Purchases and Sales Made in Q2 2025 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-222- 2.81% |
$71.1K - $94.3K
|
7.67K
$3.32M
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-225- 6.69% |
$72.1K - $95.5K
|
3.14K
$1.36M
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-236- 3.7% |
$75.6K - $100K
|
6.13K
$2.65M
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-239- 2.5% |
$76.6K - $101K
|
9.33K
$4.03M
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-242- 4.93% |
$77.5K - $103K
|
4.66K
$2.02M
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-247- 2.06% |
$79.1K - $105K
|
11.8K
$5.09M
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-247- 2.19% |
$79.1K - $105K
|
11K
$4.77M
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-248- 17.35% |
$79.5K - $105K
|
1.18K
$511K
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-249- 7.59% |
$79.8K - $106K
|
3.03K
$1.31M
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-257- 5.92% |
$82.3K - $109K
|
4.09K
$1.77M
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-263- 1.77% |
$84.3K - $112K
|
14.6K
$6.3M
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-273- 68.25% |
$87.5K - $116K
|
127
$54.9K
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-283- 4.91% |
$90.7K - $120K
|
5.48K
$2.37M
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-295- 2.23% |
$94.5K - $125K
|
13K
$5.61M
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-303- 2.39% |
$97.1K - $129K
|
12.4K
$5.36M
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
SELL
|
- |
-303- 81.23% |
$97.1K - $129K
|
70
$30.3K
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-303- 34.67% |
$97.1K - $129K
|
571
$247K
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-310- 1.75% |
$99.3K - $132K
|
17.4K
$7.52M
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-317- 7.76% |
$102K - $135K
|
3.77K
$1.63M
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-318- 1.52% |
$102K - $135K
|
20.6K
$8.91M
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-320- 3.67% |
$103K - $136K
|
8.4K
$3.63M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-330- 19.48% |
$106K - $140K
|
1.36K
$590K
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-338- 31.56% |
$108K - $144K
|
733
$317K
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-348- 2.63% |
$112K - $148K
|
12.9K
$5.58M
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-357- 7.18% |
$114K - $152K
|
4.62K
$2M
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-370- 11.37% |
$119K - $157K
|
2.89K
$1.25M
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-377- 1.16% |
$121K - $160K
|
32.2K
$13.9M
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-396- 7.01% |
$127K - $168K
|
5.25K
$2.27M
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-399- 1.38% |
$128K - $169K
|
28.6K
$12.4M
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-400- 2.81% |
$128K - $170K
|
13.8K
$5.98M
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-409- 0.34% |
$131K - $174K
|
121K
$52.2M
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-416- 0.4% |
$133K - $177K
|
104K
$44.8M
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-437- 10.77% |
$140K - $186K
|
3.62K
$1.57M
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-443- 6.11% |
$142K - $188K
|
6.81K
$2.95M
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-445- 14.48% |
$143K - $189K
|
2.63K
$1.14M
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-452- 2.01% |
$145K - $192K
|
22.1K
$9.56M
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-455- 1.3% |
$146K - $193K
|
34.5K
$14.9M
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-468- 7.02% |
$150K - $199K
|
6.2K
$2.68M
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-468- 0.88% |
$150K - $199K
|
53K
$22.9M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-505- 10.95% |
$162K - $214K
|
4.11K
$1.78M
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-528- 5.64% |
$169K - $224K
|
8.83K
$3.82M
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-535- 2.07% |
$171K - $227K
|
25.3K
$11M
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-540- 0.76% |
$173K - $229K
|
70.2K
$30.4M
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-540- 9.39% |
$173K - $229K
|
5.21K
$2.26M
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-549- 3.06% |
$176K - $233K
|
17.4K
$7.53M
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-551- 17.33% |
$177K - $234K
|
2.63K
$1.14M
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-552- 1.29% |
$177K - $234K
|
42.3K
$18.3M
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-556- 40.23% |
$178K - $236K
|
826
$357K
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-561- 10.21% |
$180K - $238K
|
4.93K
$2.13M
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-567- 0.54% |
$182K - $241K
|
105K
$45.2M
|