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 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-910- 36.18% |
$328K - $380K
|
1.61K
$739K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-940- 2.58% |
$338K - $392K
|
35.5K
$16.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-946- 0.99% |
$341K - $395K
|
94.3K
$43.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-946- 2.47% |
$341K - $395K
|
37.4K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-950- 2.27% |
$342K - $396K
|
40.9K
$18.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-955- 0.47% |
$344K - $398K
|
204K
$93.7M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-966- 12.31% |
$348K - $403K
|
6.88K
$3.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-977- 3.97% |
$352K - $408K
|
23.6K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1K- 21.28% |
$360K - $418K
|
3.7K
$1.7M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-1.01K- 3.73% |
$363K - $421K
|
26K
$12M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1.02K- 68.91% |
$369K - $427K
|
462
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.03K- 43.21% |
$369K - $428K
|
1.35K
$620K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.04K- 15.8% |
$373K - $432K
|
5.52K
$2.54M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.05K- 1.11% |
$378K - $439K
|
93.5K
$43M
|
|
|
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
SELL
|
- |
-1.06K- 3.53% |
$382K - $442K
|
29K
$13.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 3.96% |
$394K - $456K
|
26.5K
$12.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-1.09K- 2.63% |
$394K - $456K
|
40.5K
$18.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.11K- 8.05% |
$400K - $464K
|
12.7K
$5.84M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.11K- 4.57% |
$401K - $464K
|
23.2K
$10.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.12K- 56.82% |
$402K - $466K
|
849
$391K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.12K- 17.91% |
$403K - $467K
|
5.13K
$2.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.13K- 1.46% |
$406K - $471K
|
75.9K
$34.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.14K- 2.99% |
$410K - $475K
|
37K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.17K- 11.65% |
$420K - $487K
|
8.84K
$4.07M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.17K- 37.4% |
$422K - $489K
|
1.96K
$903K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.19K- 4.43% |
$430K - $498K
|
25.7K
$11.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.2K- 0.95% |
$432K - $501K
|
124K
$57.3M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.2K- 23.59% |
$432K - $501K
|
3.89K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-1.2K- 0.9% |
$434K - $502K
|
132K
$60.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.21K- 13.32% |
$437K - $506K
|
7.9K
$3.63M
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.22K- 2.59% |
$437K - $507K
|
45.6K
$21M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.23K- 5.1% |
$444K - $514K
|
22.9K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.24K- 5.68% |
$447K - $518K
|
20.6K
$9.49M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.25K- 16.31% |
$448K - $519K
|
6.39K
$2.94M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.26K- 21.98% |
$452K - $524K
|
4.46K
$2.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.26K- 1.6% |
$453K - $525K
|
77.3K
$35.6M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.27K- 2.67% |
$455K - $528K
|
46.2K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.33K- 5.73% |
$477K - $553K
|
21.8K
$10M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.35K- 2.24% |
$485K - $562K
|
58.9K
$27.1M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.35K- 8.8% |
$486K - $563K
|
14K
$6.43M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.36K- 13.56% |
$488K - $565K
|
8.64K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.36K- 1.48% |
$489K - $567K
|
90.6K
$41.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.39K- 8.34% |
$501K - $581K
|
15.3K
$7.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.39K- 5.72% |
$502K - $581K
|
23K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1.4K- 1.66% |
$504K - $585K
|
83.2K
$38.3M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.4K- 1.74% |
$506K - $586K
|
79.5K
$36.6M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.43K- 1.03% |
$515K - $597K
|
138K
$63.5M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.43K- 1.32% |
$515K - $597K
|
107K
$49.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 5.28% |
$519K - $602K
|
25.9K
$11.9M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.44K- 12.16% |
$520K - $603K
|
10.4K
$4.8M
|