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 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.44K- 19.17% |
$907K - $982K
|
14.5K
$5.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.44K- 6.58% |
$908K - $982K
|
48.9K
$19.3M
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-3.53K- 19.68% |
$931K - $1.01M
|
14.4K
$5.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.62K- 58.91% |
$954K - $1.03M
|
2.52K
$994K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.76K- 1.11% |
$991K - $1.07M
|
333K
$131M
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-3.9K- 19.26% |
$1.03M - $1.11M
|
16.4K
$6.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.9K- 69.99% |
$1.03M - $1.11M
|
1.67K
$659K
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-3.93K- 2.17% |
$1.04M - $1.12M
|
177K
$69.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.96K- 1.14% |
$1.04M - $1.13M
|
344K
$136M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-4K- 8.38% |
$1.06M - $1.14M
|
43.8K
$17.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-4.01K- 4.64% |
$1.06M - $1.14M
|
82.4K
$32.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.1K- 48.07% |
$1.08M - $1.17M
|
4.43K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.2K- 2.28% |
$1.11M - $1.2M
|
180K
$71.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-4.27K- 14.82% |
$1.13M - $1.22M
|
24.5K
$9.67M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.44K- 7.24% |
$1.17M - $1.27M
|
56.9K
$22.4M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-4.44K- 22.72% |
$1.17M - $1.27M
|
15.1K
$5.96M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4.47K- 44.77% |
$1.18M - $1.28M
|
5.51K
$2.17M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-4.6KClosed |
$1.21M - $1.31M
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-4.63K- 58.7% |
$1.22M - $1.32M
|
3.25K
$1.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-4.86K- 36.84% |
$1.28M - $1.39M
|
8.34K
$3.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-4.9K- 3.93% |
$1.29M - $1.4M
|
120K
$47.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.24K- 30.32% |
$1.38M - $1.5M
|
12K
$4.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-5.61K- 2.15% |
$1.48M - $1.6M
|
255K
$101M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-5.67K- 57.99% |
$1.5M - $1.62M
|
4.11K
$1.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.99K- 4.94% |
$1.58M - $1.71M
|
115K
$45.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-6.17K- 3.98% |
$1.63M - $1.76M
|
149K
$58.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-6.27K- 2.66% |
$1.65M - $1.79M
|
229K
$90.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-6.29K- 22.47% |
$1.66M - $1.79M
|
21.7K
$8.55M
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-6.41K- 11.41% |
$1.69M - $1.83M
|
49.8K
$19.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-6.52K- 1.79% |
$1.72M - $1.86M
|
358K
$141M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-6.64K- 44.77% |
$1.75M - $1.89M
|
8.19K
$3.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6.84K- 6.51% |
$1.8M - $1.95M
|
98.2K
$38.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.04K- 10.67% |
$1.86M - $2.01M
|
59K
$23.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.12K- 3.03% |
$1.88M - $2.03M
|
227K
$89.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-7.31K- 94.83% |
$1.93M - $2.08M
|
398
$157K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.39K- 39.69% |
$1.95M - $2.11M
|
11.2K
$4.43M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-8.11K- 4.99% |
$2.14M - $2.31M
|
155K
$60.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-8.56K- 41.07% |
$2.26M - $2.44M
|
12.3K
$4.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-8.75K- 48.26% |
$2.31M - $2.5M
|
9.38K
$3.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-8.86K- 13.93% |
$2.34M - $2.53M
|
54.7K
$21.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-9.07K- 2.04% |
$2.39M - $2.59M
|
435K
$171M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-9.21K- 6.66% |
$2.43M - $2.63M
|
129K
$50.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.29K- 23.03% |
$2.45M - $2.65M
|
31K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.55K- 0.4% |
$2.52M - $2.73M
|
2.37M
$934M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.9K- 3.56% |
$2.61M - $2.82M
|
268K
$106M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-10.2K- 8.69% |
$2.68M - $2.9M
|
107K
$42.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.2K- 15.1% |
$2.69M - $2.91M
|
57.3K
$22.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-10.4K- 6.48% |
$2.75M - $2.97M
|
150K
$59.2M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.9K- 8.5% |
$2.88M - $3.12M
|
118K
$46.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-11.3K- 2.51% |
$2.97M - $3.21M
|
438K
$173M
|