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 14, 2025
Q2 2025
|
Geneva Partners, LLC
|
BUY
|
- |
17+ 0.59% |
$5.45K - $7.22K
|
2.92K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
16+ 0.15% |
$5.13K - $6.79K
|
10.4K
$4.78M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15+ 2.16% |
$4.81K - $6.37K
|
710
$327K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
14+ 0.1% |
$4.49K - $5.94K
|
14.3K
$6.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
14+ 2.2% |
$4.49K - $5.94K
|
651
$300K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
14+ 1.37% |
$4.49K - $5.94K
|
1.04K
$477K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
13+ 0.5% |
$4.17K - $5.52K
|
2.62K
$1.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13+ 0.62% |
$4.17K - $5.52K
|
2.11K
$970K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
13+ 1.08% |
$4.17K - $5.52K
|
1.21K
$558K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
12+ 0.08% |
$3.85K - $5.09K
|
15.6K
$7.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
12+ 0.05% |
$3.85K - $5.09K
|
23.2K
$10.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
12+ 0.99% |
$3.85K - $5.09K
|
1.22K
$561K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
12+ 0.33% |
$3.85K - $5.09K
|
3.69K
$1.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12+ 0.1% |
$3.85K - $5.09K
|
12.3K
$5.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
12+ 0.08% |
$3.85K - $5.09K
|
14.7K
$6.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
11+ 0.16% |
$3.52K - $4.67K
|
7.02K
$3.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
10+ 1.0% |
$3.2K - $4.25K
|
1.01K
$464K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10+ 0.28% |
$3.2K - $4.25K
|
3.61K
$1.66M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
10+ 1.23% |
$3.2K - $4.25K
|
825
$380K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9+ 0.08% |
$2.88K - $3.82K
|
11.8K
$5.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
9+ 0.13% |
$2.88K - $3.82K
|
6.83K
$3.14M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 0.06% |
$2.56K - $3.4K
|
13.2K
$6.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
8+ 0.42% |
$2.56K - $3.4K
|
1.89K
$872K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8+ 0.95% |
$2.56K - $3.4K
|
854
$393K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
8+ 0.51% |
$2.56K - $3.4K
|
1.59K
$732K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7+ 0.1% |
$2.24K - $2.97K
|
7.22K
$3.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
7+ 0.18% |
$2.24K - $2.97K
|
3.85K
$1.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
7+ 0.09% |
$2.24K - $2.97K
|
8K
$3.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.09% |
$1.92K - $2.55K
|
6.55K
$3.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
6+ 0.26% |
$1.92K - $2.55K
|
2.28K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
6+ 0.18% |
$1.92K - $2.55K
|
3.26K
$1.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
6+ 0.07% |
$1.92K - $2.55K
|
8.11K
$3.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5+ 0.05% |
$1.6K - $2.12K
|
9.61K
$4.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5+ 0.06% |
$1.6K - $2.12K
|
8.06K
$3.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
5New |
$1.6K - $2.12K
|
5
$2.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.29% |
$1.6K - $2.12K
|
1.7K
$782K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
5+ 0.49% |
$1.6K - $2.12K
|
1.02K
$469K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
5+ 0.8% |
$1.6K - $2.12K
|
628
$289K
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
5+ 0.04% |
$1.6K - $2.12K
|
11.7K
$5.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
5+ 0.23% |
$1.6K - $2.12K
|
2.16K
$993K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
5+ 0.11% |
$1.6K - $2.12K
|
4.38K
$2.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
5+ 0.97% |
$1.6K - $2.12K
|
519
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5+ 0.0% |
$1.6K - $2.12K
|
130K
$59.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5+ 0.16% |
$1.6K - $2.12K
|
3.15K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5+ 0.87% |
$1.6K - $2.12K
|
578
$266K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4+ 0.62% |
$1.28K - $1.7K
|
649
$299K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4New |
$1.28K - $1.7K
|
4
$1.84K
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4+ 0.12% |
$1.28K - $1.7K
|
3.23K
$1.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
4+ 0.31% |
$1.28K - $1.7K
|
1.31K
$601K
|
|
|
Aug 04, 2025
Q2 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
4+ 0.12% |
$1.28K - $1.7K
|
3.45K
$1.59M
|