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 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-54- 3.87% |
$14.2K - $15.4K
|
1.34K
$528K
|
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-54- 0.74% |
$14.2K - $15.4K
|
7.23K
$2.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-55- 24.89% |
$14.5K - $15.7K
|
166
$65.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-55- 0.53% |
$14.5K - $15.7K
|
10.3K
$4.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-56- 45.53% |
$14.8K - $16K
|
67
$26.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
SELL
|
- |
-56- 3.11% |
$14.8K - $16K
|
1.74K
$687K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-57- 0.05% |
$15K - $16.3K
|
117K
$45.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-58- 0.37% |
$15.3K - $16.6K
|
15.7K
$6.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-58- 0.37% |
$15.3K - $16.6K
|
15.4K
$6.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-58- 0.38% |
$15.3K - $16.6K
|
15.4K
$6.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-59- 0.89% |
$15.6K - $16.8K
|
6.6K
$2.6M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
SELL
|
- |
-60- 2.19% |
$15.8K - $17.1K
|
2.69K
$1.06M
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-60- 4.14% |
$15.8K - $17.1K
|
1.39K
$548K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-62- 5.27% |
$16.4K - $17.7K
|
1.12K
$439K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-62- 1.16% |
$16.4K - $17.7K
|
5.31K
$2.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-62- 6.96% |
$16.4K - $17.7K
|
829
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-62- 2.14% |
$16.4K - $17.7K
|
2.84K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-63- 11.56% |
$16.6K - $18K
|
482
$190K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-63- 0.17% |
$16.6K - $18K
|
38K
$15M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-64- 2.48% |
$16.9K - $18.3K
|
2.51K
$990K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-65- 5.29% |
$17.1K - $18.5K
|
1.16K
$458K
|
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-66- 2.56% |
$17.4K - $18.8K
|
2.52K
$991K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-67- 78.82% |
$17.7K - $19.1K
|
18
$7.09K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-68- 1.09% |
$17.9K - $19.4K
|
6.2K
$2.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-69- 0.31% |
$18.2K - $19.7K
|
22.4K
$8.84M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-70- 1.61% |
$18.5K - $20K
|
4.29K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-70- 1.81% |
$18.5K - $20K
|
3.8K
$1.5M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-70- 0.32% |
$18.5K - $20K
|
21.8K
$8.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-71- 2.89% |
$18.7K - $20.3K
|
2.39K
$941K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-72- 0.7% |
$19K - $20.5K
|
10.2K
$4M
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-72- 2.3% |
$19K - $20.5K
|
3.05K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-72- 0.35% |
$19K - $20.5K
|
20.8K
$8.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-73- 1.71% |
$19.3K - $20.8K
|
4.2K
$1.65M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-75- 2.36% |
$19.8K - $21.4K
|
3.11K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-75- 1.04% |
$19.8K - $21.4K
|
7.15K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-75- 1.34% |
$19.8K - $21.4K
|
5.51K
$2.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-76- 6.07% |
$20K - $21.7K
|
1.18K
$464K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-78- 0.88% |
$20.6K - $22.3K
|
8.77K
$3.45M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-78- 0.67% |
$20.6K - $22.3K
|
11.6K
$4.56M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-78- 3.72% |
$20.6K - $22.3K
|
2.02K
$796K
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-78- 13.02% |
$20.6K - $22.3K
|
521
$205K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-79- 1.8% |
$20.8K - $22.5K
|
4.32K
$1.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-80- 4.5% |
$21.1K - $22.8K
|
1.7K
$670K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-80- 5.51% |
$21.1K - $22.8K
|
1.37K
$541K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-80- 1.88% |
$21.1K - $22.8K
|
4.17K
$1.64M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-80- 1.76% |
$21.1K - $22.8K
|
4.45K
$1.76M
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-80- 2.72% |
$21.1K - $22.8K
|
2.86K
$1.13M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-81- 78.64% |
$21.4K - $23.1K
|
22
$8.67K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-82- 55.41% |
$21.6K - $23.4K
|
66
$26K
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-83- 0.91% |
$21.9K - $23.7K
|
9.06K
$3.57M
|