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
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-392- 0.82% |
$103K - $112K
|
47.5K
$22.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-399- 7.5% |
$105K - $114K
|
4.92K
$2.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-400- 30.86% |
$106K - $114K
|
896
$419K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-400- 7.72% |
$106K - $114K
|
4.78K
$2.24M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-400- 18.41% |
$106K - $114K
|
1.77K
$830K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-408- 11.7% |
$108K - $116K
|
3.08K
$1.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-409- 5.23% |
$108K - $117K
|
7.41K
$3.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-409- 0.25% |
$108K - $117K
|
165K
$77M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-410- 2.78% |
$108K - $117K
|
14.3K
$6.71M
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-418- 3.99% |
$110K - $119K
|
10.1K
$4.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-421- 24.18% |
$111K - $120K
|
1.32K
$618K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-431- 3.12% |
$114K - $123K
|
13.4K
$6.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-431- 1.46% |
$114K - $123K
|
29.1K
$13.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-432- 0.5% |
$114K - $123K
|
85.2K
$39.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-435- 2.95% |
$115K - $124K
|
14.3K
$6.69M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-438- 5.6% |
$116K - $125K
|
7.38K
$3.45M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-443- 1.89% |
$117K - $126K
|
23K
$10.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-445- 3.01% |
$117K - $127K
|
14.3K
$6.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-445- 47.24% |
$117K - $127K
|
497
$233K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-448- 5.71% |
$118K - $128K
|
7.4K
$3.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-458- 12.9% |
$121K - $131K
|
3.09K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-462- 1.18% |
$122K - $132K
|
38.6K
$18.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-463- 23.8% |
$122K - $132K
|
1.48K
$693K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-470- 12.81% |
$124K - $134K
|
3.2K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-472- 5.86% |
$125K - $135K
|
7.58K
$3.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-473- 1.73% |
$125K - $135K
|
26.8K
$12.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-475- 22.99% |
$125K - $136K
|
1.59K
$744K
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-478- 12.63% |
$126K - $136K
|
3.31K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-481- 8.02% |
$127K - $137K
|
5.52K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-484- 8.01% |
$128K - $138K
|
5.56K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-490- 8.97% |
$129K - $140K
|
4.97K
$2.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-492- 1.73% |
$130K - $140K
|
28K
$13.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-494- 0.44% |
$130K - $141K
|
113K
$52.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-502- 1.77% |
$132K - $143K
|
27.8K
$13M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-504- 14.52% |
$133K - $144K
|
2.97K
$1.39M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-505- 28.69% |
$133K - $144K
|
1.26K
$587K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-506- 4.84% |
$133K - $144K
|
9.95K
$4.66M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-508- 10.17% |
$134K - $145K
|
4.49K
$2.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-517- 0.78% |
$136K - $148K
|
65.6K
$30.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-526- 15.22% |
$139K - $150K
|
2.93K
$1.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-526- 6.4% |
$139K - $150K
|
7.7K
$3.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-528- 1.01% |
$139K - $151K
|
51.8K
$24.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-528- 0.76% |
$139K - $151K
|
68.8K
$32.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-530- 4.82% |
$140K - $151K
|
10.5K
$4.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-539- 9.39% |
$142K - $154K
|
5.2K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-539- 3.53% |
$142K - $154K
|
14.7K
$6.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-550- 38.79% |
$145K - $157K
|
868
$406K
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-568- 4.89% |
$150K - $162K
|
11.1K
$5.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-569- 12.18% |
$150K - $162K
|
4.1K
$1.92M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-587- 21.76% |
$155K - $168K
|
2.11K
$988K
|