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 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-1.85K- 34.98% |
$664K - $770K
|
3.43K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.87K- 45.66% |
$673K - $779K
|
2.22K
$888K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.89K- 2.69% |
$682K - $790K
|
68.4K
$27.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-1.91K- 4.31% |
$689K - $799K
|
42.5K
$17M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.93K- 1.56% |
$694K - $804K
|
122K
$48.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.93K- 64.25% |
$695K - $805K
|
1.07K
$429K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.95K- 1.67% |
$701K - $812K
|
115K
$45.8M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.96K- 43.53% |
$706K - $818K
|
2.54K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 12.3% |
$707K - $819K
|
14K
$5.59M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.97K- 4.4% |
$710K - $822K
|
42.8K
$17.1M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.98K- 14.14% |
$714K - $827K
|
12K
$4.81M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2K- 20.8% |
$719K - $833K
|
7.6K
$3.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.01K- 2.01% |
$723K - $837K
|
97.7K
$39M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.04K- 3.45% |
$733K - $850K
|
57K
$22.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-2.04K- 3.06% |
$736K - $853K
|
64.8K
$25.9M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.05K- 4.69% |
$737K - $854K
|
41.6K
$16.6M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.07K- 16.47% |
$744K - $862K
|
10.5K
$4.19M
|
|
|
Apr 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-2.08K- 1.99% |
$748K - $867K
|
102K
$40.8M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.11K- 0.5% |
$761K - $882K
|
424K
$169M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.14K- 29.19% |
$770K - $893K
|
5.19K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-2.18K- 4.01% |
$783K - $908K
|
52K
$20.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.23K- 25.24% |
$803K - $931K
|
6.61K
$2.64M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.29K- 99.35% |
$823K - $953K
|
15
$5.99K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.3K- 23.89% |
$828K - $959K
|
7.33K
$2.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.3K- 2.09% |
$829K - $961K
|
108K
$43M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.32K- 3.82% |
$835K - $968K
|
58.3K
$23.3M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.35K- 10.39% |
$846K - $981K
|
20.3K
$8.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.36K- 6.94% |
$849K - $984K
|
31.6K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.38K- 2.26% |
$857K - $993K
|
103K
$41.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.43K- 48.19% |
$874K - $1.01M
|
2.61K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.43K- 1.88% |
$875K - $1.01M
|
127K
$50.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.43K- 7.7% |
$876K - $1.01M
|
29.2K
$11.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.43K- 4.62% |
$876K - $1.02M
|
50.2K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.43K- 3.21% |
$876K - $1.02M
|
73.4K
$29.3M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.45K- 4.24% |
$884K - $1.02M
|
55.4K
$22.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.48K- 6.39% |
$893K - $1.04M
|
36.4K
$14.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.53K- 19.27% |
$909K - $1.05M
|
10.6K
$4.23M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.56K- 6.52% |
$920K - $1.07M
|
36.6K
$14.6M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-2.62K- 10.69% |
$944K - $1.09M
|
21.9K
$8.75M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.64K- 67.96% |
$949K - $1.1M
|
1.24K
$496K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-2.68K- 7.78% |
$964K - $1.12M
|
31.7K
$12.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.74K- 50.0% |
$988K - $1.14M
|
2.74K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.75K- 0.77% |
$990K - $1.15M
|
353K
$141M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-2.78K- 14.6% |
$1M - $1.16M
|
16.3K
$6.51M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.8K- 8.56% |
$1.01M - $1.17M
|
29.9K
$12M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.85K- 12.53% |
$1.03M - $1.19M
|
19.9K
$7.95M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.88K- 79.4% |
$1.04M - $1.2M
|
746
$298K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.88K- 12.76% |
$1.04M - $1.2M
|
19.7K
$7.86M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.92K- 16.0% |
$1.05M - $1.22M
|
15.3K
$6.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.98K- 1.98% |
$1.07M - $1.24M
|
148K
$59M
|