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 |
|---|---|---|---|---|---|---|---|
|
May 19, 2025
Q3 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-594- 3.85% |
$157K - $170K
|
14.8K
$6.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-598- 8.03% |
$158K - $171K
|
6.85K
$3.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-610- 7.76% |
$161K - $174K
|
7.25K
$3.39M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-617- 8.01% |
$163K - $176K
|
7.09K
$3.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-622- 8.89% |
$164K - $178K
|
6.37K
$2.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-622- 2.15% |
$164K - $178K
|
28.4K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-624- 3.67% |
$165K - $178K
|
16.4K
$7.66M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-627- 0.47% |
$165K - $179K
|
132K
$61.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-628- 7.38% |
$166K - $179K
|
7.89K
$3.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-635- 6.53% |
$168K - $181K
|
9.1K
$4.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-637- 20.78% |
$168K - $182K
|
2.43K
$1.14M
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-637- 20.78% |
$168K - $182K
|
2.43K
$1.14M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-642- 12.66% |
$169K - $183K
|
4.43K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-643- 3.26% |
$170K - $183K
|
19.1K
$8.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-645- 7.56% |
$170K - $184K
|
7.89K
$3.69M
|
|
|
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-651- 31.48% |
$172K - $186K
|
1.42K
$663K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-670- 31.77% |
$177K - $191K
|
1.44K
$673K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-674- 4.2% |
$178K - $192K
|
15.4K
$7.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-679- 32.1% |
$179K - $194K
|
1.44K
$672K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-692- 7.46% |
$183K - $197K
|
8.58K
$4.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-696- 1.14% |
$184K - $199K
|
60.4K
$28.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-700- 38.53% |
$185K - $200K
|
1.12K
$523K
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-700- 24.09% |
$185K - $200K
|
2.21K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-701- 2.87% |
$185K - $200K
|
23.8K
$11.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-702- 0.62% |
$185K - $200K
|
113K
$53.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-709- 5.82% |
$187K - $202K
|
11.5K
$5.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-711- 1.22% |
$188K - $203K
|
57.4K
$26.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-724- 5.93% |
$191K - $207K
|
11.5K
$5.37M
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-730- 4.12% |
$193K - $208K
|
17K
$7.94M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-730- 6.81% |
$193K - $208K
|
9.99K
$4.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-735- 24.04% |
$194K - $210K
|
2.32K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-735- 1.56% |
$194K - $210K
|
46.3K
$21.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-738- 5.45% |
$195K - $211K
|
12.8K
$5.99M
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-740- 13.74% |
$195K - $211K
|
4.65K
$2.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-746- 6.08% |
$197K - $213K
|
11.5K
$5.39M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-751- 4.15% |
$198K - $214K
|
17.4K
$8.13M
|
|
|
Oct 24, 2023
Q3 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-762- 1.56% |
$201K - $217K
|
48.1K
$22.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-782- 12.78% |
$206K - $223K
|
5.34K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-785- 21.27% |
$207K - $224K
|
2.91K
$1.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-785- 2.22% |
$207K - $224K
|
34.6K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-808- 0.8% |
$213K - $231K
|
99.6K
$46.6M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-821- 2.52% |
$217K - $234K
|
31.8K
$14.9M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-829- 1.74% |
$219K - $237K
|
46.9K
$21.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-829- 4.0% |
$219K - $237K
|
19.9K
$9.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-834- 3.55% |
$220K - $238K
|
22.7K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-834- 15.7% |
$220K - $238K
|
4.48K
$2.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-841- 5.32% |
$222K - $240K
|
15K
$7.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-845- 12.21% |
$223K - $241K
|
6.08K
$2.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-851- 4.27% |
$224K - $243K
|
19.1K
$8.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-855- 1.97% |
$226K - $244K
|
42.5K
$19.9M
|