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 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
605+ 8.36% |
$160K - $173K
|
7.84K
$3.09M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
601+ 7.15% |
$159K - $172K
|
9.01K
$3.55M
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
586+ 45.43% |
$155K - $167K
|
1.88K
$739K
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
586New |
$155K - $167K
|
586
$231K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
586+ 135.96% |
$155K - $167K
|
1.02K
$401K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
575+ 14.34% |
$152K - $164K
|
4.58K
$1.81M
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
574+ 4.37% |
$151K - $164K
|
13.7K
$5.4M
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
561+ 20.59% |
$148K - $160K
|
3.29K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
558+ 2.94% |
$147K - $159K
|
19.5K
$7.7M
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
556+ 1.34% |
$147K - $159K
|
42K
$16.6M
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
550+ 533.98% |
$145K - $157K
|
653
$257K
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
548+ 8.1% |
$145K - $156K
|
7.31K
$2.88M
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
545+ 0.57% |
$144K - $156K
|
95.8K
$37.7M
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
541+ 6.79% |
$143K - $154K
|
8.51K
$3.35M
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
541+ 6.79% |
$143K - $154K
|
8.51K
$3.35M
|
|
Oct 17, 2023
Q3 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
533+ 5.84% |
$141K - $152K
|
9.66K
$3.81M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
526+ 17533.33% |
$139K - $150K
|
529
$208K
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
522+ 27.19% |
$138K - $149K
|
2.44K
$962K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
520+ 39.48% |
$137K - $148K
|
1.84K
$724K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
519+ 3.0% |
$137K - $148K
|
17.8K
$7.02M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
515+ 1.43% |
$136K - $147K
|
36.6K
$14.4M
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
507+ 8.86% |
$134K - $145K
|
6.23K
$2.45M
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
505+ 7.4% |
$133K - $144K
|
7.33K
$2.89M
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
502+ 4.26% |
$132K - $143K
|
12.3K
$4.84M
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
501+ 0.39% |
$132K - $143K
|
130K
$51.4M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
500+ 6.73% |
$132K - $143K
|
7.93K
$3.12M
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
489+ 7.17% |
$129K - $140K
|
7.31K
$2.88M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
488+ 12.13% |
$129K - $139K
|
4.51K
$1.78M
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
483+ 53.37% |
$127K - $138K
|
1.39K
$547K
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
482+ 2.16% |
$127K - $138K
|
22.8K
$8.97M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
481New |
$127K - $137K
|
481
$190K
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
479+ 47.47% |
$126K - $137K
|
1.49K
$586K
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
476+ 6.58% |
$126K - $136K
|
7.72K
$3.04M
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
471+ 20.35% |
$124K - $134K
|
2.79K
$1.1M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
468+ 18.68% |
$123K - $134K
|
2.97K
$1.17M
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
465+ 13.22% |
$123K - $133K
|
3.98K
$1.57M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
458+ 2.65% |
$121K - $131K
|
17.8K
$7M
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
457+ 22.52% |
$121K - $130K
|
2.49K
$980K
|
|
Nov 14, 2023
Q3 2023
|
Sands Capital Management, LLC
Arlington, VA |
BUY
|
- |
455New |
$120K - $130K
|
455
$179K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
450New |
$119K - $128K
|
450
$177K
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
442+ 2.33% |
$117K - $126K
|
19.4K
$7.66M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
440+ 0.95% |
$116K - $126K
|
46.7K
$18.4M
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
425+ 31.2% |
$112K - $121K
|
1.79K
$704K
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
423+ 10.05% |
$112K - $121K
|
4.63K
$1.83M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
422+ 16.87% |
$111K - $120K
|
2.92K
$1.15M
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
421+ 30.71% |
$111K - $120K
|
1.79K
$706K
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
418+ 9.23% |
$110K - $119K
|
4.95K
$1.95M
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
417+ 1.92% |
$110K - $119K
|
22.2K
$8.75M
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
415New |
$109K - $118K
|
415
$164K
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
407+ 15.98% |
$107K - $116K
|
2.95K
$1.16M
|