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 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.93K+ 74.88% |
$695K - $805K
|
4.51K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.91K+ 309.05% |
$689K - $798K
|
2.53K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.9K+ 14.7% |
$682K - $791K
|
14.8K
$5.91M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.82KNew |
$654K - $758K
|
1.82K
$725K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.8K+ 10.82% |
$646K - $749K
|
18.4K
$7.34M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
1.79K+ 58.64% |
$643K - $745K
|
4.83K
$1.93M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.76KNew |
$635K - $736K
|
1.76K
$704K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.74K+ 21.22% |
$627K - $727K
|
9.95K
$3.97M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.74K+ 2.66% |
$625K - $725K
|
67K
$26.8M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.73K+ 6.22% |
$621K - $720K
|
29.5K
$11.8M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
1.72K+ 5.26% |
$619K - $718K
|
34.4K
$13.7M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.7K+ 62.16% |
$612K - $709K
|
4.44K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.7K+ 20.17% |
$610K - $707K
|
10.1K
$4.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.69K+ 15.99% |
$607K - $703K
|
12.2K
$4.88M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.66K+ 76.22% |
$598K - $693K
|
3.84K
$1.53M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.66K+ 12.49% |
$596K - $691K
|
14.9K
$5.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.64K+ 138.07% |
$592K - $686K
|
2.83K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.64K+ 2.89% |
$589K - $683K
|
58.2K
$23.2M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.63K+ 9.23% |
$586K - $679K
|
19.3K
$7.69M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.56K+ 5.88% |
$562K - $651K
|
28.1K
$11.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.55K+ 79.14% |
$559K - $648K
|
3.51K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.54KNew |
$555K - $643K
|
1.54K
$615K
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
1.52KNew |
$548K - $635K
|
1.52K
$608K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
1.5KNew |
$541K - $627K
|
1.5K
$600K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.46K+ 1.73% |
$527K - $611K
|
85.9K
$34.3M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1.45K+ 30.37% |
$524K - $607K
|
6.24K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.42KNew |
$511K - $592K
|
1.42K
$567K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.42KNew |
$511K - $592K
|
1.42K
$566K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.41K+ 12.3% |
$507K - $588K
|
12.9K
$5.14M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.4KNew |
$503K - $583K
|
1.4K
$558K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.4K+ 2.36% |
$503K - $583K
|
60.5K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.4K+ 20.74% |
$502K - $582K
|
8.12K
$3.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.39KNew |
$500K - $580K
|
1.39K
$555K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.38KNew |
$498K - $577K
|
1.38K
$552K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.37K+ 114.43% |
$494K - $572K
|
2.57K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.36K+ 3.86% |
$491K - $569K
|
36.7K
$14.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.36KNew |
$490K - $568K
|
1.36K
$544K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.36KNew |
$490K - $568K
|
1.36K
$544K
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
1.36K+ 11.35% |
$490K - $567K
|
13.3K
$5.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.35K+ 217.2% |
$486K - $564K
|
1.97K
$788K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
1.35K+ 20.2% |
$485K - $562K
|
8.01K
$3.2M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 92.65% |
$481K - $557K
|
2.78K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.32KNew |
$474K - $549K
|
1.32K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 17.43% |
$472K - $547K
|
8.82K
$3.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.3K+ 20.09% |
$466K - $540K
|
7.74K
$3.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
BUY
|
- |
1.29KNew |
$464K - $538K
|
1.29K
$515K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.29K+ 8.34% |
$463K - $537K
|
16.7K
$6.67M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.28K+ 62.81% |
$460K - $533K
|
3.31K
$1.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.28K+ 26.05% |
$459K - $532K
|
6.17K
$2.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.27K+ 200.0% |
$459K - $532K
|
1.91K
$763K
|