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 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-6.15K- 1.44% |
$2.21M - $2.57M
|
421K
$168M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.18K- 1.68% |
$2.22M - $2.58M
|
362K
$145M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.24K- 10.94% |
$2.25M - $2.6M
|
50.8K
$20.3M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.28K- 6.08% |
$2.26M - $2.62M
|
97.1K
$38.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.36K- 74.14% |
$2.29M - $2.65M
|
2.22K
$886K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-6.4K- 73.32% |
$2.31M - $2.67M
|
2.33K
$930K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-6.71K- 12.96% |
$2.42M - $2.8M
|
45.1K
$18M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-6.73K- 8.66% |
$2.42M - $2.81M
|
71K
$28.4M
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-6.87K- 25.11% |
$2.47M - $2.87M
|
20.5K
$8.18M
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-7.04K- 85.52% |
$2.53M - $2.94M
|
1.19K
$476K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-7.26K- 6.12% |
$2.61M - $3.03M
|
111K
$44.5M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-7.65K- 96.08% |
$2.75M - $3.19M
|
312
$125K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-7.86K- 3.06% |
$2.83M - $3.28M
|
249K
$99.4M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.88K- 41.71% |
$2.84M - $3.29M
|
11K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8.02K- 1.25% |
$2.89M - $3.35M
|
636K
$254M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-8.14K- 16.23% |
$2.93M - $3.4M
|
42K
$16.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-8.72K- 3.92% |
$3.14M - $3.64M
|
214K
$85.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.75K- 0.69% |
$3.15M - $3.65M
|
1.26M
$502M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-9.46K- 1.62% |
$3.41M - $3.95M
|
575K
$230M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-9.56K- 10.68% |
$3.44M - $3.99M
|
79.9K
$31.9M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-9.79K- 7.89% |
$3.52M - $4.08M
|
114K
$45.6M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-10.8K- 48.24% |
$3.87M - $4.49M
|
11.5K
$4.61M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11K- 1.9% |
$3.97M - $4.6M
|
569K
$227M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-11.1K- 33.66% |
$4.01M - $4.64M
|
21.9K
$8.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-11.4K- 56.43% |
$4.1M - $4.75M
|
8.78K
$3.51M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.5K- 21.29% |
$4.14M - $4.8M
|
42.5K
$17M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-11.6K- 32.73% |
$4.19M - $4.85M
|
23.9K
$9.55M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-11.9K- 51.79% |
$4.28M - $4.95M
|
11.1K
$4.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-12K- 2.84% |
$4.31M - $4.99M
|
410K
$164M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-12.3K- 1.89% |
$4.42M - $5.13M
|
638K
$255M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-12.4K- 3.27% |
$4.46M - $5.17M
|
366K
$146M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-12.5K- 78.43% |
$4.49M - $5.2M
|
3.43K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-12.6K- 41.52% |
$4.52M - $5.24M
|
17.7K
$7.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.7K- 1.35% |
$4.58M - $5.3M
|
931K
$372M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-12.9K- 53.37% |
$4.64M - $5.38M
|
11.3K
$4.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.9K- 8.19% |
$4.66M - $5.4M
|
145K
$57.9M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-13.2K- 2.72% |
$4.75M - $5.5M
|
471K
$188M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-13.5K- 37.45% |
$4.88M - $5.65M
|
22.6K
$9.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-13.7K- 6.94% |
$4.93M - $5.72M
|
184K
$73.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-14.5K- 12.46% |
$5.23M - $6.06M
|
102K
$40.7M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.4K- 5.29% |
$5.55M - $6.43M
|
276K
$110M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-16.6K- 28.38% |
$5.99M - $6.94M
|
42K
$16.8M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16.8K- 7.25% |
$6.04M - $7M
|
215K
$85.7M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-18K- 87.19% |
$6.47M - $7.49M
|
2.64K
$1.05M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-20.5K- 16.21% |
$7.39M - $8.56M
|
106K
$42.4M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-21.3K- 0.68% |
$7.65M - $8.87M
|
3.1M
$1.24B
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21.4K- 3.16% |
$7.7M - $8.93M
|
655K
$261M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-23.4K- 43.44% |
$8.44M - $9.78M
|
30.5K
$12.2M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-23.5K- 59.22% |
$8.47M - $9.81M
|
16.2K
$6.47M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-24K- 49.56% |
$8.63M - $10M
|
24.4K
$9.75M
|