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
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.65K+ 280.2% |
$1.17M - $1.55M
|
4.95K
$2.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.46K+ 18.2% |
$1.11M - $1.47M
|
22.5K
$9.73M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
3.01KNew |
$963K - $1.28M
|
3.01K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.89K+ 11.12% |
$926K - $1.23M
|
28.9K
$12.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.83K+ 17.16% |
$905K - $1.2M
|
19.3K
$8.35M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.58K+ 207.8% |
$828K - $1.1M
|
3.83K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.57K+ 15.64% |
$825K - $1.09M
|
19K
$8.24M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
2.4K+ 330.12% |
$769K - $1.02M
|
3.13K
$1.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.27K+ 9.89% |
$728K - $965K
|
25.3K
$10.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.18KNew |
$698K - $925K
|
2.18K
$942K
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.15K+ 10.29% |
$687K - $911K
|
23K
$9.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
1.95KNew |
$625K - $829K
|
1.95K
$845K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.9KNew |
$607K - $805K
|
1.9K
$820K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
1.87KNew |
$600K - $796K
|
1.87K
$811K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.87K+ 2.17% |
$599K - $794K
|
87.8K
$38M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.78KNew |
$571K - $756K
|
1.78K
$771K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.7K+ 23.68% |
$543K - $720K
|
8.85K
$3.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.69K+ 74.89% |
$540K - $715K
|
3.94K
$1.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.68K+ 6.29% |
$539K - $714K
|
28.4K
$12.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
1.57K+ 27.74% |
$502K - $666K
|
7.22K
$3.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
1.54K+ 8.41% |
$495K - $656K
|
19.9K
$8.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.52K+ 43.27% |
$487K - $645K
|
5.03K
$2.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.45K+ 222.89% |
$465K - $616K
|
2.1K
$909K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.45K+ 8.32% |
$465K - $616K
|
18.9K
$8.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.44K+ 0.41% |
$462K - $612K
|
355K
$153M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.4KNew |
$450K - $596K
|
1.4K
$607K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.39K+ 22.99% |
$444K - $589K
|
7.42K
$3.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.37K+ 194.07% |
$440K - $583K
|
2.08K
$901K
|
|
|
Jul 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.34KNew |
$428K - $568K
|
1.34K
$578K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.32K+ 1.79% |
$422K - $560K
|
75.1K
$32.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.23K+ 10.18% |
$393K - $521K
|
13.3K
$5.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
1.21KNew |
$387K - $512K
|
1.21K
$522K
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
1.16K+ 2.24% |
$373K - $494K
|
53.2K
$23M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.15K+ 15.46% |
$368K - $488K
|
8.58K
$3.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.14KNew |
$364K - $483K
|
1.14K
$492K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.14KNew |
$364K - $482K
|
1.14K
$491K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.13K+ 28.09% |
$363K - $481K
|
5.17K
$2.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1.1K+ 2.8% |
$354K - $469K
|
40.5K
$17.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.08K+ 5.68% |
$345K - $457K
|
20K
$8.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.07KNew |
$343K - $454K
|
1.07K
$463K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
1.02KNew |
$328K - $435K
|
1.02K
$443K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.02K+ 22.84% |
$327K - $434K
|
5.5K
$2.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
991+ 52.99% |
$318K - $421K
|
2.86K
$1.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
941New |
$302K - $400K
|
941
$407K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
925New |
$296K - $393K
|
925
$400K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
925New |
$296K - $393K
|
925
$400K
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
922+ 5.38% |
$295K - $391K
|
18.1K
$7.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
921+ 33.99% |
$295K - $391K
|
3.63K
$1.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
914+ 1.1% |
$293K - $388K
|
84K
$36.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
913New |
$293K - $388K
|
913
$395K
|