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 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-183- 1.59% |
$65.9K - $76.4K
|
11.3K
$4.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-184- 0.92% |
$66.3K - $76.8K
|
19.8K
$7.9M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-184- 20.67% |
$66.3K - $76.8K
|
706
$282K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-187- 9.14% |
$67.3K - $78K
|
1.86K
$743K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-188- 6.14% |
$67.7K - $78.4K
|
2.88K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-188- 1.4% |
$67.7K - $78.4K
|
13.3K
$5.3M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-191- 68.71% |
$68.8K - $79.7K
|
87
$34.8K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-192- 2.48% |
$69.1K - $80.1K
|
7.56K
$3.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-196- 0.25% |
$70.6K - $81.8K
|
76.9K
$30.7M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-197- 17.86% |
$70.9K - $82.2K
|
906
$362K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-198- 4.85% |
$71.3K - $82.6K
|
3.89K
$1.55M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-199- 9.84% |
$71.7K - $83K
|
1.82K
$729K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-200- 27.1% |
$72K - $83.5K
|
538
$215K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-200- 4.19% |
$72K - $83.5K
|
4.58K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-201- 0.85% |
$72.4K - $83.9K
|
23.3K
$9.32M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-201- 2.42% |
$72.4K - $83.9K
|
8.12K
$3.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-202- 2.48% |
$72.7K - $84.3K
|
7.95K
$3.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-202- 8.61% |
$72.7K - $84.3K
|
2.14K
$856K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-207- 1.75% |
$74.5K - $86.4K
|
11.6K
$4.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-207- 15.6% |
$74.5K - $86.4K
|
1.12K
$447K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-207- 1.22% |
$74.5K - $86.4K
|
16.8K
$6.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-208- 1.76% |
$74.9K - $86.8K
|
11.6K
$4.65M
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-208- 1.29% |
$74.9K - $86.8K
|
15.9K
$6.34M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-209- 11.79% |
$75.3K - $87.2K
|
1.56K
$624K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-211- 6.69% |
$76K - $88K
|
2.94K
$1.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-212- 14.71% |
$76.3K - $88.5K
|
1.23K
$491K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-214- 6.69% |
$77.1K - $89.3K
|
2.99K
$1.19M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-215- 16.48% |
$77.4K - $89.7K
|
1.09K
$435K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-217- 0.19% |
$78.1K - $90.5K
|
115K
$45.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-218- 3.0% |
$78.5K - $91K
|
7.05K
$2.82M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-219- 2.51% |
$78.9K - $91.4K
|
8.52K
$3.4M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-219- 1.06% |
$78.9K - $91.4K
|
20.5K
$8.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-224- 3.25% |
$80.7K - $93.5K
|
6.66K
$2.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-224- 5.37% |
$80.7K - $93.5K
|
3.94K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-225- 28.2% |
$81K - $93.9K
|
573
$229K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-225- 5.96% |
$81K - $93.9K
|
3.55K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-234- 24.53% |
$84.3K - $97.6K
|
720
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-234- 2.35% |
$84.3K - $97.6K
|
9.72K
$3.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-234- 0.88% |
$84.3K - $97.6K
|
26.5K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-238- 0.46% |
$85.7K - $99.3K
|
52K
$20.8M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-239- 3.84% |
$86.1K - $99.7K
|
5.98K
$2.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-240- 1.43% |
$86.4K - $100K
|
16.5K
$6.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-240- 20.98% |
$86.4K - $100K
|
904
$361K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-240- 6.34% |
$86.4K - $100K
|
3.54K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-242- 3.41% |
$87.1K - $101K
|
6.85K
$2.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-247- 3.89% |
$88.9K - $103K
|
6.11K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-248- 0.86% |
$89.3K - $103K
|
28.6K
$11.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-250- 13.81% |
$90K - $104K
|
1.56K
$623K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-251- 3.29% |
$90.4K - $105K
|
7.37K
$2.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-253- 3.36% |
$91.1K - $106K
|
7.27K
$2.9M
|