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 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
838+ 36.26% |
$302K - $350K
|
3.15K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
833+ 11.12% |
$300K - $348K
|
8.33K
$3.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
800New |
$288K - $334K
|
800
$320K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
794+ 2.14% |
$286K - $331K
|
37.9K
$15.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
789+ 87.18% |
$284K - $329K
|
1.69K
$677K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
788+ 7.23% |
$284K - $329K
|
11.7K
$4.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
785New |
$283K - $328K
|
785
$314K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
783+ 1.83% |
$282K - $327K
|
43.7K
$17.4M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
780+ 15.31% |
$281K - $325K
|
5.88K
$2.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
774+ 107.05% |
$279K - $323K
|
1.5K
$598K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
768New |
$277K - $320K
|
768
$307K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
767+ 0.4% |
$276K - $320K
|
192K
$76.8M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
766+ 17.24% |
$276K - $320K
|
5.21K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
759+ 27.05% |
$273K - $317K
|
3.57K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
750New |
$270K - $313K
|
750
$300K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
748New |
$269K - $312K
|
748
$299K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
747+ 1.35% |
$269K - $312K
|
56.2K
$22.4M
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
747+ 26.39% |
$269K - $312K
|
3.58K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
743+ 3.7% |
$268K - $310K
|
20.9K
$8.33M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
740New |
$266K - $309K
|
740
$296K
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
737New |
$265K - $308K
|
737
$294K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
735New |
$265K - $307K
|
735
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
723New |
$260K - $302K
|
723
$289K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
718+ 3.9% |
$259K - $300K
|
19.1K
$7.64M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
707+ 4.01% |
$255K - $295K
|
18.4K
$7.33M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
702+ 1.02% |
$253K - $293K
|
69.5K
$27.8M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
702+ 1847.37% |
$253K - $293K
|
740
$296K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
698New |
$251K - $291K
|
698
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
691New |
$249K - $288K
|
691
$276K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
687+ 27.85% |
$247K - $287K
|
3.15K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
678+ 64.39% |
$244K - $283K
|
1.73K
$691K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
677+ 25.19% |
$244K - $282K
|
3.37K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
675+ 10.85% |
$243K - $282K
|
6.9K
$2.76M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
675+ 26.74% |
$243K - $282K
|
3.2K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
673New |
$242K - $281K
|
673
$269K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
673New |
$242K - $281K
|
673
$269K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
673+ 14.87% |
$242K - $281K
|
5.2K
$2.08M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
671New |
$242K - $280K
|
671
$268K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
660+ 15.35% |
$238K - $275K
|
4.96K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
657+ 71.26% |
$237K - $274K
|
1.58K
$631K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
653+ 64.98% |
$235K - $272K
|
1.66K
$662K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
652+ 46.64% |
$235K - $272K
|
2.05K
$819K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
646New |
$233K - $270K
|
646
$258K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
644+ 24.99% |
$232K - $269K
|
3.22K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
640New |
$230K - $267K
|
640
$256K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
638New |
$230K - $266K
|
638
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
637New |
$229K - $266K
|
637
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
634+ 21.61% |
$228K - $265K
|
3.57K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
633+ 1.76% |
$228K - $264K
|
36.6K
$14.6M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
633+ 3.02% |
$228K - $264K
|
21.6K
$8.62M
|