Purchases and Sales Made in Q1 2023 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
127+ 0.12% |
$26.7K - $31K
|
107K
$43.8M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
123+ 1.78% |
$25.8K - $30.1K
|
7.05K
$2.89M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
122+ 0.98% |
$25.6K - $29.8K
|
12.6K
$5.14M
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
120New |
$25.2K - $29.3K
|
120
$49.1K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
119+ 0.29% |
$25K - $29.1K
|
40.6K
$16.6M
|
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
118+ 4.48% |
$24.8K - $28.8K
|
2.75K
$1.13M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
118+ 1.86% |
$24.8K - $28.8K
|
6.45K
$2.64M
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
118+ 1.65% |
$24.8K - $28.8K
|
7.26K
$2.97M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
116+ 0.68% |
$24.4K - $28.3K
|
17.1K
$7.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
115+ 0.2% |
$24.1K - $28.1K
|
57.9K
$23.7M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
113+ 0.0% |
$23.7K - $27.6K
|
2.9M
$1.19B
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
BUY
|
- |
112+ 0.38% |
$23.5K - $27.4K
|
29.6K
$12.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
111+ 1.92% |
$23.3K - $27.1K
|
5.9K
$2.41M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
106+ 0.6% |
$22.3K - $25.9K
|
17.7K
$7.27M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
104+ 1.47% |
$21.8K - $25.4K
|
7.18K
$2.94M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
102+ 1.07% |
$21.4K - $24.9K
|
9.65K
$3.95M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
101+ 2.5% |
$21.2K - $24.7K
|
4.14K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
101+ 1.13% |
$21.2K - $24.7K
|
9.03K
$3.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
100+ 0.49% |
$21K - $24.4K
|
20.4K
$8.35M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
100+ 4.56% |
$21K - $24.4K
|
2.29K
$939K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
100+ 5.0% |
$21K - $24.4K
|
2.1K
$860K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
100+ 2.56% |
$21K - $24.4K
|
4K
$1.64M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
100+ 37.31% |
$21K - $24.4K
|
368
$151K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
99+ 7.07% |
$20.8K - $24.2K
|
1.5K
$614K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
98+ 1.76% |
$20.6K - $23.9K
|
5.66K
$2.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
96+ 5.25% |
$20.2K - $23.5K
|
1.92K
$788K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
95+ 0.87% |
$19.9K - $23.2K
|
11K
$4.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
94+ 1.9% |
$19.7K - $23K
|
5.05K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
92+ 2.07% |
$19.3K - $22.5K
|
4.53K
$1.85M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
90+ 1.09% |
$18.9K - $22K
|
8.35K
$3.42M
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
90+ 4.92% |
$18.9K - $22K
|
1.92K
$786K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
90+ 0.99% |
$18.9K - $22K
|
9.21K
$3.77M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
89+ 2.42% |
$18.7K - $21.7K
|
3.77K
$1.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
86+ 6.04% |
$18.1K - $21K
|
1.51K
$618K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
86+ 6.67% |
$18.1K - $21K
|
1.38K
$564K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
84New |
$17.6K - $20.5K
|
84
$34.4K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
83+ 3.76% |
$17.4K - $20.3K
|
2.29K
$937K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
83+ 6.66% |
$17.4K - $20.3K
|
1.33K
$545K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
79+ 5.26% |
$16.6K - $19.3K
|
1.58K
$647K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
79+ 131.67% |
$16.6K - $19.3K
|
139
$56.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
75+ 0.77% |
$15.7K - $18.3K
|
9.86K
$4.04M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
75New |
$15.7K - $18.3K
|
75
$30.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
74+ 1.49% |
$15.5K - $18.1K
|
5.06K
$2.07M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
74+ 5.79% |
$15.5K - $18.1K
|
1.35K
$553K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
73+ 1.64% |
$15.3K - $17.8K
|
4.52K
$1.85M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
71New |
$14.9K - $17.3K
|
71
$29.1K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
70+ 7.92% |
$14.7K - $17.1K
|
954
$391K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
68+ 0.46% |
$14.3K - $16.6K
|
14.8K
$6.04M
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
65+ 4.62% |
$13.6K - $15.9K
|
1.47K
$602K
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
65+ 3.15% |
$13.6K - $15.9K
|
2.13K
$871K
|