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 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-188- 5.89% |
$49.6K - $53.7K
|
3K
$1.41M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-189- 2.59% |
$49.9K - $53.9K
|
7.1K
$3.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-194- 16.14% |
$51.2K - $55.4K
|
1.01K
$472K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-196- 0.63% |
$51.7K - $55.9K
|
30.8K
$14.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-196- 0.53% |
$51.7K - $55.9K
|
37.1K
$17.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-197- 14.55% |
$52K - $56.2K
|
1.16K
$541K
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-198- 0.76% |
$52.2K - $56.5K
|
25.9K
$12.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-200- 2.04% |
$52.8K - $57.1K
|
9.59K
$4.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-200- 87.72% |
$52.8K - $57.1K
|
28
$13.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-204- 20.63% |
$53.8K - $58.2K
|
785
$367K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-205- 14.57% |
$54.1K - $58.5K
|
1.2K
$562K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-205- 8.29% |
$54.1K - $58.5K
|
2.27K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-205- 16.48% |
$54.1K - $58.5K
|
1.04K
$486K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-207- 1.79% |
$54.6K - $59.1K
|
11.3K
$5.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-207- 5.79% |
$54.6K - $59.1K
|
3.37K
$1.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-207- 1.5% |
$54.6K - $59.1K
|
13.6K
$6.36M
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-210- 0.57% |
$55.4K - $59.9K
|
36.9K
$17.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-215- 6.89% |
$56.7K - $61.4K
|
2.91K
$1.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-215- 4.01% |
$56.7K - $61.4K
|
5.14K
$2.41M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-216- 7.51% |
$57K - $61.6K
|
2.66K
$1.24M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-216- 15.64% |
$57K - $61.6K
|
1.17K
$545K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-216- 10.16% |
$57K - $61.6K
|
1.91K
$893K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-218- 1.97% |
$57.5K - $62.2K
|
10.8K
$5.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-219- 5.68% |
$57.8K - $62.5K
|
3.64K
$1.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-220- 3.76% |
$58K - $62.8K
|
5.64K
$2.64M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-220- 0.1% |
$58K - $62.8K
|
210K
$98.4M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-221- 2.51% |
$58.3K - $63.1K
|
8.59K
$4.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-221- 1.06% |
$58.3K - $63.1K
|
20.6K
$9.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-224- 6.72% |
$59.1K - $63.9K
|
3.11K
$1.46M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-225- 0.99% |
$59.4K - $64.2K
|
22.4K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-226- 4.66% |
$59.6K - $64.5K
|
4.62K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-227- 6.95% |
$59.9K - $64.8K
|
3.04K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-227- 6.69% |
$59.9K - $64.8K
|
3.17K
$1.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-229- 8.4% |
$60.4K - $65.4K
|
2.5K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-229- 1.72% |
$60.4K - $65.4K
|
13.1K
$6.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-238- 2.22% |
$62.8K - $67.9K
|
10.5K
$4.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-241- 4.14% |
$63.6K - $68.8K
|
5.59K
$2.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-244- 2.81% |
$64.4K - $69.6K
|
8.44K
$3.95M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-244- 11.13% |
$64.4K - $69.6K
|
1.95K
$912K
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-250- 11.3% |
$66K - $71.3K
|
1.96K
$919K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-255- 2.57% |
$67.3K - $72.8K
|
9.66K
$4.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-260- 20.17% |
$68.6K - $74.2K
|
1.03K
$481K
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-261- 2.19% |
$68.9K - $74.5K
|
11.7K
$5.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-265- 29.68% |
$69.9K - $75.6K
|
628
$294K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-270- 5.3% |
$71.2K - $77.1K
|
4.83K
$2.26M
|
|
|
Oct 27, 2023
Q3 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-270- 0.3% |
$71.2K - $77.1K
|
89.3K
$41.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-270- 3.57% |
$71.2K - $77.1K
|
7.29K
$3.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-270- 15.34% |
$71.2K - $77.1K
|
1.49K
$697K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-270- 16.05% |
$71.2K - $77.1K
|
1.41K
$661K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-272- 0.92% |
$71.8K - $77.6K
|
29.4K
$13.7M
|