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 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-645- 7.56% |
$170K - $184K
|
7.89K
$3.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-670- 31.77% |
$177K - $191K
|
1.44K
$573K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-674- 4.2% |
$178K - $192K
|
15.4K
$6.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-679- 32.1% |
$179K - $194K
|
1.44K
$571K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-692- 7.46% |
$183K - $197K
|
8.58K
$3.41M
|
|
|
Oct 19, 2023
Q3 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-696- 1.14% |
$184K - $199K
|
60.4K
$24M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-700- 38.53% |
$185K - $200K
|
1.12K
$445K
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-700- 24.09% |
$185K - $200K
|
2.21K
$878K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-701- 2.87% |
$185K - $200K
|
23.8K
$9.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-702- 0.62% |
$185K - $200K
|
113K
$45.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-709- 5.82% |
$187K - $202K
|
11.5K
$4.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-711- 1.22% |
$188K - $203K
|
57.4K
$22.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-724- 5.93% |
$191K - $207K
|
11.5K
$4.57M
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-730- 4.12% |
$193K - $208K
|
17K
$6.76M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-730- 6.81% |
$193K - $208K
|
9.99K
$3.98M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-735- 24.04% |
$194K - $210K
|
2.32K
$924K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-735- 1.56% |
$194K - $210K
|
46.3K
$18.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-738- 5.45% |
$195K - $211K
|
12.8K
$5.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-740- 13.74% |
$195K - $211K
|
4.65K
$1.85M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-746- 6.08% |
$197K - $213K
|
11.5K
$4.59M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-751- 4.15% |
$198K - $214K
|
17.4K
$6.91M
|
|
|
Oct 24, 2023
Q3 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-762- 1.56% |
$201K - $217K
|
48.1K
$19.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-782- 12.78% |
$206K - $223K
|
5.34K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-785- 21.27% |
$207K - $224K
|
2.91K
$1.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-785- 2.22% |
$207K - $224K
|
34.6K
$13.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-808- 0.8% |
$213K - $231K
|
99.6K
$39.7M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-821- 2.52% |
$217K - $234K
|
31.8K
$12.7M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-829- 1.74% |
$219K - $237K
|
46.9K
$18.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-829- 4.0% |
$219K - $237K
|
19.9K
$7.92M
|
|
|
Oct 18, 2023
Q3 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-834- 3.55% |
$220K - $238K
|
22.7K
$9.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-834- 15.7% |
$220K - $238K
|
4.48K
$1.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-841- 5.32% |
$222K - $240K
|
15K
$5.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-845- 12.21% |
$223K - $241K
|
6.08K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-851- 4.27% |
$224K - $243K
|
19.1K
$7.59M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-855- 1.97% |
$226K - $244K
|
42.5K
$16.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
SELL
|
- |
-857- 17.49% |
$226K - $245K
|
4.04K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-860- 7.4% |
$227K - $245K
|
10.8K
$4.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-878- 51.92% |
$232K - $251K
|
813
$324K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-885- 3.02% |
$233K - $253K
|
28.4K
$11.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-892- 2.98% |
$235K - $255K
|
29.1K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-907- 0.54% |
$239K - $259K
|
167K
$66.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-908- 9.64% |
$240K - $259K
|
8.51K
$3.39M
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-912- 18.72% |
$241K - $260K
|
3.96K
$1.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-914- 13.23% |
$241K - $261K
|
5.99K
$2.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-917- 25.23% |
$242K - $262K
|
2.72K
$1.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-936- 16.47% |
$247K - $267K
|
4.75K
$1.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-936- 27.77% |
$247K - $267K
|
2.43K
$969K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-944- 23.27% |
$249K - $269K
|
3.11K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-947- 6.31% |
$250K - $270K
|
14.1K
$5.59M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-952- 3.21% |
$251K - $272K
|
28.7K
$11.4M
|