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 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-36- 3.53% |
$13K - $15K
|
983
$452K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-36- 4.31% |
$13K - $15K
|
800
$368K
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-36- 3.62% |
$13K - $15K
|
958
$441K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-38- 8.9% |
$13.7K - $15.9K
|
389
$179K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-38- 1.37% |
$13.7K - $15.9K
|
2.74K
$1.26M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-38- 5.96% |
$13.7K - $15.9K
|
600
$276K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-39- 4.48% |
$14K - $16.3K
|
832
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-39- 0.46% |
$14K - $16.3K
|
8.43K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-39- 2.35% |
$14K - $16.3K
|
1.62K
$745K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-39- 29.1% |
$14K - $16.3K
|
95
$43.7K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-39- 0.46% |
$14K - $16.3K
|
8.52K
$3.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-40- 0.81% |
$14.4K - $16.7K
|
4.91K
$2.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-40- 3.55% |
$14.4K - $16.7K
|
1.09K
$500K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-40- 2.29% |
$14.4K - $16.7K
|
1.71K
$785K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-40- 3.65% |
$14.4K - $16.7K
|
1.06K
$486K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-40- 0.23% |
$14.4K - $16.7K
|
17.7K
$8.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-43- 1.0% |
$15.5K - $17.9K
|
4.25K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-43- 2.44% |
$15.5K - $17.9K
|
1.72K
$791K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-44- 6.93% |
$15.8K - $18.4K
|
591
$272K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-44- 5.62% |
$15.8K - $18.4K
|
739
$340K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-45- 6.06% |
$16.2K - $18.8K
|
698
$321K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-45- 25.14% |
$16.2K - $18.8K
|
134
$61.7K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-45- 1.41% |
$16.2K - $18.8K
|
3.15K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-45- 3.37% |
$16.2K - $18.8K
|
1.29K
$594K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-46- 2.18% |
$16.6K - $19.2K
|
2.06K
$948K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-46- 2.0% |
$16.6K - $19.2K
|
2.26K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-48- 0.84% |
$17.3K - $20K
|
5.65K
$2.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-49- 4.36% |
$17.6K - $20.4K
|
1.08K
$495K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-49- 0.46% |
$17.6K - $20.4K
|
10.6K
$4.86M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-49- 4.9% |
$17.6K - $20.4K
|
950
$437K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-49- 2.47% |
$17.6K - $20.4K
|
1.93K
$889K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-50- 23.81% |
$18K - $20.9K
|
160
$73.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-50- 9.4% |
$18K - $20.9K
|
482
$222K
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-50- 0.23% |
$18K - $20.9K
|
22K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-50- 0.92% |
$18K - $20.9K
|
5.39K
$2.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-50- 3.6% |
$18K - $20.9K
|
1.34K
$617K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-50- 0.52% |
$18K - $20.9K
|
9.53K
$4.38M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-50- 9.98% |
$18K - $20.9K
|
451
$208K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 1.17% |
$18K - $20.9K
|
4.22K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-50- 6.48% |
$18K - $20.9K
|
722
$332K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-51- 0.72% |
$18.4K - $21.3K
|
7.03K
$3.23M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-53- 3.5% |
$19.1K - $22.1K
|
1.46K
$672K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-53- 6.26% |
$19.1K - $22.1K
|
793
$365K
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-55- 1.57% |
$19.8K - $22.9K
|
3.44K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-56- 6.51% |
$20.2K - $23.4K
|
804
$370K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-57- 7.93% |
$20.5K - $23.8K
|
662
$305K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-57- 5.14% |
$20.5K - $23.8K
|
1.05K
$484K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-57- 0.26% |
$20.5K - $23.8K
|
22.2K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-57- 1.62% |
$20.5K - $23.8K
|
3.46K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-57- 1.27% |
$20.5K - $23.8K
|
4.44K
$2.04M
|