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 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.98K- 19.34% |
$625K - $728K
|
12.4K
$5.09M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.99K- 11.93% |
$629K - $732K
|
22.1K
$9.05M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.12K- 69.19% |
$655K - $763K
|
1.39K
$569K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.13K- 36.24% |
$656K - $764K
|
5.5K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.18K- 10.47% |
$668K - $777K
|
27.2K
$11.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-3.26K- 10.08% |
$685K - $797K
|
29.1K
$11.9M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.27K- 6.13% |
$686K - $798K
|
50K
$20.5M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.35K- 8.32% |
$702K - $818K
|
36.9K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.36K- 59.74% |
$706K - $821K
|
2.27K
$928K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.38K- 24.21% |
$708K - $825K
|
10.6K
$4.33M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-3.43K- 30.91% |
$720K - $838K
|
7.67K
$3.14M
|
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-3.61K- 53.32% |
$757K - $881K
|
3.16K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.61K- 4.85% |
$758K - $883K
|
70.9K
$29.1M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.64K- 37.49% |
$764K - $889K
|
6.07K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.65K- 15.75% |
$766K - $891K
|
19.5K
$7.99M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.65K- 15.94% |
$766K - $892K
|
19.3K
$7.89M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.8K- 1.3% |
$799K - $929K
|
289K
$118M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.82K- 6.91% |
$803K - $934K
|
51.5K
$21.1M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.83K- 25.73% |
$803K - $935K
|
11K
$4.52M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.88K- 32.04% |
$814K - $948K
|
8.23K
$3.37M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.89K- 1.59% |
$816K - $949K
|
241K
$98.8M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.99K- 32.25% |
$837K - $974K
|
8.37K
$3.43M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.02K- 23.61% |
$844K - $982K
|
13K
$5.33M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-4.04K- 3.94% |
$848K - $987K
|
98.3K
$40.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.06K- 31.86% |
$853K - $993K
|
8.69K
$3.56M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-4.16K- 99.9% |
$873K - $1.02M
|
4
$1.64K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.19K- 16.95% |
$879K - $1.02M
|
20.5K
$8.4M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-4.23K- 1.87% |
$888K - $1.03M
|
222K
$90.8M
|
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-4.23K- 99.34% |
$888K - $1.03M
|
28
$11.5K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.25K- 13.84% |
$893K - $1.04M
|
26.5K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.33K- 94.66% |
$908K - $1.06M
|
244
$99.9K
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-4.35K- 42.41% |
$913K - $1.06M
|
5.91K
$2.42M
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-4.4K- 32.34% |
$924K - $1.08M
|
9.21K
$3.77M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.44K- 12.56% |
$932K - $1.08M
|
30.9K
$12.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-4.48K- 74.4% |
$940K - $1.09M
|
1.54K
$631K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.49K- 18.96% |
$943K - $1.1M
|
19.2K
$7.86M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.71K- 54.43% |
$988K - $1.15M
|
3.94K
$1.61M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-4.87K- 43.02% |
$1.02M - $1.19M
|
6.46K
$2.64M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.89K- 3.88% |
$1.03M - $1.2M
|
121K
$49.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
SELL
|
- |
-4.97K- 9.07% |
$1.04M - $1.22M
|
49.9K
$20.4M
|
|
|
May 12, 2023
Q1 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-5.03K- 15.6% |
$1.06M - $1.23M
|
27.2K
$11.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-5.13K- 14.87% |
$1.08M - $1.25M
|
29.4K
$12M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.15K- 7.43% |
$1.08M - $1.26M
|
64.1K
$26.3M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-5.21K- 10.82% |
$1.09M - $1.27M
|
42.9K
$17.6M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.21K- 8.7% |
$1.09M - $1.27M
|
54.7K
$22.4M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-5.41K- 29.34% |
$1.14M - $1.32M
|
13K
$5.34M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.46K- 1.49% |
$1.15M - $1.33M
|
361K
$148M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.55K- 82.68% |
$1.16M - $1.36M
|
1.16K
$476K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-5.61K- 16.06% |
$1.18M - $1.37M
|
29.3K
$12M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5.61KClosed |
$1.18M - $1.37M
|
0
$0
|