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 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-479- 75.55% |
$172K - $200K
|
155
$72.5K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-480- 41.03% |
$173K - $200K
|
690
$323K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-481- 3.74% |
$173K - $201K
|
12.4K
$5.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-485- 23.92% |
$175K - $202K
|
1.54K
$722K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-485- 23.03% |
$175K - $202K
|
1.62K
$759K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-491- 2.66% |
$177K - $205K
|
18K
$8.41M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-492- 9.67% |
$177K - $205K
|
4.59K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-493- 4.85% |
$178K - $206K
|
9.67K
$4.52M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-495- 1.08% |
$178K - $207K
|
45.4K
$21.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-498- 5.45% |
$179K - $208K
|
8.64K
$4.04M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-500- 4.4% |
$180K - $209K
|
10.9K
$5.08M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-503- 2.0% |
$181K - $210K
|
24.7K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-503- 6.59% |
$181K - $210K
|
7.13K
$3.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-509- 9.81% |
$183K - $212K
|
4.68K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-515- 6.61% |
$185K - $215K
|
7.28K
$3.41M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-522- 4.7% |
$188K - $218K
|
10.6K
$4.96M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-522Closed |
$188K - $218K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-528- 20.21% |
$190K - $220K
|
2.09K
$976K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-532- 6.06% |
$192K - $222K
|
8.25K
$3.86M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-533- 19.08% |
$192K - $222K
|
2.26K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-535- 5.09% |
$193K - $223K
|
9.97K
$4.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-539- 4.75% |
$194K - $225K
|
10.8K
$5.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-542- 1.57% |
$195K - $226K
|
33.9K
$15.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-543- 5.62% |
$196K - $227K
|
9.12K
$4.27M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-545- 0.57% |
$196K - $227K
|
95.4K
$44.6M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-549- 2.62% |
$198K - $229K
|
20.4K
$9.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-550- 1.06% |
$198K - $229K
|
51.3K
$24M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-550- 16.04% |
$198K - $229K
|
2.88K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-551- 9.15% |
$198K - $230K
|
5.47K
$2.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-557- 58.14% |
$201K - $232K
|
401
$188K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-557- 5.75% |
$201K - $232K
|
9.14K
$4.28M
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-557- 2.74% |
$201K - $232K
|
19.7K
$9.23M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-560- 5.11% |
$202K - $234K
|
10.4K
$4.86M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-561- 29.67% |
$202K - $234K
|
1.33K
$622K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-563- 8.9% |
$203K - $235K
|
5.76K
$2.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-567- 4.27% |
$204K - $237K
|
12.7K
$5.95M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-572- 4.14% |
$206K - $239K
|
13.3K
$6.2M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-574- 9.82% |
$207K - $240K
|
5.27K
$2.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-584- 43.32% |
$210K - $244K
|
764
$357K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-585- 3.65% |
$211K - $244K
|
15.5K
$7.23M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-590- 22.47% |
$212K - $246K
|
2.04K
$953K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-591- 0.45% |
$213K - $247K
|
130K
$60.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-605- 20.44% |
$218K - $252K
|
2.36K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-610- 3.48% |
$220K - $255K
|
16.9K
$7.92M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-611- 25.63% |
$220K - $255K
|
1.77K
$830K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-622- 6.08% |
$224K - $260K
|
9.61K
$4.5M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-622- 4.05% |
$224K - $260K
|
14.7K
$6.9M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-624- 2.69% |
$225K - $260K
|
22.5K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-625- 95.27% |
$225K - $261K
|
31
$14.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-627- 10.39% |
$226K - $262K
|
5.41K
$2.53M
|