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 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-201- 1.22% |
$64.4K - $85.3K
|
16.3K
$7.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-203- 0.43% |
$65K - $86.2K
|
47.1K
$21.7M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-204- 5.51% |
$65.4K - $86.6K
|
3.5K
$1.61M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-205- 7.48% |
$65.7K - $87K
|
2.54K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-205- 2.41% |
$65.7K - $87K
|
8.32K
$3.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-205- 4.81% |
$65.7K - $87K
|
4.06K
$1.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-206- 0.27% |
$66K - $87.5K
|
76.7K
$35.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-208- 0.66% |
$66.6K - $88.3K
|
31.5K
$14.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-208- 9.04% |
$66.6K - $88.3K
|
2.09K
$963K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-208- 22.41% |
$66.6K - $88.3K
|
720
$331K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-210- 18.63% |
$67.3K - $89.2K
|
917
$422K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-212- 3.47% |
$67.9K - $90K
|
5.9K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-213- 19.72% |
$68.2K - $90.4K
|
867
$399K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-216- 1.48% |
$69.2K - $91.7K
|
14.3K
$6.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-217- 2.16% |
$69.5K - $92.1K
|
9.85K
$4.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-219- 7.17% |
$70.2K - $93K
|
2.84K
$1.3M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-220- 1.05% |
$70.5K - $93.4K
|
20.8K
$9.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-222- 2.81% |
$71.1K - $94.3K
|
7.67K
$3.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-222- 0.47% |
$71.1K - $94.3K
|
46.9K
$21.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-223- 10.82% |
$71.5K - $94.7K
|
1.84K
$846K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
SELL
|
- |
-224- 0.96% |
$71.8K - $95.1K
|
23.1K
$10.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-225- 6.69% |
$72.1K - $95.5K
|
3.14K
$1.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-225- 21.8% |
$72.1K - $95.5K
|
807
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-226- 12.24% |
$72.4K - $96K
|
1.62K
$746K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-230- 5.02% |
$73.7K - $97.7K
|
4.35K
$2M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-231- 6.03% |
$74K - $98.1K
|
3.6K
$1.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-232- 5.26% |
$74.3K - $98.5K
|
4.18K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-232- 0.12% |
$74.3K - $98.5K
|
194K
$89.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-236- 3.7% |
$75.6K - $100K
|
6.13K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
SELL
|
- |
-236- 3.65% |
$75.6K - $100K
|
6.24K
$2.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-239- 2.5% |
$76.6K - $101K
|
9.33K
$4.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-242- 4.93% |
$77.5K - $103K
|
4.66K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-244- 6.65% |
$78.2K - $104K
|
3.42K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-246- 3.58% |
$78.8K - $104K
|
6.62K
$3.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-247- 2.19% |
$79.1K - $105K
|
11K
$5.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-247- 2.06% |
$79.1K - $105K
|
11.8K
$5.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-248- 17.35% |
$79.5K - $105K
|
1.18K
$543K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-248- 8.62% |
$79.5K - $105K
|
2.63K
$1.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-249- 7.59% |
$79.8K - $106K
|
3.03K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-249- 33.33% |
$79.8K - $106K
|
498
$229K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-251- 0.45% |
$80.4K - $107K
|
55.9K
$25.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-255- 10.18% |
$81.7K - $108K
|
2.25K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-257- 5.92% |
$82.3K - $109K
|
4.09K
$1.88M
|
|
|
Aug 18, 2025
Q2 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-257- 26.83% |
$82.3K - $109K
|
701
$323K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-263- 1.77% |
$84.3K - $112K
|
14.6K
$6.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-263- 0.67% |
$84.3K - $112K
|
38.9K
$17.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-264- 10.68% |
$84.6K - $112K
|
2.21K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-267- 39.15% |
$85.6K - $113K
|
415
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-268- 8.42% |
$85.9K - $114K
|
2.92K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-270- 6.51% |
$86.5K - $115K
|
3.88K
$1.78M
|