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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
44+ 0.6% |
$15.8K - $18.4K
|
7.4K
$3.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
43+ 1.19% |
$15.5K - $17.9K
|
3.67K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
43+ 2.72% |
$15.5K - $17.9K
|
1.62K
$747K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
43+ 2.33% |
$15.5K - $17.9K
|
1.89K
$870K
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
42+ 7.95% |
$15.1K - $17.5K
|
570
$262K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
41+ 0.43% |
$14.8K - $17.1K
|
9.56K
$4.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
41+ 2.12% |
$14.8K - $17.1K
|
1.97K
$907K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
41+ 2.22% |
$14.8K - $17.1K
|
1.89K
$869K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
41+ 2.67% |
$14.8K - $17.1K
|
1.57K
$724K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
40+ 3.32% |
$14.4K - $16.7K
|
1.24K
$572K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
40+ 1.2% |
$14.4K - $16.7K
|
3.39K
$1.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
38+ 0.25% |
$13.7K - $15.9K
|
15.5K
$7.15M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
37+ 3.42% |
$13.3K - $15.4K
|
1.12K
$514K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
35+ 2.38% |
$12.6K - $14.6K
|
1.51K
$693K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
33+ 2.89% |
$11.9K - $13.8K
|
1.17K
$540K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
32+ 3.0% |
$11.5K - $13.4K
|
1.1K
$505K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
32+ 0.52% |
$11.5K - $13.4K
|
6.14K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
32+ 4.08% |
$11.5K - $13.4K
|
816
$375K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
31+ 0.78% |
$11.2K - $12.9K
|
4.02K
$1.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
31+ 0.23% |
$11.2K - $12.9K
|
13.4K
$6.17M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
30+ 0.44% |
$10.8K - $12.5K
|
6.81K
$3.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
29+ 1.61% |
$10.4K - $12.1K
|
1.83K
$843K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
29New |
$10.4K - $12.1K
|
29
$13.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
28+ 0.09% |
$10.1K - $11.7K
|
31.6K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
28+ 0.02% |
$10.1K - $11.7K
|
150K
$68.9M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
27New |
$9.72K - $11.3K
|
27
$12.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
26+ 0.61% |
$9.36K - $10.8K
|
4.32K
$1.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
26+ 0.94% |
$9.36K - $10.8K
|
2.79K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
26New |
$9.36K - $10.8K
|
26
$12K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25+ 3.73% |
$9K - $10.4K
|
695
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
22+ 0.11% |
$7.92K - $9.18K
|
20.7K
$9.54M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
22New |
$7.92K - $9.18K
|
22
$10.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
20+ 1.94% |
$7.2K - $8.35K
|
1.05K
$484K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19+ 0.35% |
$6.84K - $7.93K
|
5.44K
$2.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
19+ 0.25% |
$6.84K - $7.93K
|
7.48K
$3.44M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
19+ 1.66% |
$6.84K - $7.93K
|
1.16K
$536K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
19+ 0.56% |
$6.84K - $7.93K
|
3.41K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
19New |
$6.84K - $7.93K
|
19
$8.74K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
17+ 0.27% |
$6.12K - $7.09K
|
6.35K
$2.92M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
16+ 0.49% |
$5.76K - $6.68K
|
3.26K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15+ 1.31% |
$5.4K - $6.26K
|
1.16K
$534K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
15New |
$5.4K - $6.26K
|
15
$6.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
15+ 1.59% |
$5.4K - $6.26K
|
961
$442K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
14+ 0.27% |
$5.04K - $5.84K
|
5.16K
$2.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
14+ 1.11% |
$5.04K - $5.84K
|
1.27K
$586K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13+ 0.51% |
$4.68K - $5.42K
|
2.57K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13+ 0.64% |
$4.68K - $5.42K
|
2.03K
$935K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
13+ 0.11% |
$4.68K - $5.42K
|
12.3K
$5.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
12+ 0.65% |
$4.32K - $5.01K
|
1.86K
$855K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
11+ 0.17% |
$3.96K - $4.59K
|
6.47K
$2.98M
|