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 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-944- 50.0% |
$302K - $401K
|
944
$434K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-950- 7.94% |
$304K - $403K
|
11K
$5.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-954- 9.01% |
$306K - $405K
|
9.64K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-958- 28.53% |
$307K - $407K
|
2.4K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-962- 25.25% |
$308K - $408K
|
2.85K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-966- 52.05% |
$310K - $410K
|
890
$410K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-966- 0.76% |
$310K - $410K
|
126K
$57.9M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-967- 1.53% |
$310K - $411K
|
62.1K
$28.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-967- 24.88% |
$310K - $411K
|
2.92K
$1.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-977- 3.88% |
$313K - $415K
|
24.2K
$11.1M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-986- 2.37% |
$316K - $419K
|
40.6K
$18.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-995- 28.67% |
$319K - $422K
|
2.48K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1K- 5.52% |
$320K - $425K
|
17.1K
$7.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-1.01K- 5.26% |
$322K - $427K
|
18.1K
$8.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-1.01K- 4.94% |
$324K - $429K
|
19.4K
$8.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.02K- 5.18% |
$326K - $432K
|
18.6K
$8.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.05K- 13.51% |
$335K - $444K
|
6.7K
$3.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.05K- 40.8% |
$336K - $445K
|
1.52K
$700K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.06K- 6.12% |
$338K - $448K
|
16.2K
$7.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.06K- 3.89% |
$340K - $451K
|
26.2K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-1.07K- 0.25% |
$343K - $455K
|
428K
$197M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.07K- 23.47% |
$344K - $456K
|
3.5K
$1.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.08K- 1.27% |
$345K - $457K
|
83.6K
$38.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.09K- 14.81% |
$351K - $464K
|
6.29K
$2.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.1K- 2.19% |
$352K - $467K
|
49.1K
$22.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.11K- 24.94% |
$355K - $470K
|
3.33K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.13K- 4.0% |
$361K - $479K
|
27.1K
$12.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.14K- 8.22% |
$365K - $483K
|
12.7K
$5.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-1.15K- 58.78% |
$367K - $486K
|
803
$369K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.16K- 1.05% |
$371K - $492K
|
110K
$50.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.16K- 9.92% |
$372K - $493K
|
10.5K
$4.84M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.17K- 6.79% |
$375K - $497K
|
16.1K
$7.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.18K- 26.95% |
$379K - $503K
|
3.21K
$1.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.19K- 3.69% |
$382K - $506K
|
31.1K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.21K- 37.29% |
$389K - $515K
|
2.04K
$939K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.22K- 19.95% |
$392K - $519K
|
4.9K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.24K- 0.1% |
$396K - $524K
|
1.29M
$592M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.25K- 11.32% |
$401K - $531K
|
9.8K
$4.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.26K- 18.93% |
$402K - $533K
|
5.37K
$2.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.26K- 8.19% |
$403K - $534K
|
14.1K
$6.48M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.27K- 3.55% |
$407K - $539K
|
34.5K
$15.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.27K- 5.42% |
$408K - $541K
|
22.2K
$10.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.28K- 6.3% |
$409K - $542K
|
19K
$8.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.29K- 67.29% |
$412K - $546K
|
625
$288K
|
|
|
Aug 08, 2025
Q2 2025
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-1.31K- 7.04% |
$418K - $555K
|
17.3K
$7.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.31K- 15.19% |
$420K - $557K
|
7.32K
$3.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.33K- 5.57% |
$427K - $566K
|
22.6K
$10.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.37K- 6.66% |
$440K - $583K
|
19.2K
$8.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.4K- 7.87% |
$449K - $594K
|
16.4K
$7.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1.41K- 50.61% |
$451K - $597K
|
1.37K
$631K
|