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 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-81- 6.74% |
$29.2K - $33.8K
|
1.12K
$473K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-82- 2.05% |
$29.5K - $34.2K
|
3.92K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-82- 0.6% |
$29.5K - $34.2K
|
13.6K
$5.74M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-82- 7.05% |
$29.5K - $34.2K
|
1.08K
$456K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-83- 8.93% |
$29.9K - $34.6K
|
846
$357K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-83- 9.98% |
$29.9K - $34.6K
|
749
$316K
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-84- 2.01% |
$30.2K - $35K
|
4.09K
$1.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-84- 1.19% |
$30.2K - $35K
|
7K
$2.95M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-84- 1.9% |
$30.2K - $35K
|
4.34K
$1.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-85- 11.33% |
$30.6K - $35.5K
|
665
$280K
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-85- 5.75% |
$30.6K - $35.5K
|
1.39K
$587K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-87- 1.4% |
$31.3K - $36.3K
|
6.14K
$2.59M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-87- 23.26% |
$31.3K - $36.3K
|
287
$121K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-88- 1.6% |
$31.7K - $36.7K
|
5.42K
$2.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-89- 0.54% |
$32K - $37.1K
|
16.5K
$6.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-90- 2.01% |
$32.4K - $37.6K
|
4.39K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-90- 2.56% |
$32.4K - $37.6K
|
3.42K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-92- 5.7% |
$33.1K - $38.4K
|
1.52K
$642K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-93- 2.49% |
$33.5K - $38.8K
|
3.65K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-94- 0.67% |
$33.8K - $39.2K
|
13.9K
$5.84M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-94- 0.82% |
$33.8K - $39.2K
|
11.4K
$4.8M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-94- 2.48% |
$33.8K - $39.2K
|
3.7K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-95- 1.36% |
$34.2K - $39.6K
|
6.87K
$2.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-97- 4.52% |
$34.9K - $40.5K
|
2.05K
$863K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-97- 0.89% |
$34.9K - $40.5K
|
10.9K
$4.58M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-98- 2.6% |
$35.3K - $40.9K
|
3.67K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-99- 8.94% |
$35.6K - $41.3K
|
1.01K
$425K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-99- 0.01% |
$35.6K - $41.3K
|
1.29M
$543M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-99- 3.42% |
$35.6K - $41.3K
|
2.79K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-100- 20.7% |
$36K - $41.7K
|
383
$162K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-100- 8.4% |
$36K - $41.7K
|
1.09K
$460K
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-100- 8.7% |
$36K - $41.7K
|
1.05K
$442K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-100- 2.65% |
$36K - $41.7K
|
3.67K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-100- 1.35% |
$36K - $41.7K
|
7.33K
$3.09M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-100- 2.02% |
$36K - $41.7K
|
4.85K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-102- 1.27% |
$36.7K - $42.6K
|
7.91K
$3.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-103- 4.0% |
$37.1K - $43K
|
2.48K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-105- 0.89% |
$37.8K - $43.8K
|
11.7K
$4.95M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-105- 0.86% |
$37.8K - $43.8K
|
12.1K
$5.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-106- 0.98% |
$38.2K - $44.2K
|
10.7K
$4.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-107- 3.51% |
$38.5K - $44.6K
|
2.94K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-108- 8.16% |
$38.9K - $45.1K
|
1.22K
$513K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-110- 10.75% |
$39.6K - $45.9K
|
913
$385K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-110- 5.91% |
$39.6K - $45.9K
|
1.75K
$738K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-113- 1.44% |
$40.7K - $47.2K
|
7.73K
$3.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-116- 19.4% |
$41.8K - $48.4K
|
482
$203K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-116- 0.69% |
$41.8K - $48.4K
|
16.8K
$7.09M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-116- 3.44% |
$41.8K - $48.4K
|
3.25K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-119- 4.61% |
$42.8K - $49.7K
|
2.46K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-120- 6.84% |
$43.2K - $50.1K
|
1.64K
$689K
|