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 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-38- 3.12% |
$7.98K - $9.28K
|
1.18K
$483K
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-38- 0.03% |
$7.98K - $9.28K
|
131K
$53.6M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-39- 0.68% |
$8.19K - $9.53K
|
5.66K
$2.32M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-39- 0.44% |
$8.19K - $9.53K
|
8.88K
$3.64M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-39- 3.42% |
$8.19K - $9.53K
|
1.1K
$451K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-40- 8.1% |
$8.4K - $9.77K
|
454
$186K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-40- 2.08% |
$8.4K - $9.77K
|
1.88K
$771K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-41- 0.23% |
$8.61K - $10K
|
17.4K
$7.14M
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-42- 0.02% |
$8.82K - $10.3K
|
238K
$97.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Brown Financial Advisory
|
SELL
|
- |
-42- 1.01% |
$8.82K - $10.3K
|
4.13K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-42- 0.29% |
$8.82K - $10.3K
|
14.3K
$5.86M
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-42- 1.23% |
$8.82K - $10.3K
|
3.38K
$1.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-43- 0.66% |
$9.03K - $10.5K
|
6.43K
$2.63M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-43- 1.44% |
$9.03K - $10.5K
|
2.93K
$1.2M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-43- 49.43% |
$9.03K - $10.5K
|
44
$18K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-45- 0.86% |
$9.45K - $11K
|
5.17K
$2.12M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-45- 1.59% |
$9.45K - $11K
|
2.79K
$1.14M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-46- 16.67% |
$9.66K - $11.2K
|
230
$94.2K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-46- 2.36% |
$9.66K - $11.2K
|
1.9K
$779K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-46- 12.67% |
$9.66K - $11.2K
|
317
$130K
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-47- 2.75% |
$9.87K - $11.5K
|
1.66K
$680K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-48- 0.22% |
$10.1K - $11.7K
|
22.2K
$9.1M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-48- 1.02% |
$10.1K - $11.7K
|
4.65K
$1.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-49- 0.99% |
$10.3K - $12K
|
4.92K
$2.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-49- 0.66% |
$10.3K - $12K
|
7.42K
$3.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-50- 1.2% |
$10.5K - $12.2K
|
4.1K
$1.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-50- 3.92% |
$10.5K - $12.2K
|
1.23K
$503K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-50- 3.71% |
$10.5K - $12.2K
|
1.3K
$532K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-50- 0.51% |
$10.5K - $12.2K
|
9.77K
$4M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-51- 0.59% |
$10.7K - $12.5K
|
8.62K
$3.53M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-53- 0.57% |
$11.1K - $12.9K
|
9.22K
$3.78M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-54- 3.61% |
$11.3K - $13.2K
|
1.44K
$591K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-54- 0.37% |
$11.3K - $13.2K
|
14.4K
$5.91M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-56- 4.97% |
$11.8K - $13.7K
|
1.07K
$439K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-56- 0.23% |
$11.8K - $13.7K
|
24.6K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-56- 0.42% |
$11.8K - $13.7K
|
13.3K
$5.45M
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
SELL
|
- |
-58- 1.54% |
$12.2K - $14.2K
|
3.71K
$1.52M
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-59- 4.2% |
$12.4K - $14.4K
|
1.35K
$551K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-59- 3.13% |
$12.4K - $14.4K
|
1.83K
$749K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-60- 0.78% |
$12.6K - $14.7K
|
7.65K
$3.13M
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-60- 3.55% |
$12.6K - $14.7K
|
1.63K
$667K
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-63- 0.16% |
$13.2K - $15.4K
|
40K
$16.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-63- 4.43% |
$13.2K - $15.4K
|
1.36K
$557K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-64- 3.4% |
$13.4K - $15.6K
|
1.82K
$744K
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-64- 4.89% |
$13.4K - $15.6K
|
1.25K
$510K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-65- 2.0% |
$13.6K - $15.9K
|
3.18K
$1.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-65- 1.61% |
$13.6K - $15.9K
|
3.96K
$1.62M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-65- 4.76% |
$13.6K - $15.9K
|
1.3K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-65- 2.65% |
$13.6K - $15.9K
|
2.39K
$978K
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-66- 6.53% |
$13.9K - $16.1K
|
944
$387K
|