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 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-567- 0.54% |
$182K - $241K
|
105K
$48.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-567- 16.41% |
$182K - $241K
|
2.89K
$1.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-572- 2.91% |
$183K - $243K
|
19.1K
$8.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-582- 1.13% |
$186K - $247K
|
51K
$23.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-586- 3.83% |
$188K - $249K
|
14.7K
$6.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-588- 0.59% |
$188K - $250K
|
98.4K
$46.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-602- 36.03% |
$193K - $256K
|
1.07K
$500K
|
|
|
Aug 04, 2025
Q2 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-602- 16.83% |
$193K - $256K
|
2.98K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-603- 12.58% |
$193K - $256K
|
4.19K
$1.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-605- 14.87% |
$194K - $257K
|
3.46K
$1.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-607- 1.17% |
$194K - $258K
|
51.4K
$24.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-608- 10.32% |
$195K - $258K
|
5.29K
$2.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-611- 1.73% |
$196K - $259K
|
34.7K
$16.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-626- 4.03% |
$201K - $266K
|
14.9K
$6.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-626- 15.14% |
$201K - $266K
|
3.51K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-638- 3.6% |
$204K - $271K
|
17.1K
$7.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-645- 4.67% |
$207K - $274K
|
13.2K
$6.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-652- 3.3% |
$209K - $277K
|
19.1K
$8.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-656- 37.9% |
$210K - $279K
|
1.08K
$503K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-657- 8.2% |
$211K - $279K
|
7.35K
$3.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-662- 10.78% |
$212K - $281K
|
5.48K
$2.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-666- 7.29% |
$213K - $283K
|
8.47K
$3.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-667- 0.45% |
$214K - $283K
|
149K
$69.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-667- 22.02% |
$214K - $283K
|
2.36K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-681- 6.45% |
$218K - $289K
|
9.88K
$4.62M
|
|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-690- 0.39% |
$221K - $293K
|
178K
$83.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-694- 1.61% |
$222K - $295K
|
42.3K
$19.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-697- 13.63% |
$223K - $296K
|
4.42K
$2.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-700- 8.62% |
$224K - $297K
|
7.42K
$3.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-700- 10.83% |
$224K - $297K
|
5.76K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-702- 3.4% |
$225K - $298K
|
19.9K
$9.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-703- 6.66% |
$225K - $298K
|
9.85K
$4.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
SELL
|
- |
-706- 11.4% |
$226K - $300K
|
5.49K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-710- 5.88% |
$227K - $301K
|
11.4K
$5.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-713- 9.2% |
$228K - $303K
|
7.03K
$3.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-719- 22.93% |
$230K - $305K
|
2.42K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-721Closed |
$231K - $306K
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-726- 1.59% |
$233K - $308K
|
44.9K
$21M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-736- 36.22% |
$236K - $312K
|
1.3K
$606K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-737- 3.74% |
$236K - $313K
|
19K
$8.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-739- 4.09% |
$237K - $314K
|
17.3K
$8.11M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-746- 31.48% |
$239K - $317K
|
1.62K
$760K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-749- 2.54% |
$240K - $318K
|
28.7K
$13.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-752- 19.95% |
$241K - $319K
|
3.02K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-753- 46.25% |
$241K - $320K
|
875
$409K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-762- 42.81% |
$244K - $324K
|
1.02K
$476K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-764- 48.35% |
$245K - $324K
|
816
$382K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-768- 5.56% |
$246K - $326K
|
13.1K
$6.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-773- 2.92% |
$248K - $328K
|
25.7K
$12M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-783- 8.6% |
$251K - $332K
|
8.32K
$3.89M
|