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 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
7.76K+ 61.12% |
$2.79M - $3.24M
|
20.5K
$8.17M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.75K+ 45.73% |
$2.79M - $3.24M
|
24.7K
$9.87M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
7.67K+ 2.32% |
$2.76M - $3.2M
|
339K
$135M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.3K+ 12.59% |
$2.63M - $3.04M
|
65.3K
$26.1M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.89K+ 816.71% |
$2.48M - $2.88M
|
7.74K
$3.09M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.63KNew |
$2.39M - $2.77M
|
6.63K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.55K+ 2.52% |
$2.36M - $2.73M
|
266K
$106M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
6.52K+ 0.62% |
$2.35M - $2.72M
|
1.06M
$423M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.44KNew |
$2.32M - $2.69M
|
6.44K
$2.57M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
6.44K+ 20.03% |
$2.32M - $2.69M
|
38.6K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.4K+ 18.53% |
$2.31M - $2.67M
|
41K
$16.4M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
6.26K+ 253.77% |
$2.26M - $2.61M
|
8.73K
$3.49M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.21K+ 4.66% |
$2.24M - $2.59M
|
140K
$55.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.06K+ 1.5% |
$2.18M - $2.53M
|
411K
$164M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.9K+ 116.49% |
$2.12M - $2.46M
|
11K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.88K+ 1.53% |
$2.12M - $2.46M
|
390K
$156M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.78K+ 18.69% |
$2.08M - $2.41M
|
36.7K
$14.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.7KNew |
$2.05M - $2.38M
|
5.7K
$2.27M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
5.69K+ 48.39% |
$2.05M - $2.37M
|
17.4K
$6.96M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.63K+ 4.5% |
$2.03M - $2.35M
|
131K
$52.2M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.6K+ 1.31% |
$2.02M - $2.34M
|
434K
$173M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
5.58KNew |
$2.01M - $2.33M
|
5.58K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.54KNew |
$1.99M - $2.31M
|
5.54K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.38K+ 5.74% |
$1.94M - $2.24M
|
99K
$39.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.29KNew |
$1.91M - $2.21M
|
5.29K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
5.23K+ 3.23% |
$1.88M - $2.18M
|
167K
$66.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.07K+ 16.01% |
$1.83M - $2.12M
|
36.7K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4.95KNew |
$1.78M - $2.07M
|
4.95K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
4.84K+ 592.65% |
$1.74M - $2.02M
|
5.65K
$2.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.82K+ 722.49% |
$1.74M - $2.01M
|
5.49K
$2.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.8K+ 61.36% |
$1.73M - $2M
|
12.6K
$5.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.69K+ 3.99% |
$1.69M - $1.96M
|
122K
$48.9M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
4.68K+ 60.85% |
$1.69M - $1.95M
|
12.4K
$4.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.61KNew |
$1.66M - $1.92M
|
4.61K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.54K+ 410.5% |
$1.63M - $1.89M
|
5.64K
$2.25M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
4.52K+ 13.64% |
$1.63M - $1.88M
|
37.6K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.36K+ 32.9% |
$1.57M - $1.82M
|
17.6K
$7.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.23K+ 34.07% |
$1.52M - $1.76M
|
16.6K
$6.65M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
4.21KNew |
$1.52M - $1.76M
|
4.21K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
4.14K+ 11.25% |
$1.49M - $1.73M
|
41K
$16.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
4.06K+ 13.52% |
$1.46M - $1.69M
|
34.1K
$13.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.06K+ 11.14% |
$1.46M - $1.69M
|
40.5K
$16.2M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.02K+ 1.85% |
$1.45M - $1.68M
|
221K
$88.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.01K+ 6.01% |
$1.44M - $1.67M
|
70.8K
$28.3M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4K+ 1.96% |
$1.44M - $1.67M
|
208K
$83.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.99K+ 264.81% |
$1.44M - $1.66M
|
5.49K
$2.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.99K+ 5.1% |
$1.44M - $1.66M
|
82.2K
$32.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.98K+ 34.46% |
$1.43M - $1.66M
|
15.5K
$6.21M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.96K+ 3.97% |
$1.43M - $1.65M
|
104K
$41.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.92K+ 501.28% |
$1.41M - $1.63M
|
4.7K
$1.88M
|