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 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
140+ 24.26% |
$50.4K - $58.4K
|
717
$245K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
138+ 2.15% |
$49.7K - $57.6K
|
6.55K
$2.24M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
133+ 1.92% |
$47.9K - $55.5K
|
7.05K
$2.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
122+ 3.65% |
$43.9K - $50.9K
|
3.46K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
120+ 8.5% |
$43.2K - $50.1K
|
1.53K
$523K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
119+ 1.24% |
$42.8K - $49.7K
|
9.69K
$3.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
114+ 14.25% |
$41K - $47.6K
|
914
$312K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
113+ 1.75% |
$40.7K - $47.2K
|
6.58K
$2.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
102+ 2.59% |
$36.7K - $42.6K
|
4.03K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
99+ 1.1% |
$35.6K - $41.3K
|
9.08K
$3.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
88+ 10.24% |
$31.7K - $36.7K
|
947
$324K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
81+ 1.63% |
$29.2K - $33.8K
|
5.04K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
80+ 0.45% |
$28.8K - $33.4K
|
17.7K
$6.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
79+ 5.87% |
$28.4K - $33K
|
1.43K
$487K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
72+ 3.03% |
$25.9K - $30K
|
2.45K
$838K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
68+ 0.73% |
$24.5K - $28.4K
|
9.43K
$3.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
62+ 6.51% |
$22.3K - $25.9K
|
1.02K
$347K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
56+ 329.41% |
$20.2K - $23.4K
|
73
$24.9K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
48+ 1.67% |
$17.3K - $20K
|
2.92K
$996K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
41+ 0.43% |
$14.8K - $17.1K
|
9.56K
$3.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
32+ 3.0% |
$11.5K - $13.4K
|
1.1K
$375K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
31+ 0.78% |
$11.2K - $12.9K
|
4.02K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
26+ 0.94% |
$9.36K - $10.8K
|
2.79K
$953K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
26+ 0.61% |
$9.36K - $10.8K
|
4.32K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
22+ 0.11% |
$7.92K - $9.18K
|
20.7K
$7.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
20+ 1.94% |
$7.2K - $8.35K
|
1.05K
$359K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
17+ 0.27% |
$6.12K - $7.09K
|
6.35K
$2.17M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
16+ 0.49% |
$5.76K - $6.68K
|
3.26K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
14+ 0.27% |
$5.04K - $5.84K
|
5.16K
$1.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13+ 0.51% |
$4.68K - $5.42K
|
2.57K
$878K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
12+ 0.65% |
$4.32K - $5.01K
|
1.86K
$635K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
11+ 0.17% |
$3.96K - $4.59K
|
6.47K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
10+ 0.11% |
$3.6K - $4.17K
|
8.9K
$3.04M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
7+ 0.04% |
$2.52K - $2.92K
|
17.1K
$5.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3+ 0.11% |
$1.08K - $1.25K
|
2.73K
$933K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
2+ 0.3% |
$720 - $835
|
663
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.09% |
$720 - $835
|
2.35K
$802K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2+ 0.4% |
$720 - $835
|
496
$169K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 0.1% |
$720 - $835
|
1.98K
$676K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1+ 0.16% |
$360 - $417
|
645
$220K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1+ 0.05% |
$360 - $417
|
2.04K
$696K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$360 - $417
|
629
$215K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1+ 0.07% |
$360 - $417
|
1.45K
$497K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1+ 0.17% |
$360 - $417
|
579
$198K
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$360 - $417
|
1.84K
$627K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.04% |
$360 - $417
|
2.7K
$923K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1- 0.09% |
$360 - $417
|
1.08K
$370K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1- 0.13% |
$360 - $417
|
787
$269K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 0.02% |
$720 - $835
|
13.2K
$4.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2- 1.96% |
$720 - $835
|
100
$34.2K
|