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 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.48KNew |
$833K - $958K
|
3.48K
$1.37M
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.45KNew |
$826K - $950K
|
3.45K
$1.36M
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.44K+ 72.53% |
$823K - $947K
|
8.19K
$3.23M
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.37K+ 3.83% |
$806K - $927K
|
91.2K
$36M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.24KNew |
$775K - $891K
|
3.24K
$1.28M
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.23KNew |
$772K - $888K
|
3.23K
$1.27M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.19K+ 4.95% |
$762K - $876K
|
67.5K
$26.6M
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
3.18K+ 16.65% |
$760K - $874K
|
22.2K
$8.77M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.13K+ 8.42% |
$749K - $862K
|
40.3K
$15.9M
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.11KNew |
$744K - $856K
|
3.11K
$1.23M
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
3.09KNew |
$740K - $851K
|
3.09K
$1.22M
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.02KNew |
$722K - $830K
|
3.02K
$1.19M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.99K+ 132.04% |
$715K - $822K
|
5.25K
$2.07M
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.97K+ 14.42% |
$711K - $817K
|
23.6K
$9.29M
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.84K+ 56.68% |
$681K - $783K
|
7.86K
$3.1M
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
2.83K+ 2.85% |
$678K - $779K
|
102K
$40.3M
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
2.77KNew |
$664K - $763K
|
2.77K
$1.09M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.76K+ 0.57% |
$661K - $760K
|
490K
$193M
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.73K+ 96.16% |
$654K - $752K
|
5.58K
$2.2M
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2.73KNew |
$652K - $750K
|
2.73K
$1.07M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.7K+ 0.73% |
$647K - $744K
|
372K
$147M
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.69KNew |
$644K - $741K
|
2.69K
$1.06M
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.68K+ 46.87% |
$642K - $739K
|
8.41K
$3.31M
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.65KNew |
$635K - $730K
|
2.65K
$1.05M
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.62K+ 4.88% |
$626K - $720K
|
56.2K
$22.1M
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.61KNew |
$625K - $719K
|
2.61K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
2.61KNew |
$624K - $717K
|
2.61K
$1.03M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.58K+ 2.48% |
$617K - $710K
|
107K
$42M
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
2.57K+ 194.32% |
$614K - $706K
|
3.89K
$1.53M
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.55K+ 1.21% |
$611K - $703K
|
214K
$84.4M
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.54KNew |
$608K - $699K
|
2.54K
$1M
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.54KNew |
$607K - $698K
|
2.54K
$999K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.52K+ 78.36% |
$603K - $694K
|
5.74K
$2.26M
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.52K+ 3.03% |
$603K - $693K
|
85.6K
$33.7M
|
|
Aug 04, 2023
Q2 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2.51K+ 126.6% |
$601K - $692K
|
4.5K
$1.77M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.49KNew |
$595K - $684K
|
2.49K
$980K
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.45KNew |
$587K - $675K
|
2.45K
$966K
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.4K+ 26.24% |
$574K - $660K
|
11.5K
$4.55M
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.4K+ 32.54% |
$574K - $660K
|
9.76K
$3.85M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.4K+ 0.62% |
$573K - $659K
|
387K
$152M
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.39K+ 19.4% |
$571K - $657K
|
14.7K
$5.79M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.38K+ 31.14% |
$570K - $655K
|
10K
$3.95M
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.38KNew |
$570K - $655K
|
2.38K
$938K
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.38K+ 43.74% |
$569K - $655K
|
7.82K
$3.08M
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.37KNew |
$568K - $653K
|
2.37K
$935K
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.34K+ 94.06% |
$561K - $645K
|
4.83K
$1.91M
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.3K+ 13.97% |
$551K - $633K
|
18.8K
$7.4M
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
2.3K+ 2.8% |
$550K - $633K
|
84.4K
$33.3M
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
2.29K+ 2.72% |
$547K - $629K
|
86.5K
$34.1M
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
2.29K+ 110.27% |
$547K - $629K
|
4.36K
$1.72M
|