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
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
409+ 17.99% |
$147K - $171K
|
2.68K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
405+ 2.21% |
$146K - $169K
|
18.7K
$7.49M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
400+ 13.52% |
$144K - $167K
|
3.36K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
391+ 7.14% |
$141K - $163K
|
5.87K
$2.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
389+ 6.69% |
$140K - $162K
|
6.2K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
379+ 21.88% |
$136K - $158K
|
2.11K
$843K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
370+ 65.37% |
$133K - $154K
|
936
$374K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
368+ 15.86% |
$133K - $154K
|
2.69K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
367+ 60.86% |
$132K - $153K
|
970
$387K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
362+ 55.35% |
$130K - $151K
|
1.02K
$406K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
361New |
$130K - $151K
|
361
$144K
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
357+ 6.41% |
$129K - $149K
|
5.93K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
357+ 109.85% |
$129K - $149K
|
682
$272K
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
354+ 1.9% |
$127K - $148K
|
19K
$7.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
351+ 6.25% |
$126K - $146K
|
5.97K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
345+ 1.33% |
$124K - $144K
|
26.3K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
336+ 2.68% |
$121K - $140K
|
12.9K
$5.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
333+ 42.26% |
$120K - $139K
|
1.12K
$448K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
326+ 0.96% |
$117K - $136K
|
34.2K
$13.7M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
324+ 3.23% |
$117K - $135K
|
10.4K
$4.14M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
316New |
$114K - $132K
|
316
$126K
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
316+ 7.81% |
$114K - $132K
|
4.36K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
314+ 0.6% |
$113K - $131K
|
52.7K
$21M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
312+ 7.89% |
$112K - $130K
|
4.26K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
311New |
$112K - $130K
|
311
$124K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
306+ 4.7% |
$110K - $128K
|
6.82K
$2.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
300+ 23.44% |
$108K - $125K
|
1.58K
$631K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
300+ 3.15% |
$108K - $125K
|
9.83K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
300+ 5.39% |
$108K - $125K
|
5.87K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
299+ 99.34% |
$108K - $125K
|
600
$240K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
292+ 1.81% |
$105K - $122K
|
16.5K
$6.58M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
288+ 0.71% |
$104K - $120K
|
40.8K
$16.3M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
287+ 7.33% |
$103K - $120K
|
4.2K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
286+ 0.24% |
$103K - $119K
|
121K
$48.3M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
279+ 11.84% |
$100K - $116K
|
2.64K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
278+ 9.43% |
$100K - $116K
|
3.23K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
278+ 1.38% |
$100K - $116K
|
20.4K
$8.15M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
276+ 7.74% |
$99.4K - $115K
|
3.84K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
274+ 0.55% |
$98.7K - $114K
|
50.3K
$20.1M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
273+ 4.27% |
$98.3K - $114K
|
6.66K
$2.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
272+ 11.18% |
$97.9K - $113K
|
2.71K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
272+ 8.55% |
$97.9K - $113K
|
3.45K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
271+ 7.17% |
$97.6K - $113K
|
4.05K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
270+ 1.0% |
$97.2K - $113K
|
27.3K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
267+ 1.1% |
$96.1K - $111K
|
24.5K
$9.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
263+ 20.96% |
$94.7K - $110K
|
1.52K
$606K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
262+ 14.94% |
$94.3K - $109K
|
2.02K
$805K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
262+ 0.99% |
$94.3K - $109K
|
26.8K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
257+ 3.72% |
$92.5K - $107K
|
7.16K
$2.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
253+ 0.95% |
$91.1K - $106K
|
26.7K
$10.7M
|