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 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
22.9K+ 30.8% |
$8.25M - $9.56M
|
97.2K
$38.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
22.5K+ 33.21% |
$8.1M - $9.39M
|
90.3K
$36.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
21.9K+ 21.05% |
$7.87M - $9.12M
|
126K
$50.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
20K+ 29.73% |
$7.21M - $8.35M
|
87.3K
$34.9M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
20K+ 80.22% |
$7.2M - $8.34M
|
44.9K
$17.9M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
19.2K+ 92.3% |
$6.92M - $8.02M
|
40K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
19.1K+ 144.97% |
$6.87M - $7.97M
|
32.3K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
18.8K+ 10.0% |
$6.77M - $7.84M
|
207K
$82.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
18.7K+ 55.96% |
$6.74M - $7.81M
|
52.2K
$20.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
18.6K+ 64.33% |
$6.68M - $7.74M
|
47.4K
$18.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
18.5K+ 28.61% |
$6.66M - $7.71M
|
83.1K
$33.2M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
17.8KNew |
$6.4M - $7.41M
|
17.8K
$7.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
17.4K+ 10.4% |
$6.27M - $7.26M
|
185K
$73.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
17.3K+ 6.82% |
$6.22M - $7.21M
|
270K
$108M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.2K+ 3.16% |
$6.21M - $7.19M
|
563K
$225M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
17.1K+ 99.57% |
$6.14M - $7.12M
|
34.2K
$13.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
17K+ 1855.51% |
$6.13M - $7.1M
|
17.9K
$7.16M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.1K+ 74.46% |
$5.79M - $6.71M
|
37.7K
$15M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15.8K+ 34.55% |
$5.69M - $6.6M
|
61.6K
$24.6M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.6K+ 16.33% |
$5.6M - $6.49M
|
111K
$44.3M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15.4KNew |
$5.55M - $6.44M
|
15.4K
$6.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
14.9K+ 202.96% |
$5.38M - $6.23M
|
22.3K
$8.9M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.3K+ 6.55% |
$5.15M - $5.96M
|
232K
$92.9M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
14.3KNew |
$5.13M - $5.95M
|
14.3K
$5.69M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
14.2KNew |
$5.12M - $5.93M
|
14.2K
$5.68M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.7KNew |
$4.93M - $5.71M
|
13.7K
$5.47M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
13.3KNew |
$4.77M - $5.53M
|
13.3K
$5.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.6K+ 105066.67% |
$4.54M - $5.26M
|
12.6K
$5.04M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.5K+ 2.32% |
$4.5M - $5.22M
|
552K
$220M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.1K+ 229.44% |
$4.37M - $5.06M
|
17.4K
$6.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12K+ 77.75% |
$4.32M - $5M
|
27.4K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.4K+ 500.57% |
$4.09M - $4.74M
|
13.6K
$5.44M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
11.3KNew |
$4.07M - $4.72M
|
11.3K
$4.52M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.2K+ 3.4% |
$4.02M - $4.66M
|
339K
$135M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
10.7K+ 4.91% |
$3.87M - $4.48M
|
230K
$91.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10.7K+ 5.92% |
$3.87M - $4.48M
|
192K
$76.8M
|
|
|
May 14, 2025
Q1 2025
|
Sands Capital Management, LLC
Arlington, VA |
BUY
|
- |
10.2K+ 63.08% |
$3.69M - $4.27M
|
26.5K
$10.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.1K+ 6.29% |
$3.64M - $4.22M
|
171K
$68.3M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10K+ 30.46% |
$3.6M - $4.17M
|
42.8K
$17.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.88K+ 83.03% |
$3.56M - $4.12M
|
21.8K
$8.7M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.85K+ 2.23% |
$3.55M - $4.11M
|
452K
$181M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.63K+ 15.01% |
$3.47M - $4.02M
|
73.8K
$29.5M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
9.39K+ 151.64% |
$3.38M - $3.92M
|
15.6K
$6.22M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
9.37K+ 90.73% |
$3.37M - $3.91M
|
19.7K
$7.87M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
9.3K+ 24.67% |
$3.35M - $3.88M
|
47K
$18.8M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9.26K+ 16.63% |
$3.34M - $3.87M
|
65K
$26M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
9.16K+ 80.71% |
$3.3M - $3.82M
|
20.5K
$8.19M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
9.13KNew |
$3.29M - $3.81M
|
9.13K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.09K+ 1.78% |
$2.91M - $3.37M
|
463K
$185M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
7.98K+ 55.65% |
$2.87M - $3.33M
|
22.3K
$8.91M
|