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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
46+ 3.74% |
$14.7K - $19.5K
|
1.28K
$587K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
45+ 2.79% |
$14.4K - $19.1K
|
1.66K
$762K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
45+ 0.64% |
$14.4K - $19.1K
|
7.13K
$3.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
43+ 7.05% |
$13.8K - $18.3K
|
653
$300K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
40+ 1.05% |
$12.8K - $17K
|
3.84K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
39+ 3.25% |
$12.5K - $16.6K
|
1.24K
$570K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
39+ 0.49% |
$12.5K - $16.6K
|
8.06K
$3.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
38+ 0.42% |
$12.2K - $16.1K
|
9.12K
$4.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
38+ 0.61% |
$12.2K - $16.1K
|
6.28K
$2.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
38+ 0.36% |
$12.2K - $16.1K
|
10.6K
$4.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
37+ 1.87% |
$11.9K - $15.7K
|
2.02K
$928K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
36+ 1.22% |
$11.5K - $15.3K
|
2.98K
$1.37M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
33New |
$10.6K - $14K
|
33
$15.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
33+ 0.12% |
$10.6K - $14K
|
27.3K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
33+ 1.0% |
$10.6K - $14K
|
3.34K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
33New |
$10.6K - $14K
|
33
$15.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
32+ 2.64% |
$10.3K - $13.6K
|
1.24K
$571K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
32+ 0.59% |
$10.3K - $13.6K
|
5.48K
$2.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
31+ 0.87% |
$9.93K - $13.2K
|
3.61K
$1.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
30+ 1.0% |
$9.61K - $12.7K
|
3.03K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 1.36% |
$9.61K - $12.7K
|
2.24K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
28+ 2.42% |
$8.97K - $11.9K
|
1.18K
$545K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
27+ 1.49% |
$8.65K - $11.5K
|
1.84K
$848K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
27+ 1.47% |
$8.65K - $11.5K
|
1.86K
$855K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
26+ 60.47% |
$8.33K - $11K
|
69
$31.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
26New |
$8.33K - $11K
|
26
$12K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
25+ 0.2% |
$8.01K - $10.6K
|
12.7K
$5.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
25+ 1.32% |
$8.01K - $10.6K
|
1.92K
$885K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
25+ 0.76% |
$8.01K - $10.6K
|
3.32K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
25+ 0.42% |
$8.01K - $10.6K
|
6.03K
$2.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
24+ 3.02% |
$7.69K - $10.2K
|
820
$377K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
22+ 0.93% |
$7.05K - $9.34K
|
2.39K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
22+ 1.08% |
$7.05K - $9.34K
|
2.07K
$952K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
21+ 0.78% |
$6.73K - $8.92K
|
2.73K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20+ 1.06% |
$6.41K - $8.49K
|
1.91K
$878K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
20+ 0.89% |
$6.41K - $8.49K
|
2.27K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
BUY
|
- |
20+ 0.95% |
$6.41K - $8.49K
|
2.14K
$983K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
20+ 0.33% |
$6.41K - $8.49K
|
6.16K
$2.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
19+ 1.26% |
$6.09K - $8.07K
|
1.53K
$704K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
19+ 1.19% |
$6.09K - $8.07K
|
1.62K
$745K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
19+ 2.28% |
$6.09K - $8.07K
|
854
$393K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
19+ 3.36% |
$6.09K - $8.07K
|
584
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
19+ 21.84% |
$6.09K - $8.07K
|
106
$48.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
18+ 2.43% |
$5.77K - $7.64K
|
759
$349K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
17+ 0.19% |
$5.45K - $7.22K
|
9.16K
$4.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17+ 11.64% |
$5.45K - $7.22K
|
163
$75K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
17+ 0.78% |
$5.45K - $7.22K
|
2.19K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
17+ 1.2% |
$5.45K - $7.22K
|
1.44K
$661K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
17+ 0.54% |
$5.45K - $7.22K
|
3.17K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
17+ 2.65% |
$5.45K - $7.22K
|
658
$303K
|