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 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.45K- 0.75% |
$524K - $607K
|
191K
$88M
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-1.46K- 1.65% |
$527K - $610K
|
87K
$40.1M
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-1.49K- 69.96% |
$538K - $623K
|
641
$295K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-1.51K- 17.76% |
$542K - $628K
|
6.98K
$3.21M
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-1.51K- 52.12% |
$543K - $630K
|
1.39K
$638K
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.56K- 63.61% |
$563K - $652K
|
894
$411K
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-1.57K- 48.0% |
$566K - $656K
|
1.7K
$784K
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.57K- 38.76% |
$566K - $656K
|
2.49K
$1.14M
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.59K- 46.96% |
$571K - $661K
|
1.79K
$824K
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.6K- 9.34% |
$577K - $668K
|
15.6K
$7.16M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.61K- 1.87% |
$578K - $670K
|
84.1K
$38.7M
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.61K- 2.27% |
$578K - $670K
|
69.1K
$31.8M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.64K- 5.05% |
$590K - $683K
|
30.8K
$14.2M
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.65K- 23.93% |
$594K - $688K
|
5.25K
$2.41M
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.68K- 8.67% |
$603K - $699K
|
17.7K
$8.12M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.7K- 5.43% |
$613K - $711K
|
29.6K
$13.6M
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.71K- 5.54% |
$615K - $713K
|
29.2K
$13.4M
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.74K- 4.73% |
$625K - $724K
|
35K
$16.1M
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1.74K- 6.27% |
$626K - $725K
|
26K
$12M
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.74K- 6.93% |
$626K - $726K
|
23.3K
$10.7M
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.76K- 22.23% |
$632K - $732K
|
6.14K
$2.82M
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.8K- 7.83% |
$648K - $751K
|
21.2K
$9.75M
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-1.85K- 34.98% |
$664K - $770K
|
3.43K
$1.58M
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.87K- 45.66% |
$673K - $779K
|
2.22K
$1.02M
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.89K- 2.04% |
$681K - $789K
|
90.6K
$41.7M
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.89K- 2.69% |
$682K - $790K
|
68.4K
$31.5M
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-1.91K- 4.31% |
$689K - $799K
|
42.5K
$19.6M
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.93K- 1.56% |
$694K - $804K
|
122K
$55.9M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.93K- 64.25% |
$695K - $805K
|
1.07K
$494K
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.95K- 1.67% |
$701K - $812K
|
115K
$52.8M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.96K- 43.53% |
$706K - $818K
|
2.54K
$1.17M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 12.3% |
$707K - $819K
|
14K
$6.44M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.97K- 4.4% |
$710K - $822K
|
42.8K
$19.7M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.98K- 14.14% |
$714K - $827K
|
12K
$5.54M
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2K- 20.8% |
$719K - $833K
|
7.6K
$3.5M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.01K- 2.01% |
$723K - $837K
|
97.7K
$44.9M
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.04K- 3.45% |
$733K - $850K
|
57K
$26.2M
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-2.04K- 3.06% |
$736K - $853K
|
64.8K
$29.8M
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.05K- 4.69% |
$737K - $854K
|
41.6K
$19.1M
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.07K- 16.47% |
$744K - $862K
|
10.5K
$4.82M
|
|
Apr 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-2.08K- 1.99% |
$748K - $867K
|
102K
$47M
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.11K- 0.5% |
$761K - $882K
|
424K
$195M
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.14K- 29.19% |
$770K - $893K
|
5.19K
$2.39M
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-2.18K- 4.01% |
$783K - $908K
|
52K
$23.9M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.23K- 25.24% |
$803K - $931K
|
6.61K
$3.04M
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.29K- 99.35% |
$823K - $953K
|
15
$6.9K
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.3K- 23.89% |
$828K - $959K
|
7.33K
$3.37M
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.3K- 2.09% |
$829K - $961K
|
108K
$49.6M
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.32K- 3.82% |
$835K - $968K
|
58.3K
$26.8M
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.35K- 10.39% |
$846K - $981K
|
20.3K
$9.33M
|