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 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-968- 15.46% |
$255K - $276K
|
5.29K
$2.09M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-972- 18.21% |
$256K - $277K
|
4.37K
$1.72M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-981- 46.06% |
$259K - $280K
|
1.15K
$453K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-982- 0.92% |
$259K - $280K
|
106K
$41.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-985- 8.26% |
$260K - $281K
|
10.9K
$4.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-987- 13.59% |
$260K - $282K
|
6.28K
$2.47M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-992- 9.89% |
$262K - $283K
|
9.04K
$3.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
SELL
|
- |
-999- 3.8% |
$264K - $285K
|
25.3K
$9.96M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1K- 25.72% |
$264K - $285K
|
2.89K
$1.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1.01K- 3.94% |
$266K - $288K
|
24.6K
$9.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.01K- 19.83% |
$266K - $288K
|
4.07K
$1.61M
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.02K- 3.08% |
$269K - $291K
|
32.1K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.03K- 9.36% |
$271K - $293K
|
9.93K
$3.91M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 3.2% |
$271K - $293K
|
31.1K
$12.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.03K- 3.53% |
$273K - $295K
|
28.2K
$11.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.04K- 4.83% |
$273K - $295K
|
20.4K
$8.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.04K- 19.96% |
$274K - $297K
|
4.17K
$1.64M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.04K- 1.18% |
$275K - $298K
|
87.1K
$34.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.05K- 0.75% |
$276K - $299K
|
138K
$54.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.05K- 25.87% |
$277K - $300K
|
3.01K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.06K- 5.04% |
$281K - $304K
|
20.1K
$7.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.08K- 28.58% |
$285K - $308K
|
2.7K
$1.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.1K- 2.43% |
$291K - $314K
|
44.3K
$17.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.11K- 29.01% |
$292K - $316K
|
2.71K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.11K- 5.6% |
$293K - $317K
|
18.8K
$7.39M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.13K- 4.15% |
$298K - $322K
|
26.1K
$10.3M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.14K- 0.3% |
$301K - $326K
|
385K
$152M
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-1.16K- 8.11% |
$305K - $330K
|
13.1K
$5.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.19K- 4.11% |
$313K - $338K
|
27.7K
$10.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-1.19K- 1.38% |
$314K - $340K
|
85.3K
$33.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.22K- 6.07% |
$322K - $348K
|
18.9K
$7.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-1.25K- 3.24% |
$329K - $356K
|
37.3K
$14.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.27K- 4.9% |
$335K - $362K
|
24.7K
$9.72M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.27K- 59.82% |
$335K - $362K
|
853
$336K
|
|
|
Nov 06, 2023
Q3 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-1.31K- 5.29% |
$345K - $373K
|
23.4K
$9.21M
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.38K- 6.13% |
$363K - $393K
|
21.1K
$8.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.41K- 14.39% |
$371K - $401K
|
8.37K
$3.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.43K- 6.34% |
$378K - $409K
|
21.2K
$8.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.43K- 23.11% |
$378K - $409K
|
4.77K
$1.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.44K- 6.39% |
$380K - $411K
|
21.1K
$8.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.47K- 15.27% |
$387K - $419K
|
8.14K
$3.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.47K- 18.17% |
$388K - $420K
|
6.63K
$2.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.48K- 4.92% |
$391K - $424K
|
28.7K
$11.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.5K- 1.52% |
$395K - $428K
|
97.3K
$38.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.53K- 8.42% |
$404K - $437K
|
16.7K
$6.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.54K- 3.7% |
$407K - $440K
|
40.1K
$15.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.56K- 33.5% |
$413K - $446K
|
3.1K
$1.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.57K- 1.98% |
$413K - $447K
|
77.6K
$30.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.6K- 3.34% |
$421K - $455K
|
46.1K
$18.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.6K- 3.07% |
$421K - $455K
|
50.3K
$19.8M
|