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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.51M+ 37046.68% |
$1.26B - $1.46B
|
3.52M
$1.2B
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
66.3K+ 1492.32% |
$23.9M - $27.6M
|
70.7K
$24.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
63.3K+ 107.18% |
$22.8M - $26.4M
|
122K
$41.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
40.5K+ 39.64% |
$14.6M - $16.9M
|
143K
$48.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
33.9K+ 2522.77% |
$12.2M - $14.1M
|
35.3K
$12M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
29.4K+ 28.22% |
$10.6M - $12.3M
|
134K
$45.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
27.4K+ 625.82% |
$9.88M - $11.5M
|
31.8K
$10.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
21.9K+ 21.05% |
$7.87M - $9.12M
|
126K
$42.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
20K+ 29.73% |
$7.21M - $8.35M
|
87.3K
$29.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
18.7K+ 55.96% |
$6.74M - $7.81M
|
52.2K
$17.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
17.4K+ 10.4% |
$6.27M - $7.26M
|
185K
$63.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15.8K+ 34.55% |
$5.69M - $6.6M
|
61.6K
$21M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.6K+ 105066.67% |
$4.54M - $5.26M
|
12.6K
$4.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.1K+ 229.44% |
$4.37M - $5.06M
|
17.4K
$5.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12K+ 77.75% |
$4.32M - $5M
|
27.4K
$9.36M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
11.3KNew |
$4.07M - $4.72M
|
11.3K
$3.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.88K+ 83.03% |
$3.56M - $4.12M
|
21.8K
$7.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
7.98K+ 55.65% |
$2.87M - $3.33M
|
22.3K
$7.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.06K+ 1.5% |
$2.18M - $2.53M
|
411K
$140M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.9K+ 116.49% |
$2.12M - $2.46M
|
11K
$3.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.7KNew |
$2.05M - $2.38M
|
5.7K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.07K+ 16.01% |
$1.83M - $2.12M
|
36.7K
$12.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
4.84K+ 592.65% |
$1.74M - $2.02M
|
5.65K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.8K+ 61.36% |
$1.73M - $2M
|
12.6K
$4.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.61KNew |
$1.66M - $1.92M
|
4.61K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.23K+ 34.07% |
$1.52M - $1.76M
|
16.6K
$5.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
4.14K+ 11.25% |
$1.49M - $1.73M
|
41K
$14M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
4.06K+ 13.52% |
$1.46M - $1.69M
|
34.1K
$11.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.01K+ 6.01% |
$1.44M - $1.67M
|
70.8K
$24.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.99K+ 264.81% |
$1.44M - $1.66M
|
5.49K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.99K+ 5.1% |
$1.44M - $1.66M
|
82.2K
$28.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.92K+ 501.28% |
$1.41M - $1.63M
|
4.7K
$1.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.75K+ 15.28% |
$1.35M - $1.57M
|
28.3K
$9.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.74K+ 2.07% |
$1.35M - $1.56M
|
185K
$63M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.87K+ 17.78% |
$1.03M - $1.2M
|
19K
$6.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
2.8K+ 10.24% |
$1.01M - $1.17M
|
30.1K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.78K+ 4.6% |
$999K - $1.16M
|
63.1K
$21.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
2.45K+ 3.13% |
$880K - $1.02M
|
80.7K
$27.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.44K+ 36.36% |
$879K - $1.02M
|
9.16K
$3.13M
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
BUY
|
- |
2.25K+ 0.58% |
$808K - $937K
|
391K
$134M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.03K+ 29.3% |
$732K - $848K
|
8.97K
$3.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.74K+ 21.22% |
$627K - $727K
|
9.95K
$3.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.66K+ 12.49% |
$596K - $691K
|
14.9K
$5.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.64K+ 138.07% |
$592K - $686K
|
2.83K
$968K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.55K+ 79.14% |
$559K - $648K
|
3.51K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
1.52KNew |
$548K - $635K
|
1.52K
$520K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.46K+ 1.73% |
$527K - $611K
|
85.9K
$29.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.42KNew |
$511K - $592K
|
1.42K
$484K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.36KNew |
$490K - $568K
|
1.36K
$465K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.3K+ 20.09% |
$466K - $540K
|
7.74K
$2.64M
|