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 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-71- 3.6% |
$22.7K - $30.1K
|
1.9K
$889K
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-71- 34.63% |
$22.7K - $30.1K
|
134
$62.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-71- 2.26% |
$22.7K - $30.1K
|
3.07K
$1.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-72- 5.03% |
$23.1K - $30.6K
|
1.36K
$635K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-72- 10.0% |
$23.1K - $30.6K
|
648
$303K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-72- 2.29% |
$23.1K - $30.6K
|
3.07K
$1.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-75- 2.14% |
$24K - $31.8K
|
3.43K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-75- 11.77% |
$24K - $31.8K
|
562
$263K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-75- 0.92% |
$24K - $31.8K
|
8.04K
$3.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-76- 2.05% |
$24.4K - $32.3K
|
3.63K
$1.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-76- 6.03% |
$24.4K - $32.3K
|
1.19K
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-76- 0.88% |
$24.4K - $32.3K
|
8.55K
$4M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-76- 3.15% |
$24.4K - $32.3K
|
2.34K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-77- 6.31% |
$24.7K - $32.7K
|
1.14K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-77- 0.6% |
$24.7K - $32.7K
|
12.7K
$5.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-78- 4.58% |
$25K - $33.1K
|
1.63K
$760K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-78- 3.25% |
$25K - $33.1K
|
2.32K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-79- 10.94% |
$25.3K - $33.5K
|
643
$301K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-80- 0.44% |
$25.6K - $34K
|
17.9K
$8.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-80- 4.56% |
$25.6K - $34K
|
1.68K
$784K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-82- 0.89% |
$26.3K - $34.8K
|
9.18K
$4.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-82- 1.37% |
$26.3K - $34.8K
|
5.89K
$2.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-84- 2.29% |
$26.9K - $35.7K
|
3.58K
$1.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-84- 0.37% |
$26.9K - $35.7K
|
22.4K
$10.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-85- 9.56% |
$27.2K - $36.1K
|
804
$376K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-85- 3.01% |
$27.2K - $36.1K
|
2.74K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-85- 1.32% |
$27.2K - $36.1K
|
6.37K
$2.98M
|
|
|
Jul 28, 2025
Q2 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-85- 2.62% |
$27.2K - $36.1K
|
3.17K
$1.48M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-85- 1.62% |
$27.2K - $36.1K
|
5.17K
$2.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-85- 0.87% |
$27.2K - $36.1K
|
9.71K
$4.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-85- 5.08% |
$27.2K - $36.1K
|
1.59K
$744K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-86- 1.99% |
$27.6K - $36.5K
|
4.24K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-86- 4.75% |
$27.6K - $36.5K
|
1.73K
$807K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-87- 0.97% |
$27.9K - $36.9K
|
8.88K
$4.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-88- 2.54% |
$28.2K - $37.4K
|
3.37K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-88- 1.46% |
$28.2K - $37.4K
|
5.93K
$2.78M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-89- 10.23% |
$28.5K - $37.8K
|
781
$365K
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-89- 1.39% |
$28.5K - $37.8K
|
6.3K
$2.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-90- 6.62% |
$28.8K - $38.2K
|
1.27K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-92- 1.54% |
$29.5K - $39.1K
|
5.89K
$2.75M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-92- 11.47% |
$29.5K - $39.1K
|
710
$332K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-93- 5.89% |
$29.8K - $39.5K
|
1.49K
$695K
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-94- 0.09% |
$30.1K - $39.9K
|
102K
$47.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-94- 8.34% |
$30.1K - $39.9K
|
1.03K
$483K
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-94- 2.56% |
$30.1K - $39.9K
|
3.58K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-95- 3.93% |
$30.4K - $40.3K
|
2.32K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-95- 12.63% |
$30.4K - $40.3K
|
657
$307K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-95- 2.78% |
$30.4K - $40.3K
|
3.32K
$1.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-96- 4.72% |
$30.8K - $40.8K
|
1.94K
$907K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-96- 3.79% |
$30.8K - $40.8K
|
2.44K
$1.14M
|