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 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-545- 0.57% |
$196K - $227K
|
95.4K
$38.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-549- 2.62% |
$198K - $229K
|
20.4K
$8.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-550- 1.06% |
$198K - $229K
|
51.3K
$20.5M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-550- 16.04% |
$198K - $229K
|
2.88K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-551- 9.15% |
$198K - $230K
|
5.47K
$2.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-557- 58.14% |
$201K - $232K
|
401
$160K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-557- 5.75% |
$201K - $232K
|
9.14K
$3.65M
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-557- 2.74% |
$201K - $232K
|
19.7K
$7.88M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-560- 5.11% |
$202K - $234K
|
10.4K
$4.15M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-561- 29.67% |
$202K - $234K
|
1.33K
$531K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-563- 8.9% |
$203K - $235K
|
5.76K
$2.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-567- 4.27% |
$204K - $237K
|
12.7K
$5.08M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-572- 4.14% |
$206K - $239K
|
13.3K
$5.29M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-574- 9.82% |
$207K - $240K
|
5.27K
$2.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-584- 43.32% |
$210K - $244K
|
764
$305K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-585- 3.65% |
$211K - $244K
|
15.5K
$6.17M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-590- 22.47% |
$212K - $246K
|
2.04K
$813K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-591- 0.45% |
$213K - $247K
|
130K
$52M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-605- 20.44% |
$218K - $252K
|
2.36K
$941K
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-610- 3.48% |
$220K - $255K
|
16.9K
$6.76M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-611- 25.63% |
$220K - $255K
|
1.77K
$708K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-622- 6.08% |
$224K - $260K
|
9.61K
$3.84M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-622- 4.05% |
$224K - $260K
|
14.7K
$5.89M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-624- 2.69% |
$225K - $260K
|
22.5K
$9M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-625- 95.27% |
$225K - $261K
|
31
$12.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-627- 10.39% |
$226K - $262K
|
5.41K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-627- 0.62% |
$226K - $262K
|
101K
$40.4M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-654- 1.36% |
$235K - $273K
|
47.3K
$18.9M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-656- 3.04% |
$236K - $274K
|
20.9K
$8.36M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-660- 2.8% |
$238K - $275K
|
22.9K
$9.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-663- 10.33% |
$239K - $277K
|
5.75K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-663- 6.66% |
$239K - $277K
|
9.29K
$3.71M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-668- 8.58% |
$241K - $279K
|
7.12K
$2.84M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-670- 7.75% |
$241K - $280K
|
7.98K
$3.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-677- 1.55% |
$244K - $282K
|
43K
$17.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-681- 23.6% |
$245K - $284K
|
2.21K
$881K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-681- 3.8% |
$245K - $284K
|
17.2K
$6.89M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-682- 6.34% |
$246K - $285K
|
10.1K
$4.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-695- 63.53% |
$250K - $290K
|
399
$159K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-695- 30.9% |
$250K - $290K
|
1.55K
$621K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-700- 0.66% |
$252K - $292K
|
105K
$42M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-706- 3.69% |
$254K - $295K
|
18.4K
$7.36M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-706- 33.36% |
$254K - $295K
|
1.41K
$563K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-710- 1.6% |
$256K - $296K
|
43.6K
$17.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-710- 1.62% |
$256K - $296K
|
43K
$17.2M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-711- 0.12% |
$256K - $297K
|
591K
$236M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-717- 2.77% |
$258K - $299K
|
25.2K
$10M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-727- 14.0% |
$262K - $303K
|
4.47K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-727- 10.92% |
$262K - $303K
|
5.93K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-733- 2.76% |
$264K - $306K
|
25.9K
$10.3M
|