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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-27- 8.18% |
$6.46K - $7.43K
|
303
$121K
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-28- 0.04% |
$6.7K - $7.71K
|
77.9K
$31M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-28- 0.25% |
$6.7K - $7.71K
|
11K
$4.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-28- 0.36% |
$6.7K - $7.71K
|
7.8K
$3.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-28- 0.45% |
$6.7K - $7.71K
|
6.26K
$2.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-30- 0.2% |
$7.18K - $8.26K
|
15K
$5.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
SELL
|
- |
-30- 10.1% |
$7.18K - $8.26K
|
267
$106K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-30- 1.23% |
$7.18K - $8.26K
|
2.42K
$962K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-31- 0.45% |
$7.42K - $8.53K
|
6.83K
$2.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-31- 2.51% |
$7.42K - $8.53K
|
1.2K
$479K
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-32- 0.2% |
$7.66K - $8.81K
|
16.2K
$6.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-32- 0.69% |
$7.66K - $8.81K
|
4.61K
$1.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-32- 1.28% |
$7.66K - $8.81K
|
2.46K
$981K
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-33- 1.93% |
$7.9K - $9.08K
|
1.68K
$668K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-33- 0.81% |
$7.9K - $9.08K
|
4.02K
$1.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-35- 0.65% |
$8.38K - $9.63K
|
5.31K
$2.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-35- 1.14% |
$8.38K - $9.63K
|
3.04K
$1.21M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-35- 1.42% |
$8.38K - $9.63K
|
2.43K
$967K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-35- 0.11% |
$8.38K - $9.63K
|
31.4K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-35- 0.93% |
$8.38K - $9.63K
|
3.73K
$1.49M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-38- 1.09% |
$9.09K - $10.5K
|
3.44K
$1.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-39- 2.55% |
$9.33K - $10.7K
|
1.49K
$593K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-39- 0.59% |
$9.33K - $10.7K
|
6.53K
$2.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-40- 1.02% |
$9.57K - $11K
|
3.87K
$1.54M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-42- 1.92% |
$10.1K - $11.6K
|
2.14K
$853K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-43- 0.27% |
$10.3K - $11.8K
|
15.7K
$6.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-43- 5.17% |
$10.3K - $11.8K
|
788
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-43- 0.33% |
$10.3K - $11.8K
|
13.1K
$5.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-45- 0.93% |
$10.8K - $12.4K
|
4.78K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-47- 0.04% |
$11.2K - $12.9K
|
129K
$51.4M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-47- 0.04% |
$11.2K - $12.9K
|
129K
$51.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-48- 1.33% |
$11.5K - $13.2K
|
3.57K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-48- 0.41% |
$11.5K - $13.2K
|
11.8K
$4.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-49- 0.74% |
$11.7K - $13.5K
|
6.6K
$2.63M
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-50- 4.65% |
$12K - $13.8K
|
1.03K
$408K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-50- 2.74% |
$12K - $13.8K
|
1.77K
$706K
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-50- 5.12% |
$12K - $13.8K
|
926
$369K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-50- 0.5% |
$12K - $13.8K
|
10K
$3.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-50- 0.18% |
$12K - $13.8K
|
27.6K
$11M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-52- 2.18% |
$12.4K - $14.3K
|
2.33K
$929K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-53- 2.49% |
$12.7K - $14.6K
|
2.08K
$828K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-53- 2.22% |
$12.7K - $14.6K
|
2.33K
$930K
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-53- 3.95% |
$12.7K - $14.6K
|
1.29K
$514K
|
|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-54- 0.96% |
$12.9K - $14.9K
|
5.56K
$2.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-54- 5.75% |
$12.9K - $14.9K
|
885
$353K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-54- 0.99% |
$12.9K - $14.9K
|
5.39K
$2.15M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-54- 23.68% |
$12.9K - $14.9K
|
174
$69.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-55- 3.51% |
$13.2K - $15.1K
|
1.51K
$602K
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
SELL
|
- |
-55- 0.67% |
$13.2K - $15.1K
|
8.11K
$3.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-55- 0.75% |
$13.2K - $15.1K
|
7.24K
$2.88M
|