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 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-411- 17.05% |
$148K - $171K
|
2K
$799K
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-411- 0.67% |
$148K - $171K
|
60.6K
$24.2M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-418- 31.1% |
$151K - $174K
|
926
$370K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-422- 1.02% |
$152K - $176K
|
40.9K
$16.3M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-424- 2.33% |
$153K - $177K
|
17.8K
$7.1M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-425- 14.23% |
$153K - $177K
|
2.56K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-426- 3.43% |
$153K - $178K
|
12K
$4.8M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-426- 25.88% |
$153K - $178K
|
1.22K
$487K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-432- 0.8% |
$156K - $180K
|
53.3K
$21.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
SELL
|
- |
-432- 1.48% |
$156K - $180K
|
28.7K
$11.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-434- 5.86% |
$156K - $181K
|
6.97K
$2.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-434- 16.57% |
$156K - $181K
|
2.19K
$873K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-440- 1.39% |
$158K - $184K
|
31.2K
$12.5M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-442- 28.17% |
$159K - $184K
|
1.13K
$450K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-443- 7.01% |
$160K - $185K
|
5.88K
$2.35M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-446- 7.99% |
$161K - $186K
|
5.14K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-446- 4.92% |
$161K - $186K
|
8.63K
$3.45M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-446- 0.94% |
$161K - $186K
|
47.1K
$18.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-450- 2.66% |
$162K - $188K
|
16.5K
$6.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-454- 3.42% |
$163K - $189K
|
12.8K
$5.12M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-455- 14.24% |
$164K - $190K
|
2.74K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-456- 5.35% |
$164K - $190K
|
8.07K
$3.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-462- 0.86% |
$166K - $193K
|
53.5K
$21.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-464- 8.98% |
$167K - $194K
|
4.7K
$1.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-469- 4.88% |
$169K - $196K
|
9.15K
$3.65M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-469- 31.6% |
$169K - $196K
|
1.02K
$405K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-472- 5.54% |
$170K - $197K
|
8.05K
$3.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-479- 75.55% |
$172K - $200K
|
155
$61.9K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-480- 41.03% |
$173K - $200K
|
690
$276K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-481- 3.74% |
$173K - $201K
|
12.4K
$4.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-485- 23.92% |
$175K - $202K
|
1.54K
$616K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-485- 23.03% |
$175K - $202K
|
1.62K
$647K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-491- 2.66% |
$177K - $205K
|
18K
$7.17M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-492- 9.67% |
$177K - $205K
|
4.59K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-493- 4.85% |
$178K - $206K
|
9.67K
$3.86M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-495- 1.08% |
$178K - $207K
|
45.4K
$18.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-498- 5.45% |
$179K - $208K
|
8.64K
$3.45M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-500- 4.4% |
$180K - $209K
|
10.9K
$4.34M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-503- 2.0% |
$181K - $210K
|
24.7K
$9.87M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-503- 6.59% |
$181K - $210K
|
7.13K
$2.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-509- 9.81% |
$183K - $212K
|
4.68K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-515- 6.61% |
$185K - $215K
|
7.28K
$2.91M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-522- 4.7% |
$188K - $218K
|
10.6K
$4.23M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-528- 20.21% |
$190K - $220K
|
2.09K
$833K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-532- 6.06% |
$192K - $222K
|
8.25K
$3.3M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-533- 19.08% |
$192K - $222K
|
2.26K
$903K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-535- 5.09% |
$193K - $223K
|
9.97K
$3.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-539- 4.75% |
$194K - $225K
|
10.8K
$4.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-542- 1.57% |
$195K - $226K
|
33.9K
$13.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-543- 5.62% |
$196K - $227K
|
9.12K
$3.64M
|