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 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-134- 1.64% |
$35.3K - $38.2K
|
8.05K
$3.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-136- 0.46% |
$35.9K - $38.8K
|
29.4K
$11.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Torray LLC
|
SELL
|
- |
-138- 9.61% |
$36.4K - $39.4K
|
1.3K
$512K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-138- 2.5% |
$36.4K - $39.4K
|
5.39K
$2.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-139- 1.09% |
$36.7K - $39.7K
|
12.6K
$4.96M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-140- 1.01% |
$36.9K - $40K
|
13.8K
$5.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-140- 4.24% |
$36.9K - $40K
|
3.16K
$1.25M
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-143- 2.6% |
$37.7K - $40.8K
|
5.35K
$2.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-144- 0.59% |
$38K - $41.1K
|
24.1K
$9.52M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-145- 1.52% |
$38.3K - $41.4K
|
9.37K
$3.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-149- 3.05% |
$39.3K - $42.5K
|
4.74K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-149- 0.11% |
$39.3K - $42.5K
|
140K
$55.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-150- 15.43% |
$39.6K - $42.8K
|
822
$324K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-150- 0.13% |
$39.6K - $42.8K
|
114K
$45M
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-150- 12.15% |
$39.6K - $42.8K
|
1.09K
$428K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-153- 6.03% |
$40.4K - $43.7K
|
2.39K
$940K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
SELL
|
- |
-153- 0.48% |
$40.4K - $43.7K
|
31.8K
$12.5M
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-156- 7.21% |
$41.2K - $44.5K
|
2.01K
$791K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-157- 2.93% |
$41.4K - $44.8K
|
5.21K
$2.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-157- 3.95% |
$41.4K - $44.8K
|
3.81K
$1.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-158- 0.3% |
$41.7K - $45.1K
|
52.1K
$20.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-160- 8.3% |
$42.2K - $45.7K
|
1.77K
$697K
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-162- 2.0% |
$42.7K - $46.2K
|
7.95K
$3.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-164- 1.66% |
$43.3K - $46.8K
|
9.7K
$3.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-166- 0.69% |
$43.8K - $47.4K
|
24K
$9.48M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-166- 0.75% |
$43.8K - $47.4K
|
21.8K
$8.61M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-166- 0.69% |
$43.8K - $47.4K
|
24K
$9.48M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-169- 8.1% |
$44.6K - $48.2K
|
1.92K
$756K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-171- 7.33% |
$45.1K - $48.8K
|
2.16K
$852K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-171- 1.83% |
$45.1K - $48.8K
|
9.17K
$3.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-172- 11.35% |
$45.4K - $49.1K
|
1.34K
$529K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-173- 4.07% |
$45.6K - $49.4K
|
4.07K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-173- 0.28% |
$45.6K - $49.4K
|
62.7K
$24.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-174- 12.43% |
$45.9K - $49.7K
|
1.23K
$483K
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-176- 18.64% |
$46.4K - $50.2K
|
768
$303K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-178- 13.0% |
$47K - $50.8K
|
1.19K
$469K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-179- 4.25% |
$47.2K - $51.1K
|
4.03K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-180- 15.93% |
$47.5K - $51.4K
|
950
$374K
|
|
|
Nov 14, 2023
Q3 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-180- 9.75% |
$47.5K - $51.4K
|
1.67K
$657K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-183- 1.26% |
$48.3K - $52.2K
|
14.3K
$5.64M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-188- 5.89% |
$49.6K - $53.7K
|
3K
$1.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-189- 2.59% |
$49.9K - $53.9K
|
7.1K
$2.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-194- 16.14% |
$51.2K - $55.4K
|
1.01K
$397K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-196- 0.63% |
$51.7K - $55.9K
|
30.8K
$12.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-196- 0.53% |
$51.7K - $55.9K
|
37.1K
$14.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-197- 14.55% |
$52K - $56.2K
|
1.16K
$456K
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-198- 0.76% |
$52.2K - $56.5K
|
25.9K
$10.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-200- 2.04% |
$52.8K - $57.1K
|
9.59K
$3.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-200- 87.72% |
$52.8K - $57.1K
|
28
$11K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-204- 20.63% |
$53.8K - $58.2K
|
785
$309K
|