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 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
9+ 0.5% |
$2.37K - $2.57K
|
1.82K
$724K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
8New |
$2.11K - $2.28K
|
8
$3.18K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
8+ 0.3% |
$2.11K - $2.28K
|
2.67K
$1.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
7+ 0.72% |
$1.85K - $2K
|
974
$388K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7+ 0.11% |
$1.85K - $2K
|
6.16K
$2.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
6New |
$1.58K - $1.71K
|
6
$2.39K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.37% |
$1.32K - $1.43K
|
1.37K
$546K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
4+ 0.23% |
$1.06K - $1.14K
|
1.73K
$687K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.25% |
$1.06K - $1.14K
|
1.59K
$634K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
4+ 0.42% |
$1.06K - $1.14K
|
946
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2+ 0.2% |
$528 - $571
|
996
$396K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$264 - $285
|
2.03K
$807K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1+ 0.04% |
$264 - $285
|
2.47K
$985K
|
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1+ 0.11% |
$264 - $285
|
917
$365K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1+ 0.0% |
$264 - $285
|
229K
$91.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1+ 0.02% |
$264 - $285
|
4.06K
$1.62M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
1+ 0.1% |
$264 - $285
|
990
$394K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1- 0.03% |
$264 - $285
|
3.2K
$1.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1- 0.18% |
$264 - $285
|
550
$219K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.01% |
$264 - $285
|
6.84K
$2.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1- 0.28% |
$264 - $285
|
354
$141K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1- 0.48% |
$264 - $285
|
209
$83.2K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 0.06% |
$264 - $285
|
1.64K
$652K
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-2- 0.19% |
$528 - $571
|
1.06K
$421K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2- 0.02% |
$528 - $571
|
10.2K
$4.06M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-2- 0.15% |
$528 - $571
|
1.3K
$518K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-2- 0.07% |
$528 - $571
|
3K
$1.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2- 0.08% |
$528 - $571
|
2.56K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2- 0.02% |
$528 - $571
|
11.7K
$4.64M
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.07% |
$791 - $856
|
4.32K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3- 0.06% |
$791 - $856
|
4.94K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3- 0.11% |
$791 - $856
|
2.66K
$1.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4- 0.19% |
$1.06K - $1.14K
|
2.14K
$850K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-4- 0.04% |
$1.06K - $1.14K
|
9.57K
$3.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-5- 0.18% |
$1.32K - $1.43K
|
2.7K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-5- 0.15% |
$1.32K - $1.43K
|
3.41K
$1.36M
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-6- 0.33% |
$1.58K - $1.71K
|
1.81K
$720K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6- 0.13% |
$1.58K - $1.71K
|
4.79K
$1.91M
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-6- 0.48% |
$1.58K - $1.71K
|
1.24K
$491K
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-6- 0.09% |
$1.58K - $1.71K
|
6.53K
$2.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.02% |
$1.85K - $2K
|
39.5K
$15.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7- 0.02% |
$1.85K - $2K
|
30.7K
$12.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-7- 1.22% |
$1.85K - $2K
|
565
$225K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-8- 0.34% |
$2.11K - $2.28K
|
2.36K
$940K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-8- 0.04% |
$2.11K - $2.28K
|
21.7K
$8.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-8- 0.21% |
$2.11K - $2.28K
|
3.81K
$1.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-8- 0.85% |
$2.11K - $2.28K
|
930
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-8- 0.18% |
$2.11K - $2.28K
|
4.33K
$1.72M
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-8- 0.85% |
$2.11K - $2.28K
|
938
$373K
|