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 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
929New |
$298K - $394K
|
929
$427K
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
928+ 5.99% |
$297K - $394K
|
16.4K
$7.55M
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
926+ 124.13% |
$297K - $393K
|
1.67K
$769K
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
925New |
$296K - $393K
|
925
$426K
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
925New |
$296K - $393K
|
925
$426K
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
925+ 2.88% |
$296K - $393K
|
33K
$15.2M
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
923+ 4.29% |
$296K - $392K
|
22.4K
$10.3M
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
922+ 5.38% |
$295K - $391K
|
18.1K
$8.31M
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
921+ 33.99% |
$295K - $391K
|
3.63K
$1.67M
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
914+ 1.1% |
$293K - $388K
|
84K
$38.7M
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
913New |
$293K - $388K
|
913
$420K
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
913+ 5.35% |
$293K - $388K
|
18K
$8.28M
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
908+ 16.76% |
$291K - $386K
|
6.33K
$2.91M
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
906+ 7.79% |
$290K - $385K
|
12.5K
$5.77M
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
900+ 20.47% |
$288K - $382K
|
5.3K
$2.44M
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
890+ 98.23% |
$285K - $378K
|
1.8K
$826K
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
885+ 62.99% |
$284K - $376K
|
2.29K
$1.05M
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
879+ 1.31% |
$282K - $373K
|
67.9K
$31.3M
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
878+ 14.95% |
$281K - $373K
|
6.75K
$3.11M
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
878+ 1.53% |
$281K - $373K
|
58.2K
$26.8M
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
873New |
$280K - $371K
|
873
$402K
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
867New |
$278K - $368K
|
867
$399K
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
857+ 2.22% |
$275K - $364K
|
39.4K
$18.1M
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
854+ 5.8% |
$274K - $363K
|
15.6K
$7.17M
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
849+ 24.94% |
$272K - $360K
|
4.25K
$1.96M
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
848New |
$272K - $360K
|
848
$390K
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
834+ 106.24% |
$267K - $354K
|
1.62K
$745K
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
832+ 32.34% |
$267K - $353K
|
3.41K
$1.57M
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
829New |
$266K - $352K
|
829
$381K
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
827+ 3.61% |
$265K - $351K
|
23.8K
$10.9M
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
821+ 18.05% |
$263K - $349K
|
5.37K
$2.47M
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
816New |
$261K - $346K
|
816
$375K
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
815+ 6.73% |
$261K - $346K
|
12.9K
$5.95M
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
811+ 38.9% |
$260K - $344K
|
2.9K
$1.33M
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
809+ 70.29% |
$259K - $343K
|
1.96K
$902K
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
803+ 58.74% |
$257K - $341K
|
2.17K
$999K
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
802+ 36.16% |
$257K - $341K
|
3.02K
$1.39M
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
802New |
$257K - $341K
|
802
$369K
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
800+ 2.2% |
$256K - $340K
|
37.1K
$17.1M
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
795New |
$255K - $338K
|
795
$366K
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
785+ 3.22% |
$252K - $333K
|
25.2K
$11.6M
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
784New |
$251K - $333K
|
784
$361K
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
779+ 7.36% |
$250K - $331K
|
11.4K
$5.23M
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
770+ 16.45% |
$247K - $327K
|
5.45K
$2.51M
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
768+ 4.94% |
$246K - $326K
|
16.3K
$7.51M
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
753New |
$241K - $320K
|
753
$346K
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
744+ 5.86% |
$238K - $316K
|
13.4K
$6.19M
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
742+ 107.38% |
$238K - $315K
|
1.43K
$659K
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
741New |
$237K - $315K
|
741
$341K
|
|
Aug 14, 2025
Q2 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
736New |
$236K - $312K
|
736
$339K
|