.04% |
$28.8K - $33.4K
|
490
$196K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-80- 0.27% |
$28.8K - $33.4K
|
29.3K
$11.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-80- 4.89% |
$28.8K - $33.4K
|
1.56K
$622K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-80- 15.07% |
$28.8K - $33.4K
|
451
$180K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-80- 17.74% |
$28.8K - $33.4K
|
371
$148K
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-80- 1.35% |
$28.8K - $33.4K
|
5.85K
$2.34M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-81- 6.74% |
$29.2K - $33.8K
|
1.12K
$448K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-82- 2.05% |
$29.5K - $34.2K
|
3.92K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-82- 0.6% |
$29.5K - $34.2K
|
13.6K
$5.43M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-82- 7.05% |
$29.5K - $34.2K
|
1.08K
$432K
|