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 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-9- 0.46% |
$2.37K - $2.57K
|
1.97K
$784K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-9- 9.78% |
$2.37K - $2.57K
|
83
$33K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-9- 0.02% |
$2.37K - $2.57K
|
56.2K
$22.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-9- 0.08% |
$2.37K - $2.57K
|
10.8K
$4.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-9- 0.35% |
$2.37K - $2.57K
|
2.58K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-10- 0.23% |
$2.64K - $2.85K
|
4.34K
$1.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-10- 0.13% |
$2.64K - $2.85K
|
7.48K
$2.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-10- 0.66% |
$2.64K - $2.85K
|
1.5K
$598K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
SELL
|
- |
-10- 0.24% |
$2.64K - $2.85K
|
4.19K
$1.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10- 0.08% |
$2.64K - $2.85K
|
12.8K
$5.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.72% |
$2.64K - $2.85K
|
1.38K
$547K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-10- 0.22% |
$2.64K - $2.85K
|
4.59K
$1.83M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-11- 0.88% |
$2.9K - $3.14K
|
1.23K
$491K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-11- 0.12% |
$2.9K - $3.14K
|
9.34K
$3.72M
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-11- 0.19% |
$2.9K - $3.14K
|
5.84K
$2.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-12- 0.46% |
$3.17K - $3.42K
|
2.59K
$1.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-12- 0.85% |
$3.17K - $3.42K
|
1.4K
$557K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-12- 0.15% |
$3.17K - $3.42K
|
7.98K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-12- 0.12% |
$3.17K - $3.42K
|
9.75K
$3.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-12- 0.32% |
$3.17K - $3.42K
|
3.7K
$1.47M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13- 0.5% |
$3.43K - $3.71K
|
2.56K
$1.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-14- 0.57% |
$3.69K - $4K
|
2.43K
$965K
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-14- 1.14% |
$3.69K - $4K
|
1.21K
$483K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-14- 0.5% |
$3.69K - $4K
|
2.8K
$1.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-14- 1.34% |
$3.69K - $4K
|
1.03K
$409K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-15- 0.77% |
$3.96K - $4.28K
|
1.94K
$771K
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-15- 0.67% |
$3.96K - $4.28K
|
2.23K
$887K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
SELL
|
- |
-15- 1.8% |
$3.96K - $4.28K
|
817
$325K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-15- 0.66% |
$3.96K - $4.28K
|
2.26K
$899K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-15- 1.6% |
$3.96K - $4.28K
|
923
$367K
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-15- 0.19% |
$3.96K - $4.28K
|
7.68K
$3.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-15- 18.29% |
$3.96K - $4.28K
|
67
$26.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-15- 0.29% |
$3.96K - $4.28K
|
5.25K
$2.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-15- 0.17% |
$3.96K - $4.28K
|
9.01K
$3.58M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-16- 0.22% |
$4.22K - $4.57K
|
7.3K
$2.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-16- 0.39% |
$4.22K - $4.57K
|
4.04K
$1.61M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-17- 2.12% |
$4.48K - $4.85K
|
785
$312K
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-19- 0.1% |
$5.01K - $5.42K
|
19.6K
$7.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-19- 0.63% |
$5.01K - $5.42K
|
2.98K
$1.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-19- 1.58% |
$5.01K - $5.42K
|
1.19K
$472K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-19- 0.34% |
$5.01K - $5.42K
|
5.52K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-19- 0.48% |
$5.01K - $5.42K
|
3.93K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-19- 0.63% |
$5.01K - $5.42K
|
3.02K
$1.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-20- 0.83% |
$5.28K - $5.71K
|
2.38K
$948K
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-20- 0.54% |
$5.28K - $5.71K
|
3.71K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-20- 1.77% |
$5.28K - $5.71K
|
1.11K
$441K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-20- 2.33% |
$5.28K - $5.71K
|
837
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-20- 3.43% |
$5.28K - $5.71K
|
563
$224K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 1.59% |
$5.28K - $5.71K
|
1.24K
$492K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-21- 0.08% |
$5.54K - $5.99K
|
26.4K
$10.5M
|