Purchases and Sales Made in Q4 2025 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Ami Asset Management Corp
|
BUY
|
- |
60.7K+ 542.58% |
$27.9M - $29.8M
|
71.9K
$33.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
57.9K+ 309.43% |
$26.6M - $28.5M
|
76.7K
$36.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
47KNew |
$21.6M - $23.1M
|
47K
$22.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
22.7K+ 3262.73% |
$10.4M - $11.2M
|
23.4K
$11M
|
|
|
Jan 20, 2026
Q4 2025
|
Buffalo Business & Estate Services LTD
Orchard Park, NY |
BUY
|
- |
14KNew |
$6.41M - $6.86M
|
14K
$6.57M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
13.8K+ 43.15% |
$6.35M - $6.79M
|
45.8K
$21.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
11.4K+ 17.53% |
$5.22M - $5.58M
|
76.1K
$35.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Gfg Capital, LLC
|
BUY
|
- |
11.3K+ 962.96% |
$5.21M - $5.57M
|
12.5K
$5.89M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.53K+ 248.02% |
$3M - $3.21M
|
9.16K
$4.31M
|
|
|
Jan 21, 2026
Q4 2025
|
Affiance Financial, LLC
|
BUY
|
- |
5.86K+ 13.49% |
$2.69M - $2.88M
|
49.3K
$23.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.24K+ 13.74% |
$2.41M - $2.58M
|
43.4K
$20.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
5.09KNew |
$2.34M - $2.5M
|
5.09K
$2.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.67K+ 4.76% |
$2.14M - $2.3M
|
103K
$48.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.17K+ 7.5% |
$1.92M - $2.05M
|
59.8K
$28.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4.15K+ 2107.61% |
$1.91M - $2.04M
|
4.35K
$2.05M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.93K+ 16.1% |
$1.81M - $1.93M
|
28.4K
$13.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.35K+ 0.52% |
$1.54M - $1.65M
|
644K
$303M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
3.34K+ 26.03% |
$1.53M - $1.64M
|
16.2K
$7.62M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.29K+ 3.48% |
$1.51M - $1.62M
|
97.7K
$46M
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.22K+ 74.31% |
$1.48M - $1.58M
|
7.56K
$3.56M
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
2.99KNew |
$1.37M - $1.47M
|
2.99K
$1.41M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.94K+ 22.95% |
$1.35M - $1.45M
|
15.8K
$7.42M
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.9KNew |
$1.33M - $1.42M
|
2.9K
$1.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.77K+ 6.86% |
$1.27M - $1.36M
|
43.1K
$20.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
2.74K+ 57.47% |
$1.26M - $1.35M
|
7.51K
$3.54M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
2.64KNew |
$1.21M - $1.3M
|
2.64K
$1.24M
|
|
|
Jan 21, 2026
Q4 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
2.62KNew |
$1.2M - $1.29M
|
2.62K
$1.23M
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
2.6K+ 11.61% |
$1.19M - $1.28M
|
25K
$11.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.52K+ 35.0% |
$1.16M - $1.24M
|
9.7K
$4.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.43K+ 7.76% |
$1.12M - $1.19M
|
33.7K
$15.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.4K+ 11.81% |
$1.1M - $1.18M
|
22.7K
$10.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.28K+ 7.11% |
$1.05M - $1.12M
|
34.3K
$16.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.23K+ 91.9% |
$1.03M - $1.1M
|
4.67K
$2.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.14K+ 3.25% |
$983K - $1.05M
|
67.9K
$32M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.1K+ 11.46% |
$965K - $1.03M
|
20.4K
$9.62M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.97K+ 35.02% |
$905K - $969K
|
7.6K
$3.58M
|
|
|
Jan 23, 2026
Q4 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
1.94K+ 2.87% |
$891K - $954K
|
69.5K
$32.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.94K+ 100.0% |
$889K - $951K
|
3.87K
$1.82M
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
BUY
|
- |
1.87KNew |
$858K - $918K
|
1.87K
$879K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.87K+ 6.61% |
$857K - $917K
|
30.1K
$14.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.62K+ 7.66% |
$742K - $794K
|
22.7K
$10.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.52K+ 4.18% |
$699K - $748K
|
37.9K
$17.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.44K+ 2.49% |
$663K - $709K
|
59.3K
$27.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.39K+ 1.44% |
$638K - $682K
|
97.6K
$46M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.28K+ 16.78% |
$588K - $629K
|
8.9K
$4.19M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.17K+ 2.62% |
$537K - $575K
|
45.8K
$21.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.11K+ 3.25% |
$510K - $546K
|
35.3K
$16.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.1K+ 8.33% |
$507K - $542K
|
14.4K
$6.76M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.08K+ 29.94% |
$496K - $531K
|
4.69K
$2.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.07K+ 21.85% |
$493K - $528K
|
5.99K
$2.82M
|
|