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 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-999- 17.47% |
$239K - $275K
|
4.72K
$1.86M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1K- 3.31% |
$239K - $275K
|
29.3K
$11.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.01K- 2.5% |
$243K - $279K
|
39.6K
$15.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.04K- 5.18% |
$248K - $285K
|
19K
$7.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.06K- 18.0% |
$255K - $293K
|
4.85K
$1.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.09K- 0.69% |
$261K - $300K
|
158K
$62.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.1K- 4.64% |
$263K - $303K
|
22.6K
$8.91M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.11K- 1.57% |
$265K - $305K
|
69.5K
$27.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.11K- 12.05% |
$265K - $305K
|
8.1K
$3.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 3.37% |
$266K - $306K
|
31.8K
$12.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.12K- 3.29% |
$267K - $307K
|
32.8K
$12.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.12K- 7.05% |
$268K - $308K
|
14.8K
$5.82M
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-1.16K- 35.6% |
$277K - $319K
|
2.1K
$826K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.19K- 6.81% |
$284K - $327K
|
16.2K
$6.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.2K- 8.81% |
$287K - $330K
|
12.4K
$4.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.22K- 2.23% |
$293K - $337K
|
53.6K
$21.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 4.19% |
$294K - $338K
|
28.1K
$11.1M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.23K- 15.87% |
$295K - $339K
|
6.53K
$2.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.24K- 23.83% |
$296K - $340K
|
3.95K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.24K- 14.12% |
$297K - $342K
|
7.56K
$2.98M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.26K- 4.71% |
$301K - $346K
|
25.5K
$10M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.26K- 2.36% |
$302K - $348K
|
52.3K
$20.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.3K- 15.8% |
$311K - $357K
|
6.92K
$2.73M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-1.3K- 1.49% |
$312K - $358K
|
86.4K
$34M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-1.31K- 7.62% |
$313K - $359K
|
15.8K
$6.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.32K- 20.59% |
$315K - $362K
|
5.07K
$2M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.33K- 0.82% |
$319K - $366K
|
161K
$63.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 8.2% |
$321K - $369K
|
15K
$5.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.36K- 16.26% |
$325K - $374K
|
7K
$2.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.36K- 2.53% |
$325K - $374K
|
52.3K
$20.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.36K- 3.23% |
$326K - $375K
|
40.7K
$16.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.37K- 7.67% |
$327K - $376K
|
16.4K
$6.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.4K- 16.15% |
$335K - $385K
|
7.26K
$2.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.42K- 6.95% |
$341K - $392K
|
19K
$7.51M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1.45K- 0.61% |
$346K - $398K
|
236K
$93.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.45K- 15.05% |
$346K - $398K
|
8.16K
$3.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.48K- 1.4% |
$355K - $408K
|
104K
$41.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.49K- 27.12% |
$357K - $411K
|
4.01K
$1.58M
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.49K- 4.37% |
$357K - $411K
|
32.6K
$12.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.52K- 6.87% |
$364K - $418K
|
20.6K
$8.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.54K- 3.14% |
$369K - $424K
|
47.5K
$18.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.54K- 28.65% |
$369K - $424K
|
3.84K
$1.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.55K- 8.36% |
$372K - $428K
|
17K
$6.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.57K- 58.7% |
$375K - $431K
|
1.1K
$434K
|
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.57K- 58.7% |
$375K - $431K
|
1.1K
$434K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.58K- 1.54% |
$377K - $433K
|
100K
$39.6M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
SELL
|
- |
-1.59K- 8.65% |
$380K - $437K
|
16.8K
$6.62M
|
|
|
Aug 04, 2023
Q2 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-1.6K- 2.1% |
$382K - $439K
|
74.4K
$29.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.6K- 41.52% |
$384K - $441K
|
2.26K
$890K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-1.61K- 6.44% |
$386K - $444K
|
23.4K
$9.23M
|