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 |
---|---|---|---|---|---|---|---|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.51M+ 37046.68% |
$1.26B - $1.46B
|
3.52M
$1.27B
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
63.3K+ 107.18% |
$22.8M - $26.4M
|
122K
$44.1M
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
27.4K+ 625.82% |
$9.88M - $11.5M
|
31.8K
$11.5M
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
18.7K+ 55.96% |
$6.74M - $7.81M
|
52.2K
$18.8M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15.8K+ 34.55% |
$5.69M - $6.6M
|
61.6K
$22.2M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.6K+ 105066.67% |
$4.54M - $5.26M
|
12.6K
$4.55M
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.07K+ 16.01% |
$1.83M - $2.12M
|
36.7K
$13.2M
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.61KNew |
$1.66M - $1.92M
|
4.61K
$1.66M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.23K+ 34.07% |
$1.52M - $1.76M
|
16.6K
$6M
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
4.06K+ 13.52% |
$1.46M - $1.69M
|
34.1K
$12.3M
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.99K+ 264.81% |
$1.44M - $1.66M
|
5.49K
$1.98M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.75K+ 15.28% |
$1.35M - $1.57M
|
28.3K
$10.2M
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.74K+ 2.07% |
$1.35M - $1.56M
|
185K
$66.5M
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
2.8K+ 10.24% |
$1.01M - $1.17M
|
30.1K
$10.9M
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
BUY
|
- |
2.25K+ 0.58% |
$808K - $937K
|
391K
$141M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.66K+ 12.49% |
$596K - $691K
|
14.9K
$5.38M
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.64K+ 138.07% |
$592K - $686K
|
2.83K
$1.02M
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.55K+ 79.14% |
$559K - $648K
|
3.51K
$1.27M
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.46K+ 1.73% |
$527K - $611K
|
85.9K
$31M
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.42KNew |
$511K - $592K
|
1.42K
$511K
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.36KNew |
$490K - $568K
|
1.36K
$491K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.28K+ 26.05% |
$459K - $532K
|
6.17K
$2.22M
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
1.2KNew |
$431K - $499K
|
1.2K
$432K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
981+ 53.43% |
$353K - $409K
|
2.82K
$1.02M
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
850+ 9.82% |
$306K - $355K
|
9.5K
$3.43M
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
789+ 87.18% |
$284K - $329K
|
1.69K
$611K
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
691New |
$249K - $288K
|
691
$249K
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
571New |
$206K - $238K
|
571
$206K
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
263+ 20.96% |
$94.7K - $110K
|
1.52K
$547K
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
262+ 14.94% |
$94.3K - $109K
|
2.02K
$727K
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
233+ 19.37% |
$83.9K - $97.2K
|
1.44K
$518K
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
114+ 14.25% |
$41K - $47.6K
|
914
$330K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
113+ 1.75% |
$40.7K - $47.2K
|
6.58K
$2.37M
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
79+ 5.87% |
$28.4K - $33K
|
1.43K
$514K
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
41+ 0.43% |
$14.8K - $17.1K
|
9.56K
$3.45M
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
26+ 0.61% |
$9.36K - $10.8K
|
4.32K
$1.56M
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
20+ 1.94% |
$7.2K - $8.35K
|
1.05K
$379K
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
17+ 0.27% |
$6.12K - $7.09K
|
6.35K
$2.29M
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
11+ 0.17% |
$3.96K - $4.59K
|
6.47K
$2.33M
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
7+ 0.04% |
$2.52K - $2.92K
|
17.1K
$6.18M
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2+ 0.4% |
$720 - $835
|
496
$179K
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
2+ 0.3% |
$720 - $835
|
663
$239K
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1+ 0.16% |
$360 - $417
|
645
$233K
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1+ 0.05% |
$360 - $417
|
2.04K
$735K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.04% |
$360 - $417
|
2.7K
$975K
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1+ 0.07% |
$360 - $417
|
1.45K
$524K
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2- 1.96% |
$720 - $835
|
100
$36.1K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 0.02% |
$720 - $835
|
13.2K
$4.77M
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-3- 0.19% |
$1.08K - $1.25K
|
1.55K
$560K
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-6- 0.4% |
$2.16K - $2.5K
|
1.51K
$545K
|