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 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-371- 15.05% |
$134K - $155K
|
2.09K
$964K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-375- 14.71% |
$135K - $156K
|
2.18K
$1M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-375- 8.44% |
$135K - $156K
|
4.07K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-381- 1.16% |
$137K - $159K
|
32.6K
$15M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-381- 4.99% |
$137K - $159K
|
7.26K
$3.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-382- 22.98% |
$138K - $159K
|
1.28K
$589K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-382- 0.82% |
$138K - $159K
|
46.3K
$21.3M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-385- 12.2% |
$139K - $161K
|
2.77K
$1.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-391- 1.66% |
$141K - $163K
|
23.2K
$10.7M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-392- 7.15% |
$141K - $164K
|
5.09K
$2.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-392- 3.68% |
$141K - $164K
|
10.3K
$4.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-394- 13.12% |
$142K - $164K
|
2.61K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-397- 0.68% |
$143K - $166K
|
57.7K
$26.5M
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-400- 10.82% |
$144K - $167K
|
3.3K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-401- 13.48% |
$144K - $167K
|
2.57K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-401- 9.48% |
$144K - $167K
|
3.83K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-404- 7.77% |
$145K - $169K
|
4.79K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-405- 25.58% |
$146K - $169K
|
1.18K
$542K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-405- 11.41% |
$146K - $169K
|
3.14K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-409- 9.15% |
$147K - $171K
|
4.06K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-411- 17.05% |
$148K - $171K
|
2K
$920K
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-411- 0.67% |
$148K - $171K
|
60.6K
$27.9M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-418- 31.1% |
$151K - $174K
|
926
$426K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-422- 1.02% |
$152K - $176K
|
40.9K
$18.8M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-424- 2.33% |
$153K - $177K
|
17.8K
$8.18M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-425- 14.23% |
$153K - $177K
|
2.56K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-426- 3.43% |
$153K - $178K
|
12K
$5.52M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-426- 25.88% |
$153K - $178K
|
1.22K
$561K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-432- 0.8% |
$156K - $180K
|
53.3K
$24.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
SELL
|
- |
-432- 1.48% |
$156K - $180K
|
28.7K
$13.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-434- 5.86% |
$156K - $181K
|
6.97K
$3.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-434- 16.57% |
$156K - $181K
|
2.19K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-440- 1.39% |
$158K - $184K
|
31.2K
$14.4M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-442- 28.17% |
$159K - $184K
|
1.13K
$519K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-443- 7.01% |
$160K - $185K
|
5.88K
$2.71M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-446- 7.99% |
$161K - $186K
|
5.14K
$2.36M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-446- 4.92% |
$161K - $186K
|
8.63K
$3.97M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-446- 0.94% |
$161K - $186K
|
47.1K
$21.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-450- 2.66% |
$162K - $188K
|
16.5K
$7.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-454- 3.42% |
$163K - $189K
|
12.8K
$5.9M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-455- 14.24% |
$164K - $190K
|
2.74K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-456- 5.35% |
$164K - $190K
|
8.07K
$3.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-462- 0.86% |
$166K - $193K
|
53.5K
$24.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-464- 8.98% |
$167K - $194K
|
4.7K
$2.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-469- 4.88% |
$169K - $196K
|
9.15K
$4.21M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-469- 31.6% |
$169K - $196K
|
1.02K
$467K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-472- 5.54% |
$170K - $197K
|
8.05K
$3.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-479- 75.55% |
$172K - $200K
|
155
$71.3K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-480- 41.03% |
$173K - $200K
|
690
$317K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-481- 3.74% |
$173K - $201K
|
12.4K
$5.7M
|