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
|
Northstar Group, Inc.
|
SELL
|
- |
-36- 0.18% |
$9.5K - $10.3K
|
20.3K
$8.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-36- 2.52% |
$9.5K - $10.3K
|
1.39K
$555K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-36- 1.86% |
$9.5K - $10.3K
|
1.9K
$756K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-36- 1.29% |
$9.5K - $10.3K
|
2.75K
$1.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-37- 0.82% |
$9.76K - $10.6K
|
4.45K
$1.77M
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-37- 11.64% |
$9.76K - $10.6K
|
281
$112K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-37- 4.17% |
$9.76K - $10.6K
|
851
$339K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-37- 3.72% |
$9.76K - $10.6K
|
958
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-37- 0.71% |
$9.76K - $10.6K
|
5.18K
$2.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Financial Advisory
|
SELL
|
- |
-38- 0.92% |
$10K - $10.8K
|
4.07K
$1.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-38- 0.14% |
$10K - $10.8K
|
26.6K
$10.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-38- 1.14% |
$10K - $10.8K
|
3.3K
$1.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-39- 0.21% |
$10.3K - $11.1K
|
18.9K
$7.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-40- 11.43% |
$10.6K - $11.4K
|
310
$123K
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-40- 0.27% |
$10.6K - $11.4K
|
15K
$5.96M
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-41- 2.32% |
$10.8K - $11.7K
|
1.73K
$687K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-41- 0.33% |
$10.8K - $11.7K
|
12.4K
$4.93M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-43- 0.86% |
$11.3K - $12.3K
|
4.96K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-44- 1.66% |
$11.6K - $12.6K
|
2.61K
$1.04M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-44Closed |
$11.6K - $12.6K
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-45- 3.84% |
$11.9K - $12.8K
|
1.13K
$449K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-46- 0.36% |
$12.1K - $13.1K
|
12.7K
$5.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-46- 2.9% |
$12.1K - $13.1K
|
1.54K
$612K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-46- 0.96% |
$12.1K - $13.1K
|
4.74K
$1.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-46- 0.96% |
$12.1K - $13.1K
|
4.73K
$1.88M
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-47- 0.71% |
$12.4K - $13.4K
|
6.6K
$2.63M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-47- 1.72% |
$12.4K - $13.4K
|
2.68K
$1.07M
|
|
|
Oct 20, 2023
Q3 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-48- 1.07% |
$12.7K - $13.7K
|
4.45K
$1.77M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-48- 1.46% |
$12.7K - $13.7K
|
3.23K
$1.29M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-48- 4.13% |
$12.7K - $13.7K
|
1.11K
$443K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-48- 1.97% |
$12.7K - $13.7K
|
2.39K
$951K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-49- 3.32% |
$12.9K - $14K
|
1.43K
$569K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-50- 2.75% |
$13.2K - $14.3K
|
1.77K
$704K
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-50- 1.03% |
$13.2K - $14.3K
|
4.83K
$1.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-50- 5.71% |
$13.2K - $14.3K
|
825
$328K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-50- 4.07% |
$13.2K - $14.3K
|
1.18K
$468K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-50- 0.47% |
$13.2K - $14.3K
|
10.5K
$4.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-50- 0.76% |
$13.2K - $14.3K
|
6.55K
$2.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-50- 1.24% |
$13.2K - $14.3K
|
3.98K
$1.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-50- 0.69% |
$13.2K - $14.3K
|
7.18K
$2.86M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-50- 2.16% |
$13.2K - $14.3K
|
2.26K
$899K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-50- 3.26% |
$13.2K - $14.3K
|
1.48K
$590K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-50- 1.68% |
$13.2K - $14.3K
|
2.93K
$1.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-51- 0.79% |
$13.5K - $14.6K
|
6.38K
$2.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-52- 0.26% |
$13.7K - $14.8K
|
20.1K
$8.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-52- 3.05% |
$13.7K - $14.8K
|
1.65K
$658K
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-53- 1.97% |
$14K - $15.1K
|
2.64K
$1.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-53- 1.33% |
$14K - $15.1K
|
3.93K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-53- 0.87% |
$14K - $15.1K
|
6.05K
$2.41M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-53- 3.68% |
$14K - $15.1K
|
1.39K
$552K
|