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 28, 2023
Q2 2023
|
Kendall Capital Management
|
SELL
|
- |
-10- 0.2% |
$2.39K - $2.75K
|
4.9K
$1.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-10- 0.4% |
$2.39K - $2.75K
|
2.48K
$986K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-10- 0.05% |
$2.39K - $2.75K
|
21.7K
$8.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-10- 1.78% |
$2.39K - $2.75K
|
551
$220K
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.26% |
$2.39K - $2.75K
|
3.88K
$1.55M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-10- 0.77% |
$2.39K - $2.75K
|
1.28K
$511K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-10- 0.15% |
$2.39K - $2.75K
|
6.52K
$2.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-11- 0.88% |
$2.63K - $3.03K
|
1.25K
$496K
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-11- 0.29% |
$2.63K - $3.03K
|
3.73K
$1.49M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-11- 18.64% |
$2.63K - $3.03K
|
48
$19.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-12- 0.51% |
$2.87K - $3.3K
|
2.35K
$934K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-12- 0.07% |
$2.87K - $3.3K
|
17.3K
$6.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-13- 0.13% |
$3.11K - $3.58K
|
9.78K
$3.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-13- 1.01% |
$3.11K - $3.58K
|
1.27K
$505K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-13- 0.09% |
$3.11K - $3.58K
|
14.7K
$5.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 0.56% |
$3.35K - $3.85K
|
2.5K
$996K
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-15- 0.82% |
$3.59K - $4.13K
|
1.82K
$723K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-15- 11.45% |
$3.59K - $4.13K
|
116
$46.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-15- 0.35% |
$3.59K - $4.13K
|
4.25K
$1.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-15- 1.82% |
$3.59K - $4.13K
|
808
$322K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-15- 0.22% |
$3.59K - $4.13K
|
6.74K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-15- 0.07% |
$3.59K - $4.13K
|
22.3K
$8.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-16- 0.32% |
$3.83K - $4.4K
|
4.98K
$1.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-16- 1.62% |
$3.83K - $4.4K
|
972
$387K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-16- 0.25% |
$3.83K - $4.4K
|
6.39K
$2.55M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-16- 0.09% |
$3.83K - $4.4K
|
17.9K
$7.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-17- 0.94% |
$4.07K - $4.68K
|
1.8K
$717K
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-17- 0.08% |
$4.07K - $4.68K
|
20.4K
$8.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-18- 1.27% |
$4.31K - $4.95K
|
1.39K
$555K
|
|
|
Jul 31, 2023
Q2 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-18- 0.28% |
$4.31K - $4.95K
|
6.5K
$2.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-18- 2.92% |
$4.31K - $4.95K
|
599
$239K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-18- 0.98% |
$4.31K - $4.95K
|
1.81K
$721K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-18- 1.47% |
$4.31K - $4.95K
|
1.21K
$481K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-19- 2.08% |
$4.55K - $5.23K
|
893
$356K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-19- 0.31% |
$4.55K - $5.23K
|
6.2K
$2.47M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-20- 1.48% |
$4.79K - $5.5K
|
1.34K
$532K
|
|
|
Jul 21, 2023
Q2 2023
|
Brown Financial Advisory
|
SELL
|
- |
-20- 0.48% |
$4.79K - $5.5K
|
4.11K
$1.64M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-20- 1.83% |
$4.79K - $5.5K
|
1.07K
$426K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-20- 1.57% |
$4.79K - $5.5K
|
1.26K
$501K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-20- 0.47% |
$4.79K - $5.5K
|
4.19K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-21- 0.16% |
$5.03K - $5.78K
|
13.3K
$5.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-22- 2.06% |
$5.26K - $6.05K
|
1.04K
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-24- 2.24% |
$5.74K - $6.6K
|
1.05K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-24- 0.13% |
$5.74K - $6.6K
|
18.6K
$7.4M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 0.48% |
$5.98K - $6.88K
|
5.14K
$2.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-25- 2.73% |
$5.98K - $6.88K
|
891
$355K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-25- 3.01% |
$5.98K - $6.88K
|
805
$321K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-25- 1.77% |
$5.98K - $6.88K
|
1.39K
$552K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-26- 1.16% |
$6.22K - $7.15K
|
2.22K
$884K
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-27- 0.6% |
$6.46K - $7.43K
|
4.44K
$1.77M
|