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 |
---|---|---|---|---|---|---|---|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
370+ 6.75% |
$88.5K - $102K
|
5.85K
$2.33M
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
367+ 9.94% |
$87.8K - $101K
|
4.06K
$1.62M
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
365+ 0.64% |
$87.3K - $100K
|
57.6K
$22.9M
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
353+ 21.06% |
$84.5K - $97.1K
|
2.03K
$807K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
347+ 7.1% |
$83K - $95.5K
|
5.23K
$2.08M
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
340+ 13.2% |
$81.4K - $93.6K
|
2.92K
$1.16M
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
332+ 39.52% |
$79.5K - $91.4K
|
1.17K
$466K
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
330+ 17.72% |
$79K - $90.8K
|
2.19K
$872K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
328New |
$78.5K - $90.3K
|
328
$131K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
317New |
$75.9K - $87.2K
|
317
$126K
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
311+ 3.71% |
$74.4K - $85.6K
|
8.69K
$3.46M
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
310New |
$74.2K - $85.3K
|
310
$123K
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
310+ 0.55% |
$74.2K - $85.3K
|
56.5K
$22.5M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
308+ 14.29% |
$73.7K - $84.8K
|
2.46K
$981K
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
304+ 7.26% |
$72.8K - $83.7K
|
4.49K
$1.79M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
303+ 1.58% |
$72.5K - $83.4K
|
19.5K
$7.76M
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
300+ 2.65% |
$71.8K - $82.6K
|
11.6K
$4.63M
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
299+ 0.49% |
$71.6K - $82.3K
|
60.8K
$24.2M
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
299+ 3.61% |
$71.6K - $82.3K
|
8.58K
$3.42M
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
295+ 6.6% |
$70.6K - $81.2K
|
4.76K
$1.9M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
292+ 30.26% |
$69.9K - $80.4K
|
1.26K
$500K
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
291+ 7.08% |
$69.6K - $80.1K
|
4.4K
$1.75M
|
|
Aug 08, 2023
Q2 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
290+ 0.31% |
$69.4K - $79.8K
|
95.2K
$37.9M
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
288+ 4.54% |
$68.9K - $79.3K
|
6.63K
$2.64M
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
287+ 0.5% |
$68.7K - $79K
|
58.2K
$23.2M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
286+ 3.1% |
$68.4K - $78.7K
|
9.5K
$3.78M
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
284+ 11.94% |
$68K - $78.2K
|
2.66K
$1.06M
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
284+ 47.18% |
$68K - $78.2K
|
886
$353K
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
284+ 10.31% |
$68K - $78.2K
|
3.04K
$1.21M
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
BUY
|
- |
283+ 13.72% |
$67.7K - $77.9K
|
2.35K
$934K
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
282+ 34.94% |
$67.5K - $77.6K
|
1.09K
$433K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
277+ 9.3% |
$66.3K - $76.2K
|
3.26K
$1.3M
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
275+ 4.59% |
$65.8K - $75.7K
|
6.26K
$2.49M
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
267+ 29.34% |
$63.9K - $73.5K
|
1.18K
$468K
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
266+ 2.8% |
$63.7K - $73.2K
|
9.76K
$3.88M
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
265+ 1.1% |
$63.4K - $72.9K
|
24.5K
$9.73M
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
262+ 2.99% |
$62.7K - $72.1K
|
9.02K
$3.59M
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
260+ 6.04% |
$62.2K - $71.5K
|
4.57K
$1.82M
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
259+ 10.6% |
$62K - $71.3K
|
2.7K
$1.08M
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
258+ 17.09% |
$61.7K - $71K
|
1.77K
$704K
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
257+ 4.24% |
$61.5K - $70.7K
|
6.32K
$2.51M
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
254+ 4.41% |
$60.8K - $69.9K
|
6.02K
$2.4M
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
242+ 10.73% |
$57.9K - $66.6K
|
2.5K
$994K
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
240+ 3.99% |
$57.4K - $66K
|
6.26K
$2.49M
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
239+ 17.98% |
$57.2K - $65.8K
|
1.57K
$624K
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
235+ 0.63% |
$56.2K - $64.7K
|
37.3K
$14.8M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
231+ 3.21% |
$55.3K - $63.6K
|
7.43K
$2.96M
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
230+ 2.5% |
$55K - $63.3K
|
9.44K
$3.76M
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
229+ 45.53% |
$54.8K - $63K
|
732
$291K
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
229+ 20.8% |
$54.8K - $63K
|
1.33K
$529K
|