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
|
Patten Group, Inc.
|
SELL
|
- |
-439- 1.91% |
$105K - $121K
|
22.5K
$8.95M
|
|
|
Dec 08, 2023
Q2 2023
|
Palladiem, LLC
|
SELL
|
- |
-440- 20.74% |
$105K - $121K
|
1.68K
$669K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-441- 0.33% |
$106K - $121K
|
132K
$52.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-445- 12.53% |
$106K - $122K
|
3.11K
$1.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-446- 2.98% |
$107K - $123K
|
14.5K
$5.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-446- 33.97% |
$107K - $123K
|
867
$345K
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-446- 7.87% |
$107K - $123K
|
5.22K
$2.08M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-447- 22.77% |
$107K - $123K
|
1.52K
$603K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-453- 5.05% |
$108K - $125K
|
8.51K
$3.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-453- 6.83% |
$108K - $125K
|
6.18K
$2.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-455- 5.72% |
$109K - $125K
|
7.49K
$2.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-463- 16.3% |
$111K - $127K
|
2.38K
$946K
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-465- 1.16% |
$111K - $128K
|
39.5K
$15.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-469- 10.36% |
$112K - $129K
|
4.06K
$1.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-472- 9.17% |
$113K - $130K
|
4.67K
$1.86M
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-473- 1.22% |
$113K - $130K
|
38.2K
$15.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-473- 0.98% |
$113K - $130K
|
47.8K
$19M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-474- 2.46% |
$113K - $130K
|
18.8K
$7.47M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-478- 18.64% |
$114K - $132K
|
2.09K
$830K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-482- 22.96% |
$115K - $133K
|
1.62K
$644K
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-485- 2.29% |
$116K - $133K
|
20.7K
$8.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-489- 14.17% |
$117K - $135K
|
2.96K
$1.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-490- 2.69% |
$117K - $135K
|
17.7K
$7.05M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-490- 3.43% |
$117K - $135K
|
13.8K
$5.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-492- 1.64% |
$118K - $135K
|
29.5K
$11.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-495- 0.93% |
$118K - $136K
|
52.5K
$20.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-495- 2.01% |
$118K - $136K
|
24.1K
$9.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-496- 2.26% |
$119K - $136K
|
21.4K
$8.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-496- 2.51% |
$119K - $136K
|
19.2K
$7.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-500- 25.84% |
$120K - $138K
|
1.44K
$571K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-508- 2.17% |
$122K - $140K
|
22.9K
$9.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-527- 39.3% |
$126K - $145K
|
814
$324K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-531- 3.68% |
$127K - $146K
|
13.9K
$5.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-539- 13.49% |
$129K - $148K
|
3.46K
$1.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-542- 60.16% |
$130K - $149K
|
359
$143K
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-553- 15.17% |
$132K - $152K
|
3.09K
$1.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-554- 8.88% |
$133K - $152K
|
5.68K
$2.26M
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-556- 2.64% |
$133K - $153K
|
20.5K
$8.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-562- 20.52% |
$134K - $155K
|
2.18K
$866K
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-572- 1.97% |
$137K - $157K
|
28.5K
$11.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-572- 4.39% |
$137K - $157K
|
12.4K
$4.95M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-575- 13.7% |
$138K - $158K
|
3.62K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-575- 0.86% |
$138K - $158K
|
66K
$26.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-578- 4.41% |
$138K - $159K
|
12.5K
$4.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-582- 2.52% |
$139K - $160K
|
22.5K
$8.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
SELL
|
- |
-586- 18.2% |
$140K - $161K
|
2.63K
$1.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-587- 12.88% |
$140K - $162K
|
3.97K
$1.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-594- 5.62% |
$142K - $163K
|
9.97K
$3.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-595- 25.43% |
$142K - $164K
|
1.75K
$694K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-600- 2.94% |
$144K - $165K
|
19.8K
$7.89M
|