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 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
3.84K+ 2.84% |
$1.61M - $1.82M
|
139K
$65.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.68K+ 9.55% |
$1.54M - $1.74M
|
42.2K
$19.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
BUY
|
- |
3.58K+ 1.64% |
$1.51M - $1.69M
|
222K
$104M
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
3.58K+ 244.16% |
$1.5M - $1.69M
|
5.04K
$2.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.55K+ 3.15% |
$1.49M - $1.68M
|
116K
$54.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.52KNew |
$1.48M - $1.66M
|
3.52K
$1.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
3.38K+ 206.03% |
$1.42M - $1.6M
|
5.03K
$2.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
3.33K+ 8.29% |
$1.4M - $1.57M
|
43.4K
$20.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
3.31K+ 5.24% |
$1.39M - $1.56M
|
66.4K
$31.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.2K+ 3.18% |
$1.35M - $1.51M
|
104K
$48.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
3.17KNew |
$1.33M - $1.5M
|
3.17K
$1.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.05K+ 2.8% |
$1.28M - $1.44M
|
112K
$52.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.98K+ 2.93% |
$1.25M - $1.41M
|
105K
$49M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.89K+ 10.15% |
$1.21M - $1.36M
|
31.3K
$14.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.42K+ 0.68% |
$1.02M - $1.15M
|
357K
$167M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.41K+ 48.24% |
$1.01M - $1.14M
|
7.39K
$3.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.3K+ 15.6% |
$968K - $1.09M
|
17.1K
$7.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.11K+ 8.25% |
$886K - $997K
|
27.7K
$13M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
1.85KNew |
$777K - $874K
|
1.85K
$866K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 71.95% |
$772K - $868K
|
4.39K
$2.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.8K+ 197.15% |
$756K - $851K
|
2.71K
$1.27M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.75K+ 8.77% |
$734K - $826K
|
21.7K
$10.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.74KNew |
$729K - $820K
|
1.74K
$812K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.73K+ 382.74% |
$727K - $818K
|
2.18K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.72K+ 7.53% |
$723K - $813K
|
24.6K
$11.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.69K+ 2.06% |
$712K - $801K
|
83.9K
$39.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.55KNew |
$652K - $733K
|
1.55K
$726K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.51K+ 2.68% |
$634K - $714K
|
57.8K
$27.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.51K+ 71.93% |
$634K - $713K
|
3.61K
$1.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.5K+ 1.24% |
$628K - $707K
|
122K
$57M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
1.45K+ 290.22% |
$611K - $687K
|
1.96K
$915K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.44K+ 70.64% |
$605K - $681K
|
3.48K
$1.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.4KNew |
$588K - $662K
|
1.4K
$655K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.38K+ 43.43% |
$579K - $651K
|
4.55K
$2.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.34K+ 3.89% |
$564K - $635K
|
35.9K
$16.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.3K+ 8.26% |
$546K - $614K
|
17K
$7.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.3K+ 6.8% |
$544K - $612K
|
20.3K
$9.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Ashford Advisors, LLC
|
BUY
|
- |
1.29KNew |
$542K - $610K
|
1.29K
$604K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.29KNew |
$540K - $607K
|
1.29K
$601K
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
1.27KNew |
$534K - $600K
|
1.27K
$594K
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.23K+ 170.28% |
$515K - $580K
|
1.95K
$911K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.15KNew |
$485K - $545K
|
1.15K
$540K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.15K+ 6.65% |
$485K - $545K
|
18.5K
$8.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.1K+ 89.52% |
$463K - $521K
|
2.33K
$1.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.1K+ 80.65% |
$462K - $520K
|
2.46K
$1.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.08K+ 116.88% |
$454K - $510K
|
2K
$938K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.08K+ 12.97% |
$453K - $510K
|
9.4K
$4.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.08K+ 206.51% |
$453K - $510K
|
1.6K
$749K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.07K+ 16.31% |
$449K - $505K
|
7.62K
$3.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.04K+ 2.95% |
$436K - $491K
|
36.2K
$16.9M
|