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 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
81+ 20.2% |
$26K - $34.2K
|
482
$203K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
81+ 4.62% |
$26K - $34.2K
|
1.84K
$774K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
72+ 1.42% |
$23.1K - $30.4K
|
5.15K
$2.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
72+ 0.3% |
$23.1K - $30.4K
|
24.5K
$10.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
67+ 5.15% |
$21.5K - $28.3K
|
1.37K
$577K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
65+ 4.83% |
$20.8K - $27.4K
|
1.41K
$595K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
62+ 5.7% |
$19.9K - $26.1K
|
1.15K
$485K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
59+ 1.89% |
$18.9K - $24.9K
|
3.19K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
57+ 5.93% |
$18.3K - $24K
|
1.02K
$430K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
54+ 1.15% |
$17.3K - $22.8K
|
4.76K
$2.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
50+ 7.81% |
$16K - $21.1K
|
690
$291K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
50+ 2.42% |
$16K - $21.1K
|
2.12K
$892K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
46+ 3.74% |
$14.7K - $19.4K
|
1.28K
$538K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
40+ 1.05% |
$12.8K - $16.9K
|
3.84K
$1.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
39+ 3.25% |
$12.5K - $16.4K
|
1.24K
$522K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
38+ 0.42% |
$12.2K - $16K
|
9.12K
$3.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
38+ 0.61% |
$12.2K - $16K
|
6.28K
$2.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
37+ 1.87% |
$11.9K - $15.6K
|
2.02K
$851K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
33New |
$10.6K - $13.9K
|
33
$13.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
24+ 3.02% |
$7.69K - $10.1K
|
820
$346K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20+ 1.06% |
$6.41K - $8.43K
|
1.91K
$805K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
19+ 1.26% |
$6.09K - $8.01K
|
1.53K
$646K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
19+ 1.19% |
$6.09K - $8.01K
|
1.62K
$683K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
17+ 0.19% |
$5.45K - $7.17K
|
9.16K
$3.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17+ 11.64% |
$5.45K - $7.17K
|
163
$68.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
14+ 0.1% |
$4.49K - $5.9K
|
14.3K
$6.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
13+ 0.5% |
$4.17K - $5.48K
|
2.62K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
12+ 0.08% |
$3.85K - $5.06K
|
15.6K
$6.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10+ 0.28% |
$3.2K - $4.22K
|
3.61K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
10+ 1.0% |
$3.2K - $4.22K
|
1.01K
$425K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 0.06% |
$2.56K - $3.37K
|
13.2K
$5.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
7+ 0.18% |
$2.24K - $2.95K
|
3.85K
$1.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7+ 0.1% |
$2.24K - $2.95K
|
7.22K
$3.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5+ 0.05% |
$1.6K - $2.11K
|
9.61K
$4.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
5New |
$1.6K - $2.11K
|
5
$2.11K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5+ 0.06% |
$1.6K - $2.11K
|
8.06K
$3.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4New |
$1.28K - $1.69K
|
4
$1.69K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4+ 0.62% |
$1.28K - $1.69K
|
649
$274K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3+ 0.11% |
$961 - $1.27K
|
2.73K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.13% |
$961 - $1.27K
|
2.35K
$992K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$961 - $1.27K
|
2.22K
$936K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2+ 0.2% |
$641 - $843
|
983
$415K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
2+ 0.1% |
$641 - $843
|
2.02K
$851K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
2New |
$641 - $843
|
2
$843
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
2+ 0.36% |
$641 - $843
|
559
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2+ 0.06% |
$641 - $843
|
3.13K
$1.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.07% |
$320 - $422
|
1.35K
$571K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1+ 0.09% |
$320 - $422
|
1.08K
$453K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1+ 0.09% |
$320 - $422
|
1.08K
$457K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.16% |
$320 - $422
|
625
$264K
|