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 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-293- 4.29% |
$77.3K - $83.6K
|
6.54K
$2.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-294- 89.63% |
$77.6K - $83.9K
|
34
$13.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-300- 4.31% |
$79.1K - $85.6K
|
6.66K
$2.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-300- 2.41% |
$79.1K - $85.6K
|
12.1K
$4.78M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-305- 0.76% |
$80.5K - $87K
|
40.1K
$15.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-308- 1.21% |
$81.3K - $87.9K
|
25.1K
$9.89M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-310- 0.56% |
$81.8K - $88.5K
|
55.4K
$21.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-310- 1.91% |
$81.8K - $88.5K
|
16K
$6.29M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-312- 12.94% |
$82.3K - $89K
|
2.1K
$828K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-316- 46.13% |
$83.4K - $90.2K
|
369
$145K
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-319- 7.08% |
$84.2K - $91K
|
4.19K
$1.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-324- 26.11% |
$85.5K - $92.5K
|
917
$361K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-324- 1.68% |
$85.5K - $92.5K
|
18.9K
$7.46M
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-325- 1.64% |
$85.7K - $92.7K
|
19.5K
$7.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-330- 5.45% |
$87.1K - $94.2K
|
5.72K
$2.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-330- 1.78% |
$87.1K - $94.2K
|
18.2K
$7.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-333- 1.19% |
$87.8K - $95K
|
27.7K
$10.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-336- 17.0% |
$88.6K - $95.9K
|
1.64K
$647K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-339- 27.56% |
$89.4K - $96.7K
|
891
$351K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-340- 31.45% |
$89.7K - $97K
|
741
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-340- 0.16% |
$89.7K - $97K
|
212K
$83.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-347- 1.53% |
$91.5K - $99K
|
22.4K
$8.82M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-347- 1.85% |
$91.5K - $99K
|
18.4K
$7.26M
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-350- 20.59% |
$92.3K - $99.9K
|
1.35K
$532K
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-351- 4.88% |
$92.6K - $100K
|
6.85K
$2.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-353- 7.41% |
$93.1K - $101K
|
4.41K
$1.74M
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-355- 17.73% |
$93.6K - $101K
|
1.65K
$649K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-356- 3.41% |
$93.9K - $102K
|
10.1K
$3.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-358- 15.09% |
$94.4K - $102K
|
2.02K
$794K
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-360- 0.79% |
$95K - $103K
|
45.1K
$17.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-361- 9.97% |
$95.2K - $103K
|
3.26K
$1.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-364- 1.11% |
$96K - $104K
|
32.4K
$12.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-371- 2.85% |
$97.9K - $106K
|
12.7K
$4.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-376- 3.75% |
$99.2K - $107K
|
9.65K
$3.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-380- 14.11% |
$100K - $108K
|
2.31K
$912K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-382- 17.76% |
$101K - $109K
|
1.77K
$697K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-384- 5.66% |
$101K - $110K
|
6.4K
$2.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-385- 3.09% |
$102K - $110K
|
12.1K
$4.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-388- 37.06% |
$102K - $111K
|
659
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-392- 0.82% |
$103K - $112K
|
47.5K
$18.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-399- 7.5% |
$105K - $114K
|
4.92K
$1.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-400- 30.86% |
$106K - $114K
|
896
$353K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-400- 7.72% |
$106K - $114K
|
4.78K
$1.88M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-400- 18.41% |
$106K - $114K
|
1.77K
$699K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-408- 11.7% |
$108K - $116K
|
3.08K
$1.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-409- 5.23% |
$108K - $117K
|
7.41K
$2.92M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-409- 0.25% |
$108K - $117K
|
165K
$64.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-410- 2.78% |
$108K - $117K
|
14.3K
$5.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-418- 3.99% |
$110K - $119K
|
10.1K
$3.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-421- 24.18% |
$111K - $120K
|
1.32K
$520K
|