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 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-105- 0.86% |
$37.8K - $43.8K
|
12.1K
$5.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-106- 0.98% |
$38.2K - $44.2K
|
10.7K
$4.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-107- 3.51% |
$38.5K - $44.6K
|
2.94K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-108- 8.16% |
$38.9K - $45.1K
|
1.22K
$560K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-110- 10.75% |
$39.6K - $45.9K
|
913
$420K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-110- 5.91% |
$39.6K - $45.9K
|
1.75K
$806K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-113- 1.44% |
$40.7K - $47.2K
|
7.73K
$3.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-116- 19.4% |
$41.8K - $48.4K
|
482
$222K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-116- 0.69% |
$41.8K - $48.4K
|
16.8K
$7.74M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-116- 3.44% |
$41.8K - $48.4K
|
3.25K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-119- 4.61% |
$42.8K - $49.7K
|
2.46K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-120- 6.84% |
$43.2K - $50.1K
|
1.64K
$752K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-122- 1.19% |
$43.9K - $50.9K
|
10.1K
$4.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-123- 10.57% |
$44.3K - $51.3K
|
1.04K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-123- 1.99% |
$44.3K - $51.3K
|
6.07K
$2.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-125- 8.64% |
$45K - $52.2K
|
1.32K
$608K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-126- 3.57% |
$45.4K - $52.6K
|
3.4K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-128- 9.4% |
$46.1K - $53.4K
|
1.23K
$568K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-128- 1.07% |
$46.1K - $53.4K
|
11.8K
$5.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-129- 15.64% |
$46.4K - $53.8K
|
696
$320K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-129- 1.52% |
$46.4K - $53.8K
|
8.35K
$3.84M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-130- 3.8% |
$46.8K - $54.2K
|
3.29K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-131- 7.26% |
$47.2K - $54.7K
|
1.67K
$770K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-131- 1.1% |
$47.2K - $54.7K
|
11.7K
$5.4M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-131- 1.08% |
$47.2K - $54.7K
|
12K
$5.53M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-137- 0.72% |
$49.3K - $57.2K
|
19K
$8.75M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-138- 0.65% |
$49.7K - $57.6K
|
21K
$9.67M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-139- 7.65% |
$50K - $58K
|
1.68K
$773K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-139- 4.68% |
$50K - $58K
|
2.83K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-140- 5.68% |
$50.4K - $58.4K
|
2.32K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-140- 8.14% |
$50.4K - $58.4K
|
1.58K
$727K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-141- 2.3% |
$50.8K - $58.8K
|
5.99K
$2.76M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-143- 0.83% |
$51.5K - $59.7K
|
17.1K
$7.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
SELL
|
- |
-145- 2.1% |
$52.2K - $60.5K
|
6.78K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-145- 20.42% |
$52.2K - $60.5K
|
565
$260K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-149- 12.12% |
$53.7K - $62.2K
|
1.08K
$497K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-150- 5.12% |
$54K - $62.6K
|
2.78K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-150- 6.46% |
$54K - $62.6K
|
2.17K
$999K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-150- 20.13% |
$54K - $62.6K
|
595
$274K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-150- 2.44% |
$54K - $62.6K
|
6.01K
$2.76M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-150- 0.72% |
$54K - $62.6K
|
20.6K
$9.49M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-150- 6.54% |
$54K - $62.6K
|
2.14K
$986K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-150- 1.87% |
$54K - $62.6K
|
7.89K
$3.63M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-150- 3.29% |
$54K - $62.6K
|
4.41K
$2.03M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-152- 7.74% |
$54.7K - $63.4K
|
1.81K
$834K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-154- 13.57% |
$55.5K - $64.3K
|
981
$451K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-155- 4.04% |
$55.8K - $64.7K
|
3.69K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-155- 9.41% |
$55.8K - $64.7K
|
1.49K
$687K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-156- 1.08% |
$56.2K - $65.1K
|
14.3K
$6.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-158- 4.78% |
$56.9K - $65.9K
|
3.14K
$1.45M
|