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 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.12K- 3.03% |
$1.88M - $2.03M
|
227K
$106M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-7.31K- 94.83% |
$1.93M - $2.08M
|
398
$186K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.39K- 39.69% |
$1.95M - $2.11M
|
11.2K
$5.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-8.11K- 4.99% |
$2.14M - $2.31M
|
155K
$72.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-8.56K- 41.07% |
$2.26M - $2.44M
|
12.3K
$5.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-8.75K- 48.26% |
$2.31M - $2.5M
|
9.38K
$4.39M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-8.86K- 13.93% |
$2.34M - $2.53M
|
54.7K
$25.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-9.07K- 2.04% |
$2.39M - $2.59M
|
435K
$204M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-9.21K- 6.66% |
$2.43M - $2.63M
|
129K
$60.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.29K- 23.03% |
$2.45M - $2.65M
|
31K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.55K- 0.4% |
$2.52M - $2.73M
|
2.37M
$1.11B
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.9K- 3.56% |
$2.61M - $2.82M
|
268K
$125M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-10.2K- 8.69% |
$2.68M - $2.9M
|
107K
$50M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.2K- 15.1% |
$2.69M - $2.91M
|
57.3K
$26.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-10.4K- 6.48% |
$2.75M - $2.97M
|
150K
$70.3M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.9K- 8.5% |
$2.88M - $3.12M
|
118K
$55M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-11.3K- 2.51% |
$2.97M - $3.21M
|
438K
$205M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-11.4K- 84.46% |
$3.02M - $3.27M
|
2.11K
$985K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-11.5K- 5.64% |
$3.04M - $3.29M
|
193K
$90.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.4K- 64.53% |
$3.28M - $3.55M
|
6.83K
$3.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13K- 3.86% |
$3.42M - $3.7M
|
323K
$151M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-13.1K- 2.45% |
$3.45M - $3.73M
|
519K
$243M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.4K- 2.58% |
$3.54M - $3.83M
|
506K
$237M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-13.7K- 2.75% |
$3.61M - $3.91M
|
484K
$227M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13.8K- 8.57% |
$3.65M - $3.95M
|
148K
$69.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-13.9K- 7.0% |
$3.66M - $3.96M
|
184K
$86.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-14.9K- 16.91% |
$3.94M - $4.26M
|
73.4K
$34.4M
|
|
|
Oct 06, 2023
Q3 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-15.1K- 6.85% |
$3.99M - $4.31M
|
206K
$96.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.3K- 73.81% |
$4.04M - $4.37M
|
5.44K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15.7K- 2.37% |
$4.15M - $4.48M
|
646K
$302M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-16.6K- 6.55% |
$4.39M - $4.75M
|
237K
$111M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-16.8K- 24.12% |
$4.42M - $4.78M
|
52.7K
$24.7M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-16.9K- 16.3% |
$4.46M - $4.82M
|
86.8K
$40.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.2K- 0.6% |
$4.55M - $4.92M
|
2.86M
$1.34B
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-17.5KClosed |
$4.62M - $5M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-18K- 18.89% |
$4.75M - $5.14M
|
77.3K
$36.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Union Investments & Development Ltd.
|
SELL
|
- |
-19.9K- 17.63% |
$5.25M - $5.68M
|
93.1K
$43.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-20.2K- 11.86% |
$5.34M - $5.77M
|
150K
$70.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.4K- 0.98% |
$5.39M - $5.83M
|
2.07M
$967M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-21.1K- 4.44% |
$5.57M - $6.03M
|
455K
$213M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-21.7K- 5.22% |
$5.72M - $6.19M
|
394K
$184M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-24.1K- 68.21% |
$6.35M - $6.87M
|
11.2K
$5.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-24.7K- 25.11% |
$6.52M - $7.06M
|
73.7K
$34.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-25K- 1.62% |
$6.6M - $7.14M
|
1.52M
$711M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-25.7K- 6.77% |
$6.78M - $7.33M
|
354K
$166M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-27.4K- 3.69% |
$7.24M - $7.83M
|
717K
$335M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-27.4K- 3.69% |
$7.24M - $7.83M
|
717K
$335M
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-27.6K- 73.65% |
$7.28M - $7.88M
|
9.88K
$4.62M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-28.1K- 1.13% |
$7.42M - $8.03M
|
2.47M
$1.16B
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-29K- 0.3% |
$7.66M - $8.29M
|
9.51M
$4.45B
|