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 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.24K+ 17.22% |
$537K - $618K
|
15.3K
$6.02M
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.22K+ 70.38% |
$531K - $610K
|
5.37K
$2.12M
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.2KNew |
$526K - $605K
|
2.2K
$867K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.18KNew |
$521K - $600K
|
2.18K
$859K
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
2.17K+ 58.83% |
$519K - $597K
|
5.86K
$2.31M
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.16K+ 174.15% |
$516K - $593K
|
3.39K
$1.34M
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.13KNew |
$510K - $586K
|
2.13K
$839K
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.11K+ 7.3% |
$505K - $581K
|
31K
$12.2M
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.11KNew |
$505K - $581K
|
2.11K
$832K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.11K+ 7.76% |
$504K - $579K
|
29.2K
$11.5M
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
2.1K+ 49.59% |
$503K - $578K
|
6.34K
$2.5M
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.08KNew |
$498K - $573K
|
2.08K
$820K
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.05K+ 4.82% |
$490K - $563K
|
44.5K
$17.5M
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.98K+ 32.7% |
$475K - $546K
|
8.05K
$3.17M
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.96K+ 7.83% |
$468K - $538K
|
26.9K
$10.6M
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.94KNew |
$464K - $534K
|
1.94K
$765K
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.92K+ 3.15% |
$459K - $528K
|
62.8K
$24.8M
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
1.84K+ 16.16% |
$440K - $506K
|
13.2K
$5.2M
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.83K+ 93.59% |
$437K - $502K
|
3.78K
$1.49M
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
BUY
|
- |
1.8K+ 6.77% |
$431K - $495K
|
28.4K
$11.2M
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
1.77KNew |
$423K - $487K
|
1.77K
$697K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 6.8% |
$416K - $479K
|
27.3K
$10.8M
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
1.73K+ 33.28% |
$414K - $476K
|
6.93K
$2.73M
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
1.73K+ 133.03% |
$414K - $476K
|
3.03K
$1.19M
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.72K+ 13.24% |
$412K - $474K
|
14.7K
$5.8M
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.7K+ 1872.53% |
$408K - $469K
|
1.8K
$707K
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.69KNew |
$405K - $465K
|
1.69K
$666K
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.68K+ 3.85% |
$402K - $462K
|
45.3K
$17.8M
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.68KNew |
$401K - $461K
|
1.68K
$661K
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.68K+ 3.4% |
$401K - $461K
|
51K
$20.1M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.63K+ 4.07% |
$389K - $447K
|
41.6K
$16.4M
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.56KNew |
$373K - $429K
|
1.56K
$615K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.55K+ 272.01% |
$370K - $425K
|
2.11K
$833K
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.54K+ 23.85% |
$369K - $424K
|
8K
$3.15M
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.52K+ 1.32% |
$363K - $417K
|
117K
$46M
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.5KNew |
$359K - $413K
|
1.5K
$592K
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.48K+ 65.88% |
$353K - $406K
|
3.72K
$1.47M
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.48K+ 30.69% |
$353K - $406K
|
6.29K
$2.48M
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.47K+ 18.36% |
$351K - $403K
|
9.45K
$3.72M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.46K+ 7.98% |
$349K - $402K
|
19.7K
$7.78M
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.44K+ 77.67% |
$345K - $396K
|
3.29K
$1.3M
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.44K+ 35.31% |
$344K - $396K
|
5.51K
$2.17M
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.42K+ 26.61% |
$340K - $391K
|
6.77K
$2.67M
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.4K+ 11.62% |
$335K - $385K
|
13.5K
$5.3M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 9.96% |
$334K - $384K
|
15.4K
$6.08M
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.38K+ 33.64% |
$329K - $378K
|
5.46K
$2.15M
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.38K+ 33.64% |
$329K - $378K
|
5.46K
$2.15M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.37K+ 93.24% |
$327K - $376K
|
2.83K
$1.12M
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.36K+ 9.09% |
$324K - $373K
|
16.3K
$6.41M
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.35K+ 28.24% |
$324K - $373K
|
6.15K
$2.42M
|