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 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-109- 1.55% |
$34.9K - $46.3K
|
6.92K
$3.18M
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-109- 0.58% |
$34.9K - $46.3K
|
18.6K
$8.58M
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-110- 1.03% |
$35.2K - $46.7K
|
10.6K
$4.88M
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-110- 1.99% |
$35.2K - $46.7K
|
5.41K
$2.49M
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-113- 17.47% |
$36.2K - $48K
|
534
$246K
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-113- 1.43% |
$36.2K - $48K
|
7.78K
$3.58M
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-114- 12.18% |
$36.5K - $48.4K
|
822
$378K
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-115- 4.2% |
$36.8K - $48.8K
|
2.62K
$1.21M
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-115- 1.92% |
$36.8K - $48.8K
|
5.89K
$2.71M
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
SELL
|
- |
-119- 19.97% |
$38.1K - $50.5K
|
477
$219K
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-120- 3.11% |
$38.5K - $50.9K
|
3.74K
$1.72M
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-120- 11.71% |
$38.5K - $50.9K
|
905
$416K
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-121- 9.2% |
$38.8K - $51.4K
|
1.19K
$549K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-122- 4.33% |
$39.1K - $51.8K
|
2.7K
$1.24M
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-122- 3.68% |
$39.1K - $51.8K
|
3.2K
$1.47M
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-124- 3.76% |
$39.7K - $52.6K
|
3.17K
$1.46M
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-124- 1.69% |
$39.7K - $52.6K
|
7.2K
$3.31M
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-124- 1.83% |
$39.7K - $52.6K
|
6.64K
$3.05M
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-125- 12.04% |
$40.1K - $53.1K
|
913
$420K
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-125- 1.32% |
$40.1K - $53.1K
|
9.36K
$4.3M
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-125- 6.2% |
$40.1K - $53.1K
|
1.89K
$870K
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-126- 0.48% |
$40.4K - $53.5K
|
26.4K
$12.1M
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-126- 11.48% |
$40.4K - $53.5K
|
972
$447K
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-126- 13.85% |
$40.4K - $53.5K
|
784
$361K
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-126- 2.66% |
$40.4K - $53.5K
|
4.61K
$2.12M
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-131- 2.39% |
$42K - $55.6K
|
5.34K
$2.46M
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-133- 0.62% |
$42.6K - $56.5K
|
21.4K
$9.84M
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-133- 0.57% |
$42.6K - $56.5K
|
23.1K
$10.6M
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-135- 2.12% |
$43.3K - $57.3K
|
6.22K
$2.86M
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-135- 1.63% |
$43.3K - $57.3K
|
8.13K
$3.74M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-136- 1.75% |
$43.6K - $57.7K
|
7.64K
$3.52M
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-136- 2.82% |
$43.6K - $57.7K
|
4.7K
$2.16M
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-137- 35.4% |
$43.9K - $58.2K
|
250
$115K
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-138- 10.92% |
$44.2K - $58.6K
|
1.13K
$518K
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-139- 1.19% |
$44.5K - $59K
|
11.6K
$5.32M
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-139- 6.3% |
$44.5K - $59K
|
2.07K
$951K
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-140- 6.41% |
$44.9K - $59.4K
|
2.05K
$941K
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-141- 7.47% |
$45.2K - $59.9K
|
1.75K
$804K
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-141- 0.87% |
$45.2K - $59.9K
|
16K
$7.35M
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-142- 5.76% |
$45.5K - $60.3K
|
2.32K
$1.07M
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-143- 3.73% |
$45.8K - $60.7K
|
3.69K
$1.7M
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-143- 0.39% |
$45.8K - $60.7K
|
36.5K
$16.8M
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-144- 0.25% |
$46.1K - $61.1K
|
56.8K
$26.1M
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-144- 4.91% |
$46.1K - $61.1K
|
2.79K
$1.28M
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-144- 4.06% |
$46.1K - $61.1K
|
3.4K
$1.56M
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-145- 0.1% |
$46.5K - $61.6K
|
147K
$67.9M
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-146- 2.13% |
$46.8K - $62K
|
6.71K
$3.09M
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-147- 1.3% |
$47.1K - $62.4K
|
11.2K
$5.13M
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-147- 0.4% |
$47.1K - $62.4K
|
36.5K
$16.8M
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-148- 3.31% |
$47.4K - $62.8K
|
4.32K
$1.99M
|