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 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.38K- 6.13% |
$363K - $393K
|
21.1K
$9.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.41K- 14.39% |
$371K - $401K
|
8.37K
$3.91M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.43K- 6.34% |
$378K - $409K
|
21.2K
$9.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.43K- 23.11% |
$378K - $409K
|
4.77K
$2.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.44K- 6.39% |
$380K - $411K
|
21.1K
$9.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.47K- 15.27% |
$387K - $419K
|
8.14K
$3.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.47K- 18.17% |
$388K - $420K
|
6.63K
$3.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.48K- 4.92% |
$391K - $424K
|
28.7K
$13.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.5K- 1.52% |
$395K - $428K
|
97.3K
$45.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.53K- 8.42% |
$404K - $437K
|
16.7K
$7.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.54K- 3.7% |
$407K - $440K
|
40.1K
$18.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.56K- 33.5% |
$413K - $446K
|
3.1K
$1.45M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.57K- 1.98% |
$413K - $447K
|
77.6K
$36.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.6K- 3.34% |
$421K - $455K
|
46.1K
$21.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.6K- 3.07% |
$421K - $455K
|
50.3K
$23.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.6K- 6.11% |
$423K - $458K
|
24.6K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.61K- 2.36% |
$423K - $458K
|
66.4K
$31.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1.63K- 1.52% |
$429K - $464K
|
105K
$49.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.66K- 9.79% |
$437K - $473K
|
15.3K
$7.14M
|
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.66K- 1.01% |
$437K - $473K
|
163K
$76.2M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.67K- 1.51% |
$440K - $476K
|
109K
$51.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.67K- 2.41% |
$440K - $476K
|
67.5K
$31.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.75K- 10.82% |
$462K - $499K
|
14.4K
$6.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-1.77K- 24.45% |
$467K - $506K
|
5.48K
$2.56M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.78K- 2.69% |
$470K - $508K
|
64.4K
$30.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.79K- 50.61% |
$471K - $510K
|
1.74K
$816K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.81K- 2.99% |
$477K - $516K
|
58.7K
$27.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.82K- 14.58% |
$481K - $521K
|
10.7K
$5M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.97K- 0.25% |
$520K - $562K
|
774K
$362M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.98K- 3.69% |
$522K - $564K
|
51.7K
$24.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.98K- 65.61% |
$522K - $564K
|
1.04K
$485K
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
SELL
|
- |
-2.01K- 7.34% |
$529K - $573K
|
25.3K
$11.9M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-2.04K- 2.28% |
$538K - $582K
|
87.3K
$40.8M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.1K- 33.15% |
$554K - $599K
|
4.24K
$1.98M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.14K- 1.54% |
$563K - $609K
|
136K
$63.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2.17K- 9.32% |
$572K - $619K
|
21.1K
$9.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.21K- 0.05% |
$582K - $630K
|
4.21M
$1.97B
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.25K- 1.3% |
$595K - $643K
|
171K
$80.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.27K- 0.72% |
$600K - $649K
|
313K
$146M
|
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
SELL
|
- |
-2.28K- 5.3% |
$601K - $650K
|
40.7K
$19.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-2.3K- 33.17% |
$606K - $656K
|
4.63K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.32K- 44.12% |
$611K - $661K
|
2.93K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.4K- 74.05% |
$632K - $684K
|
840
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.4K- 10.75% |
$633K - $685K
|
19.9K
$9.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2.47K- 1.04% |
$651K - $704K
|
234K
$109M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-2.48K- 1.96% |
$653K - $706K
|
124K
$57.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.49K- 2.39% |
$656K - $710K
|
102K
$47.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2.5K- 5.06% |
$661K - $715K
|
47K
$22M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.53K- 47.02% |
$668K - $723K
|
2.85K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.57K- 11.13% |
$677K - $732K
|
20.5K
$9.59M
|