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
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-77- 4.08% |
$27.7K - $32.1K
|
1.81K
$833K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-78- 3.28% |
$28.1K - $32.5K
|
2.3K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-79- 5.14% |
$28.4K - $33K
|
1.46K
$671K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-79- 6.46% |
$28.4K - $33K
|
1.14K
$526K
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-79- 2.59% |
$28.4K - $33K
|
2.97K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-80- 0.36% |
$28.8K - $33.4K
|
22.1K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-80- 14.04% |
$28.8K - $33.4K
|
490
$225K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-80- 0.27% |
$28.8K - $33.4K
|
29.3K
$13.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-80- 4.89% |
$28.8K - $33.4K
|
1.56K
$716K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-80- 15.07% |
$28.8K - $33.4K
|
451
$208K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-80- 17.74% |
$28.8K - $33.4K
|
371
$171K
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-80- 1.35% |
$28.8K - $33.4K
|
5.85K
$2.69M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-81- 6.74% |
$29.2K - $33.8K
|
1.12K
$516K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-82- 2.05% |
$29.5K - $34.2K
|
3.92K
$1.8M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-82- 0.6% |
$29.5K - $34.2K
|
13.6K
$6.26M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-82- 7.05% |
$29.5K - $34.2K
|
1.08K
$497K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-83- 8.93% |
$29.9K - $34.6K
|
846
$389K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-83- 9.98% |
$29.9K - $34.6K
|
749
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-84- 2.01% |
$30.2K - $35K
|
4.09K
$1.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-84- 1.19% |
$30.2K - $35K
|
7K
$3.22M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-84- 1.9% |
$30.2K - $35K
|
4.34K
$2M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-85- 11.33% |
$30.6K - $35.5K
|
665
$306K
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-85- 5.75% |
$30.6K - $35.5K
|
1.39K
$641K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-87- 1.4% |
$31.3K - $36.3K
|
6.14K
$2.83M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-87- 23.26% |
$31.3K - $36.3K
|
287
$132K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-88- 1.6% |
$31.7K - $36.7K
|
5.42K
$2.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-89- 0.54% |
$32K - $37.1K
|
16.5K
$7.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-90- 2.01% |
$32.4K - $37.6K
|
4.39K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-90- 2.56% |
$32.4K - $37.6K
|
3.42K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-92- 5.7% |
$33.1K - $38.4K
|
1.52K
$700K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-93- 2.49% |
$33.5K - $38.8K
|
3.65K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-94- 0.67% |
$33.8K - $39.2K
|
13.9K
$6.37M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-94- 0.82% |
$33.8K - $39.2K
|
11.4K
$5.24M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-94- 2.48% |
$33.8K - $39.2K
|
3.7K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-95- 1.36% |
$34.2K - $39.6K
|
6.87K
$3.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-97- 4.52% |
$34.9K - $40.5K
|
2.05K
$942K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-97- 0.89% |
$34.9K - $40.5K
|
10.9K
$5M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-98- 2.6% |
$35.3K - $40.9K
|
3.67K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-99- 8.94% |
$35.6K - $41.3K
|
1.01K
$464K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-99- 0.01% |
$35.6K - $41.3K
|
1.29M
$593M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-99- 3.42% |
$35.6K - $41.3K
|
2.79K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-100- 20.7% |
$36K - $41.7K
|
383
$176K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-100- 8.4% |
$36K - $41.7K
|
1.09K
$502K
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-100- 8.7% |
$36K - $41.7K
|
1.05K
$483K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-100- 2.65% |
$36K - $41.7K
|
3.67K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-100- 1.35% |
$36K - $41.7K
|
7.33K
$3.37M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-100- 2.02% |
$36K - $41.7K
|
4.85K
$2.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-102- 1.27% |
$36.7K - $42.6K
|
7.91K
$3.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-103- 4.0% |
$37.1K - $43K
|
2.48K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-105- 0.89% |
$37.8K - $43.8K
|
11.7K
$5.4M
|