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 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-83- 5.06% |
$21.9K - $23.7K
|
1.56K
$619K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
SELL
|
- |
-84- 0.35% |
$22.2K - $24K
|
23.7K
$9.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-85- 2.57% |
$22.4K - $24.3K
|
3.23K
$1.28M
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-86- 0.32% |
$22.7K - $24.5K
|
27K
$10.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-86- 6.94% |
$22.7K - $24.5K
|
1.15K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-86- 5.24% |
$22.7K - $24.5K
|
1.56K
$619K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-87- 5.53% |
$23K - $24.8K
|
1.49K
$592K
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-87- 2.48% |
$23K - $24.8K
|
3.42K
$1.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-88- 0.31% |
$23.2K - $25.1K
|
28.3K
$11.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-89- 0.22% |
$23.5K - $25.4K
|
39.5K
$15.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-90- 0.98% |
$23.7K - $25.7K
|
9.1K
$3.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-90- 7.23% |
$23.7K - $25.7K
|
1.16K
$460K
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-92- 1.57% |
$24.3K - $26.3K
|
5.76K
$2.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-92- 0.48% |
$24.3K - $26.3K
|
19K
$7.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-93- 3.29% |
$24.5K - $26.5K
|
2.74K
$1.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-93- 3.83% |
$24.5K - $26.5K
|
2.34K
$930K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-94- 1.15% |
$24.8K - $26.8K
|
8.07K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-94- 1.01% |
$24.8K - $26.8K
|
9.22K
$3.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-95- 5.68% |
$25.1K - $27.1K
|
1.58K
$628K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-97- 2.36% |
$25.6K - $27.7K
|
4.01K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-97- 3.19% |
$25.6K - $27.7K
|
2.94K
$1.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-98- 0.95% |
$25.9K - $28K
|
10.3K
$4.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-98- 3.67% |
$25.9K - $28K
|
2.57K
$1.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-99- 0.45% |
$26.1K - $28.3K
|
21.9K
$8.71M
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-100- 5.53% |
$26.4K - $28.5K
|
1.71K
$679K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-100- 1.45% |
$26.4K - $28.5K
|
6.8K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 11.11% |
$26.4K - $28.5K
|
800
$318K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-105- 7.42% |
$27.7K - $30K
|
1.31K
$521K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-107- 5.22% |
$28.2K - $30.5K
|
1.94K
$772K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-107- 0.47% |
$28.2K - $30.5K
|
22.4K
$8.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-108- 3.65% |
$28.5K - $30.8K
|
2.85K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-108- 8.95% |
$28.5K - $30.8K
|
1.1K
$437K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-109- 35.97% |
$28.8K - $31.1K
|
194
$77.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-110- 0.86% |
$29K - $31.4K
|
12.7K
$5.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-110- 2.08% |
$29K - $31.4K
|
5.17K
$2.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-111- 2.3% |
$29.3K - $31.7K
|
4.71K
$1.87M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-112- 1.97% |
$29.5K - $32K
|
5.57K
$2.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-114- 0.45% |
$30.1K - $32.5K
|
25.4K
$10.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-114- 0.11% |
$30.1K - $32.5K
|
107K
$42.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-117- 9.3% |
$30.9K - $33.4K
|
1.14K
$454K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-117- 10.98% |
$30.9K - $33.4K
|
949
$378K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-120- 1.2% |
$31.7K - $34.2K
|
9.85K
$3.92M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-120- 0.38% |
$31.7K - $34.2K
|
31.3K
$12.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-120- 0.15% |
$31.7K - $34.2K
|
79.3K
$31.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-120- 3.24% |
$31.7K - $34.2K
|
3.59K
$1.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-120- 0.29% |
$31.7K - $34.2K
|
41.1K
$16.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-120- 1.45% |
$31.7K - $34.2K
|
8.18K
$3.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-122- 1.01% |
$32.2K - $34.8K
|
12K
$4.77M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-125- 2.87% |
$33K - $35.7K
|
4.24K
$1.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-132- 2.38% |
$34.8K - $37.7K
|
5.42K
$2.16M
|