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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
10+ 0.11% |
$2.1K - $2.44K
|
9.19K
$3.76M
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
10+ 0.18% |
$2.1K - $2.44K
|
5.67K
$2.32M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10+ 0.82% |
$2.1K - $2.44K
|
1.23K
$505K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
9+ 0.85% |
$1.89K - $2.2K
|
1.07K
$438K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.22% |
$1.89K - $2.2K
|
4.06K
$1.66M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
8+ 0.24% |
$1.68K - $1.95K
|
3.28K
$1.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7+ 0.06% |
$1.47K - $1.71K
|
11.3K
$4.61M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
7+ 0.23% |
$1.47K - $1.71K
|
3K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
7+ 1.24% |
$1.47K - $1.71K
|
572
$234K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
6+ 0.11% |
$1.26K - $1.47K
|
5.31K
$2.18M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
5+ 0.23% |
$1.05K - $1.22K
|
2.23K
$912K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5+ 0.19% |
$1.05K - $1.22K
|
2.63K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.2% |
$1.05K - $1.22K
|
2.51K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.09% |
$1.05K - $1.22K
|
5.31K
$2.17M
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
4+ 4.17% |
$840 - $977
|
100
$41K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
4+ 0.12% |
$840 - $977
|
3.28K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
4+ 0.11% |
$840 - $977
|
3.74K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4+ 0.15% |
$840 - $977
|
2.6K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
4+ 0.26% |
$840 - $977
|
1.52K
$624K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4+ 0.05% |
$840 - $977
|
8.32K
$3.41M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4+ 0.05% |
$840 - $977
|
7.79K
$3.19M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.22% |
$630 - $733
|
1.34K
$549K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3+ 0.11% |
$630 - $733
|
2.71K
$1.11M
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$630 - $733
|
1.86K
$763K
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
3+ 0.18% |
$630 - $733
|
1.66K
$680K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
3+ 0.23% |
$630 - $733
|
1.32K
$541K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
3+ 0.16% |
$630 - $733
|
1.83K
$747K
|
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
3+ 0.32% |
$630 - $733
|
955
$391K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.1% |
$420 - $489
|
1.96K
$804K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.08% |
$420 - $489
|
2.4K
$983K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.03% |
$420 - $489
|
6.63K
$2.72M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
2+ 0.19% |
$420 - $489
|
1.07K
$437K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
2+ 0.2% |
$420 - $489
|
1.02K
$416K
|
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
2+ 0.15% |
$420 - $489
|
1.34K
$550K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2+ 0.08% |
$420 - $489
|
2.48K
$1.02M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2+ 0.09% |
$420 - $489
|
2.19K
$899K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
2+ 0.2% |
$420 - $489
|
988
$405K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.35% |
$420 - $489
|
568
$233K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2+ 0.2% |
$420 - $489
|
991
$406K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.09% |
$420 - $489
|
2.16K
$883K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2+ 0.15% |
$420 - $489
|
1.34K
$547K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2New |
$420 - $489
|
2
$819
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.48% |
$210 - $244
|
209
$85.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.18% |
$210 - $244
|
561
$230K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.35% |
$210 - $244
|
285
$117K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.08% |
$210 - $244
|
1.2K
$489K
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.12% |
$210 - $244
|
830
$340K
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$210 - $244
|
2.36K
$967K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.32% |
$210 - $244
|
313
$128K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1+ 0.28% |
$210 - $244
|
354
$145K
|