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 31, 2023
Q3 2023
|
Kendall Capital Management
|
SELL
|
- |
-857- 17.49% |
$226K - $245K
|
4.04K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-860- 7.4% |
$227K - $245K
|
10.8K
$5.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-878- 51.92% |
$232K - $251K
|
813
$380K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-885- 3.02% |
$233K - $253K
|
28.4K
$13.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-892- 2.98% |
$235K - $255K
|
29.1K
$13.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-907- 0.54% |
$239K - $259K
|
167K
$78.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-908- 9.64% |
$240K - $259K
|
8.51K
$3.98M
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-912- 18.72% |
$241K - $260K
|
3.96K
$1.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-914- 13.23% |
$241K - $261K
|
5.99K
$2.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-917- 25.23% |
$242K - $262K
|
2.72K
$1.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-936- 16.47% |
$247K - $267K
|
4.75K
$2.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-936- 27.77% |
$247K - $267K
|
2.43K
$1.14M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-944- 23.27% |
$249K - $269K
|
3.11K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-947- 6.31% |
$250K - $270K
|
14.1K
$6.58M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-952- 3.21% |
$251K - $272K
|
28.7K
$13.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-968- 15.46% |
$255K - $276K
|
5.29K
$2.48M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-972- 18.21% |
$256K - $277K
|
4.37K
$2.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-981- 46.06% |
$259K - $280K
|
1.15K
$538K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-982- 0.92% |
$259K - $280K
|
106K
$49.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-985- 8.26% |
$260K - $281K
|
10.9K
$5.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-987- 13.59% |
$260K - $282K
|
6.28K
$2.94M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-992- 9.89% |
$262K - $283K
|
9.04K
$4.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
SELL
|
- |
-999- 3.8% |
$264K - $285K
|
25.3K
$11.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1K- 25.72% |
$264K - $285K
|
2.89K
$1.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1.01K- 3.94% |
$266K - $288K
|
24.6K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.01K- 19.83% |
$266K - $288K
|
4.07K
$1.91M
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.02K- 3.08% |
$269K - $291K
|
32.1K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.03K- 9.36% |
$271K - $293K
|
9.93K
$4.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 3.2% |
$271K - $293K
|
31.1K
$14.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.03K- 3.53% |
$273K - $295K
|
28.2K
$13.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.04K- 4.83% |
$273K - $295K
|
20.4K
$9.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.04K- 19.96% |
$274K - $297K
|
4.17K
$1.95M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.04K- 1.18% |
$275K - $298K
|
87.1K
$40.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.05K- 0.75% |
$276K - $299K
|
138K
$64.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.05K- 25.87% |
$277K - $300K
|
3.01K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.06K- 5.04% |
$281K - $304K
|
20.1K
$9.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.08K- 28.58% |
$285K - $308K
|
2.7K
$1.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.1K- 2.43% |
$291K - $314K
|
44.3K
$20.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.11K- 29.01% |
$292K - $316K
|
2.71K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.11K- 5.6% |
$293K - $317K
|
18.8K
$8.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.13K- 4.15% |
$298K - $322K
|
26.1K
$12.2M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.14K- 0.3% |
$301K - $326K
|
385K
$180M
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-1.16K- 8.11% |
$305K - $330K
|
13.1K
$6.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.19K- 4.11% |
$313K - $338K
|
27.7K
$13M
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-1.19K- 1.38% |
$314K - $340K
|
85.3K
$39.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.22K- 6.07% |
$322K - $348K
|
18.9K
$8.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-1.25K- 3.24% |
$329K - $356K
|
37.3K
$17.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.27K- 4.9% |
$335K - $362K
|
24.7K
$11.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.27K- 59.82% |
$335K - $362K
|
853
$399K
|
|
|
Nov 06, 2023
Q3 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-1.31K- 5.29% |
$345K - $373K
|
23.4K
$10.9M
|