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 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-40- 3.55% |
$14.4K - $16.7K
|
1.09K
$371K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-40- 0.81% |
$14.4K - $16.7K
|
4.91K
$1.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-43- 1.0% |
$15.5K - $17.9K
|
4.25K
$1.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-44- 5.62% |
$15.8K - $18.4K
|
739
$252K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-44- 6.93% |
$15.8K - $18.4K
|
591
$202K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-46- 2.18% |
$16.6K - $19.2K
|
2.06K
$704K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-48- 0.84% |
$17.3K - $20K
|
5.65K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-50- 9.4% |
$18K - $20.9K
|
482
$165K
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-55- 1.57% |
$19.8K - $22.9K
|
3.44K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-57- 7.93% |
$20.5K - $23.8K
|
662
$226K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-58- 0.54% |
$20.9K - $24.2K
|
10.8K
$3.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-58- 9.45% |
$20.9K - $24.2K
|
556
$190K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-59- 6.15% |
$21.2K - $24.6K
|
901
$308K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-60- 11.93% |
$21.6K - $25K
|
443
$151K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-60- 0.86% |
$21.6K - $25K
|
6.92K
$2.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-63- 1.23% |
$22.7K - $26.3K
|
5.07K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-63- 5.53% |
$22.7K - $26.3K
|
1.08K
$368K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-65- 5.71% |
$23.4K - $27.1K
|
1.07K
$367K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-65- 0.8% |
$23.4K - $27.1K
|
8.03K
$2.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-65- 3.49% |
$23.4K - $27.1K
|
1.8K
$614K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-67- 0.51% |
$24.1K - $28K
|
13K
$4.44M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-70- 6.13% |
$25.2K - $29.2K
|
1.07K
$366K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-71- 4.01% |
$25.6K - $29.6K
|
1.7K
$580K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-72- 3.64% |
$25.9K - $30K
|
1.91K
$651K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-72- 3.37% |
$25.9K - $30K
|
2.07K
$706K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-75- 0.8% |
$27K - $31.3K
|
9.26K
$3.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-77- 0.52% |
$27.7K - $32.1K
|
14.8K
$5.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-79- 5.14% |
$28.4K - $33K
|
1.46K
$498K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-80- 14.04% |
$28.8K - $33.4K
|
490
$167K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-83- 8.93% |
$29.9K - $34.6K
|
846
$289K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-84- 1.19% |
$30.2K - $35K
|
7K
$2.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-84- 2.01% |
$30.2K - $35K
|
4.09K
$1.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-85- 11.33% |
$30.6K - $35.5K
|
665
$227K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-90- 2.01% |
$32.4K - $37.6K
|
4.39K
$1.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-94- 0.67% |
$33.8K - $39.2K
|
13.9K
$4.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-97- 4.52% |
$34.9K - $40.5K
|
2.05K
$699K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-107- 3.51% |
$38.5K - $44.6K
|
2.94K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-110- 10.75% |
$39.6K - $45.9K
|
913
$312K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-113- 1.44% |
$40.7K - $47.2K
|
7.73K
$2.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-123- 10.57% |
$44.3K - $51.3K
|
1.04K
$356K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-125- 8.64% |
$45K - $52.2K
|
1.32K
$451K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-129- 15.64% |
$46.4K - $53.8K
|
696
$238K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-131- 1.1% |
$47.2K - $54.7K
|
11.7K
$4.01M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-138- 0.65% |
$49.7K - $57.6K
|
21K
$7.18M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-140- 5.68% |
$50.4K - $58.4K
|
2.32K
$794K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-150- 6.46% |
$54K - $62.6K
|
2.17K
$742K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-150- 5.12% |
$54K - $62.6K
|
2.78K
$949K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-150- 20.13% |
$54K - $62.6K
|
595
$203K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-152- 7.74% |
$54.7K - $63.4K
|
1.81K
$619K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-156- 1.08% |
$56.2K - $65.1K
|
14.3K
$4.89M
|