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 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
8+ 0.11% |
$2.88K - $3.34K
|
7.3K
$3.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
7+ 0.04% |
$2.52K - $2.92K
|
17.1K
$7.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6+ 0.31% |
$2.16K - $2.5K
|
1.95K
$820K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
6+ 0.71% |
$2.16K - $2.5K
|
846
$357K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5+ 0.46% |
$1.8K - $2.09K
|
1.09K
$459K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4+ 0.16% |
$1.44K - $1.67K
|
2.56K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
4+ 0.09% |
$1.44K - $1.67K
|
4.41K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4+ 0.12% |
$1.44K - $1.67K
|
3.25K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4+ 0.12% |
$1.44K - $1.67K
|
3.45K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.1% |
$1.44K - $1.67K
|
4.07K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4+ 0.36% |
$1.44K - $1.67K
|
1.12K
$471K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3+ 0.11% |
$1.08K - $1.25K
|
2.73K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
3+ 0.09% |
$1.08K - $1.25K
|
3.21K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3+ 0.09% |
$1.08K - $1.25K
|
3.32K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
3+ 0.13% |
$1.08K - $1.25K
|
2.29K
$966K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
3+ 0.04% |
$1.08K - $1.25K
|
7.43K
$3.13M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3+ 0.02% |
$1.08K - $1.25K
|
17.7K
$7.46M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
3+ 0.07% |
$1.08K - $1.25K
|
4.37K
$1.84M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.1% |
$1.08K - $1.25K
|
3.03K
$1.28M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2+ 0.4% |
$720 - $835
|
496
$209K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
2+ 0.3% |
$720 - $835
|
663
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 0.1% |
$720 - $835
|
1.98K
$835K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.09% |
$720 - $835
|
2.35K
$991K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$720 - $835
|
2.04K
$858K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2+ 0.09% |
$720 - $835
|
2.24K
$946K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
2+ 0.1% |
$720 - $835
|
2.02K
$850K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2+ 0.08% |
$720 - $835
|
2.42K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.13% |
$720 - $835
|
1.58K
$665K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2+ 0.03% |
$720 - $835
|
6.62K
$2.79M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.15% |
$720 - $835
|
1.36K
$571K
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2+ 0.11% |
$720 - $835
|
1.86K
$782K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2+ 0.06% |
$720 - $835
|
3.23K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2+ 0.06% |
$720 - $835
|
3.43K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
2+ 0.09% |
$720 - $835
|
2.29K
$964K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2+ 0.1% |
$720 - $835
|
2.09K
$879K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$720 - $835
|
7.08K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2+ 0.04% |
$720 - $835
|
5.42K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2+ 0.11% |
$720 - $835
|
1.82K
$765K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1+ 0.05% |
$360 - $417
|
2.04K
$859K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1+ 0.16% |
$360 - $417
|
645
$272K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.04% |
$360 - $417
|
2.7K
$1.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1+ 0.07% |
$360 - $417
|
1.45K
$613K
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$360 - $417
|
1.84K
$774K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$360 - $417
|
629
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1+ 0.17% |
$360 - $417
|
579
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1+ 0.12% |
$360 - $417
|
844
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1+ 0.12% |
$360 - $417
|
822
$347K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
1+ 0.03% |
$360 - $417
|
3.17K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1+ 0.14% |
$360 - $417
|
741
$312K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1+ 0.17% |
$360 - $417
|
578
$244K
|