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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.07K+ 16.13% |
$1.87M - $2.02M
|
50.9K
$20.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.05K+ 65.04% |
$1.86M - $2.01M
|
17.9K
$7.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
7.05KNew |
$1.86M - $2.01M
|
7.05K
$2.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
6.93K+ 57.77% |
$1.83M - $1.98M
|
18.9K
$7.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.92K+ 16.07% |
$1.83M - $1.97M
|
50K
$19.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
6.78K+ 46.35% |
$1.79M - $1.93M
|
21.4K
$8.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
6.72K+ 4.9% |
$1.77M - $1.92M
|
144K
$56.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.7K+ 1.4% |
$1.77M - $1.91M
|
485K
$191M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
6.55KNew |
$1.73M - $1.87M
|
6.55K
$2.58M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.52K+ 21.37% |
$1.72M - $1.86M
|
37.1K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.5K+ 3.5% |
$1.72M - $1.86M
|
192K
$75.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
BUY
|
- |
6.5K+ 21.88% |
$1.71M - $1.85M
|
36.2K
$14.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.49KNew |
$1.71M - $1.85M
|
6.49K
$2.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.36K+ 41.27% |
$1.68M - $1.82M
|
21.8K
$8.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.24K+ 10.83% |
$1.65M - $1.78M
|
63.8K
$25.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.02K+ 167.25% |
$1.59M - $1.72M
|
9.62K
$3.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.72K+ 776.39% |
$1.51M - $1.63M
|
6.46K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.67K+ 4.4% |
$1.5M - $1.62M
|
135K
$53.1M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.67K+ 4.4% |
$1.5M - $1.62M
|
135K
$53.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
5.26K+ 2.05% |
$1.39M - $1.5M
|
262K
$103M
|
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
5.12KNew |
$1.35M - $1.46M
|
5.12K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5K+ 14.61% |
$1.32M - $1.43M
|
39.2K
$15.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.87K+ 73.54% |
$1.29M - $1.39M
|
11.5K
$4.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.74K+ 1.44% |
$1.25M - $1.35M
|
334K
$132M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.71K+ 11.14% |
$1.24M - $1.34M
|
46.9K
$18.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4.64KNew |
$1.22M - $1.32M
|
4.64K
$1.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.6K+ 19.49% |
$1.21M - $1.31M
|
28.2K
$11.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.55K+ 7.49% |
$1.2M - $1.3M
|
65.3K
$25.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
4.33KNew |
$1.14M - $1.24M
|
4.33K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.12K+ 20.05% |
$1.09M - $1.17M
|
24.7K
$9.72M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4.08K+ 0.83% |
$1.08M - $1.16M
|
494K
$195M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
3.95K+ 448.86% |
$1.04M - $1.13M
|
4.83K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
3.91KNew |
$1.03M - $1.12M
|
3.91K
$1.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.9KNew |
$1.03M - $1.11M
|
3.9K
$1.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
3.87K+ 13.88% |
$1.02M - $1.1M
|
31.7K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
3.82K+ 8.05% |
$1.01M - $1.09M
|
51.3K
$20.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.75K+ 1.98% |
$990K - $1.07M
|
193K
$76.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
3.74KNew |
$985K - $1.07M
|
3.74K
$1.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.68K+ 48.06% |
$971K - $1.05M
|
11.3K
$4.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.67K+ 63.88% |
$968K - $1.05M
|
9.41K
$3.71M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.59K+ 6.48% |
$947K - $1.02M
|
59K
$23.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.59K+ 6.38% |
$947K - $1.02M
|
59.8K
$23.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.58K+ 39.11% |
$945K - $1.02M
|
12.7K
$5.02M
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
BUY
|
- |
3.56K+ 204.01% |
$939K - $1.02M
|
5.31K
$2.09M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.48K+ 4.27% |
$919K - $994K
|
85.1K
$33.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.47KNew |
$916K - $991K
|
3.47K
$1.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.41KNew |
$900K - $973K
|
3.41K
$1.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.4K+ 20.24% |
$896K - $969K
|
20.2K
$7.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.39KNew |
$893K - $967K
|
3.39K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.32K+ 60.24% |
$876K - $947K
|
8.83K
$3.48M
|