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 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21- 0.97% |
$5.54K - $5.99K
|
2.14K
$843K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-22- 0.47% |
$5.8K - $6.28K
|
4.71K
$1.86M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-22- 2.05% |
$5.8K - $6.28K
|
1.05K
$413K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-22- 1.05% |
$5.8K - $6.28K
|
2.08K
$820K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-22- 1.06% |
$5.8K - $6.28K
|
2.06K
$811K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-22- 2.19% |
$5.8K - $6.28K
|
984
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-22- 1.43% |
$5.8K - $6.28K
|
1.52K
$598K
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-22- 2.52% |
$5.8K - $6.28K
|
851
$335K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-22- 0.59% |
$5.8K - $6.28K
|
3.71K
$1.46M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-22- 1.43% |
$5.8K - $6.28K
|
1.52K
$598K
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-23- 0.52% |
$6.07K - $6.56K
|
4.42K
$1.74M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-23- 1.91% |
$6.07K - $6.56K
|
1.18K
$465K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-23- 1.68% |
$6.07K - $6.56K
|
1.35K
$531K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-24- 0.52% |
$6.33K - $6.85K
|
4.57K
$1.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-24- 0.39% |
$6.33K - $6.85K
|
6.12K
$2.41M
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-25- 2.74% |
$6.6K - $7.13K
|
889
$350K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-25- 0.1% |
$6.6K - $7.13K
|
24.1K
$9.51M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-25- 0.85% |
$6.6K - $7.13K
|
2.9K
$1.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.11% |
$6.6K - $7.13K
|
2.22K
$875K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-25- 0.05% |
$6.6K - $7.13K
|
52.5K
$20.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-25- 1.61% |
$6.6K - $7.13K
|
1.53K
$602K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-25- 1.95% |
$6.6K - $7.13K
|
1.26K
$495K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-27- 3.19% |
$7.12K - $7.71K
|
819
$323K
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-27- 2.6% |
$7.12K - $7.71K
|
1.01K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-27- 0.27% |
$7.12K - $7.71K
|
10K
$3.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-29- 2.83% |
$7.65K - $8.28K
|
996
$393K
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-29- 0.64% |
$7.65K - $8.28K
|
4.51K
$1.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-29- 0.17% |
$7.65K - $8.28K
|
17.3K
$6.81M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-30- 0.05% |
$7.91K - $8.56K
|
61.7K
$24.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-30- 0.4% |
$7.91K - $8.56K
|
7.39K
$2.91M
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-30- 3.66% |
$7.91K - $8.56K
|
790
$311K
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-30- 2.42% |
$7.91K - $8.56K
|
1.21K
$477K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-30- 55.56% |
$7.91K - $8.56K
|
24
$9.46K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-30- 3.27% |
$7.91K - $8.56K
|
888
$350K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-31- 1.19% |
$8.18K - $8.85K
|
2.57K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-31- 1.82% |
$8.18K - $8.85K
|
1.67K
$657K
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-32- 0.11% |
$8.44K - $9.13K
|
28.4K
$11.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-32- 0.95% |
$8.44K - $9.13K
|
3.35K
$1.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-33- 0.17% |
$8.71K - $9.42K
|
19.8K
$7.8M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-33- 2.78% |
$8.71K - $9.42K
|
1.15K
$454K
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-34- 0.49% |
$8.97K - $9.7K
|
6.94K
$2.74M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-34- 0.18% |
$8.97K - $9.7K
|
18.5K
$7.29M
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-34- 28.33% |
$8.97K - $9.7K
|
86
$33.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-35- 0.66% |
$9.23K - $9.99K
|
5.28K
$2.08M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-35- 0.57% |
$9.23K - $9.99K
|
6.14K
$2.42M
|
|
|
Oct 30, 2023
Q3 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-35- 1.91% |
$9.23K - $9.99K
|
1.79K
$707K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-35- 3.5% |
$9.23K - $9.99K
|
964
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-35- 1.02% |
$9.23K - $9.99K
|
3.4K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-35- 0.16% |
$9.23K - $9.99K
|
22.4K
$8.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-35- 6.13% |
$9.23K - $9.99K
|
536
$211K
|