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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1K- 19.68% |
$210K - $245K
|
4.09K
$1.68M
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.01K- 0.9% |
$211K - $246K
|
111K
$45.5M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.02K- 6.16% |
$215K - $250K
|
15.6K
$6.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.02K- 25.04% |
$215K - $250K
|
3.07K
$1.26M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.04K- 15.57% |
$219K - $255K
|
5.66K
$2.32M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.05K- 8.95% |
$221K - $257K
|
10.7K
$4.38M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.05K- 3.2% |
$221K - $257K
|
31.9K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.09K- 81.32% |
$228K - $266K
|
250
$102K
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.1K- 0.82% |
$230K - $268K
|
132K
$54.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.1K- 4.57% |
$230K - $268K
|
22.9K
$9.39M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.11K- 4.82% |
$232K - $270K
|
21.8K
$8.94M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.11K- 39.72% |
$233K - $271K
|
1.69K
$691K
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.12K- 9.0% |
$234K - $273K
|
11.3K
$4.62M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-1.12K- 3.62% |
$234K - $273K
|
29.7K
$12.2M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.13K- 15.73% |
$237K - $276K
|
6.05K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.14K- 1.83% |
$238K - $277K
|
60.9K
$24.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-1.16K- 43.14% |
$244K - $283K
|
1.53K
$626K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.19K- 35.65% |
$249K - $290K
|
2.14K
$878K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.23K- 7.57% |
$258K - $300K
|
15K
$6.15M
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.24K- 2.21% |
$260K - $302K
|
54.9K
$22.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.26K- 2.02% |
$264K - $307K
|
60.9K
$24.9M
|
|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
SELL
|
- |
-1.27K- 46.83% |
$266K - $309K
|
1.44K
$588K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 22.15% |
$268K - $312K
|
4.49K
$1.84M
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.28K- 25.05% |
$269K - $313K
|
3.83K
$1.57M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.28K- 8.24% |
$270K - $314K
|
14.3K
$5.85M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.29K- 9.86% |
$270K - $314K
|
11.8K
$4.82M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.35K- 2.45% |
$282K - $329K
|
53.7K
$22M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.35K- 2.66% |
$283K - $329K
|
49.3K
$20.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 35.49% |
$285K - $332K
|
2.47K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.36K- 32.32% |
$285K - $332K
|
2.84K
$1.16M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.37K- 5.77% |
$287K - $334K
|
22.3K
$9.15M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.38K- 2.89% |
$290K - $337K
|
46.5K
$19M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.42K- 20.06% |
$298K - $346K
|
5.65K
$2.31M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.42K- 7.75% |
$298K - $347K
|
16.9K
$6.92M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.43K- 31.38% |
$300K - $349K
|
3.12K
$1.28M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.45K- 33.91% |
$304K - $354K
|
2.82K
$1.15M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-1.48K- 14.61% |
$310K - $361K
|
8.64K
$3.54M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 93.75% |
$315K - $367K
|
100
$41K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-1.51K- 8.1% |
$317K - $369K
|
17.1K
$7.02M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.51K- 19.94% |
$317K - $369K
|
6.07K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.51K- 14.88% |
$318K - $370K
|
8.66K
$3.55M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.52K- 6.37% |
$318K - $370K
|
22.3K
$9.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.52K- 4.4% |
$318K - $370K
|
33K
$13.5M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.55K- 10.34% |
$326K - $379K
|
13.5K
$5.52M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.6K- 25.27% |
$336K - $391K
|
4.73K
$1.94M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.6K- 10.2% |
$336K - $391K
|
14.1K
$5.77M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.63K- 7.36% |
$342K - $398K
|
20.5K
$8.38M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.64K- 0.44% |
$344K - $400K
|
372K
$152M
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1.65K- 6.07% |
$346K - $402K
|
25.5K
$10.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.65K- 8.29% |
$347K - $404K
|
18.3K
$7.49M
|