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 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
247+ 16.92% |
$79.1K - $105K
|
1.71K
$799K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
247+ 5.3% |
$79.1K - $105K
|
4.91K
$2.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
246+ 3.69% |
$78.8K - $104K
|
6.91K
$3.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
245+ 17.11% |
$78.5K - $104K
|
1.68K
$785K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
244+ 15.02% |
$78.2K - $104K
|
1.87K
$875K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
244+ 13.13% |
$78.2K - $104K
|
2.1K
$984K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
243+ 5.45% |
$77.9K - $103K
|
4.7K
$2.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
236+ 4.22% |
$75.6K - $100K
|
5.83K
$2.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
228+ 18.6% |
$73.1K - $96.8K
|
1.45K
$680K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
226+ 11.21% |
$72.4K - $96K
|
2.24K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
226New |
$72.4K - $96K
|
226
$106K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
223+ 1.48% |
$71.5K - $94.7K
|
15.3K
$7.15M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
222+ 3.02% |
$71.1K - $94.3K
|
7.58K
$3.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
221+ 19.66% |
$70.8K - $93.8K
|
1.35K
$629K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
220New |
$70.5K - $93.4K
|
220
$103K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
218+ 9.71% |
$69.9K - $92.6K
|
2.46K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
215+ 21.16% |
$68.9K - $91.3K
|
1.23K
$576K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
210+ 7.52% |
$67.3K - $89.2K
|
3K
$1.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
210+ 1.62% |
$67.3K - $89.2K
|
13.2K
$6.18M
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
210+ 0.78% |
$67.3K - $89.2K
|
27K
$12.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
204+ 9.01% |
$65.4K - $86.6K
|
2.47K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
200New |
$64.1K - $84.9K
|
200
$93.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
200+ 0.77% |
$64.1K - $84.9K
|
26.1K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
198+ 11.17% |
$63.4K - $84.1K
|
1.97K
$922K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
195+ 4.68% |
$62.5K - $82.8K
|
4.37K
$2.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
195+ 0.88% |
$62.5K - $82.8K
|
22.4K
$10.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
194New |
$62.2K - $82.4K
|
194
$90.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
193+ 32.27% |
$61.8K - $81.9K
|
791
$370K
|
|
|
Jul 22, 2025
Q2 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
193+ 2.17% |
$61.8K - $81.9K
|
9.1K
$4.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
191+ 0.15% |
$61.2K - $81.1K
|
128K
$60M
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
190+ 2.93% |
$60.9K - $80.7K
|
6.67K
$3.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
189+ 28.17% |
$60.6K - $80.2K
|
860
$402K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
189+ 0.95% |
$60.6K - $80.2K
|
20.1K
$9.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
187+ 1.2% |
$59.9K - $79.4K
|
15.7K
$7.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
186+ 3.88% |
$59.6K - $79K
|
4.99K
$2.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
183New |
$58.6K - $77.7K
|
183
$85.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
182+ 0.19% |
$58.3K - $77.3K
|
97.3K
$45.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
179+ 4.06% |
$57.4K - $76K
|
4.59K
$2.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
170+ 13.28% |
$54.5K - $72.2K
|
1.45K
$678K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
165+ 2.07% |
$52.9K - $70.1K
|
8.14K
$3.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
163+ 17.47% |
$52.2K - $69.2K
|
1.1K
$513K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
160+ 15.76% |
$51.3K - $67.9K
|
1.18K
$550K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
157+ 1.31% |
$50.3K - $66.7K
|
12.1K
$5.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
156+ 2.46% |
$50K - $66.2K
|
6.51K
$3.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
155+ 104.03% |
$49.7K - $65.8K
|
304
$142K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
155+ 8.44% |
$49.7K - $65.8K
|
1.99K
$932K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
155+ 298.08% |
$49.7K - $65.8K
|
207
$96.9K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
154+ 4.8% |
$49.3K - $65.4K
|
3.36K
$1.57M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
152+ 21.5% |
$48.7K - $64.5K
|
859
$402K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
150New |
$48.1K - $63.7K
|
150
$70.2K
|