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 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
252+ 4.4% |
$90.7K - $105K
|
5.97K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
249+ 5.54% |
$89.7K - $104K
|
4.74K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
248+ 2.09% |
$89.3K - $103K
|
12.1K
$4.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
246New |
$88.6K - $103K
|
246
$98.3K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
240+ 46.88% |
$86.4K - $100K
|
752
$300K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
233+ 19.37% |
$83.9K - $97.2K
|
1.44K
$574K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
233+ 6.53% |
$83.9K - $97.2K
|
3.8K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
232+ 2.46% |
$83.5K - $96.8K
|
9.67K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
231+ 1.51% |
$83.2K - $96.4K
|
15.5K
$6.19M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
225+ 0.02% |
$81K - $93.9K
|
1.34M
$534M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
222+ 7.84% |
$79.9K - $92.6K
|
3.05K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
221+ 0.28% |
$79.6K - $92.2K
|
79.1K
$31.6M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
220+ 7.15% |
$79.2K - $91.8K
|
3.3K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
216New |
$77.8K - $90.1K
|
216
$86.3K
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
214+ 36.64% |
$77.1K - $89.3K
|
798
$319K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
210New |
$75.6K - $87.6K
|
210
$83.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
210+ 300.0% |
$75.6K - $87.6K
|
280
$112K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
199+ 9.79% |
$71.7K - $83K
|
2.23K
$892K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
194+ 20.27% |
$69.9K - $80.9K
|
1.15K
$460K
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
192+ 18.86% |
$69.1K - $80.1K
|
1.21K
$483K
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
190+ 2.7% |
$68.4K - $79.3K
|
7.24K
$2.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
189+ 27.31% |
$68.1K - $78.9K
|
881
$352K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
189New |
$68.1K - $78.9K
|
189
$75.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
188+ 18.11% |
$67.7K - $78.4K
|
1.23K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
187+ 2.47% |
$67.3K - $78K
|
7.75K
$3.09M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
186+ 1.07% |
$67K - $77.6K
|
17.6K
$7.03M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
186+ 6.29% |
$67K - $77.6K
|
3.14K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
185+ 4.35% |
$66.6K - $77.2K
|
4.44K
$1.77M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
182+ 8.78% |
$65.5K - $75.9K
|
2.25K
$900K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
180+ 13.58% |
$64.8K - $75.1K
|
1.51K
$601K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
180+ 10.54% |
$64.8K - $75.1K
|
1.89K
$754K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
176New |
$63.4K - $73.4K
|
176
$70.3K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
173+ 0.47% |
$62.3K - $72.2K
|
36.8K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
173+ 640.74% |
$62.3K - $72.2K
|
200
$79.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
172+ 1.51% |
$61.9K - $71.8K
|
11.6K
$4.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
170+ 1.53% |
$61.2K - $70.9K
|
11.3K
$4.5M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
169+ 8.35% |
$60.9K - $70.5K
|
2.19K
$876K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
168+ 1.13% |
$60.5K - $70.1K
|
15.1K
$6.02M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
166+ 5.42% |
$59.8K - $69.3K
|
3.23K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
164+ 1.28% |
$59.1K - $68.4K
|
13K
$5.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
163+ 1.31% |
$58.7K - $68K
|
12.6K
$5.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
161+ 5.88% |
$58K - $67.2K
|
2.9K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
157+ 4.64% |
$56.5K - $65.5K
|
3.54K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
156+ 1.11% |
$56.2K - $65.1K
|
14.2K
$5.68M
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
155+ 12.06% |
$55.8K - $64.7K
|
1.44K
$575K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
154+ 1.27% |
$55.5K - $64.3K
|
12.3K
$4.92M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
153+ 5.76% |
$55.1K - $63.8K
|
2.81K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
150New |
$54K - $62.6K
|
150
$59.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
150New |
$54K - $62.6K
|
150
$59.9K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
146+ 5.69% |
$52.6K - $60.9K
|
2.71K
$1.08M
|