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 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-158- 4.78% |
$56.9K - $65.9K
|
3.14K
$1.07M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-170- 8.65% |
$61.2K - $70.9K
|
1.8K
$614K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-177- 12.7% |
$63.7K - $73.9K
|
1.22K
$416K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-180- 5.43% |
$64.8K - $75.1K
|
3.14K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-180- 7.41% |
$64.8K - $75.1K
|
2.25K
$769K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-183- 1.59% |
$65.9K - $76.4K
|
11.3K
$3.86M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-184- 0.92% |
$66.3K - $76.8K
|
19.8K
$6.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-188- 6.14% |
$67.7K - $78.4K
|
2.88K
$982K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-196- 0.25% |
$70.6K - $81.8K
|
76.9K
$26.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-200- 27.1% |
$72K - $83.5K
|
538
$184K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-202- 8.61% |
$72.7K - $84.3K
|
2.14K
$732K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-202- 2.48% |
$72.7K - $84.3K
|
7.95K
$2.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-207- 15.6% |
$74.5K - $86.4K
|
1.12K
$383K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-207- 1.75% |
$74.5K - $86.4K
|
11.6K
$3.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-211- 6.69% |
$76K - $88K
|
2.94K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-212- 14.71% |
$76.3K - $88.5K
|
1.23K
$420K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-218- 3.0% |
$78.5K - $91K
|
7.05K
$2.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-224- 3.25% |
$80.7K - $93.5K
|
6.66K
$2.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-234- 2.35% |
$84.3K - $97.6K
|
9.72K
$3.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-240- 1.43% |
$86.4K - $100K
|
16.5K
$5.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-247- 3.89% |
$88.9K - $103K
|
6.11K
$2.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-250- 13.81% |
$90K - $104K
|
1.56K
$533K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-251- 3.29% |
$90.4K - $105K
|
7.37K
$2.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-266- 2.17% |
$95.8K - $111K
|
12K
$4.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-267- 8.54% |
$96.1K - $111K
|
2.86K
$977K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-271- 14.29% |
$97.6K - $113K
|
1.63K
$555K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-276- 4.15% |
$99.4K - $115K
|
6.37K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-276- 0.28% |
$99.4K - $115K
|
98.2K
$33.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-288- 1.44% |
$104K - $120K
|
19.7K
$6.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-307- 12.67% |
$111K - $128K
|
2.12K
$723K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-308- 1.41% |
$111K - $129K
|
21.5K
$7.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-313- 1.57% |
$113K - $131K
|
19.6K
$6.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-320- 7.26% |
$115K - $134K
|
4.09K
$1.4M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-333- 2.77% |
$120K - $139K
|
11.7K
$4M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-356- 4.3% |
$128K - $149K
|
7.91K
$2.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-375- 14.71% |
$135K - $156K
|
2.18K
$743K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-391- 1.66% |
$141K - $163K
|
23.2K
$7.92M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-392- 7.15% |
$141K - $164K
|
5.09K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-394- 13.12% |
$142K - $164K
|
2.61K
$891K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-401- 13.48% |
$144K - $167K
|
2.57K
$879K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-405- 25.58% |
$146K - $169K
|
1.18K
$402K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-409- 9.15% |
$147K - $171K
|
4.06K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-422- 1.02% |
$152K - $176K
|
40.9K
$14M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-434- 5.86% |
$156K - $181K
|
6.97K
$2.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-440- 1.39% |
$158K - $184K
|
31.2K
$10.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-450- 2.66% |
$162K - $188K
|
16.5K
$5.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-462- 0.86% |
$166K - $193K
|
53.5K
$18.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-469- 4.88% |
$169K - $196K
|
9.15K
$3.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-479- 75.55% |
$172K - $200K
|
155
$53K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-485- 23.92% |
$175K - $202K
|
1.54K
$527K
|