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
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
45+ 0.75% |
$11.9K - $12.8K
|
6.07K
$2.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
44+ 0.16% |
$11.6K - $12.6K
|
28.3K
$11.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
44+ 1.78% |
$11.6K - $12.6K
|
2.52K
$994K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
43+ 1.9% |
$11.3K - $12.3K
|
2.31K
$910K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
43+ 1.9% |
$11.3K - $12.3K
|
2.31K
$910K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
42+ 2.28% |
$11.1K - $12K
|
1.88K
$741K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
41New |
$10.8K - $11.7K
|
41
$16.2K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
41New |
$10.8K - $11.7K
|
41
$16.2K
|
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
40+ 2.36% |
$10.6K - $11.4K
|
1.73K
$683K
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
39+ 2.89% |
$10.3K - $11.1K
|
1.39K
$547K
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
38+ 3.82% |
$10K - $10.8K
|
1.03K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
35+ 4.18% |
$9.23K - $9.99K
|
873
$344K
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
34+ 1.1% |
$8.97K - $9.7K
|
3.13K
$1.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
33+ 0.58% |
$8.71K - $9.42K
|
5.75K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
33New |
$8.71K - $9.42K
|
33
$13K
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
32+ 1.24% |
$8.44K - $9.13K
|
2.61K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
30+ 1.79% |
$7.91K - $8.56K
|
1.71K
$672K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30+ 0.75% |
$7.91K - $8.56K
|
4.02K
$1.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
30+ 1.7% |
$7.91K - $8.56K
|
1.8K
$709K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
30New |
$7.91K - $8.56K
|
30
$11.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
29+ 0.97% |
$7.65K - $8.28K
|
3.02K
$1.19M
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
28+ 0.26% |
$7.39K - $7.99K
|
10.8K
$4.26M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
28+ 0.27% |
$7.39K - $7.99K
|
10.3K
$4.05M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
27+ 3.34% |
$7.12K - $7.71K
|
836
$329K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
26+ 1.93% |
$6.86K - $7.42K
|
1.38K
$542K
|
|
|
Nov 13, 2023
Q3 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
26+ 0.73% |
$6.86K - $7.42K
|
3.6K
$1.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
24+ 0.44% |
$6.33K - $6.85K
|
5.45K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.32% |
$6.33K - $6.85K
|
7.43K
$2.93M
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
24+ 1.34% |
$6.33K - $6.85K
|
1.81K
$715K
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
23+ 1.83% |
$6.07K - $6.56K
|
1.28K
$504K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
20+ 2.49% |
$5.28K - $5.71K
|
822
$324K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
20+ 9.66% |
$5.28K - $5.71K
|
227
$89.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
20+ 0.42% |
$5.28K - $5.71K
|
4.76K
$1.88M
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
18+ 1.2% |
$4.75K - $5.14K
|
1.52K
$599K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
18+ 5.98% |
$4.75K - $5.14K
|
319
$126K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17+ 0.58% |
$4.48K - $4.85K
|
2.94K
$1.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
16+ 0.87% |
$4.22K - $4.57K
|
1.85K
$729K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
15+ 0.35% |
$3.96K - $4.28K
|
4.32K
$1.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
15New |
$3.96K - $4.28K
|
15
$5.91K
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
15+ 0.05% |
$3.96K - $4.28K
|
31.3K
$12.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
14+ 0.08% |
$3.69K - $4K
|
18.6K
$7.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
14+ 0.81% |
$3.69K - $4K
|
1.73K
$683K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
13+ 0.42% |
$3.43K - $3.71K
|
3.11K
$1.22M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
12+ 0.77% |
$3.17K - $3.42K
|
1.58K
$623K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
12+ 1.17% |
$3.17K - $3.42K
|
1.03K
$408K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
12+ 1.47% |
$3.17K - $3.42K
|
829
$327K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
11+ 0.55% |
$2.9K - $3.14K
|
2K
$788K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11+ 0.1% |
$2.9K - $3.14K
|
11.3K
$4.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
10+ 0.47% |
$2.64K - $2.85K
|
2.16K
$850K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
10+ 22.73% |
$2.64K - $2.85K
|
54
$21.3K
|