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 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-1.68K- 7.85% |
$353K - $411K
|
19.7K
$8.09M
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.7K- 9.47% |
$356K - $414K
|
16.2K
$6.64M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.74K- 25.12% |
$365K - $424K
|
5.18K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.79K- 13.32% |
$375K - $437K
|
11.6K
$4.76M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.81K- 15.09% |
$379K - $441K
|
10.2K
$4.16M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.83K- 12.76% |
$383K - $446K
|
12.5K
$5.11M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.83K- 2.97% |
$384K - $447K
|
59.9K
$24.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.83K- 65.23% |
$384K - $447K
|
976
$400K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.86K- 2.17% |
$390K - $454K
|
83.7K
$34.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.88K- 2.87% |
$394K - $459K
|
63.6K
$26.1M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.89K- 34.15% |
$397K - $462K
|
3.65K
$1.49M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.91K- 27.21% |
$402K - $467K
|
5.12K
$2.1M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.93K- 83.16% |
$404K - $471K
|
390
$160K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.96K- 51.77% |
$411K - $478K
|
1.82K
$746K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.96K- 5.12% |
$411K - $479K
|
36.3K
$14.9M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-1.99K- 7.35% |
$417K - $485K
|
25K
$10.2M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-2.01K- 4.44% |
$422K - $491K
|
43.2K
$17.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-2.04K- 7.69% |
$427K - $497K
|
24.4K
$10M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.08K- 1.46% |
$437K - $509K
|
141K
$57.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-2.11K- 52.6% |
$442K - $515K
|
1.9K
$777K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-2.11K- 93.7% |
$443K - $516K
|
142
$58.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-2.16K- 2.37% |
$454K - $529K
|
89K
$36.5M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.17K- 53.95% |
$456K - $531K
|
1.85K
$759K
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.2K- 13.84% |
$462K - $538K
|
13.7K
$5.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-2.21K- 2.13% |
$464K - $540K
|
102K
$41.6M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.23K- 2.1% |
$469K - $545K
|
104K
$42.6M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.25K- 11.7% |
$472K - $549K
|
17K
$6.94M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2.28K- 27.46% |
$478K - $556K
|
6.02K
$2.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-2.35K- 99.53% |
$492K - $573K
|
11
$4.51K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-2.35K- 3.26% |
$493K - $574K
|
69.7K
$28.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-2.38K- 28.49% |
$500K - $582K
|
5.99K
$2.45M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.41K- 0.52% |
$505K - $588K
|
461K
$189M
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-2.45K- 32.99% |
$514K - $598K
|
4.97K
$2.04M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.45K- 25.39% |
$514K - $598K
|
7.2K
$2.95M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.51K- 2.24% |
$527K - $613K
|
110K
$44.9M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.53K- 1.42% |
$531K - $618K
|
176K
$72M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.6K- 8.37% |
$546K - $635K
|
28.5K
$11.7M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.6K- 16.66% |
$546K - $636K
|
13K
$5.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2.61K- 27.83% |
$547K - $636K
|
6.76K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.61K- 0.28% |
$549K - $639K
|
937K
$384M
|
|
|
May 02, 2023
Q1 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-2.62K- 33.57% |
$551K - $641K
|
5.19K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.67K- 5.77% |
$560K - $652K
|
43.5K
$17.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-2.68K- 58.73% |
$563K - $656K
|
1.89K
$772K
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-2.69K- 2.64% |
$566K - $658K
|
99.4K
$40.7M
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2.7K- 44.35% |
$567K - $660K
|
3.39K
$1.39M
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-2.73K- 13.41% |
$573K - $667K
|
17.6K
$7.21M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.78K- 5.59% |
$584K - $680K
|
47K
$19.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.9K- 2.01% |
$609K - $709K
|
141K
$57.9M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-2.94K- 83.36% |
$616K - $717K
|
586
$240K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-2.98K- 4.29% |
$625K - $727K
|
66.4K
$27.2M
|