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 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-264- 3.71% |
$55.4K - $64.5K
|
6.85K
$2.81M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
SELL
|
- |
-265- 7.63% |
$55.6K - $64.7K
|
3.21K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-268- 3.92% |
$56.3K - $65.5K
|
6.57K
$2.69M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-272- 13.31% |
$57.1K - $66.5K
|
1.77K
$725K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-273- 1.1% |
$57.3K - $66.7K
|
24.5K
$10M
|
|
|
May 12, 2023
Q1 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-275- 12.44% |
$57.7K - $67.2K
|
1.94K
$792K
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-278- 9.14% |
$58.4K - $67.9K
|
2.76K
$1.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-280- 4.55% |
$58.8K - $68.4K
|
5.88K
$2.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-281- 5.9% |
$59K - $68.7K
|
4.49K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-283- 24.65% |
$59.4K - $69.1K
|
865
$354K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-285- 1.1% |
$59.8K - $69.6K
|
25.6K
$10.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-288- 2.32% |
$60.5K - $70.4K
|
12.1K
$4.97M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-288- 12.65% |
$60.5K - $70.4K
|
1.99K
$814K
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-291- 5.51% |
$61.1K - $71.1K
|
4.99K
$2.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-293- 1.41% |
$61.5K - $71.6K
|
20.4K
$8.36M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-293- 1.55% |
$61.5K - $71.6K
|
18.6K
$7.61M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-294- 8.58% |
$61.7K - $71.8K
|
3.13K
$1.28M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-297- 9.81% |
$62.3K - $72.6K
|
2.73K
$1.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-298- 1.1% |
$62.6K - $72.8K
|
26.7K
$11M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-298- 13.77% |
$62.6K - $72.8K
|
1.87K
$764K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-299- 2.61% |
$62.8K - $73.1K
|
11.2K
$4.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-300- 15.13% |
$63K - $73.3K
|
1.68K
$689K
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-300- 12.15% |
$63K - $73.3K
|
2.17K
$889K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-300- 16.3% |
$63K - $73.3K
|
1.54K
$631K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-303- 0.09% |
$63.6K - $74K
|
343K
$141M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-315- 19.34% |
$66.1K - $77K
|
1.31K
$538K
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-315- 0.27% |
$66.1K - $77K
|
114K
$46.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-316- 11.79% |
$66.3K - $77.2K
|
2.36K
$968K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-324- 10.24% |
$68K - $79.2K
|
2.84K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-324- 0.3% |
$68K - $79.2K
|
107K
$44M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-333- 13.79% |
$69.9K - $81.4K
|
2.08K
$852K
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-336- 16.72% |
$70.5K - $82.1K
|
1.67K
$686K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-338- 0.63% |
$71K - $82.6K
|
53K
$21.7M
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-339- 12.8% |
$71.2K - $82.8K
|
2.31K
$946K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-341- 1.8% |
$71.6K - $83.3K
|
18.6K
$7.61M
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-345- 3.51% |
$72.4K - $84.3K
|
9.48K
$3.88M
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-353- 2.56% |
$74.1K - $86.2K
|
13.5K
$5.51M
|
|
|
May 08, 2023
Q1 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-356- 2.74% |
$74.7K - $87K
|
12.6K
$5.18M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-358- 5.36% |
$75.2K - $87.5K
|
6.32K
$2.59M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-361- 6.3% |
$75.8K - $88.2K
|
5.37K
$2.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-365- 3.45% |
$76.6K - $89.2K
|
10.2K
$4.19M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-367- 0.19% |
$77K - $89.7K
|
195K
$79.7M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
SELL
|
- |
-370- 2.25% |
$77.7K - $90.4K
|
16.1K
$6.59M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-373- 7.09% |
$78.3K - $91.1K
|
4.89K
$2M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-374- 6.4% |
$78.5K - $91.4K
|
5.47K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-377- 5.57% |
$79.1K - $92.1K
|
6.39K
$2.62M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-385- 1.26% |
$80.8K - $94.1K
|
30.3K
$12.4M
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-386- 2.81% |
$81K - $94.3K
|
13.3K
$5.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-391- 1.28% |
$82.1K - $95.5K
|
30.2K
$12.4M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-399- 4.64% |
$83.8K - $97.5K
|
8.2K
$3.36M
|