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 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
29.9KNew |
$7.16M - $8.23M
|
29.9K
$11.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.3K+ 3.92% |
$7M - $8.05M
|
776K
$309M
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
29KNew |
$6.94M - $7.98M
|
29K
$11.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28.6KNew |
$6.83M - $7.86M
|
28.6K
$11.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
27.5KNew |
$6.59M - $7.57M
|
27.5K
$11M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
26.6K+ 18.94% |
$6.36M - $7.32M
|
167K
$66.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
26.4K+ 1714.99% |
$6.32M - $7.27M
|
28K
$11.1M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.5K+ 7.91% |
$6.11M - $7.03M
|
348K
$139M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
25.3KNew |
$6.06M - $6.97M
|
25.3K
$10.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
25K+ 883.16% |
$5.99M - $6.89M
|
27.9K
$11.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.4K+ 4.85% |
$5.85M - $6.73M
|
529K
$210M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
24.4K+ 87.9% |
$5.85M - $6.73M
|
52.3K
$20.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20.3K+ 3.72% |
$4.87M - $5.6M
|
566K
$225M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
20.3K+ 4.41% |
$4.85M - $5.58M
|
480K
$191M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.7K+ 0.79% |
$4.47M - $5.14M
|
2.38M
$947M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16.8K+ 32.06% |
$4.03M - $4.64M
|
69.4K
$27.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
16.6K+ 13.64% |
$3.97M - $4.56M
|
138K
$55M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
16K+ 730.61% |
$3.83M - $4.41M
|
18.2K
$7.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16K+ 17.68% |
$3.83M - $4.4M
|
106K
$42.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15.6K+ 1.02% |
$3.73M - $4.29M
|
1.54M
$614M
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
15.5K+ 70.6% |
$3.71M - $4.27M
|
37.5K
$14.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.7K+ 0.22% |
$3.52M - $4.05M
|
6.71M
$2.67B
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.7K+ 43.98% |
$3.51M - $4.04M
|
48K
$19.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
14.6K+ 52.94% |
$3.5M - $4.02M
|
42.2K
$16.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
13.5K+ 6.08% |
$3.23M - $3.71M
|
235K
$93.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.6K+ 11.57% |
$3.01M - $3.46M
|
121K
$48.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.3K+ 7.08% |
$2.94M - $3.38M
|
186K
$74M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
12.1K+ 7.51% |
$2.9M - $3.34M
|
174K
$69.1M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
11.7KNew |
$2.8M - $3.22M
|
11.7K
$4.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
11.6KNew |
$2.78M - $3.2M
|
11.6K
$4.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
11.3K+ 0.52% |
$2.7M - $3.11M
|
2.16M
$861M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
11.2KNew |
$2.67M - $3.07M
|
11.2K
$4.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
11KNew |
$2.62M - $3.02M
|
11K
$4.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
10.2KNew |
$2.44M - $2.8M
|
10.2K
$4.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
10.2K+ 95.11% |
$2.43M - $2.8M
|
20.8K
$8.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.94K+ 111.84% |
$2.38M - $2.73M
|
18.8K
$7.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.85K+ 47.1% |
$2.36M - $2.71M
|
30.8K
$12.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.81K+ 33.73% |
$2.35M - $2.7M
|
38.9K
$15.5M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
9.77K+ 18.95% |
$2.34M - $2.69M
|
61.3K
$24.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
9.59K+ 25.63% |
$2.3M - $2.64M
|
47K
$18.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
9.49KNew |
$2.27M - $2.61M
|
9.49K
$3.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.43K+ 17.24% |
$2.26M - $2.6M
|
64.1K
$25.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
9.2K+ 46.61% |
$2.2M - $2.53M
|
29K
$11.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.9K+ 106.04% |
$2.13M - $2.45M
|
17.3K
$6.88M
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
8.73K+ 31.52% |
$2.09M - $2.4M
|
36.4K
$14.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
8.61K+ 16.22% |
$2.06M - $2.37M
|
61.7K
$24.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
8.6K+ 105.16% |
$2.06M - $2.37M
|
16.8K
$6.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.57K+ 18.92% |
$2.05M - $2.36M
|
53.8K
$21.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
8.42K+ 57.99% |
$2.02M - $2.32M
|
22.9K
$9.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
8.09K+ 2.18% |
$1.94M - $2.23M
|
380K
$151M
|