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 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
625New |
$225K - $261K
|
625
$250K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
624+ 6.28% |
$225K - $260K
|
10.6K
$4.22M
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
610+ 22.27% |
$220K - $255K
|
3.35K
$1.34M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
606New |
$218K - $253K
|
606
$242K
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
603+ 27.83% |
$217K - $252K
|
2.77K
$1.11M
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
600+ 4.84% |
$216K - $250K
|
13K
$5.19M
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
600+ 200.0% |
$216K - $250K
|
900
$359K
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
594New |
$214K - $248K
|
594
$237K
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
584New |
$210K - $244K
|
584
$233K
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
581+ 43.92% |
$209K - $242K
|
1.9K
$761K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
572+ 0.32% |
$206K - $239K
|
179K
$71.5M
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
571New |
$206K - $238K
|
571
$228K
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
559+ 3.68% |
$201K - $233K
|
15.8K
$6.3M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
555+ 45.27% |
$200K - $232K
|
1.78K
$711K
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
550+ 15.85% |
$198K - $229K
|
4.02K
$1.61M
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
550+ 80.88% |
$198K - $229K
|
1.23K
$491K
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
BUY
|
- |
548+ 6.56% |
$197K - $229K
|
8.9K
$3.56M
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
544+ 17.95% |
$196K - $227K
|
3.58K
$1.43M
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
542+ 11.92% |
$195K - $226K
|
5.09K
$2.03M
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
538+ 2.41% |
$194K - $224K
|
22.9K
$9.14M
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
515+ 31.23% |
$185K - $215K
|
2.16K
$864K
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
512+ 18.38% |
$184K - $214K
|
3.3K
$1.32M
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
510+ 31.84% |
$184K - $213K
|
2.11K
$844K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
502+ 3.0% |
$181K - $209K
|
17.3K
$6.9M
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
502+ 31.08% |
$181K - $209K
|
2.12K
$846K
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
500+ 12.0% |
$180K - $209K
|
4.67K
$1.86M
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
500New |
$180K - $209K
|
500
$200K
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
489New |
$176K - $204K
|
489
$195K
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
487+ 27.72% |
$175K - $203K
|
2.24K
$896K
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
486+ 34.54% |
$175K - $203K
|
1.89K
$756K
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
482+ 10.41% |
$174K - $201K
|
5.11K
$2.04M
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
477+ 2.04% |
$172K - $199K
|
23.9K
$9.53M
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
473+ 2.31% |
$170K - $197K
|
20.9K
$8.36M
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
467+ 11.4% |
$168K - $195K
|
4.56K
$1.82M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
467+ 1.39% |
$168K - $195K
|
34K
$13.6M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
466+ 21.31% |
$168K - $194K
|
2.65K
$1.06M
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
463+ 25.29% |
$167K - $193K
|
2.29K
$916K
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
463+ 57.8% |
$167K - $193K
|
1.26K
$505K
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
462+ 4.48% |
$166K - $193K
|
10.8K
$4.3M
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
460+ 25.5% |
$166K - $192K
|
2.26K
$904K
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
457+ 8.61% |
$165K - $191K
|
5.77K
$2.3M
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
447+ 25.9% |
$161K - $187K
|
2.17K
$868K
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
445+ 56.76% |
$160K - $186K
|
1.23K
$491K
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
440+ 46.36% |
$158K - $184K
|
1.39K
$555K
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
438+ 3.68% |
$158K - $183K
|
12.3K
$4.93M
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
436+ 56.4% |
$157K - $182K
|
1.21K
$483K
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
436+ 2.24% |
$157K - $182K
|
19.9K
$7.93M
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
435+ 22.46% |
$157K - $182K
|
2.37K
$947K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
432+ 0.8% |
$156K - $180K
|
54.5K
$21.8M
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
414+ 13.86% |
$149K - $173K
|
3.4K
$1.36M
|