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 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.26K+ 12.36% |
$455K - $527K
|
11.5K
$4.59M
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.26K+ 101.77% |
$455K - $527K
|
2.5K
$1M
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.26K+ 11.95% |
$455K - $527K
|
11.8K
$4.73M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.26K+ 3.34% |
$452K - $524K
|
38.9K
$15.5M
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.22KNew |
$438K - $508K
|
1.22K
$486K
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
1.21KNew |
$436K - $505K
|
1.21K
$484K
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1.2K+ 3.15% |
$434K - $502K
|
39.4K
$15.7M
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.2K+ 13.48% |
$433K - $502K
|
10.1K
$4.04M
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
1.2KNew |
$431K - $499K
|
1.2K
$478K
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.19K+ 120.3% |
$429K - $497K
|
2.18K
$871K
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.17K+ 2.08% |
$420K - $487K
|
57.3K
$22.9M
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.17K+ 27.33% |
$419K - $486K
|
5.43K
$2.17M
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.16K+ 6.62% |
$418K - $485K
|
18.7K
$7.47M
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.15K+ 754.61% |
$413K - $479K
|
1.3K
$519K
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
1.13K+ 2.22% |
$407K - $471K
|
52K
$20.8M
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.12KNew |
$405K - $469K
|
1.12K
$449K
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.12K+ 21.04% |
$404K - $469K
|
6.46K
$2.58M
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.12K+ 131.68% |
$403K - $466K
|
1.97K
$786K
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.1K+ 41.93% |
$396K - $459K
|
3.73K
$1.49M
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
1.08K+ 29.26% |
$389K - $451K
|
4.77K
$1.91M
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
1.07KNew |
$386K - $448K
|
1.07K
$429K
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
1.06K+ 4.84% |
$383K - $444K
|
23K
$9.21M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.05K+ 22.91% |
$377K - $436K
|
5.61K
$2.24M
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
1.05K+ 13.47% |
$376K - $436K
|
8.8K
$3.52M
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.05K+ 48.74% |
$376K - $436K
|
3.19K
$1.27M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.03K+ 4.24% |
$371K - $430K
|
25.3K
$10.1M
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
1.03KNew |
$369K - $428K
|
1.03K
$409K
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.02K+ 39.59% |
$368K - $427K
|
3.61K
$1.44M
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.02KNew |
$368K - $426K
|
1.02K
$408K
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.02K+ 8.63% |
$367K - $425K
|
12.8K
$5.12M
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.02K+ 5.22% |
$367K - $425K
|
20.5K
$8.2M
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.01KNew |
$365K - $423K
|
1.01K
$405K
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.01K+ 20.14% |
$364K - $422K
|
6.03K
$2.41M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
992+ 17.19% |
$357K - $414K
|
6.76K
$2.7M
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
981+ 53.43% |
$353K - $409K
|
2.82K
$1.13M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
981+ 13.0% |
$353K - $409K
|
8.53K
$3.41M
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
956New |
$344K - $399K
|
956
$382K
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
944+ 100.0% |
$340K - $394K
|
1.89K
$754K
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
910New |
$328K - $380K
|
910
$363K
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
909New |
$327K - $379K
|
909
$363K
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
896+ 2.14% |
$323K - $374K
|
42.7K
$17M
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
895New |
$322K - $373K
|
895
$357K
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
893+ 0.8% |
$322K - $373K
|
113K
$45.1M
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
880+ 151.99% |
$317K - $367K
|
1.46K
$583K
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
876New |
$315K - $366K
|
876
$350K
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
873+ 22.21% |
$314K - $364K
|
4.8K
$1.92M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
856+ 36.23% |
$308K - $357K
|
3.22K
$1.29M
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
850+ 9.82% |
$306K - $355K
|
9.5K
$3.8M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
846New |
$305K - $353K
|
846
$338K
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
838+ 9.83% |
$302K - $350K
|
9.36K
$3.74M
|