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 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
156+ 0.65% |
$65.5K - $73.7K
|
24.3K
$11.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
154+ 5.71% |
$64.7K - $72.8K
|
2.85K
$1.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
151+ 0.59% |
$63.4K - $71.4K
|
25.8K
$12.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
150+ 0.35% |
$63K - $70.9K
|
42.5K
$19.9M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
148+ 25.92% |
$62.2K - $70K
|
719
$336K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
145+ 10.16% |
$60.9K - $68.5K
|
1.57K
$736K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
142+ 1.0% |
$59.7K - $67.1K
|
14.4K
$6.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
136+ 0.88% |
$57.1K - $64.3K
|
15.6K
$7.31M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
133+ 5.37% |
$55.9K - $62.9K
|
2.61K
$1.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
132+ 5.55% |
$55.5K - $62.4K
|
2.51K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
132+ 0.14% |
$55.5K - $62.4K
|
94.4K
$44.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
130+ 2.53% |
$54.6K - $61.4K
|
5.28K
$2.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
126+ 3.32% |
$52.9K - $59.6K
|
3.92K
$1.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
125+ 7.55% |
$52.5K - $59.1K
|
1.78K
$833K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
121+ 4.9% |
$50.8K - $57.2K
|
2.59K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
119+ 3.07% |
$50K - $56.2K
|
4K
$1.87M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
118+ 2.5% |
$49.6K - $55.8K
|
4.83K
$2.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
118+ 1.61% |
$49.6K - $55.8K
|
7.45K
$3.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
112New |
$47.1K - $52.9K
|
112
$52.4K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
108+ 4.72% |
$45.4K - $51K
|
2.4K
$1.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
107+ 19.14% |
$45K - $50.6K
|
666
$312K
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
103+ 12.53% |
$43.3K - $48.7K
|
925
$433K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
100New |
$42K - $47.3K
|
100
$46.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100+ 54.64% |
$42K - $47.3K
|
283
$132K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100+ 4.96% |
$42K - $47.3K
|
2.12K
$991K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
97+ 8.12% |
$40.8K - $45.8K
|
1.29K
$604K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
93+ 2.09% |
$39.1K - $44K
|
4.55K
$2.13M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
92+ 12.96% |
$38.7K - $43.5K
|
802
$375K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
91+ 0.11% |
$38.2K - $43K
|
85.4K
$39.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
88+ 1.71% |
$37K - $41.6K
|
5.22K
$2.44M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
86+ 1.0% |
$36.1K - $40.7K
|
8.72K
$4.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
83+ 1.42% |
$34.9K - $39.2K
|
5.91K
$2.76M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
82+ 14.94% |
$34.4K - $38.8K
|
631
$295K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
80+ 1.26% |
$33.6K - $37.8K
|
6.44K
$3.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
80+ 3.05% |
$33.6K - $37.8K
|
2.7K
$1.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
77+ 7.52% |
$32.3K - $36.4K
|
1.1K
$515K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
75+ 6.37% |
$31.5K - $35.5K
|
1.25K
$586K
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
73+ 4.08% |
$30.7K - $34.5K
|
1.86K
$872K
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
72+ 3.95% |
$30.2K - $34K
|
1.89K
$886K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
66+ 2.06% |
$27.7K - $31.2K
|
3.27K
$1.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
62+ 131.91% |
$26K - $29.3K
|
109
$51K
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
60+ 2.84% |
$25.2K - $28.4K
|
2.17K
$1.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
58+ 0.53% |
$24.4K - $27.4K
|
11K
$5.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
56+ 1.11% |
$23.5K - $26.5K
|
5.09K
$2.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
52+ 15.9% |
$21.8K - $24.6K
|
379
$177K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
51+ 2.7% |
$21.4K - $24.1K
|
1.94K
$909K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
50+ 0.39% |
$21K - $23.6K
|
12.8K
$6M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
48+ 4.65% |
$20.2K - $22.7K
|
1.08K
$506K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
48+ 0.19% |
$20.2K - $22.7K
|
25.4K
$11.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
47+ 1.41% |
$19.7K - $22.2K
|
3.39K
$1.59M
|