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
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-409- 15.24% |
$131K - $174K
|
2.27K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-412- 4.89% |
$132K - $175K
|
8.02K
$3.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-415- 2.03% |
$133K - $176K
|
20K
$9.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-416- 0.4% |
$133K - $177K
|
104K
$47.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-437- 10.77% |
$140K - $186K
|
3.62K
$1.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-443- 6.11% |
$142K - $188K
|
6.81K
$3.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-445- 14.48% |
$143K - $189K
|
2.63K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-449- 5.13% |
$144K - $191K
|
8.3K
$3.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-452- 2.01% |
$145K - $192K
|
22.1K
$10.2M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-455- 1.3% |
$146K - $193K
|
34.5K
$15.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-459- 4.4% |
$147K - $195K
|
9.97K
$4.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-468- 7.02% |
$150K - $199K
|
6.2K
$2.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-468- 0.88% |
$150K - $199K
|
53K
$24.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-473- 0.93% |
$152K - $201K
|
50.3K
$23.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-481- 2.07% |
$154K - $204K
|
22.7K
$10.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-484- 32.33% |
$155K - $205K
|
1.01K
$466K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-493- 10.78% |
$158K - $209K
|
4.08K
$1.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-494- 29.08% |
$158K - $210K
|
1.21K
$554K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-495- 0.51% |
$159K - $210K
|
96.9K
$44.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-500- 8.43% |
$160K - $212K
|
5.43K
$2.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-504- 1.02% |
$161K - $214K
|
48.9K
$22.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-505- 10.95% |
$162K - $214K
|
4.11K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-515- 19.56% |
$165K - $219K
|
2.12K
$975K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-521- 26.79% |
$167K - $221K
|
1.42K
$655K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-524- 2.28% |
$168K - $222K
|
22.4K
$10.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-528- 5.64% |
$169K - $224K
|
8.83K
$4.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-535- 2.07% |
$171K - $227K
|
25.3K
$11.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-538- 5.57% |
$172K - $228K
|
9.13K
$4.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-540- 0.76% |
$173K - $229K
|
70.2K
$32.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-540- 9.39% |
$173K - $229K
|
5.21K
$2.4M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-549- 3.06% |
$176K - $233K
|
17.4K
$8.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-551- 17.33% |
$177K - $234K
|
2.63K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-551- 1.89% |
$177K - $234K
|
28.6K
$13.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-552- 1.29% |
$177K - $234K
|
42.3K
$19.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-556- 40.23% |
$178K - $236K
|
826
$380K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-561- 10.21% |
$180K - $238K
|
4.93K
$2.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-562- 14.5% |
$180K - $239K
|
3.31K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-565- 38.25% |
$181K - $240K
|
912
$420K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-567- 0.54% |
$182K - $241K
|
105K
$48.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-567- 16.41% |
$182K - $241K
|
2.89K
$1.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-572- 2.91% |
$183K - $243K
|
19.1K
$8.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-582- 1.13% |
$186K - $247K
|
51K
$23.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-586- 3.83% |
$188K - $249K
|
14.7K
$6.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-588- 0.59% |
$188K - $250K
|
98.4K
$45.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-602- 36.03% |
$193K - $256K
|
1.07K
$492K
|
|
|
Aug 04, 2025
Q2 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-602- 16.83% |
$193K - $256K
|
2.98K
$1.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-603- 12.58% |
$193K - $256K
|
4.19K
$1.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-605- 14.87% |
$194K - $257K
|
3.46K
$1.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-607- 1.17% |
$194K - $258K
|
51.4K
$23.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-608- 10.32% |
$195K - $258K
|
5.29K
$2.43M
|