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
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.92K- 7.17% |
$936K - $1.24M
|
37.8K
$17.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.96K- 19.08% |
$948K - $1.26M
|
12.5K
$5.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.01K- 7.44% |
$965K - $1.28M
|
37.5K
$17.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.01K- 27.75% |
$965K - $1.28M
|
7.84K
$3.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.09K- 19.98% |
$990K - $1.31M
|
12.4K
$5.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-3.09K- 3.72% |
$991K - $1.31M
|
80.1K
$36.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.1K- 4.11% |
$993K - $1.32M
|
72.3K
$33.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.18K- 3.06% |
$1.02M - $1.35M
|
101K
$46.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-3.34K- 6.36% |
$1.07M - $1.42M
|
49.2K
$22.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-3.49K- 38.46% |
$1.12M - $1.48M
|
5.59K
$2.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-3.54K- 34.52% |
$1.14M - $1.5M
|
6.72K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.59K- 5.24% |
$1.15M - $1.52M
|
64.8K
$29.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-3.68K- 7.44% |
$1.18M - $1.56M
|
45.8K
$21.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.82K- 4.81% |
$1.22M - $1.62M
|
75.6K
$34.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.94K- 9.63% |
$1.26M - $1.67M
|
37K
$17M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-3.95K- 2.05% |
$1.26M - $1.68M
|
188K
$86.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3.98K- 41.06% |
$1.27M - $1.69M
|
5.71K
$2.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.03K- 54.64% |
$1.29M - $1.71M
|
3.34K
$1.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.19K- 5.09% |
$1.34M - $1.78M
|
78.1K
$35.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-4.22K- 4.63% |
$1.35M - $1.79M
|
86.9K
$40M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-4.29K- 19.21% |
$1.37M - $1.82M
|
18K
$8.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-4.36K- 77.36% |
$1.4M - $1.85M
|
1.28K
$588K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-4.39K- 0.93% |
$1.41M - $1.87M
|
467K
$215M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.49K- 88.71% |
$1.44M - $1.9M
|
571
$263K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.66K- 4.93% |
$1.49M - $1.98M
|
89.8K
$41.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-4.66K- 3.63% |
$1.49M - $1.98M
|
124K
$56.9M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-4.67K- 35.23% |
$1.5M - $1.98M
|
8.58K
$3.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-4.7K- 26.42% |
$1.51M - $2M
|
13.1K
$6.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4.87K- 15.31% |
$1.56M - $2.07M
|
27K
$12.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.99K- 1.61% |
$1.6M - $2.12M
|
306K
$141M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.07K- 33.96% |
$1.62M - $2.15M
|
9.85K
$4.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.08K- 4.58% |
$1.63M - $2.16M
|
106K
$48.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.13K- 1.25% |
$1.64M - $2.18M
|
406K
$187M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-5.23K- 3.13% |
$1.67M - $2.22M
|
162K
$74.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.26K- 45.4% |
$1.69M - $2.23M
|
6.33K
$2.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-5.37K- 8.04% |
$1.72M - $2.28M
|
61.4K
$28.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.58K- 19.84% |
$1.79M - $2.37M
|
22.5K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-5.77K- 17.9% |
$1.85M - $2.45M
|
26.5K
$12.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.93K- 19.6% |
$1.9M - $2.52M
|
24.3K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.09K- 3.11% |
$1.95M - $2.59M
|
190K
$87.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.13K- 10.54% |
$1.96M - $2.6M
|
52.1K
$24M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.22K- 0.98% |
$1.99M - $2.64M
|
630K
$290M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.65K- 22.98% |
$2.13M - $2.82M
|
22.3K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-6.68K- 18.22% |
$2.14M - $2.84M
|
30K
$13.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.85K- 54.29% |
$2.2M - $2.91M
|
5.77K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-7.13K- 4.0% |
$2.28M - $3.03M
|
171K
$78.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-7.14K- 30.23% |
$2.29M - $3.03M
|
16.5K
$7.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-7.48K- 85.13% |
$2.4M - $3.17M
|
1.31K
$601K
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-7.53K- 61.52% |
$2.41M - $3.2M
|
4.71K
$2.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-7.73K- 26.07% |
$2.48M - $3.28M
|
21.9K
$10.1M
|