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 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
856+ 28.96% |
$205K - $236K
|
3.81K
$1.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
846New |
$202K - $233K
|
846
$337K
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
844New |
$202K - $232K
|
844
$336K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
839+ 7.69% |
$201K - $231K
|
11.7K
$4.67M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
838+ 16.07% |
$201K - $231K
|
6.05K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
837New |
$200K - $230K
|
837
$333K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
823+ 7.5% |
$197K - $226K
|
11.8K
$4.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
820New |
$196K - $226K
|
820
$326K
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
811New |
$194K - $223K
|
811
$323K
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
810New |
$194K - $223K
|
810
$322K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
810+ 6.01% |
$194K - $223K
|
14.3K
$5.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
810New |
$194K - $223K
|
810
$322K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
809New |
$194K - $223K
|
809
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
809New |
$194K - $223K
|
809
$322K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
807+ 20.78% |
$193K - $222K
|
4.69K
$1.87M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
807New |
$193K - $222K
|
807
$321K
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
806New |
$193K - $222K
|
806
$321K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
805New |
$193K - $222K
|
805
$320K
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
804New |
$192K - $221K
|
804
$320K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
804New |
$192K - $221K
|
804
$320K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
802New |
$192K - $221K
|
802
$319K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
802New |
$192K - $221K
|
802
$319K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
789New |
$189K - $217K
|
789
$314K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
785+ 4.75% |
$188K - $216K
|
17.3K
$6.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
BUY
|
- |
777New |
$186K - $214K
|
777
$309K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
776New |
$186K - $214K
|
776
$309K
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
775New |
$185K - $213K
|
775
$308K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
774+ 0.89% |
$185K - $213K
|
88.1K
$35.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
757+ 29.63% |
$181K - $208K
|
3.31K
$1.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Matisse Capital
|
BUY
|
- |
752New |
$180K - $207K
|
752
$299K
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
751New |
$180K - $207K
|
751
$299K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
748+ 5.73% |
$179K - $206K
|
13.8K
$5.49M
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
747New |
$179K - $206K
|
747
$297K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
746+ 36.73% |
$179K - $205K
|
2.78K
$1.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
746New |
$179K - $205K
|
746
$297K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
741New |
$177K - $204K
|
741
$295K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
739New |
$177K - $203K
|
739
$294K
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
739New |
$177K - $203K
|
739
$294K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
738New |
$177K - $203K
|
738
$294K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
738New |
$177K - $203K
|
738
$294K
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
737New |
$176K - $203K
|
737
$293K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
735New |
$176K - $202K
|
735
$293K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
734New |
$176K - $202K
|
734
$292K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
731New |
$175K - $201K
|
731
$291K
|
|
|
Aug 11, 2023
Q2 2023
|
Edgewood Management LLC
Greenwich, CT |
BUY
|
- |
725+ 26.32% |
$173K - $200K
|
3.48K
$1.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
704+ 3.26% |
$168K - $194K
|
22.3K
$8.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
704+ 0.66% |
$168K - $194K
|
108K
$43M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
691+ 1.46% |
$165K - $190K
|
47.9K
$19.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
681+ 16.23% |
$163K - $187K
|
4.88K
$1.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
671+ 29.6% |
$161K - $185K
|
2.94K
$1.17M
|