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 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
349+ 4.71% |
$147K - $165K
|
7.75K
$3.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
341New |
$143K - $161K
|
341
$160K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
341New |
$143K - $161K
|
341
$160K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
331+ 30.73% |
$139K - $156K
|
1.41K
$659K
|
|
|
Oct 27, 2025
Q3 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
331+ 44.67% |
$139K - $156K
|
1.07K
$502K
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
311+ 17.32% |
$131K - $147K
|
2.11K
$986K
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
308+ 8.13% |
$129K - $146K
|
4.1K
$1.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
307+ 11.62% |
$129K - $145K
|
2.95K
$1.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
305+ 3.31% |
$128K - $144K
|
9.53K
$4.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
304+ 23.84% |
$128K - $144K
|
1.58K
$739K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
300+ 58.48% |
$126K - $142K
|
813
$380K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
283+ 2.18% |
$119K - $134K
|
13.2K
$6.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
282+ 30.65% |
$118K - $133K
|
1.2K
$562K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
278+ 28.28% |
$117K - $131K
|
1.26K
$590K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
267+ 22.03% |
$112K - $126K
|
1.48K
$692K
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
262+ 11.28% |
$110K - $124K
|
2.59K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
254+ 100.4% |
$107K - $120K
|
507
$237K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
250+ 11.41% |
$105K - $118K
|
2.44K
$1.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
249+ 20.39% |
$105K - $118K
|
1.47K
$688K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
247+ 28.26% |
$104K - $117K
|
1.12K
$525K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
241+ 2.3% |
$101K - $114K
|
10.7K
$5.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
229+ 0.61% |
$96.2K - $108K
|
37.5K
$17.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
226+ 5.8% |
$94.9K - $107K
|
4.12K
$1.93M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
226+ 2.54% |
$94.9K - $107K
|
9.11K
$4.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
224+ 5.6% |
$94.1K - $106K
|
4.22K
$1.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
220+ 3.95% |
$92.4K - $104K
|
5.79K
$2.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
220+ 0.48% |
$92.4K - $104K
|
46.4K
$21.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
217+ 2.52% |
$91.2K - $103K
|
8.84K
$4.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
216New |
$90.7K - $102K
|
216
$101K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
214+ 2.29% |
$89.9K - $101K
|
9.54K
$4.46M
|
|
|
Oct 14, 2025
Q3 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
214+ 11.75% |
$89.9K - $101K
|
2.04K
$953K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
213+ 1.4% |
$89.5K - $101K
|
15.5K
$7.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
211+ 12.98% |
$88.6K - $99.7K
|
1.84K
$860K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
202+ 3.23% |
$84.9K - $95.5K
|
6.46K
$3.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
200+ 7.18% |
$84K - $94.5K
|
2.99K
$1.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
198+ 2.46% |
$83.2K - $93.6K
|
8.24K
$3.86M
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
BUY
|
- |
196+ 34.33% |
$82.3K - $92.6K
|
767
$359K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
195+ 50.39% |
$81.9K - $92.2K
|
582
$272K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
195+ 150.0% |
$81.9K - $92.2K
|
325
$152K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
188+ 1.6% |
$79K - $88.9K
|
11.9K
$5.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
183+ 3.96% |
$76.9K - $86.5K
|
4.8K
$2.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
181+ 42.59% |
$76K - $85.6K
|
606
$284K
|
|
|
Oct 31, 2025
Q3 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
175+ 4.32% |
$73.5K - $82.7K
|
4.22K
$1.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
165+ 0.63% |
$69.3K - $78K
|
26.4K
$12.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
164+ 19.39% |
$68.9K - $77.5K
|
1.01K
$473K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
163+ 2.36% |
$68.5K - $77K
|
7.07K
$3.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
161+ 2.35% |
$67.6K - $76.1K
|
7.02K
$3.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
160+ 0.5% |
$67.2K - $75.6K
|
32.4K
$15.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
159+ 12.05% |
$66.8K - $75.2K
|
1.48K
$692K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
159+ 29.72% |
$66.8K - $75.2K
|
694
$325K
|