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 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-611- 1.73% |
$196K - $259K
|
34.7K
$16M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-626- 4.03% |
$201K - $266K
|
14.9K
$6.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-626- 15.14% |
$201K - $266K
|
3.51K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-638- 3.6% |
$204K - $271K
|
17.1K
$7.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-645- 4.67% |
$207K - $274K
|
13.2K
$6.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-652- 3.3% |
$209K - $277K
|
19.1K
$8.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-656- 37.9% |
$210K - $279K
|
1.08K
$495K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-657- 8.2% |
$211K - $279K
|
7.35K
$3.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-662- 10.78% |
$212K - $281K
|
5.48K
$2.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-666- 7.29% |
$213K - $283K
|
8.47K
$3.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-667- 0.45% |
$214K - $283K
|
149K
$68.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-667- 22.02% |
$214K - $283K
|
2.36K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-681- 6.45% |
$218K - $289K
|
9.88K
$4.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-694- 1.61% |
$222K - $295K
|
42.3K
$19.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-697- 13.63% |
$223K - $296K
|
4.42K
$2.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-700- 8.62% |
$224K - $297K
|
7.42K
$3.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-700- 10.83% |
$224K - $297K
|
5.76K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-702- 3.4% |
$225K - $298K
|
19.9K
$9.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-703- 6.66% |
$225K - $298K
|
9.85K
$4.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
SELL
|
- |
-706- 11.4% |
$226K - $300K
|
5.49K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-710- 5.88% |
$227K - $301K
|
11.4K
$5.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-713- 9.2% |
$228K - $303K
|
7.03K
$3.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-719- 22.93% |
$230K - $305K
|
2.42K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-721Closed |
$231K - $306K
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-726- 1.59% |
$233K - $308K
|
44.9K
$20.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-736- 36.22% |
$236K - $312K
|
1.3K
$596K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-737- 3.74% |
$236K - $313K
|
19K
$8.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-739- 4.09% |
$237K - $314K
|
17.3K
$7.98M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-746- 31.48% |
$239K - $317K
|
1.62K
$747K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-749- 2.54% |
$240K - $318K
|
28.7K
$13.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-752- 19.95% |
$241K - $319K
|
3.02K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-753- 46.25% |
$241K - $320K
|
875
$403K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-762- 42.81% |
$244K - $324K
|
1.02K
$468K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-764- 48.35% |
$245K - $324K
|
816
$375K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-768- 5.56% |
$246K - $326K
|
13.1K
$6.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-773- 2.92% |
$248K - $328K
|
25.7K
$11.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-783- 8.6% |
$251K - $332K
|
8.32K
$3.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-809- 4.97% |
$259K - $343K
|
15.5K
$7.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-809- 3.3% |
$259K - $343K
|
23.7K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-818- 7.0% |
$262K - $347K
|
10.9K
$5M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-825- 37.67% |
$264K - $350K
|
1.37K
$628K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-840- 11.88% |
$269K - $357K
|
6.23K
$2.87M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-855- 1.03% |
$274K - $363K
|
82.3K
$37.9M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-861- 8.99% |
$276K - $366K
|
8.71K
$4.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-880- 36.74% |
$282K - $374K
|
1.52K
$697K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-891- 4.85% |
$285K - $378K
|
17.5K
$8.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-899- 2.0% |
$288K - $382K
|
44K
$20.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-901- 4.82% |
$289K - $383K
|
17.8K
$8.19M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-913- 65.35% |
$293K - $388K
|
484
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-927- 2.97% |
$297K - $394K
|
30.3K
$13.9M
|