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 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.37K+ 194.07% |
$440K - $583K
|
2.08K
$958K
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
1.37KNew |
$440K - $583K
|
1.37K
$632K
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 330.73% |
$434K - $576K
|
1.77K
$813K
|
|
|
Jul 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.34KNew |
$428K - $568K
|
1.34K
$615K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.34K+ 52.56% |
$428K - $568K
|
3.88K
$1.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.34K+ 30.79% |
$428K - $567K
|
5.67K
$2.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.32KNew |
$424K - $561K
|
1.32K
$608K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.32K+ 1.79% |
$422K - $560K
|
75.1K
$34.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
1.3K+ 3.79% |
$418K - $554K
|
35.7K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.29K+ 17.35% |
$413K - $547K
|
8.72K
$4.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
1.26KNew |
$405K - $537K
|
1.26K
$582K
|
|
|
Aug 15, 2025
Q2 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.25KNew |
$400K - $530K
|
1.25K
$575K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.24K+ 13.02% |
$396K - $524K
|
10.7K
$4.93M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.23K+ 10.18% |
$393K - $521K
|
13.3K
$6.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
1.21KNew |
$387K - $512K
|
1.21K
$555K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.21K+ 5.83% |
$386K - $512K
|
21.9K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.21K+ 55.45% |
$386K - $512K
|
3.38K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.19K+ 60.41% |
$382K - $507K
|
3.17K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.17KNew |
$376K - $498K
|
1.17K
$540K
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
1.16K+ 2.24% |
$373K - $494K
|
53.2K
$24.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.16K+ 10.12% |
$373K - $494K
|
12.7K
$5.82M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.16K+ 4.97% |
$372K - $493K
|
24.5K
$11.3M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
1.15K+ 13.34% |
$369K - $490K
|
9.79K
$4.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.15K+ 15.46% |
$368K - $488K
|
8.58K
$3.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.15K+ 1.42% |
$368K - $487K
|
81.8K
$37.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.14KNew |
$364K - $483K
|
1.14K
$523K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.14KNew |
$364K - $482K
|
1.14K
$523K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.13K+ 28.09% |
$363K - $481K
|
5.17K
$2.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
1.12KNew |
$358K - $474K
|
1.12K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 52.76% |
$358K - $474K
|
3.23K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
1.11K+ 111.78% |
$356K - $471K
|
2.1K
$968K
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1.1K+ 2.8% |
$354K - $469K
|
40.5K
$18.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$353K - $468K
|
1.1K
$507K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.1K+ 1.68% |
$352K - $466K
|
66.4K
$30.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.08K+ 14.25% |
$347K - $460K
|
8.68K
$3.99M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.08K+ 0.3% |
$346K - $459K
|
363K
$167M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.08K+ 5.68% |
$345K - $457K
|
20K
$9.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.08K+ 13.04% |
$345K - $457K
|
9.33K
$4.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.07KNew |
$343K - $454K
|
1.07K
$492K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.06K+ 41.9% |
$341K - $451K
|
3.6K
$1.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.05K+ 26.45% |
$337K - $447K
|
5.03K
$2.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.04K+ 1887.27% |
$333K - $441K
|
1.09K
$503K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
1.02KNew |
$328K - $435K
|
1.02K
$471K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.02K+ 22.84% |
$327K - $434K
|
5.5K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
998New |
$320K - $424K
|
998
$459K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
996+ 26.22% |
$319K - $423K
|
4.8K
$2.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
991+ 52.99% |
$318K - $421K
|
2.86K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
986+ 6.8% |
$316K - $419K
|
15.5K
$7.12M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
970+ 18.62% |
$311K - $412K
|
6.18K
$2.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
941New |
$302K - $400K
|
941
$433K
|