Purchases and Sales Made in Q2 2023 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q2 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 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
228+ 1.27% |
$54.6K - $62.7K
|
18.1K
$7.14M
|
|
Aug 03, 2023
Q2 2023
|
Geneva Partners, LLC
|
BUY
|
- |
227+ 15.48% |
$54.3K - $62.5K
|
1.69K
$667K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
225+ 0.39% |
$53.8K - $61.9K
|
58.1K
$22.9M
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
218+ 25.2% |
$52.2K - $60K
|
1.08K
$427K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
217+ 3.64% |
$51.9K - $59.7K
|
6.18K
$2.43M
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
217+ 10.24% |
$51.9K - $59.7K
|
2.34K
$921K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
215New |
$51.5K - $59.2K
|
215
$84.7K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
214New |
$51.2K - $58.9K
|
214
$84.3K
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
214+ 0.73% |
$51.2K - $58.9K
|
29.6K
$11.7M
|
|
Aug 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
210+ 2.03% |
$50.3K - $57.8K
|
10.6K
$4.16M
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
208+ 7.44% |
$49.8K - $57.2K
|
3K
$1.18M
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
206+ 10.73% |
$49.3K - $56.7K
|
2.13K
$838K
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
204+ 5.32% |
$48.8K - $56.1K
|
4.04K
$1.59M
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
202New |
$48.3K - $55.6K
|
202
$79.6K
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
200+ 0.98% |
$47.9K - $55K
|
20.6K
$8.11M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
200+ 3.1% |
$47.9K - $55K
|
6.66K
$2.62M
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
200+ 4.95% |
$47.9K - $55K
|
4.24K
$1.67M
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
200+ 8.8% |
$47.9K - $55K
|
2.47K
$975K
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
198+ 1.62% |
$47.4K - $54.5K
|
12.4K
$4.9M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
198New |
$47.4K - $54.5K
|
198
$78K
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
191+ 8.43% |
$45.7K - $52.6K
|
2.46K
$968K
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
191+ 6.99% |
$45.7K - $52.6K
|
2.92K
$1.15M
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
183+ 1.07% |
$43.8K - $50.4K
|
17.3K
$6.82M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
178+ 0.31% |
$42.6K - $49K
|
58.1K
$22.9M
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
175+ 2.41% |
$41.9K - $48.2K
|
7.43K
$2.93M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
171+ 65.77% |
$40.9K - $47.1K
|
431
$170K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
171+ 65.77% |
$40.9K - $47.1K
|
431
$170K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
168+ 0.49% |
$40.2K - $46.2K
|
34.2K
$13.5M
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
162+ 8.01% |
$38.8K - $44.6K
|
2.18K
$861K
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
162+ 3.22% |
$38.8K - $44.6K
|
5.19K
$2.04M
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
160+ 0.98% |
$38.3K - $44K
|
16.5K
$6.5M
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
155+ 2.6% |
$37.1K - $42.7K
|
6.12K
$2.41M
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
152+ 0.14% |
$36.4K - $41.8K
|
107K
$42.2M
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
148+ 3.64% |
$35.4K - $40.7K
|
4.21K
$1.66M
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
146+ 13.94% |
$34.9K - $40.2K
|
1.19K
$470K
|
|
Jul 11, 2023
Q2 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
144+ 3.42% |
$34.5K - $39.6K
|
4.35K
$1.72M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
143+ 1.14% |
$34.2K - $39.4K
|
12.7K
$5M
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
142+ 17.23% |
$34K - $39.1K
|
966
$381K
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
BUY
|
- |
142+ 11.41% |
$34K - $39.1K
|
1.39K
$546K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
135+ 2.39% |
$32.3K - $37.1K
|
5.78K
$2.28M
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
133+ 3.46% |
$31.8K - $36.6K
|
3.98K
$1.57M
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
130+ 5.31% |
$31.1K - $35.8K
|
2.58K
$1.02M
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
130+ 0.58% |
$31.1K - $35.8K
|
22.4K
$8.83M
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
129+ 58.37% |
$30.9K - $35.5K
|
350
$138K
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
125+ 1.21% |
$29.9K - $34.4K
|
10.4K
$4.11M
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
122+ 0.95% |
$29.2K - $33.6K
|
13K
$5.12M
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
120New |
$28.7K - $33K
|
120
$47.3K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
118New |
$28.2K - $32.5K
|
118
$46.5K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
117+ 2.51% |
$28K - $32.2K
|
4.78K
$1.88M
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
113+ 1.02% |
$27K - $31.1K
|
11.2K
$4.4M
|