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 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
103+ 792.31% |
$37.1K - $43K
|
116
$53.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
102+ 2.59% |
$36.7K - $42.6K
|
4.03K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
102+ 1.14% |
$36.7K - $42.6K
|
9.03K
$4.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
100+ 12.47% |
$36K - $41.7K
|
902
$415K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
99+ 1.1% |
$35.6K - $41.3K
|
9.08K
$4.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
98+ 1.56% |
$35.3K - $40.9K
|
6.37K
$2.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
95+ 7.47% |
$34.2K - $39.6K
|
1.37K
$629K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
95+ 14.46% |
$34.2K - $39.6K
|
752
$346K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
93+ 1.4% |
$33.5K - $38.8K
|
6.75K
$3.1M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
92New |
$33.1K - $38.4K
|
92
$42.3K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
92+ 2.98% |
$33.1K - $38.4K
|
3.18K
$1.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
88+ 10.24% |
$31.7K - $36.7K
|
947
$436K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
88New |
$31.7K - $36.7K
|
88
$40.5K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
87New |
$31.3K - $36.3K
|
87
$40K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
86+ 6.52% |
$31K - $35.9K
|
1.41K
$646K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
83+ 16.47% |
$29.9K - $34.6K
|
587
$270K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
81+ 1.63% |
$29.2K - $33.8K
|
5.04K
$2.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
80+ 0.45% |
$28.8K - $33.4K
|
17.7K
$8.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
80+ 6.52% |
$28.8K - $33.4K
|
1.31K
$601K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
79+ 5.87% |
$28.4K - $33K
|
1.43K
$656K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
78+ 3.92% |
$28.1K - $32.5K
|
2.07K
$952K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
72+ 3.03% |
$25.9K - $30K
|
2.45K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
71+ 5.51% |
$25.6K - $29.6K
|
1.36K
$625K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
71+ 1.34% |
$25.6K - $29.6K
|
5.37K
$2.47M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
70+ 0.25% |
$25.2K - $29.2K
|
27.8K
$12.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
68+ 0.73% |
$24.5K - $28.4K
|
9.43K
$4.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
68+ 3.07% |
$24.5K - $28.4K
|
2.28K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
66+ 5.25% |
$23.8K - $27.5K
|
1.32K
$609K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
66+ 2.15% |
$23.8K - $27.5K
|
3.13K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
66+ 0.17% |
$23.8K - $27.5K
|
39.8K
$18.3M
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
64+ 7.0% |
$23K - $26.7K
|
978
$450K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
63+ 2.06% |
$22.7K - $26.3K
|
3.13K
$1.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
62+ 6.51% |
$22.3K - $25.9K
|
1.02K
$467K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
62+ 9.61% |
$22.3K - $25.9K
|
707
$325K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
60+ 8.82% |
$21.6K - $25K
|
740
$341K
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
60+ 4.33% |
$21.6K - $25K
|
1.45K
$665K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
56+ 329.41% |
$20.2K - $23.4K
|
73
$33.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
55+ 5.39% |
$19.8K - $22.9K
|
1.08K
$495K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
54+ 3.34% |
$19.4K - $22.5K
|
1.67K
$769K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
52New |
$18.7K - $21.7K
|
52
$23.9K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
52+ 3.29% |
$18.7K - $21.7K
|
1.63K
$750K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
51+ 0.03% |
$18.4K - $21.3K
|
194K
$89.5M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
48+ 1.67% |
$17.3K - $20K
|
2.92K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
48New |
$17.3K - $20K
|
48
$22.1K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
48New |
$17.3K - $20K
|
48
$22.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
47+ 3.23% |
$16.9K - $19.6K
|
1.5K
$691K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
47+ 1.68% |
$16.9K - $19.6K
|
2.85K
$1.31M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
46+ 5.56% |
$16.6K - $19.2K
|
874
$402K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
46+ 0.45% |
$16.6K - $19.2K
|
10.3K
$4.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
44+ 2.37% |
$15.8K - $18.4K
|
1.9K
$874K
|