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 23, 2025
Q2 2025
|
Baxter Bros Inc
|
BUY
|
- |
505New |
$162K - $214K
|
505
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
503New |
$161K - $214K
|
503
$218K
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
502New |
$161K - $213K
|
502
$217K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
501New |
$161K - $213K
|
501
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
495+ 13.61% |
$159K - $210K
|
4.13K
$1.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
494New |
$158K - $210K
|
494
$214K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
494New |
$158K - $210K
|
494
$214K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
490New |
$157K - $208K
|
490
$212K
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
488New |
$156K - $207K
|
488
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
487+ 32.36% |
$156K - $207K
|
1.99K
$862K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
486New |
$156K - $206K
|
486
$210K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
485New |
$155K - $206K
|
485
$210K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
484+ 10.61% |
$155K - $205K
|
5.05K
$2.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
480New |
$154K - $204K
|
480
$208K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
477New |
$153K - $203K
|
477
$206K
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
474New |
$152K - $201K
|
474
$205K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
472New |
$151K - $200K
|
472
$204K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
428+ 13.59% |
$137K - $182K
|
3.58K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
416+ 12.61% |
$133K - $177K
|
3.72K
$1.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
397+ 3.25% |
$127K - $169K
|
12.6K
$5.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
388+ 43.3% |
$124K - $165K
|
1.28K
$556K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
387+ 15.57% |
$124K - $164K
|
2.87K
$1.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
366+ 10.69% |
$117K - $155K
|
3.79K
$1.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
349+ 5.04% |
$112K - $148K
|
7.27K
$3.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
335+ 3.82% |
$107K - $142K
|
9.11K
$3.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
335+ 0.9% |
$107K - $142K
|
37.7K
$16.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
325+ 31.22% |
$104K - $138K
|
1.37K
$591K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
323+ 0.88% |
$103K - $137K
|
37.1K
$16M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
317+ 17.8% |
$102K - $135K
|
2.1K
$908K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
302+ 0.49% |
$96.8K - $128K
|
61.9K
$26.8M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
302+ 51.1% |
$96.8K - $128K
|
893
$386K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
296+ 0.95% |
$94.8K - $126K
|
31.4K
$13.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
296+ 3.72% |
$94.8K - $126K
|
8.25K
$3.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
277+ 10.52% |
$88.8K - $118K
|
2.91K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
275+ 81.36% |
$88.1K - $117K
|
613
$265K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
270+ 16.64% |
$86.5K - $115K
|
1.89K
$819K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
266+ 1.42% |
$85.2K - $113K
|
19K
$8.23M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
263+ 2.93% |
$84.3K - $112K
|
9.23K
$3.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
257+ 7.15% |
$82.3K - $109K
|
3.85K
$1.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
246+ 3.69% |
$78.8K - $104K
|
6.91K
$2.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
245+ 17.11% |
$78.5K - $104K
|
1.68K
$726K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
244+ 13.13% |
$78.2K - $104K
|
2.1K
$909K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
244+ 15.02% |
$78.2K - $104K
|
1.87K
$809K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
228+ 18.6% |
$73.1K - $96.8K
|
1.45K
$629K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
226+ 11.21% |
$72.4K - $96K
|
2.24K
$970K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
226New |
$72.4K - $96K
|
226
$97.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
223+ 1.48% |
$71.5K - $94.7K
|
15.3K
$6.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
221+ 19.66% |
$70.8K - $93.8K
|
1.35K
$582K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
220New |
$70.5K - $93.4K
|
220
$95.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
218+ 9.71% |
$69.9K - $92.6K
|
2.46K
$1.07M
|