Purchases and Sales Made in Q3 2025 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
71.7K+ 130.14% |
$30.1M - $33.9M
|
127K
$59.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
66.1K+ 49.25% |
$27.8M - $31.3M
|
200K
$93.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
48.1KNew |
$20.2M - $22.7M
|
48.1K
$22.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
44.1K+ 78.69% |
$18.5M - $20.9M
|
100K
$46.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
43.6K+ 9.99% |
$18.3M - $20.6M
|
480K
$225M
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
36.6K+ 2606.06% |
$15.4M - $17.3M
|
38K
$17.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
36.3KNew |
$15.3M - $17.2M
|
36.3K
$17M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
35.5KNew |
$14.9M - $16.8M
|
35.5K
$16.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
31.5K+ 102.2% |
$13.3M - $14.9M
|
62.4K
$29.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
31.3K+ 68.2% |
$13.1M - $14.8M
|
77.1K
$36.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
26.1K+ 230.11% |
$11M - $12.4M
|
37.5K
$17.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
23.8K+ 88.39% |
$10M - $11.3M
|
50.8K
$23.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
23.1K+ 39.42% |
$9.7M - $10.9M
|
81.7K
$38.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.9KNew |
$9.19M - $10.3M
|
21.9K
$10.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
16K+ 16.4% |
$6.72M - $7.56M
|
114K
$53.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
15.6KNew |
$6.56M - $7.38M
|
15.6K
$7.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
15.5K+ 66.68% |
$6.53M - $7.34M
|
38.8K
$18.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
15K+ 19.93% |
$6.29M - $7.08M
|
90.1K
$42.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
14.3KNew |
$6.01M - $6.76M
|
14.3K
$6.7M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
13.2KNew |
$5.53M - $6.22M
|
13.2K
$6.16M
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
11.5K+ 3.24% |
$4.84M - $5.45M
|
367K
$172M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
11.4K+ 41.05% |
$4.79M - $5.39M
|
39.2K
$18.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
11.1K+ 13.19% |
$4.65M - $5.23M
|
94.9K
$44.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.9K+ 133.69% |
$4.57M - $5.14M
|
19K
$8.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
10.8K+ 85.45% |
$4.54M - $5.1M
|
23.4K
$11M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
10.4K+ 3.68% |
$4.35M - $4.9M
|
291K
$136M
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
10.2KNew |
$4.28M - $4.82M
|
10.2K
$4.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
9.8K+ 90.08% |
$4.12M - $4.63M
|
20.7K
$9.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
8.96K+ 58.61% |
$3.76M - $4.24M
|
24.2K
$11.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.93K+ 62.42% |
$3.75M - $4.22M
|
23.2K
$10.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
8.01K+ 3.25% |
$3.37M - $3.79M
|
255K
$119M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
7.85KNew |
$3.3M - $3.71M
|
7.85K
$3.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
6.95KNew |
$2.92M - $3.28M
|
6.95K
$3.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.52K+ 29.02% |
$2.74M - $3.08M
|
29K
$13.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
6.44K+ 6.93% |
$2.71M - $3.05M
|
99.4K
$46.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
6.22K+ 29.59% |
$2.61M - $2.94M
|
27.2K
$12.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Formulate Financial LLC
Boca Raton, FL |
BUY
|
- |
6.13KNew |
$2.57M - $2.9M
|
6.13K
$2.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.87K+ 2.19% |
$2.47M - $2.78M
|
274K
$128M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
5.59K+ 8.05% |
$2.35M - $2.64M
|
75.1K
$35.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.36KNew |
$2.25M - $2.53M
|
5.36K
$2.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.23K+ 7.88% |
$2.2M - $2.47M
|
71.6K
$33.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
BUY
|
- |
5.14K+ 38.25% |
$2.16M - $2.43M
|
18.6K
$8.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.87K+ 6.89% |
$2.05M - $2.3M
|
75.6K
$35.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.87K+ 8.13% |
$2.05M - $2.3M
|
64.8K
$30.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.79K+ 83.08% |
$2.01M - $2.27M
|
10.6K
$4.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
4.49KNew |
$1.89M - $2.12M
|
4.49K
$2.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.29K+ 19.09% |
$1.8M - $2.03M
|
26.8K
$12.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
4.16K+ 14.9% |
$1.75M - $1.97M
|
32.1K
$15M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.86K+ 6.24% |
$1.62M - $1.83M
|
65.7K
$30.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
3.84K+ 2.84% |
$1.61M - $1.82M
|
139K
$65.1M
|