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 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-271- 1.14% |
$86.8K - $115K
|
23.6K
$10.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-271- 4.94% |
$86.8K - $115K
|
5.22K
$2.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-273- 68.25% |
$87.5K - $116K
|
127
$58.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-280- 2.77% |
$89.7K - $119K
|
9.85K
$4.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-283- 4.91% |
$90.7K - $120K
|
5.48K
$2.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-284- 0.7% |
$91K - $121K
|
40.2K
$18.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-285- 22.98% |
$91.3K - $121K
|
955
$439K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-287- 2.39% |
$92K - $122K
|
11.7K
$5.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-288- 17.03% |
$92.3K - $122K
|
1.4K
$646K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-290- 3.06% |
$92.9K - $123K
|
9.19K
$4.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-290- 1.53% |
$92.9K - $123K
|
18.7K
$8.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-290- 1.71% |
$92.9K - $123K
|
16.6K
$7.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-291- 18.49% |
$93.2K - $124K
|
1.28K
$590K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-292- 0.68% |
$93.6K - $124K
|
42.7K
$19.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-294- 4.29% |
$94.2K - $125K
|
6.56K
$3.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-295- 2.23% |
$94.5K - $125K
|
13K
$5.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-300- 33.33% |
$96.1K - $127K
|
600
$276K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-303- 2.39% |
$97.1K - $129K
|
12.4K
$5.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
SELL
|
- |
-303- 81.23% |
$97.1K - $129K
|
70
$32.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-303- 34.67% |
$97.1K - $129K
|
571
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-304- 17.67% |
$97.4K - $129K
|
1.42K
$652K
|
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-308- 25.52% |
$98.7K - $131K
|
899
$414K
|
|
|
Aug 07, 2025
Q2 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-309- 33.99% |
$99K - $131K
|
600
$276K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-310- 1.75% |
$99.3K - $132K
|
17.4K
$8M
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
SELL
|
- |
-312- 17.18% |
$100K - $132K
|
1.5K
$692K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-316- 4.46% |
$101K - $134K
|
6.77K
$3.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-317- 7.76% |
$102K - $135K
|
3.77K
$1.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-318- 1.52% |
$102K - $135K
|
20.6K
$9.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-320- 3.67% |
$103K - $136K
|
8.4K
$3.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-330- 19.48% |
$106K - $140K
|
1.36K
$628K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-330- 98.8% |
$106K - $140K
|
4
$1.84K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-332- 2.95% |
$106K - $141K
|
10.9K
$5.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-336- 13.07% |
$108K - $143K
|
2.23K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-338- 31.56% |
$108K - $144K
|
733
$337K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-338- 1.83% |
$108K - $144K
|
18.2K
$8.36M
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-339- 0.16% |
$109K - $144K
|
205K
$94.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-348- 2.63% |
$112K - $148K
|
12.9K
$5.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-353- 3.27% |
$113K - $150K
|
10.5K
$4.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-357- 7.18% |
$114K - $152K
|
4.62K
$2.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-367- 8.81% |
$118K - $156K
|
3.8K
$1.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-370- 11.37% |
$119K - $157K
|
2.89K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-377- 1.16% |
$121K - $160K
|
32.2K
$14.8M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-389- 5.14% |
$125K - $165K
|
7.18K
$3.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-394- 4.09% |
$126K - $167K
|
9.23K
$4.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-396- 7.01% |
$127K - $168K
|
5.25K
$2.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-399- 1.38% |
$128K - $169K
|
28.6K
$13.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-400- 2.81% |
$128K - $170K
|
13.8K
$6.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
SELL
|
- |
-400- 1.39% |
$128K - $170K
|
28.3K
$13M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-409- 0.34% |
$131K - $174K
|
121K
$55.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-409- 18.44% |
$131K - $174K
|
1.81K
$832K
|