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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
119New |
$31.4K - $34K
|
119
$46.9K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
119+ 7.39% |
$31.4K - $34K
|
1.73K
$681K
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
117+ 0.7% |
$30.9K - $33.4K
|
16.9K
$6.66M
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
116+ 0.36% |
$30.6K - $33.1K
|
32K
$12.6M
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
108+ 0.43% |
$28.5K - $30.8K
|
25.1K
$9.9M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
106+ 1.04% |
$28K - $30.3K
|
10.3K
$4.07M
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
105+ 9.84% |
$27.7K - $30K
|
1.17K
$462K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
100New |
$26.4K - $28.5K
|
100
$39.4K
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
99+ 1.77% |
$26.1K - $28.3K
|
5.71K
$2.25M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
99+ 3.95% |
$26.1K - $28.3K
|
2.61K
$1.03M
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
99+ 3.79% |
$26.1K - $28.3K
|
2.71K
$1.07M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
93New |
$24.5K - $26.5K
|
93
$36.7K
|
|
Oct 30, 2023
Q3 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
92+ 5.56% |
$24.3K - $26.3K
|
1.75K
$689K
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
92+ 0.16% |
$24.3K - $26.3K
|
56.5K
$22.3M
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
90+ 2.97% |
$23.7K - $25.7K
|
3.12K
$1.23M
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
88+ 4.97% |
$23.2K - $25.1K
|
1.86K
$733K
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
88+ 3.15% |
$23.2K - $25.1K
|
2.88K
$1.14M
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
86+ 0.87% |
$22.7K - $24.5K
|
9.99K
$3.94M
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
86New |
$22.7K - $24.5K
|
86
$33.9K
|
|
Nov 03, 2023
Q3 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
85+ 2.69% |
$22.4K - $24.3K
|
3.24K
$1.28M
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
84+ 10.28% |
$22.2K - $24K
|
901
$355K
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
84+ 2.0% |
$22.2K - $24K
|
4.28K
$1.69M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
80+ 1.29% |
$21.1K - $22.8K
|
6.28K
$2.47M
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
79+ 3.75% |
$20.8K - $22.5K
|
2.18K
$860K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
78New |
$20.6K - $22.3K
|
78
$30.7K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
74+ 1.37% |
$19.5K - $21.1K
|
5.48K
$2.16M
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
72+ 5.41% |
$19K - $20.5K
|
1.4K
$553K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
72+ 36.36% |
$19K - $20.5K
|
270
$106K
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
71+ 1.31% |
$18.7K - $20.3K
|
5.51K
$2.17M
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
71New |
$18.7K - $20.3K
|
71
$28K
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
BUY
|
- |
69+ 7.11% |
$18.2K - $19.7K
|
1.04K
$409K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
65+ 1.42% |
$17.1K - $18.5K
|
4.66K
$1.84M
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
65+ 92.86% |
$17.1K - $18.5K
|
135
$53.2K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
64New |
$16.9K - $18.3K
|
64
$25.2K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
64+ 116.36% |
$16.9K - $18.3K
|
119
$46.9K
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
63+ 7.74% |
$16.6K - $18K
|
877
$346K
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
57+ 0.19% |
$15K - $16.3K
|
30K
$11.8M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
56+ 0.5% |
$14.8K - $16K
|
11.3K
$4.44M
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
56+ 2.37% |
$14.8K - $16K
|
2.42K
$952K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
55+ 3.3% |
$14.5K - $15.7K
|
1.72K
$679K
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
54+ 0.91% |
$14.2K - $15.4K
|
6K
$2.37M
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
52+ 3.51% |
$13.7K - $14.8K
|
1.53K
$605K
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
50+ 0.31% |
$13.2K - $14.3K
|
16.3K
$6.42M
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
50+ 0.24% |
$13.2K - $14.3K
|
20.5K
$8.09M
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
49+ 0.4% |
$12.9K - $14K
|
12.3K
$4.85M
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
47+ 0.64% |
$12.4K - $13.4K
|
7.42K
$2.92M
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
47+ 2.91% |
$12.4K - $13.4K
|
1.66K
$656K
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
47New |
$12.4K - $13.4K
|
47
$18.5K
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
47+ 5.82% |
$12.4K - $13.4K
|
854
$337K
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
47+ 1.35% |
$12.4K - $13.4K
|
3.53K
$1.39M
|