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 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-224- 5.37% |
$80.7K - $93.5K
|
3.94K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-225- 28.2% |
$81K - $93.9K
|
573
$264K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-225- 5.96% |
$81K - $93.9K
|
3.55K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-234- 24.53% |
$84.3K - $97.6K
|
720
$331K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-234- 2.35% |
$84.3K - $97.6K
|
9.72K
$4.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-234- 0.88% |
$84.3K - $97.6K
|
26.5K
$12.2M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-238- 0.46% |
$85.7K - $99.3K
|
52K
$23.9M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-239- 3.84% |
$86.1K - $99.7K
|
5.98K
$2.75M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-240- 1.43% |
$86.4K - $100K
|
16.5K
$7.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-240- 20.98% |
$86.4K - $100K
|
904
$416K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-240- 6.34% |
$86.4K - $100K
|
3.54K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-242- 3.41% |
$87.1K - $101K
|
6.85K
$3.15M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-242- 4.19% |
$87.1K - $101K
|
5.53K
$2.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-247- 3.89% |
$88.9K - $103K
|
6.11K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-248- 0.86% |
$89.3K - $103K
|
28.6K
$13.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-250- 13.81% |
$90K - $104K
|
1.56K
$718K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-251- 3.29% |
$90.4K - $105K
|
7.37K
$3.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-253- 3.36% |
$91.1K - $106K
|
7.27K
$3.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-254- 6.06% |
$91.5K - $106K
|
3.94K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-257- 23.97% |
$92.5K - $107K
|
815
$375K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-258- 3.62% |
$92.9K - $108K
|
6.87K
$3.16M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-258- 3.62% |
$92.9K - $108K
|
6.87K
$3.16M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-259- 3.13% |
$93.3K - $108K
|
8.02K
$3.69M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-262- 1.11% |
$94.3K - $109K
|
23.3K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-265- 13.06% |
$95.4K - $111K
|
1.76K
$812K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-266- 2.17% |
$95.8K - $111K
|
12K
$5.51M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-266- 23.9% |
$95.8K - $111K
|
847
$390K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-267- 8.54% |
$96.1K - $111K
|
2.86K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-267- 2.32% |
$96.1K - $111K
|
11.3K
$5.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-268- 1.9% |
$96.5K - $112K
|
13.8K
$6.36M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-271- 14.29% |
$97.6K - $113K
|
1.63K
$748K
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-272- 7.05% |
$97.9K - $113K
|
3.59K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-272- 17.28% |
$97.9K - $113K
|
1.3K
$599K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-276- 0.28% |
$99.4K - $115K
|
98.2K
$45.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-276- 4.15% |
$99.4K - $115K
|
6.37K
$2.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-277- 15.97% |
$99.7K - $116K
|
1.46K
$671K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-281- 3.0% |
$101K - $117K
|
9.08K
$4.18M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-284- 20.62% |
$102K - $119K
|
1.09K
$503K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-284- 0.66% |
$102K - $119K
|
42.9K
$19.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-285- 7.99% |
$103K - $119K
|
3.28K
$1.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-288- 1.44% |
$104K - $120K
|
19.7K
$9.07M
|
|
|
May 13, 2025
Q1 2025
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-288- 43.11% |
$104K - $120K
|
380
$175K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-289- 12.74% |
$104K - $121K
|
1.98K
$911K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-290- 78.17% |
$104K - $121K
|
81
$37.3K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-295- 3.75% |
$106K - $123K
|
7.57K
$3.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-300- 1.56% |
$108K - $125K
|
18.9K
$8.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-300- 13.45% |
$108K - $125K
|
1.93K
$888K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-301- 1.06% |
$108K - $126K
|
28.2K
$13M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-302- 4.0% |
$109K - $126K
|
7.25K
$3.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-302- 2.46% |
$109K - $126K
|
12K
$5.5M
|