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 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.62KNew |
$2.76M - $3.66M
|
8.62K
$4.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
8.52K+ 81.26% |
$2.73M - $3.62M
|
19K
$8.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
8.1K+ 1347.75% |
$2.6M - $3.44M
|
8.7K
$4.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8K+ 36.7% |
$2.56M - $3.4M
|
29.8K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
7.92KNew |
$2.54M - $3.36M
|
7.92K
$3.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.15K+ 55.56% |
$2.29M - $3.03M
|
20K
$9.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
7.13K+ 14.49% |
$2.28M - $3.03M
|
56.3K
$26.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
7.07KNew |
$2.27M - $3M
|
7.07K
$3.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.97K+ 7.98% |
$2.23M - $2.96M
|
94.3K
$44.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6.9K+ 900.78% |
$2.21M - $2.93M
|
7.67K
$3.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6.87KNew |
$2.2M - $2.92M
|
6.87K
$3.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6.85K+ 14.45% |
$2.19M - $2.91M
|
54.3K
$25.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.76K+ 127.7% |
$2.17M - $2.87M
|
12.1K
$5.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
6.49K+ 148.22% |
$2.08M - $2.76M
|
10.9K
$5.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
6.33K+ 32.86% |
$2.03M - $2.69M
|
25.6K
$12M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.31K+ 9.79% |
$2.02M - $2.68M
|
70.8K
$33.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
6.27K+ 14.93% |
$2.01M - $2.66M
|
48.3K
$22.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
6.09KNew |
$1.95M - $2.59M
|
6.09K
$2.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
6.09K+ 63.13% |
$1.95M - $2.59M
|
15.7K
$7.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6.08K+ 2.44% |
$1.95M - $2.58M
|
255K
$119M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
6K+ 17.61% |
$1.92M - $2.55M
|
40.1K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.99K+ 385.46% |
$1.92M - $2.54M
|
7.54K
$3.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5.77KNew |
$1.85M - $2.45M
|
5.77K
$2.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.55K+ 5.15% |
$1.78M - $2.35M
|
113K
$53M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.46KNew |
$1.75M - $2.32M
|
5.46K
$2.56M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
5.41K+ 31.03% |
$1.73M - $2.3M
|
22.8K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.17K+ 0.15% |
$1.66M - $2.2M
|
3.39M
$1.58B
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
5.15KNew |
$1.65M - $2.18M
|
5.15K
$2.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
5.14K+ 125.5% |
$1.65M - $2.18M
|
9.23K
$4.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.05KNew |
$1.62M - $2.14M
|
5.05K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
5.01K+ 78.4% |
$1.6M - $2.13M
|
11.4K
$5.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.88K+ 46.83% |
$1.56M - $2.07M
|
15.3K
$7.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
4.77K+ 23.32% |
$1.53M - $2.03M
|
25.2K
$11.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
4.76KNew |
$1.52M - $2.02M
|
4.76K
$2.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.74K+ 5.98% |
$1.52M - $2.01M
|
83.9K
$39.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.64K+ 27.77% |
$1.49M - $1.97M
|
21.3K
$9.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.52K+ 570.92% |
$1.45M - $1.92M
|
5.31K
$2.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.5K+ 0.97% |
$1.44M - $1.91M
|
467K
$219M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.43KNew |
$1.42M - $1.88M
|
4.43K
$2.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
4.42K+ 10.79% |
$1.42M - $1.88M
|
45.4K
$21.2M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.4K+ 21.07% |
$1.41M - $1.87M
|
25.3K
$11.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4.38K+ 521.81% |
$1.4M - $1.86M
|
5.22K
$2.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
4.38KNew |
$1.4M - $1.86M
|
4.38K
$2.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.27K+ 9.24% |
$1.37M - $1.81M
|
50.6K
$23.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.25K+ 38.63% |
$1.36M - $1.81M
|
15.3K
$7.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.15K+ 2.25% |
$1.33M - $1.76M
|
189K
$88.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.08K+ 1.53% |
$1.31M - $1.73M
|
270K
$126M
|
|
|
Aug 11, 2025
Q2 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
4.05KNew |
$1.3M - $1.72M
|
4.05K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
4.03K+ 9.48% |
$1.29M - $1.71M
|
46.6K
$21.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
3.98K+ 5.16% |
$1.28M - $1.69M
|
81.1K
$38M
|