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
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3.86KNew |
$1.39M - $1.61M
|
3.86K
$1.54M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.75K+ 15.28% |
$1.35M - $1.57M
|
28.3K
$11.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.74K+ 2.07% |
$1.35M - $1.56M
|
185K
$73.7M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.72K+ 1.34% |
$1.34M - $1.55M
|
282K
$113M
|
|
|
May 15, 2025
Q1 2025
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
BUY
|
- |
3.71K+ 95.87% |
$1.34M - $1.55M
|
7.59K
$3.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.66KNew |
$1.32M - $1.53M
|
3.66K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
3.6KNew |
$1.29M - $1.5M
|
3.6K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.58K+ 3.93% |
$1.29M - $1.49M
|
94.5K
$37.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.55KNew |
$1.28M - $1.48M
|
3.55K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
3.53K+ 129.35% |
$1.27M - $1.47M
|
6.26K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
3.31KNew |
$1.19M - $1.38M
|
3.31K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.25K+ 24.94% |
$1.17M - $1.36M
|
16.3K
$6.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.19K+ 6.29% |
$1.15M - $1.33M
|
54K
$21.6M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.14K+ 4.34% |
$1.13M - $1.31M
|
75.4K
$30.1M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.03KNew |
$1.09M - $1.26M
|
3.03K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.02K+ 0.13% |
$1.09M - $1.26M
|
2.36M
$942M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.99K+ 15.62% |
$1.08M - $1.25M
|
22.1K
$8.83M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.99K+ 16.13% |
$1.07M - $1.25M
|
21.5K
$8.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.93K+ 14.25% |
$1.06M - $1.22M
|
23.5K
$9.39M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.91K+ 35.59% |
$1.05M - $1.21M
|
11.1K
$4.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.87K+ 17.78% |
$1.03M - $1.2M
|
19K
$7.6M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.85K+ 324.12% |
$1.03M - $1.19M
|
3.73K
$1.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2.82K+ 3.25% |
$1.01M - $1.18M
|
89.6K
$35.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
2.8K+ 10.24% |
$1.01M - $1.17M
|
30.1K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.78K+ 4.13% |
$1M - $1.16M
|
70.1K
$28M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.78K+ 4.6% |
$999K - $1.16M
|
63.1K
$25.2M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
2.76K+ 3.23% |
$992K - $1.15M
|
88K
$35.2M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.75K+ 35.83% |
$989K - $1.15M
|
10.4K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.73K+ 186.13% |
$981K - $1.14M
|
4.19K
$1.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.63K+ 261.43% |
$947K - $1.1M
|
3.64K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.58K+ 1.27% |
$928K - $1.08M
|
206K
$82.2M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.55K+ 9.65% |
$917K - $1.06M
|
28.9K
$11.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
2.52K+ 255.58% |
$907K - $1.05M
|
3.51K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.52KNew |
$906K - $1.05M
|
2.52K
$1M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
2.45K+ 3.13% |
$880K - $1.02M
|
80.7K
$32.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.44K+ 36.36% |
$879K - $1.02M
|
9.16K
$3.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
2.43K+ 1.06% |
$875K - $1.01M
|
231K
$92.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.42K+ 101.51% |
$871K - $1.01M
|
4.8K
$1.92M
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
BUY
|
- |
2.25K+ 0.58% |
$808K - $937K
|
391K
$156M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.23K+ 17.93% |
$803K - $930K
|
14.7K
$5.86M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.2KNew |
$791K - $917K
|
2.2K
$878K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
2.19K+ 23.11% |
$790K - $915K
|
11.7K
$4.67M
|
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
2.18KNew |
$785K - $910K
|
2.18K
$871K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.15K+ 639.88% |
$774K - $897K
|
2.49K
$993K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.11K+ 20.11% |
$760K - $881K
|
12.6K
$5.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.11K+ 22.15% |
$758K - $879K
|
11.6K
$4.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.03K+ 29.3% |
$732K - $848K
|
8.97K
$3.58M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.98K+ 566.76% |
$712K - $825K
|
2.33K
$929K
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
BUY
|
- |
1.96K+ 10.5% |
$706K - $819K
|
20.6K
$8.25M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.93K+ 25.26% |
$695K - $806K
|
9.58K
$3.82M
|