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 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.15K+ 10.29% |
$687K - $911K
|
23K
$10.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.14KNew |
$684K - $906K
|
2.14K
$982K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.12K+ 9.42% |
$679K - $899K
|
24.6K
$11.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.11KNew |
$677K - $897K
|
2.11K
$972K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.1KNew |
$674K - $893K
|
2.1K
$968K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.07KNew |
$664K - $880K
|
2.07K
$953K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.05K+ 40.59% |
$657K - $870K
|
7.1K
$3.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.01K+ 56.33% |
$643K - $853K
|
5.57K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 23.38% |
$643K - $853K
|
10.6K
$4.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
1.97K+ 157.41% |
$630K - $835K
|
3.22K
$1.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.96K+ 4.6% |
$628K - $833K
|
44.6K
$20.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
1.96K+ 271.81% |
$627K - $831K
|
2.68K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
1.95KNew |
$625K - $829K
|
1.95K
$898K
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.93KNew |
$617K - $818K
|
1.93K
$887K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.91K+ 0.72% |
$612K - $811K
|
268K
$124M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.9K+ 1.66% |
$608K - $805K
|
116K
$53.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.9KNew |
$607K - $805K
|
1.9K
$872K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
1.87KNew |
$600K - $796K
|
1.87K
$862K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.87K+ 36.67% |
$600K - $795K
|
6.98K
$3.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.87K+ 2.17% |
$599K - $794K
|
87.8K
$40.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.87K+ 27.62% |
$599K - $793K
|
8.63K
$3.97M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
1.85K+ 53.79% |
$591K - $783K
|
5.28K
$2.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.81KNew |
$581K - $769K
|
1.81K
$834K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.78KNew |
$571K - $756K
|
1.78K
$820K
|
|
|
Aug 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
BUY
|
- |
1.77KNew |
$568K - $752K
|
1.77K
$815K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.73K+ 63.45% |
$555K - $735K
|
4.46K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.72K+ 0.96% |
$551K - $731K
|
180K
$82.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.7KNew |
$545K - $722K
|
1.7K
$782K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.7K+ 23.68% |
$543K - $720K
|
8.85K
$4.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.69K+ 74.89% |
$540K - $715K
|
3.94K
$1.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.68K+ 6.29% |
$539K - $714K
|
28.4K
$13.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.65K+ 14.23% |
$530K - $702K
|
13.3K
$6.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.64KNew |
$526K - $698K
|
1.64K
$756K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
1.61K+ 8.63% |
$515K - $683K
|
20.2K
$9.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.6K+ 2.37% |
$514K - $681K
|
69.4K
$31.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
1.57K+ 146.09% |
$503K - $666K
|
2.64K
$1.22M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
1.57K+ 27.74% |
$502K - $666K
|
7.22K
$3.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
1.54K+ 8.41% |
$495K - $656K
|
19.9K
$9.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.52K+ 43.27% |
$487K - $645K
|
5.03K
$2.32M
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.51K+ 4.91% |
$484K - $641K
|
32.3K
$14.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.51K+ 7.34% |
$483K - $640K
|
22K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.5K+ 10.5% |
$479K - $635K
|
15.7K
$7.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.49K+ 18.49% |
$477K - $633K
|
9.55K
$4.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.46K+ 3.88% |
$467K - $619K
|
39.1K
$18M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.45K+ 222.89% |
$465K - $616K
|
2.1K
$967K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.45K+ 8.32% |
$465K - $616K
|
18.9K
$8.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.45KNew |
$464K - $615K
|
1.45K
$666K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.44K+ 0.41% |
$462K - $612K
|
355K
$163M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.4KNew |
$450K - $596K
|
1.4K
$646K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.39K+ 22.99% |
$444K - $589K
|
7.42K
$3.41M
|