Purchases and Sales Made in Q3 2023 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.64M+ 7294.99% |
$1.49B - $1.61B
|
5.71M
$2.67B
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.77M+ 18.75% |
$993M - $1.07B
|
23.8M
$11.2B
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.31MNew |
$608M - $658M
|
2.31M
$1.08B
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.55M+ 207223.3% |
$408M - $442M
|
1.55M
$725M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.29M+ 97208.84% |
$340M - $367M
|
1.29M
$603M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
1.1M+ 19256.4% |
$290M - $313M
|
1.1M
$516M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
606KNew |
$160M - $173M
|
606K
$283M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
379K+ 2650.16% |
$100M - $108M
|
393K
$184M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
339K+ 42.52% |
$89.3M - $96.6M
|
1.13M
$531M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
284K+ 4457.19% |
$74.8M - $80.9M
|
290K
$136M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
249K+ 116.49% |
$65.8M - $71.2M
|
463K
$217M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
245K+ 26.16% |
$64.6M - $69.8M
|
1.18M
$552M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
187K+ 251.01% |
$49.3M - $53.4M
|
262K
$122M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
185K+ 86.09% |
$48.7M - $52.7M
|
399K
$187M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
178K+ 44.82% |
$46.9M - $50.7M
|
574K
$269M
|
|
|
Nov 13, 2023
Q3 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
171K+ 133.8% |
$45.2M - $48.9M
|
299K
$140M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
141K+ 2065.65% |
$37.2M - $40.3M
|
148K
$69.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
133K+ 35.72% |
$35.1M - $38M
|
505K
$237M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
115K+ 54.69% |
$30.3M - $32.8M
|
325K
$152M
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
98KNew |
$25.9M - $28M
|
98K
$45.9M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
93.5K+ 178.89% |
$24.7M - $26.7M
|
146K
$68.2M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
92.1K+ 8.7% |
$24.3M - $26.3M
|
1.15M
$539M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
90.6K+ 5.89% |
$23.9M - $25.9M
|
1.63M
$762M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
83.9KNew |
$22.1M - $23.9M
|
83.9K
$39.3M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
81.1K+ 434.16% |
$21.4M - $23.1M
|
99.7K
$46.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
64.3K+ 1.08% |
$17M - $18.4M
|
6M
$2.81B
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
57K+ 1.43% |
$15M - $16.3M
|
4.05M
$1.89B
|
|
|
Oct 31, 2023
Q3 2023
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
53.3K+ 251.84% |
$14.1M - $15.2M
|
74.5K
$34.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
49.8K+ 4.5% |
$13.1M - $14.2M
|
1.16M
$542M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
47.1K+ 8.31% |
$12.4M - $13.4M
|
613K
$287M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
46.5K+ 68.86% |
$12.3M - $13.3M
|
114K
$53.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
40.3KNew |
$10.6M - $11.5M
|
40.3K
$18.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
34.9K+ 1122.08% |
$9.21M - $9.96M
|
38K
$17.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
32.1KNew |
$8.47M - $9.16M
|
32.1K
$15M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
31.6KNew |
$8.33M - $9.01M
|
31.6K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
31.3K+ 32.32% |
$8.24M - $8.92M
|
128K
$59.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
30.6K+ 25.1% |
$8.08M - $8.74M
|
153K
$71.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
28.6KNew |
$7.53M - $8.15M
|
28.6K
$13.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
28K+ 15.68% |
$7.38M - $7.98M
|
206K
$96.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
27.8K+ 89.9% |
$7.33M - $7.93M
|
58.7K
$27.5M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
25.5K+ 383.78% |
$6.72M - $7.27M
|
32.1K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
24.2KNew |
$6.39M - $6.91M
|
24.2K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
22.9K+ 48.52% |
$6.04M - $6.53M
|
70.1K
$32.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
22.3K+ 25.79% |
$5.89M - $6.37M
|
109K
$50.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
22.3K+ 287.11% |
$5.87M - $6.35M
|
30K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
21.8K+ 176.18% |
$5.75M - $6.22M
|
34.2K
$16M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.1K+ 0.78% |
$5.57M - $6.02M
|
2.72M
$1.27B
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20.2K+ 17.04% |
$5.33M - $5.77M
|
139K
$64.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.6K+ 2.78% |
$5.18M - $5.6M
|
725K
$339M
|
|
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
19.6KNew |
$5.18M - $5.6M
|
19.6K
$9.19M
|