Purchases and Sales Made in Q2 2023 in Ishares Russell 1000 Gr ETF (IWF)

IWF Quotes by TradingView

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 09, 2023 Q2 2023
Camden Capital, LLC

BUY
 -
378
+ 1.2%
$90.5K - $104K
32K $15M
Aug 11, 2023 Q2 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
376
+ 43.47%
$90K - $103K
1.24K $581K
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
373
+ 23.99%
$89.3K - $103K
1.93K $902K
Jul 14, 2023 Q2 2023
Ccg Wealth Management, LLC

BUY
 -
370
+ 6.75%
$88.5K - $102K
5.85K $2.74M
Aug 14, 2023 Q2 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
367
+ 9.94%
$87.8K - $101K
4.06K $1.9M
Aug 01, 2023 Q2 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
365
+ 0.64%
$87.3K - $100K
57.6K $26.9M
Feb 10, 2025 Q2 2023
Saiph Capital, LLC

Wyckoff, NJ
BUY
 -
357
+ 0.33%
$85.4K - $98.2K
107K $50.1M
Jul 17, 2023 Q2 2023
Sns Financial Group, LLC

BUY
 -
353
+ 21.06%
$84.5K - $97.1K
2.03K $949K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
347
+ 7.1%
$83K - $95.5K
5.23K $2.45M
Dec 19, 2024 Q2 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
341
+ 24.03%
$81.6K - $93.8K
1.76K $824K
Jul 10, 2023 Q2 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
332
+ 39.52%
$79.5K - $91.4K
1.17K $548K
Aug 02, 2023 Q2 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
330
+ 17.72%
$79K - $90.8K
2.19K $1.03M
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
328
New
$78.5K - $90.3K
328 $153K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
317
New
$75.9K - $87.2K
317 $148K
Jul 19, 2023 Q2 2023
Leavell Investment Management, Inc.

BUY
 -
311
+ 3.71%
$74.4K - $85.6K
8.69K $4.07M
Jul 20, 2023 Q2 2023
Duncker Streett & CO Inc

BUY
 -
310
New
$74.2K - $85.3K
310 $145K
Aug 10, 2023 Q2 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
310
+ 0.55%
$74.2K - $85.3K
56.5K $26.4M
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
308
+ 14.29%
$73.7K - $84.8K
2.46K $1.15M
Aug 14, 2023 Q2 2023
Mount Yale Investment Advisors, LLC

BUY
 -
304
+ 7.26%
$72.8K - $83.7K
4.49K $2.1M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
303
+ 1.58%
$72.5K - $83.4K
19.5K $9.12M
Aug 08, 2023 Q2 2023
Legacy Trust

Grand Rapids, MI
BUY
 -
300
+ 2.65%
$71.8K - $82.6K
11.6K $5.45M
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
299
+ 0.49%
$71.6K - $82.3K
60.8K $28.4M
Aug 08, 2023 Q2 2023
Essex Financial Services, Inc.

BUY
 -
299
+ 3.61%
$71.6K - $82.3K
8.58K $4.02M
Aug 07, 2023 Q2 2023
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
295
+ 6.6%
$70.6K - $81.2K
4.76K $2.23M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
292
+ 30.26%
$69.9K - $80.4K
1.26K $588K
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

BUY
 -
291
+ 7.08%
$69.6K - $80.1K
4.4K $2.06M
Aug 08, 2023 Q2 2023
Portfolio Strategies, Inc.

BUY
 -
290
+ 0.31%
$69.4K - $79.8K
95.2K $44.6M
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
288
+ 4.54%
$68.9K - $79.3K
6.63K $3.1M
Jul 28, 2023 Q2 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
287
+ 0.5%
$68.7K - $79K
58.2K $27.2M
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
286
+ 3.1%
$68.4K - $78.7K
9.5K $4.44M
Aug 07, 2023 Q2 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
284
+ 11.94%
$68K - $78.2K
2.66K $1.25M
Aug 09, 2023 Q2 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
284
+ 47.18%
$68K - $78.2K
886 $415K
Aug 10, 2023 Q2 2023
Aaf Wealth Management, LLC

BUY
 -
284
+ 10.31%
$68K - $78.2K
3.04K $1.42M
May 19, 2025 Q2 2023
Aaf Wealth Management, LLC

BUY
 -
284
+ 10.31%
$68K - $78.2K
3.04K $1.42M
Aug 02, 2023 Q2 2023
Anson Capital, Inc.

BUY
 -
283
+ 13.72%
$67.7K - $77.9K
2.35K $1.1M
Aug 10, 2023 Q2 2023
Stonehage Fleming Financial Services Holdings LTD

BUY
 -
282
+ 34.94%
$67.5K - $77.6K
1.09K $510K
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
277
+ 9.3%
$66.3K - $76.2K
3.26K $1.52M
Jul 17, 2023 Q2 2023
Luts & Greenleigh Group, Inc

Bethesda, MD
BUY
 -
275
+ 4.59%
$65.8K - $75.7K
6.26K $2.93M
Jul 17, 2023 Q2 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
267
+ 29.34%
$63.9K - $73.5K
1.18K $551K
Aug 08, 2023 Q2 2023
Bbr Partners, LLC

New York, NY
BUY
 -
266
+ 2.8%
$63.7K - $73.2K
9.76K $4.57M
Aug 07, 2023 Q2 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
265
+ 1.1%
$63.4K - $72.9K
24.5K $11.4M
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
262
+ 2.99%
$62.7K - $72.1K
9.02K $4.22M
Jul 17, 2023 Q2 2023
Investment Advisory Group, LLC

BUY
 -
260
+ 6.04%
$62.2K - $71.5K
4.57K $2.14M
Jul 24, 2023 Q2 2023
Retirement Planning Group

BUY
 -
259
+ 10.6%
$62K - $71.3K
2.7K $1.26M
Jul 25, 2023 Q2 2023
Stone Point Wealth LLC

BUY
 -
258
+ 17.09%
$61.7K - $71K
1.77K $827K
Aug 09, 2023 Q2 2023
Adirondack Trust CO

BUY
 -
257
+ 4.24%
$61.5K - $70.7K
6.32K $2.95M
Jul 06, 2023 Q2 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
254
+ 4.41%
$60.8K - $69.9K
6.02K $2.82M
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
242
+ 10.73%
$57.9K - $66.6K
2.5K $1.17M
Aug 14, 2023 Q2 2023
Investmark Advisory Group LLC

BUY
 -
240
+ 3.99%
$57.4K - $66K
6.26K $2.93M

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