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 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.36K- 6.94% |
$849K - $984K
|
31.6K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.38K- 2.26% |
$857K - $993K
|
103K
$47.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.43K- 48.19% |
$874K - $1.01M
|
2.61K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.43K- 1.88% |
$875K - $1.01M
|
127K
$58.3M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.43K- 7.7% |
$876K - $1.01M
|
29.2K
$13.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.43K- 4.62% |
$876K - $1.02M
|
50.2K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.43K- 3.21% |
$876K - $1.02M
|
73.4K
$33.8M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.45K- 4.24% |
$884K - $1.02M
|
55.4K
$25.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.48K- 6.39% |
$893K - $1.04M
|
36.4K
$16.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.53K- 19.27% |
$909K - $1.05M
|
10.6K
$4.87M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.56K- 6.52% |
$920K - $1.07M
|
36.6K
$16.8M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-2.62K- 10.69% |
$944K - $1.09M
|
21.9K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.64K- 67.96% |
$949K - $1.1M
|
1.24K
$572K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-2.68K- 7.78% |
$964K - $1.12M
|
31.7K
$14.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.74K- 50.0% |
$988K - $1.14M
|
2.74K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.75K- 0.77% |
$990K - $1.15M
|
353K
$163M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-2.78K- 14.6% |
$1M - $1.16M
|
16.3K
$7.49M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.8K- 8.56% |
$1.01M - $1.17M
|
29.9K
$13.8M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.85K- 12.53% |
$1.03M - $1.19M
|
19.9K
$9.16M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.88K- 79.4% |
$1.04M - $1.2M
|
746
$343K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.88K- 12.76% |
$1.04M - $1.2M
|
19.7K
$9.05M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.92K- 16.0% |
$1.05M - $1.22M
|
15.3K
$7.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.98K- 1.98% |
$1.07M - $1.24M
|
148K
$67.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.01K- 0.26% |
$1.08M - $1.26M
|
1.17M
$537M
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-3.05K- 25.08% |
$1.1M - $1.27M
|
9.1K
$4.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-3.14K- 2.93% |
$1.13M - $1.31M
|
104K
$47.9M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.15K- 2.33% |
$1.13M - $1.31M
|
132K
$60.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.21K- 26.65% |
$1.16M - $1.34M
|
8.84K
$4.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.25K- 6.18% |
$1.17M - $1.36M
|
49.4K
$22.7M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.29K- 83.79% |
$1.19M - $1.37M
|
637
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-3.31K- 7.15% |
$1.19M - $1.38M
|
43K
$19.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-3.32K- 2.52% |
$1.2M - $1.38M
|
128K
$59M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.35K- 8.58% |
$1.21M - $1.4M
|
35.8K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.41K- 21.18% |
$1.23M - $1.42M
|
12.7K
$5.84M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3.44K- 22.41% |
$1.24M - $1.43M
|
11.9K
$5.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.47K- 42.7% |
$1.25M - $1.45M
|
4.66K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.49KClosed |
$1.25M - $1.45M
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-3.55K- 0.26% |
$1.28M - $1.48M
|
1.38M
$636M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.57K- 15.06% |
$1.29M - $1.49M
|
20.1K
$9.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-3.61K- 6.42% |
$1.3M - $1.51M
|
52.6K
$24.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.66K- 2.78% |
$1.32M - $1.53M
|
128K
$58.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-3.79K- 3.02% |
$1.36M - $1.58M
|
122K
$56.1M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3.82K- 14.56% |
$1.38M - $1.6M
|
22.4K
$10.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.84K- 55.53% |
$1.38M - $1.6M
|
3.07K
$1.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.06K- 3.07% |
$1.46M - $1.69M
|
128K
$58.9M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.23K- 11.59% |
$1.52M - $1.76M
|
32.3K
$14.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-4.25K- 72.87% |
$1.53M - $1.77M
|
1.58K
$728K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-4.27K- 5.25% |
$1.54M - $1.78M
|
77.2K
$35.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.34K- 61.4% |
$1.56M - $1.81M
|
2.73K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.4K- 62.56% |
$1.58M - $1.84M
|
2.63K
$1.21M
|