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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
145+ 2.47% |
$46.5K - $61.6K
|
6.01K
$2.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
144+ 0.14% |
$46.1K - $61.1K
|
101K
$46.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
140+ 6.69% |
$44.9K - $59.4K
|
2.23K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
139+ 10.38% |
$44.5K - $59K
|
1.48K
$680K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
138New |
$44.2K - $58.6K
|
138
$63.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
137+ 0.76% |
$43.9K - $58.2K
|
18.1K
$8.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
135+ 22.43% |
$43.3K - $57.3K
|
737
$339K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
134+ 6.04% |
$42.9K - $56.9K
|
2.35K
$1.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
134+ 670.0% |
$42.9K - $56.9K
|
154
$70.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
133+ 1.28% |
$42.6K - $56.5K
|
10.5K
$4.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
132+ 2.26% |
$42.3K - $56K
|
5.98K
$2.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
131+ 4.25% |
$42K - $55.6K
|
3.21K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
129+ 1.05% |
$41.3K - $54.8K
|
12.4K
$5.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
128+ 3.5% |
$41K - $54.3K
|
3.79K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
128+ 0.76% |
$41K - $54.3K
|
16.9K
$7.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
128+ 0.65% |
$41K - $54.3K
|
19.8K
$9.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
123+ 2.45% |
$39.4K - $52.2K
|
5.15K
$2.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
122+ 0.45% |
$39.1K - $51.8K
|
27.3K
$12.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
120+ 10.7% |
$38.5K - $50.9K
|
1.24K
$571K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
118+ 7.47% |
$37.8K - $50.1K
|
1.7K
$781K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
117+ 3.24% |
$37.5K - $49.7K
|
3.72K
$1.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
117+ 33.05% |
$37.5K - $49.7K
|
471
$217K
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
116+ 17.24% |
$37.2K - $49.3K
|
789
$363K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
116+ 1.08% |
$37.2K - $49.3K
|
10.9K
$5.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
115+ 3.5% |
$36.8K - $48.8K
|
3.4K
$1.57M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
114+ 3.97% |
$36.5K - $48.4K
|
2.99K
$1.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
114+ 4.11% |
$36.5K - $48.4K
|
2.89K
$1.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
114+ 5.83% |
$36.5K - $48.4K
|
2.07K
$952K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
113+ 1.23% |
$36.2K - $48K
|
9.27K
$4.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
113+ 1.14% |
$36.2K - $48K
|
10K
$4.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
112+ 12.51% |
$35.9K - $47.6K
|
1.01K
$463K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
110+ 4.22% |
$35.2K - $46.7K
|
2.72K
$1.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
108+ 2.08% |
$34.6K - $45.9K
|
5.3K
$2.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
108+ 2.57% |
$34.6K - $45.9K
|
4.31K
$1.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
107+ 12.65% |
$34.3K - $45.4K
|
953
$439K
|
|
|
Sep 03, 2025
Q2 2025
|
Q3 Asset Management
|
BUY
|
- |
107+ 1.71% |
$34.3K - $45.4K
|
6.37K
$2.93M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
105+ 525.0% |
$33.6K - $44.6K
|
125
$57.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
102+ 12.88% |
$32.7K - $43.3K
|
894
$411K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
101+ 7.81% |
$32.4K - $42.9K
|
1.4K
$642K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
100+ 1.32% |
$32K - $42.5K
|
7.65K
$3.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
100+ 2.79% |
$32K - $42.5K
|
3.69K
$1.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
100+ 3.13% |
$32K - $42.5K
|
3.3K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
98+ 63.23% |
$31.4K - $41.6K
|
253
$116K
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
98+ 2.05% |
$31.4K - $41.6K
|
4.87K
$2.24M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
96+ 8.75% |
$30.8K - $40.8K
|
1.19K
$549K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
95+ 0.36% |
$30.4K - $40.3K
|
26.4K
$12.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
94+ 0.08% |
$30.1K - $39.9K
|
115K
$53M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
92+ 4.44% |
$29.5K - $39.1K
|
2.16K
$995K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
92+ 6.96% |
$29.5K - $39.1K
|
1.41K
$651K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
91+ 1.48% |
$29.2K - $38.6K
|
6.26K
$2.88M
|