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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-660- 2.8% |
$238K - $275K
|
22.9K
$10.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-663- 10.33% |
$239K - $277K
|
5.75K
$2.65M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-663- 6.66% |
$239K - $277K
|
9.29K
$4.27M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-668- 8.58% |
$241K - $279K
|
7.12K
$3.27M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-670- 7.75% |
$241K - $280K
|
7.98K
$3.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-677- 1.55% |
$244K - $282K
|
43K
$19.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-681- 23.6% |
$245K - $284K
|
2.21K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-681- 3.8% |
$245K - $284K
|
17.2K
$7.93M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-682- 6.34% |
$246K - $285K
|
10.1K
$4.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-695- 63.53% |
$250K - $290K
|
399
$184K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-695- 30.9% |
$250K - $290K
|
1.55K
$715K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-700- 0.66% |
$252K - $292K
|
105K
$48.4M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-706- 3.69% |
$254K - $295K
|
18.4K
$8.48M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-706- 33.36% |
$254K - $295K
|
1.41K
$649K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-710- 1.6% |
$256K - $296K
|
43.6K
$20.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-710- 1.62% |
$256K - $296K
|
43K
$19.8M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-711- 0.12% |
$256K - $297K
|
591K
$272M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-717- 2.77% |
$258K - $299K
|
25.2K
$11.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-727- 14.0% |
$262K - $303K
|
4.47K
$2.06M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-727- 10.92% |
$262K - $303K
|
5.93K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-733- 2.76% |
$264K - $306K
|
25.9K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-734- 0.88% |
$264K - $306K
|
83.1K
$38.2M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-736- 26.57% |
$265K - $307K
|
2.03K
$936K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-748- 5.75% |
$269K - $312K
|
12.3K
$5.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-751- 23.21% |
$270K - $313K
|
2.49K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-760- 2.3% |
$274K - $317K
|
32.3K
$14.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-763- 1.9% |
$275K - $318K
|
39.4K
$18.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-776- 9.46% |
$279K - $324K
|
7.43K
$3.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-776- 2.1% |
$279K - $324K
|
36.2K
$16.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-776- 3.14% |
$279K - $324K
|
23.9K
$11M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-777- 0.94% |
$280K - $324K
|
82.3K
$37.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-794- 10.1% |
$286K - $331K
|
7.07K
$3.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-797- 42.06% |
$287K - $333K
|
1.1K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-797- 18.6% |
$287K - $333K
|
3.49K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-800- 21.9% |
$288K - $334K
|
2.85K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-807- 9.66% |
$291K - $337K
|
7.55K
$3.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-830- 32.55% |
$299K - $346K
|
1.72K
$791K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-830- 2.21% |
$299K - $346K
|
36.6K
$16.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-855- 1.0% |
$308K - $357K
|
84.7K
$39M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-856- 34.46% |
$308K - $357K
|
1.63K
$749K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-866- 4.41% |
$312K - $361K
|
18.7K
$8.63M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-872- 5.31% |
$314K - $364K
|
15.5K
$7.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-874- 18.23% |
$315K - $365K
|
3.92K
$1.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-877- 9.14% |
$316K - $366K
|
8.72K
$4.01M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-878- 15.97% |
$316K - $366K
|
4.62K
$2.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-884- 12.21% |
$318K - $369K
|
6.36K
$2.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-888- 45.45% |
$320K - $371K
|
1.07K
$491K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-889- 8.25% |
$320K - $371K
|
9.89K
$4.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-890- 4.71% |
$320K - $371K
|
18K
$8.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-909- 2.86% |
$327K - $379K
|
30.8K
$14.2M
|