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 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$210 - $244
|
4.68K
$1.92M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.34% |
$210 - $244
|
297
$122K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.23% |
$210 - $244
|
430
$176K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.02% |
$210 - $244
|
5K
$2.05M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1+ 0.05% |
$210 - $244
|
1.86K
$763K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.27% |
$210 - $244
|
374
$153K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.18% |
$210 - $244
|
555
$227K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.02% |
$210 - $244
|
4.2K
$1.72M
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.1% |
$210 - $244
|
1.01K
$412K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$210 - $244
|
1.36K
$555K
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.05% |
$210 - $244
|
2.12K
$869K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.08% |
$210 - $244
|
1.19K
$485K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.72% |
$210 - $244
|
59
$24.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-1- 0.76% |
$210 - $244
|
131
$53.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-2- 0.1% |
$420 - $489
|
2.1K
$858K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-2- 0.14% |
$420 - $489
|
1.45K
$592K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2- 1.57% |
$420 - $489
|
125
$51.2K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.05% |
$420 - $489
|
4.18K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3- 0.17% |
$630 - $733
|
1.78K
$730K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-4- 0.05% |
$840 - $977
|
7.41K
$3.03M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-4- 0.07% |
$840 - $977
|
6.01K
$2.46M
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-4- 0.01% |
$840 - $977
|
33.4K
$13.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-5- 0.13% |
$1.05K - $1.22K
|
3.82K
$1.57M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-5- 0.05% |
$1.05K - $1.22K
|
9.59K
$3.93M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-5- 0.41% |
$1.05K - $1.22K
|
1.21K
$494K
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-7- 0.14% |
$1.47K - $1.71K
|
5.01K
$2.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-7- 0.38% |
$1.47K - $1.71K
|
1.81K
$743K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-7- 0.47% |
$1.47K - $1.71K
|
1.48K
$606K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-7- 0.15% |
$1.47K - $1.71K
|
4.64K
$1.9M
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-7- 0.73% |
$1.47K - $1.71K
|
955
$391K
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-8- 0.25% |
$1.68K - $1.95K
|
3.2K
$1.31M
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-9- 0.58% |
$1.89K - $2.2K
|
1.55K
$633K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-9- 0.65% |
$1.89K - $2.2K
|
1.37K
$560K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-9- 2.23% |
$1.89K - $2.2K
|
394
$161K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9- 10.0% |
$1.89K - $2.2K
|
81
$33.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-10- 0.34% |
$2.1K - $2.44K
|
2.9K
$1.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-10- 0.4% |
$2.1K - $2.44K
|
2.51K
$1.03M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-10- 0.12% |
$2.1K - $2.44K
|
8.18K
$3.35M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-10- 0.36% |
$2.1K - $2.44K
|
2.8K
$1.14M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-10- 0.77% |
$2.1K - $2.44K
|
1.29K
$529K
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-11- 0.28% |
$2.31K - $2.69K
|
3.94K
$1.62M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-11- 0.39% |
$2.31K - $2.69K
|
2.83K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-11- 0.27% |
$2.31K - $2.69K
|
4.07K
$1.66M
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-12- 0.05% |
$2.52K - $2.93K
|
26.7K
$10.9M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-12- 0.77% |
$2.52K - $2.93K
|
1.55K
$636K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-12- 0.26% |
$2.52K - $2.93K
|
4.68K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-12- 1.2% |
$2.52K - $2.93K
|
990
$405K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-13- 0.3% |
$2.73K - $3.18K
|
4.27K
$1.75M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-13- 0.15% |
$2.73K - $3.18K
|
8.43K
$3.45M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-13- 0.38% |
$2.73K - $3.18K
|
3.39K
$1.39M
|