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 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.45K- 26.06% |
$1.6M - $1.86M
|
12.6K
$5.81M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.52K- 17.02% |
$1.63M - $1.89M
|
22.1K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-4.58K- 6.42% |
$1.65M - $1.91M
|
66.7K
$30.7M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.62K- 20.95% |
$1.66M - $1.93M
|
17.4K
$8.01M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-4.73K- 24.4% |
$1.7M - $1.98M
|
14.7K
$6.75M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-4.78K- 9.16% |
$1.72M - $1.99M
|
47.4K
$21.8M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.82K- 4.17% |
$1.74M - $2.01M
|
111K
$50.9M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.82K- 1.78% |
$1.74M - $2.01M
|
267K
$123M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.91K- 58.6% |
$1.77M - $2.05M
|
3.47K
$1.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.96K- 75.89% |
$1.79M - $2.07M
|
1.58K
$726K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.03K- 0.96% |
$1.81M - $2.1M
|
518K
$238M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-5.04K- 34.07% |
$1.81M - $2.1M
|
9.74K
$4.48M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-5.14K- 21.61% |
$1.85M - $2.14M
|
18.6K
$8.58M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.19K- 77.26% |
$1.87M - $2.16M
|
1.53K
$703K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.36K- 1.91% |
$1.93M - $2.23M
|
275K
$126M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.44K- 0.68% |
$1.96M - $2.27M
|
792K
$365M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.5K- 52.14% |
$1.98M - $2.3M
|
5.05K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.54K- 3.01% |
$1.99M - $2.31M
|
179K
$82.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.74K- 2.85% |
$2.07M - $2.39M
|
196K
$90M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.91K- 3.66% |
$2.13M - $2.47M
|
156K
$71.6M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.99K- 8.77% |
$2.16M - $2.5M
|
62.3K
$28.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.08K- 10.61% |
$2.19M - $2.54M
|
51.2K
$23.6M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-6.1K- 5.07% |
$2.2M - $2.55M
|
114K
$52.5M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-6.15K- 1.44% |
$2.21M - $2.57M
|
421K
$194M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.18K- 1.68% |
$2.22M - $2.58M
|
362K
$167M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.24K- 10.94% |
$2.25M - $2.6M
|
50.8K
$23.4M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.28K- 6.08% |
$2.26M - $2.62M
|
97.1K
$44.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.36K- 74.14% |
$2.29M - $2.65M
|
2.22K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-6.4K- 73.32% |
$2.31M - $2.67M
|
2.33K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-6.71K- 12.96% |
$2.42M - $2.8M
|
45.1K
$20.7M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-6.73K- 8.66% |
$2.42M - $2.81M
|
71K
$32.7M
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-6.87K- 25.11% |
$2.47M - $2.87M
|
20.5K
$9.43M
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-7.04K- 85.52% |
$2.53M - $2.94M
|
1.19K
$548K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-7.26K- 6.12% |
$2.61M - $3.03M
|
111K
$51.2M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-7.65K- 96.08% |
$2.75M - $3.19M
|
312
$144K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-7.86K- 3.06% |
$2.83M - $3.28M
|
249K
$114M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.88K- 41.71% |
$2.84M - $3.29M
|
11K
$5.07M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8.02K- 1.25% |
$2.89M - $3.35M
|
636K
$293M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-8.14K- 16.23% |
$2.93M - $3.4M
|
42K
$19.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-8.72K- 3.92% |
$3.14M - $3.64M
|
214K
$98.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.75K- 0.69% |
$3.15M - $3.65M
|
1.26M
$578M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-9.46K- 1.62% |
$3.41M - $3.95M
|
575K
$265M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-9.56K- 10.68% |
$3.44M - $3.99M
|
79.9K
$36.8M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-9.79K- 7.89% |
$3.52M - $4.08M
|
114K
$52.6M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-10.8K- 48.24% |
$3.87M - $4.49M
|
11.5K
$5.31M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11K- 1.9% |
$3.97M - $4.6M
|
569K
$262M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-11.1K- 33.66% |
$4.01M - $4.64M
|
21.9K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-11.4K- 56.43% |
$4.1M - $4.75M
|
8.78K
$4.04M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.5K- 21.29% |
$4.14M - $4.8M
|
42.5K
$19.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-11.6K- 32.73% |
$4.19M - $4.85M
|
23.9K
$11M
|