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
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-87- 1.01% |
$20.8K - $23.9K
|
8.53K
$3.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-87- 1.78% |
$20.8K - $23.9K
|
4.79K
$1.89M
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-89- 2.26% |
$21.3K - $24.5K
|
3.86K
$1.52M
|
|
|
Jul 12, 2023
Q2 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-91- 0.39% |
$21.8K - $25K
|
23.5K
$9.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-91- 2.2% |
$21.8K - $25K
|
4.05K
$1.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-94- 1.97% |
$22.5K - $25.9K
|
4.67K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-94- 1.25% |
$22.5K - $25.9K
|
7.45K
$2.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-95- 0.87% |
$22.7K - $26.1K
|
10.8K
$4.26M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-95- 1.91% |
$22.7K - $26.1K
|
4.88K
$1.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-96- 1.93% |
$23K - $26.4K
|
4.89K
$1.93M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-98- 1.99% |
$23.5K - $27K
|
4.82K
$1.91M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-98- 6.2% |
$23.5K - $27K
|
1.48K
$586K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-98- 1.4% |
$23.5K - $27K
|
6.9K
$2.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-98- 3.8% |
$23.5K - $27K
|
2.48K
$980K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-99- 0.94% |
$23.7K - $27.2K
|
10.4K
$4.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-99- 0.71% |
$23.7K - $27.2K
|
13.9K
$5.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-99- 0.39% |
$23.7K - $27.2K
|
25.4K
$10M
|
|
|
Jul 10, 2023
Q2 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-100- 6.22% |
$23.9K - $27.5K
|
1.51K
$596K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-100- 0.49% |
$23.9K - $27.5K
|
20.3K
$8M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-100- 27.17% |
$23.9K - $27.5K
|
268
$106K
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-100- 0.49% |
$23.9K - $27.5K
|
20.2K
$7.98M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-100- 4.26% |
$23.9K - $27.5K
|
2.25K
$889K
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-101- 0.97% |
$24.2K - $27.8K
|
10.4K
$4.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-101- 8.84% |
$24.2K - $27.8K
|
1.04K
$412K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-102- 9.27% |
$24.4K - $28.1K
|
998
$395K
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-103- 4.67% |
$24.6K - $28.3K
|
2.1K
$831K
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-103- 1.8% |
$24.6K - $28.3K
|
5.61K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-103- 0.19% |
$24.6K - $28.3K
|
53.7K
$21.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-104- 55.03% |
$24.9K - $28.6K
|
85
$33.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-104- 9.94% |
$24.9K - $28.6K
|
942
$372K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-104- 1.07% |
$24.9K - $28.6K
|
9.61K
$3.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-105- 1.32% |
$25.1K - $28.9K
|
7.88K
$3.11M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-105- 0.38% |
$25.1K - $28.9K
|
27.7K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-106- 5.68% |
$25.4K - $29.2K
|
1.76K
$696K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-107- 1.44% |
$25.6K - $29.4K
|
7.31K
$2.89M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-107- 4.42% |
$25.6K - $29.4K
|
2.31K
$915K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-109- 0.87% |
$26.1K - $30K
|
12.4K
$4.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-109- 1.01% |
$26.1K - $30K
|
10.7K
$4.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-111- 0.71% |
$26.6K - $30.5K
|
15.5K
$6.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-112- 6.1% |
$26.8K - $30.8K
|
1.72K
$681K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-113- 2.07% |
$27K - $31.1K
|
5.36K
$2.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-114- 3.68% |
$27.3K - $31.4K
|
2.99K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
SELL
|
- |
-115- 6.01% |
$27.5K - $31.6K
|
1.8K
$711K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-116- 5.99% |
$27.8K - $31.9K
|
1.82K
$719K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-116- 2.05% |
$27.8K - $31.9K
|
5.54K
$2.19M
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-117- 6.03% |
$28K - $32.2K
|
1.82K
$720K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-121- 1.35% |
$29K - $33.3K
|
8.84K
$3.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-121- 4.12% |
$29K - $33.3K
|
2.81K
$1.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-122- 14.29% |
$29.2K - $33.6K
|
732
$289K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-123- 2.23% |
$29.4K - $33.8K
|
5.41K
$2.14M
|