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 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-329- 86.35% |
$118K - $137K
|
52
$20.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-332- 3.34% |
$120K - $139K
|
9.62K
$3.84M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-333- 2.77% |
$120K - $139K
|
11.7K
$4.67M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-333- 92.5% |
$120K - $139K
|
27
$10.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-335- 13.27% |
$121K - $140K
|
2.19K
$875K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-335- 19.09% |
$121K - $140K
|
1.42K
$567K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
SELL
|
- |
-335- 1.31% |
$121K - $140K
|
25.3K
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-336- 2.64% |
$121K - $140K
|
12.4K
$4.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-339- 3.11% |
$122K - $141K
|
10.5K
$4.21M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-341- 27.75% |
$123K - $142K
|
888
$355K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-343- 8.22% |
$124K - $143K
|
3.83K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-344- 3.5% |
$124K - $144K
|
9.48K
$3.79M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-345- 0.35% |
$124K - $144K
|
97.4K
$38.9M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-346- 4.8% |
$125K - $144K
|
6.86K
$2.74M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-350- 6.25% |
$126K - $146K
|
5.25K
$2.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-353- 5.94% |
$127K - $147K
|
5.59K
$2.23M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-353- 1.68% |
$127K - $147K
|
20.7K
$8.27M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-355- 10.19% |
$128K - $148K
|
3.13K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-355- 1.79% |
$128K - $148K
|
19.5K
$7.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-356- 4.3% |
$128K - $149K
|
7.91K
$3.16M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-356- 7.22% |
$128K - $149K
|
4.58K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-358- 9.75% |
$129K - $149K
|
3.31K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-358- 11.37% |
$129K - $149K
|
2.79K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-358- 15.89% |
$129K - $149K
|
1.9K
$757K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-362- 20.21% |
$130K - $151K
|
1.43K
$571K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-363- 21.8% |
$131K - $151K
|
1.3K
$520K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-363- 21.47% |
$131K - $151K
|
1.33K
$530K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-364- 10.6% |
$131K - $152K
|
3.07K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-366- 4.83% |
$132K - $153K
|
7.21K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-367- 13.3% |
$132K - $153K
|
2.39K
$955K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-371- 15.05% |
$134K - $155K
|
2.09K
$836K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-375- 14.71% |
$135K - $156K
|
2.18K
$869K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-375- 8.44% |
$135K - $156K
|
4.07K
$1.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-381- 1.16% |
$137K - $159K
|
32.6K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-381- 4.99% |
$137K - $159K
|
7.26K
$2.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-382- 22.98% |
$138K - $159K
|
1.28K
$511K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-382- 0.82% |
$138K - $159K
|
46.3K
$18.5M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-385- 12.2% |
$139K - $161K
|
2.77K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-391- 1.66% |
$141K - $163K
|
23.2K
$9.25M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-392- 7.15% |
$141K - $164K
|
5.09K
$2.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-392- 3.68% |
$141K - $164K
|
10.3K
$4.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-394- 13.12% |
$142K - $164K
|
2.61K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-397- 0.68% |
$143K - $166K
|
57.7K
$23M
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-400- 10.82% |
$144K - $167K
|
3.3K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-401- 13.48% |
$144K - $167K
|
2.57K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-401- 9.48% |
$144K - $167K
|
3.83K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-404- 7.77% |
$145K - $169K
|
4.79K
$1.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-405- 25.58% |
$146K - $169K
|
1.18K
$471K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-405- 11.41% |
$146K - $169K
|
3.14K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-409- 9.15% |
$147K - $171K
|
4.06K
$1.62M
|