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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-399- 4.64% |
$83.8K - $97.5K
|
8.2K
$3.36M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-400- 1.58% |
$84K - $97.7K
|
25K
$10.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-416- 7.04% |
$87.3K - $102K
|
5.49K
$2.25M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-416- 0.04% |
$87.3K - $102K
|
1.13M
$461M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-417- 8.31% |
$87.5K - $102K
|
4.6K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-423- 10.75% |
$88.8K - $103K
|
3.51K
$1.44M
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-427- 10.22% |
$89.6K - $104K
|
3.75K
$1.54M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-433- 21.65% |
$90.9K - $106K
|
1.57K
$642K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-436- 13.23% |
$91.5K - $107K
|
2.86K
$1.17M
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-445- 11.95% |
$93.4K - $109K
|
3.28K
$1.34M
|
|
|
Apr 11, 2023
Q1 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-446- 0.2% |
$93.6K - $109K
|
220K
$89.9M
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-456- 3.05% |
$95.7K - $111K
|
14.5K
$5.93M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-456- 76.51% |
$95.7K - $111K
|
140
$57.3K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-462- 13.57% |
$97K - $113K
|
2.94K
$1.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-464- 34.63% |
$97.4K - $113K
|
876
$359K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-465- 5.99% |
$97.6K - $114K
|
7.29K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-470- 0.42% |
$98.7K - $115K
|
110K
$45.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-473- 0.83% |
$99.3K - $116K
|
56.5K
$23.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-473- 1.75% |
$99.3K - $116K
|
26.5K
$10.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-487- 4.45% |
$102K - $119K
|
10.5K
$4.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-488- 2.27% |
$102K - $119K
|
21K
$8.61M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-488- 0.76% |
$102K - $119K
|
63.7K
$26.1M
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-500- 12.22% |
$105K - $122K
|
3.59K
$1.47M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-505- 10.04% |
$106K - $123K
|
4.53K
$1.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-506- 4.91% |
$106K - $124K
|
9.79K
$4.01M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-516- 17.57% |
$108K - $126K
|
2.42K
$992K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-520- 1.63% |
$109K - $127K
|
31.3K
$12.8M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-546- 3.76% |
$115K - $133K
|
14K
$5.73M
|
|
|
Apr 11, 2023
Q1 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-556- 0.44% |
$117K - $136K
|
125K
$51.2M
|
|
|
May 04, 2023
Q1 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-562- 0.62% |
$118K - $137K
|
89.6K
$36.7M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-566- 31.12% |
$119K - $138K
|
1.25K
$513K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-569- 30.23% |
$119K - $139K
|
1.31K
$538K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-570- 0.51% |
$120K - $139K
|
112K
$45.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-591- 11.83% |
$124K - $144K
|
4.4K
$1.8M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-591- 2.7% |
$124K - $144K
|
21.3K
$8.72M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-607- 2.76% |
$127K - $148K
|
21.4K
$8.75M
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-619- 14.6% |
$130K - $151K
|
3.62K
$1.48M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-628- 12.44% |
$132K - $153K
|
4.42K
$1.81M
|
|
|
May 09, 2023
Q1 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-628- 4.98% |
$132K - $153K
|
12K
$4.91M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-629- 8.61% |
$132K - $154K
|
6.68K
$2.73M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-639- 5.73% |
$134K - $156K
|
10.5K
$4.3M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-646- 38.16% |
$136K - $158K
|
1.05K
$429K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-658- 8.16% |
$138K - $161K
|
7.41K
$3.03M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-661- 21.95% |
$139K - $162K
|
2.35K
$962K
|
|
|
Apr 21, 2023
Q1 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-662- 35.55% |
$139K - $162K
|
1.2K
$491K
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-662- 0.78% |
$139K - $162K
|
84.3K
$34.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-671- 7.13% |
$141K - $164K
|
8.74K
$3.58M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-671- 22.87% |
$141K - $164K
|
2.26K
$927K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-671- 22.87% |
$141K - $164K
|
2.26K
$927K
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-675- 3.02% |
$142K - $165K
|
21.7K
$8.88M
|