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 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
54+ 1.15% |
$17.3K - $22.9K
|
4.76K
$2.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
50+ 7.81% |
$16K - $21.2K
|
690
$299K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
50+ 2.42% |
$16K - $21.2K
|
2.12K
$915K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
46+ 3.74% |
$14.7K - $19.5K
|
1.28K
$552K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
45+ 2.79% |
$14.4K - $19.1K
|
1.66K
$716K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
43+ 7.05% |
$13.8K - $18.3K
|
653
$283K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
40+ 1.05% |
$12.8K - $17K
|
3.84K
$1.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
39+ 3.25% |
$12.5K - $16.6K
|
1.24K
$536K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
38+ 0.42% |
$12.2K - $16.1K
|
9.12K
$3.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
38+ 0.61% |
$12.2K - $16.1K
|
6.28K
$2.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
37+ 1.87% |
$11.9K - $15.7K
|
2.02K
$873K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
36+ 1.22% |
$11.5K - $15.3K
|
2.98K
$1.29M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
33New |
$10.6K - $14K
|
33
$14.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
32+ 2.64% |
$10.3K - $13.6K
|
1.24K
$537K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
26+ 60.47% |
$8.33K - $11K
|
69
$29.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
25+ 0.2% |
$8.01K - $10.6K
|
12.7K
$5.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
24+ 3.02% |
$7.69K - $10.2K
|
820
$355K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
22+ 0.93% |
$7.05K - $9.34K
|
2.39K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
21+ 0.78% |
$6.73K - $8.92K
|
2.73K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20+ 1.06% |
$6.41K - $8.49K
|
1.91K
$825K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
20+ 0.89% |
$6.41K - $8.49K
|
2.27K
$984K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
19+ 1.26% |
$6.09K - $8.07K
|
1.53K
$662K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
19+ 1.19% |
$6.09K - $8.07K
|
1.62K
$700K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
18+ 2.43% |
$5.77K - $7.64K
|
759
$328K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
17+ 0.19% |
$5.45K - $7.22K
|
9.16K
$3.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
17+ 0.78% |
$5.45K - $7.22K
|
2.19K
$948K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17+ 11.64% |
$5.45K - $7.22K
|
163
$70.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
14+ 0.1% |
$4.49K - $5.94K
|
14.3K
$6.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
13+ 0.5% |
$4.17K - $5.52K
|
2.62K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
12+ 0.08% |
$3.85K - $5.09K
|
15.6K
$6.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
10+ 1.0% |
$3.2K - $4.25K
|
1.01K
$437K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10+ 0.28% |
$3.2K - $4.25K
|
3.61K
$1.56M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 0.06% |
$2.56K - $3.4K
|
13.2K
$5.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
7+ 0.18% |
$2.24K - $2.97K
|
3.85K
$1.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7+ 0.1% |
$2.24K - $2.97K
|
7.22K
$3.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.09% |
$1.92K - $2.55K
|
6.55K
$2.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5+ 0.06% |
$1.6K - $2.12K
|
8.06K
$3.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5+ 0.05% |
$1.6K - $2.12K
|
9.61K
$4.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.29% |
$1.6K - $2.12K
|
1.7K
$735K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
5New |
$1.6K - $2.12K
|
5
$2.16K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4New |
$1.28K - $1.7K
|
4
$1.73K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4+ 0.62% |
$1.28K - $1.7K
|
649
$281K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$961 - $1.27K
|
2.22K
$960K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3+ 0.11% |
$961 - $1.27K
|
2.73K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.13% |
$961 - $1.27K
|
2.35K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
2+ 0.36% |
$641 - $849
|
559
$242K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2+ 0.06% |
$641 - $849
|
3.13K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2+ 0.2% |
$641 - $849
|
983
$425K
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 0.1% |
$641 - $849
|
1.98K
$857K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
2+ 0.1% |
$641 - $849
|
2.02K
$873K
|