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 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
215+ 21.16% |
$68.9K - $91.3K
|
1.23K
$533K
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
210+ 7.52% |
$67.3K - $89.2K
|
3K
$1.3M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
204+ 9.01% |
$65.4K - $86.6K
|
2.47K
$1.07M
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
195+ 4.68% |
$62.5K - $82.8K
|
4.37K
$1.89M
|
|
Jul 22, 2025
Q2 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
193+ 2.17% |
$61.8K - $81.9K
|
9.1K
$3.93M
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
193+ 32.27% |
$61.8K - $81.9K
|
791
$342K
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
186+ 3.88% |
$59.6K - $79K
|
4.99K
$2.16M
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
170+ 13.28% |
$54.5K - $72.2K
|
1.45K
$627K
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
165+ 2.07% |
$52.9K - $70.1K
|
8.14K
$3.52M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
157+ 1.31% |
$50.3K - $66.7K
|
12.1K
$5.25M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
156+ 2.46% |
$50K - $66.2K
|
6.51K
$2.82M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
155+ 104.03% |
$49.7K - $65.8K
|
304
$132K
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
154+ 4.8% |
$49.3K - $65.4K
|
3.36K
$1.46M
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
149+ 14.3% |
$47.7K - $63.3K
|
1.19K
$515K
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
148+ 12.5% |
$47.4K - $62.8K
|
1.33K
$576K
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
138New |
$44.2K - $58.6K
|
138
$59.7K
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
137+ 0.76% |
$43.9K - $58.2K
|
18.1K
$7.82M
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
135+ 22.43% |
$43.3K - $57.3K
|
737
$319K
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
134+ 6.04% |
$42.9K - $56.9K
|
2.35K
$1.02M
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
128+ 3.5% |
$41K - $54.3K
|
3.79K
$1.64M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
122+ 0.45% |
$39.1K - $51.8K
|
27.3K
$11.8M
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
120+ 10.7% |
$38.5K - $50.9K
|
1.24K
$537K
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
117+ 3.24% |
$37.5K - $49.7K
|
3.72K
$1.61M
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
115+ 3.5% |
$36.8K - $48.8K
|
3.4K
$1.47M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
114+ 3.97% |
$36.5K - $48.4K
|
2.99K
$1.29M
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
114+ 4.11% |
$36.5K - $48.4K
|
2.89K
$1.25M
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
110+ 4.22% |
$35.2K - $46.7K
|
2.72K
$1.18M
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
108+ 2.08% |
$34.6K - $45.9K
|
5.3K
$2.29M
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
107+ 12.65% |
$34.3K - $45.4K
|
953
$412K
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
105+ 525.0% |
$33.6K - $44.6K
|
125
$54.1K
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
102+ 12.88% |
$32.7K - $43.3K
|
894
$387K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
100+ 1.32% |
$32K - $42.5K
|
7.65K
$3.31M
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
98+ 63.23% |
$31.4K - $41.6K
|
253
$109K
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
96+ 8.75% |
$30.8K - $40.8K
|
1.19K
$516K
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
95+ 0.36% |
$30.4K - $40.3K
|
26.4K
$11.4M
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
92+ 4.44% |
$29.5K - $39.1K
|
2.16K
$935K
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
91+ 1.48% |
$29.2K - $38.6K
|
6.26K
$2.71M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
81+ 20.2% |
$26K - $34.4K
|
482
$209K
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
81+ 4.62% |
$26K - $34.4K
|
1.84K
$794K
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
80+ 0.04% |
$25.6K - $34K
|
204K
$88.1M
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
72+ 0.3% |
$23.1K - $30.6K
|
24.5K
$10.6M
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
72+ 1.42% |
$23.1K - $30.6K
|
5.15K
$2.23M
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
68+ 9.07% |
$21.8K - $28.9K
|
818
$354K
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
67+ 5.15% |
$21.5K - $28.4K
|
1.37K
$592K
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
65+ 4.83% |
$20.8K - $27.6K
|
1.41K
$611K
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
63+ 1.6% |
$20.2K - $26.7K
|
4K
$1.73M
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
62+ 5.7% |
$19.9K - $26.3K
|
1.15K
$497K
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
59+ 1.89% |
$18.9K - $25.1K
|
3.19K
$1.38M
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
59+ 1966.67% |
$18.9K - $25.1K
|
62
$26.8K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
57+ 5.93% |
$18.3K - $24.2K
|
1.02K
$441K
|