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 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
662+ 3.24% |
$158K - $182K
|
21.1K
$8.32M
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
660+ 34.45% |
$158K - $182K
|
2.58K
$1.02M
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
660+ 234.04% |
$158K - $182K
|
942
$371K
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
652+ 5.7% |
$156K - $179K
|
12.1K
$4.77M
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
638+ 2.56% |
$153K - $176K
|
25.6K
$10.1M
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
637New |
$152K - $175K
|
637
$251K
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
624+ 8.33% |
$149K - $172K
|
8.11K
$3.2M
|
|
Aug 11, 2023
Q2 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
621+ 23.41% |
$149K - $171K
|
3.27K
$1.29M
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
616+ 0.43% |
$147K - $170K
|
144K
$56.9M
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
615+ 41.0% |
$147K - $169K
|
2.12K
$834K
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
612+ 1.57% |
$146K - $168K
|
39.6K
$15.6M
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
611+ 9.81% |
$146K - $168K
|
6.84K
$2.7M
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
608+ 84.44% |
$146K - $167K
|
1.33K
$523K
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
604+ 0.71% |
$145K - $166K
|
86.2K
$34M
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
597+ 60.43% |
$143K - $164K
|
1.59K
$625K
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
572+ 26.9% |
$137K - $157K
|
2.7K
$1.06M
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
571+ 5.92% |
$137K - $157K
|
10.2K
$4.03M
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
560New |
$134K - $154K
|
560
$221K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
559+ 15.94% |
$134K - $154K
|
4.07K
$1.6M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
556+ 5.47% |
$133K - $153K
|
10.7K
$4.22M
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
554+ 11.09% |
$133K - $152K
|
5.55K
$2.19M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
549+ 58.1% |
$131K - $151K
|
1.49K
$589K
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
521+ 21.12% |
$125K - $143K
|
2.99K
$1.18M
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
512+ 55.47% |
$123K - $141K
|
1.44K
$566K
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
494+ 12.9% |
$118K - $136K
|
4.32K
$1.7M
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
492+ 1.66% |
$118K - $135K
|
30.1K
$11.9M
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
492+ 59.64% |
$118K - $135K
|
1.32K
$519K
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
492+ 36.66% |
$118K - $135K
|
1.83K
$723K
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
488+ 15.94% |
$117K - $134K
|
3.55K
$1.4M
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
484+ 1.97% |
$116K - $133K
|
25K
$9.86M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
482+ 3.1% |
$115K - $133K
|
16K
$6.32M
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
474+ 2.23% |
$113K - $130K
|
21.8K
$8.58M
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
472+ 6.23% |
$113K - $130K
|
8.05K
$3.17M
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
463+ 3.74% |
$111K - $127K
|
12.8K
$5.06M
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
454+ 9.78% |
$109K - $125K
|
5.1K
$2.01M
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
453+ 7.02% |
$108K - $125K
|
6.91K
$2.72M
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
437+ 0.89% |
$105K - $120K
|
49.4K
$19.5M
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
437+ 5.97% |
$105K - $120K
|
7.76K
$3.06M
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
434+ 3.67% |
$104K - $119K
|
12.3K
$4.83M
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
424+ 9.39% |
$101K - $117K
|
4.94K
$1.95M
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
420+ 43.7% |
$101K - $116K
|
1.38K
$544K
|
|
Aug 14, 2023
Q2 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
410+ 33.04% |
$98.1K - $113K
|
1.65K
$651K
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
407+ 0.41% |
$97.4K - $112K
|
98.8K
$38.9M
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
406+ 0.46% |
$97.2K - $112K
|
89.4K
$35.2M
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
386+ 15.51% |
$92.4K - $106K
|
2.88K
$1.13M
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
383New |
$91.7K - $105K
|
383
$151K
|
|
Jul 14, 2023
Q2 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
380+ 20.39% |
$90.9K - $105K
|
2.24K
$884K
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
378+ 1.2% |
$90.5K - $104K
|
32K
$12.6M
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
376+ 43.47% |
$90K - $103K
|
1.24K
$489K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
373+ 23.99% |
$89.3K - $103K
|
1.93K
$760K
|