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 |
---|---|---|---|---|---|---|---|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
1.35KNew |
$323K - $371K
|
1.35K
$532K
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
1.31K+ 9.35% |
$314K - $361K
|
15.3K
$6.04M
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.3K+ 4.18% |
$310K - $357K
|
32.3K
$12.7M
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.28K+ 277.66% |
$306K - $352K
|
1.74K
$686K
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1.27K+ 9.54% |
$305K - $350K
|
14.6K
$5.76M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.26K+ 22.23% |
$301K - $346K
|
6.92K
$2.73M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.26KNew |
$301K - $346K
|
1.26K
$496K
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.26K+ 5.9% |
$301K - $346K
|
22.6K
$8.89M
|
|
Jul 11, 2023
Q2 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
1.25KNew |
$300K - $345K
|
1.25K
$494K
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
1.23KNew |
$295K - $340K
|
1.23K
$486K
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 132.35% |
$290K - $333K
|
2.13K
$838K
|
|
Jul 17, 2023
Q2 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
1.21K+ 0.55% |
$289K - $333K
|
221K
$87M
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.21K+ 0.94% |
$289K - $332K
|
130K
$51.2M
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
1.2K+ 19.83% |
$287K - $330K
|
7.24K
$2.85M
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
1.18K+ 26.15% |
$282K - $324K
|
5.68K
$2.24M
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.17K+ 4.1% |
$280K - $321K
|
29.6K
$11.7M
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
1.17KNew |
$279K - $321K
|
1.17K
$460K
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
1.16K+ 3.91% |
$279K - $320K
|
30.9K
$12.2M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.16KNew |
$278K - $320K
|
1.16K
$458K
|
|
Aug 07, 2023
Q2 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.15K+ 47.71% |
$276K - $318K
|
3.57K
$1.41M
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.1KNew |
$263K - $303K
|
1.1K
$434K
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.1KNew |
$262K - $301K
|
1.1K
$432K
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.09K+ 5.08% |
$262K - $301K
|
22.6K
$8.91M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.08K+ 16.27% |
$258K - $297K
|
7.7K
$3.04M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 23.86% |
$256K - $294K
|
5.56K
$2.19M
|
|
Aug 07, 2023
Q2 2023
|
Suncoast Equity Management
|
BUY
|
- |
1.07K+ 41.9% |
$256K - $294K
|
3.62K
$1.43M
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.04K+ 6.16% |
$249K - $287K
|
17.9K
$7.07M
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
1.04K+ 28.01% |
$248K - $286K
|
4.74K
$1.87M
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.02KNew |
$245K - $282K
|
1.02K
$403K
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.02KNew |
$245K - $281K
|
1.02K
$403K
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.01K+ 12.05% |
$242K - $279K
|
9.42K
$3.71M
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.01K+ 46.31% |
$242K - $278K
|
3.19K
$1.26M
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
1.01KNew |
$241K - $278K
|
1.01K
$398K
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.01KNew |
$241K - $277K
|
1.01K
$396K
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
987+ 16.43% |
$236K - $272K
|
6.99K
$2.76M
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
980+ 3.19% |
$235K - $270K
|
31.7K
$12.5M
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
979+ 5.44% |
$234K - $269K
|
19K
$7.48M
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
967New |
$231K - $266K
|
967
$381K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
942+ 11.47% |
$225K - $259K
|
9.15K
$3.61M
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
939New |
$225K - $258K
|
939
$370K
|
|
Aug 10, 2023
Q2 2023
|
Vista Finance, LLC
|
BUY
|
- |
935New |
$224K - $257K
|
935
$369K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
923New |
$221K - $254K
|
923
$364K
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
920New |
$220K - $253K
|
920
$363K
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
920New |
$220K - $253K
|
920
$363K
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
905New |
$217K - $249K
|
905
$357K
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
899+ 43.2% |
$215K - $247K
|
2.98K
$1.17M
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
898New |
$215K - $247K
|
898
$354K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
879New |
$210K - $242K
|
879
$346K
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
870New |
$208K - $239K
|
870
$343K
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
859New |
$206K - $236K
|
859
$339K
|