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 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.81K+ 59.81% |
$1.22M - $1.62M
|
10.2K
$4.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3.78K+ 71.7% |
$1.21M - $1.61M
|
9.05K
$4.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
3.75K+ 100.0% |
$1.2M - $1.59M
|
7.49K
$3.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.71K+ 618.83% |
$1.19M - $1.58M
|
4.31K
$1.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.65K+ 280.2% |
$1.17M - $1.55M
|
4.95K
$2.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.6K+ 0.55% |
$1.15M - $1.53M
|
658K
$303M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
3.6K+ 32.5% |
$1.15M - $1.53M
|
14.7K
$6.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.54K+ 478.78% |
$1.14M - $1.5M
|
4.28K
$1.97M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.52K+ 11.12% |
$1.13M - $1.49M
|
35.1K
$16.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.46K+ 18.2% |
$1.11M - $1.47M
|
22.5K
$10.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.39K+ 6.43% |
$1.09M - $1.44M
|
56.1K
$25.8M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.28K+ 0.28% |
$1.05M - $1.39M
|
1.17M
$539M
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
3.26K+ 20.5% |
$1.04M - $1.38M
|
19.1K
$8.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.24K+ 10.53% |
$1.04M - $1.38M
|
34.1K
$15.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.22K+ 8.71% |
$1.03M - $1.37M
|
40.2K
$18.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.18K+ 98.7% |
$1.02M - $1.35M
|
6.4K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.17K+ 14.71% |
$1.02M - $1.35M
|
24.8K
$11.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
3.15K+ 1.29% |
$1.01M - $1.34M
|
247K
$113M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.13K+ 1.35% |
$1M - $1.33M
|
236K
$108M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.04K+ 2.87% |
$974K - $1.29M
|
109K
$50.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
3.01KNew |
$963K - $1.28M
|
3.01K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.95K+ 4.21% |
$946K - $1.25M
|
73K
$33.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.95K+ 51.17% |
$945K - $1.25M
|
8.72K
$4.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.89K+ 11.12% |
$926K - $1.23M
|
28.9K
$13.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.85K+ 31655.56% |
$913K - $1.21M
|
2.86K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Covenant Partners, LLC
|
BUY
|
- |
2.84K+ 1.32% |
$910K - $1.21M
|
218K
$100M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.83K+ 17.16% |
$905K - $1.2M
|
19.3K
$8.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.79K+ 24.09% |
$893K - $1.18M
|
14.4K
$6.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.79K+ 18566.67% |
$892K - $1.18M
|
2.8K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
2.76K+ 20.7% |
$885K - $1.17M
|
16.1K
$7.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.75K+ 23.8% |
$881K - $1.17M
|
14.3K
$6.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.67KNew |
$856K - $1.13M
|
2.67K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.59K+ 537.97% |
$831K - $1.1M
|
3.08K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.58K+ 207.8% |
$828K - $1.1M
|
3.83K
$1.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.57K+ 15.64% |
$825K - $1.09M
|
19K
$8.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.55K+ 6.91% |
$816K - $1.08M
|
39.4K
$18.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.52K+ 2.23% |
$808K - $1.07M
|
116K
$53.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.45K+ 14.57% |
$785K - $1.04M
|
19.3K
$8.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.41K+ 0.41% |
$773K - $1.02M
|
593K
$273M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
2.4K+ 330.12% |
$769K - $1.02M
|
3.13K
$1.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.34K+ 23.77% |
$751K - $995K
|
12.2K
$5.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.34K+ 4.55% |
$749K - $992K
|
53.7K
$24.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.32K+ 1.67% |
$745K - $987K
|
142K
$65.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
2.3K+ 5.1% |
$736K - $975K
|
47.3K
$21.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.27K+ 9.89% |
$728K - $965K
|
25.3K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.26K+ 2.83% |
$724K - $959K
|
82.2K
$37.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.24K+ 25.29% |
$716K - $949K
|
11.1K
$5.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.19K+ 44.23% |
$703K - $932K
|
7.15K
$3.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.18K+ 1.02% |
$699K - $926K
|
217K
$99.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.18KNew |
$698K - $925K
|
2.18K
$1M
|