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 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
404+ 5.27% |
$107K - $115K
|
8.07K
$3.18M
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
403+ 7.04% |
$106K - $115K
|
6.13K
$2.42M
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
396+ 6.27% |
$104K - $113K
|
6.71K
$2.64M
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
388+ 44.24% |
$102K - $111K
|
1.27K
$499K
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
382+ 36.8% |
$101K - $109K
|
1.42K
$560K
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
380+ 13.03% |
$100K - $108K
|
3.3K
$1.3M
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
377+ 4.0% |
$99.5K - $108K
|
9.8K
$3.86M
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
373+ 7.5% |
$98.4K - $106K
|
5.35K
$2.11M
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
372+ 16.7% |
$98.1K - $106K
|
2.6K
$1.02M
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
371+ 24.77% |
$97.9K - $106K
|
1.87K
$737K
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
371+ 1.16% |
$97.9K - $106K
|
32.3K
$12.7M
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
366+ 2.69% |
$96.6K - $104K
|
13.9K
$5.5M
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
360+ 4.14% |
$95K - $103K
|
9.05K
$3.57M
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
358+ 91.56% |
$94.4K - $102K
|
749
$295K
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
352+ 2.14% |
$92.9K - $100K
|
16.8K
$6.64M
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
350+ 15.95% |
$92.3K - $99.9K
|
2.55K
$1M
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
346+ 5.3% |
$91.3K - $98.7K
|
6.87K
$2.71M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
346+ 5.3% |
$91.3K - $98.7K
|
6.87K
$2.71M
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
345+ 0.25% |
$91K - $98.5K
|
136K
$53.5M
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
341+ 2.07% |
$90K - $97.3K
|
16.8K
$6.62M
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
326+ 13.27% |
$86K - $93K
|
2.78K
$1.1M
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
BUY
|
- |
304+ 6.87% |
$80.2K - $86.8K
|
4.73K
$1.86M
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
300+ 38.07% |
$79.1K - $85.6K
|
1.09K
$429K
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
298+ 1.46% |
$78.6K - $85K
|
20.7K
$8.15M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
296+ 19.81% |
$78.1K - $84.5K
|
1.79K
$705K
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
295+ 108.46% |
$77.8K - $84.2K
|
567
$223K
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
294+ 24.64% |
$77.6K - $83.9K
|
1.49K
$586K
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
291+ 13.28% |
$76.8K - $83K
|
2.48K
$978K
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
290+ 2.6% |
$76.5K - $82.8K
|
11.5K
$4.52M
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
288+ 8.1% |
$76K - $82.2K
|
3.84K
$1.51M
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
284+ 1.93% |
$74.9K - $81K
|
15K
$5.92M
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
283+ 0.49% |
$74.7K - $80.8K
|
58.5K
$23M
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
283+ 2.36% |
$74.7K - $80.8K
|
12.3K
$4.84M
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
264+ 7.06% |
$69.6K - $75.3K
|
4K
$1.58M
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
258+ 30.21% |
$68.1K - $73.6K
|
1.11K
$438K
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
257New |
$67.8K - $73.3K
|
257
$101K
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
255+ 10.22% |
$67.3K - $72.8K
|
2.75K
$1.08M
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
254+ 25.12% |
$67K - $72.5K
|
1.27K
$499K
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
254+ 8.85% |
$67K - $72.5K
|
3.12K
$1.23M
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
253+ 91.67% |
$66.7K - $72.2K
|
529
$208K
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
253New |
$66.7K - $72.2K
|
253
$99.7K
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
251+ 2.43% |
$66.2K - $71.6K
|
10.6K
$4.17M
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
249+ 4.76% |
$65.7K - $71.1K
|
5.48K
$2.16M
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
237+ 0.65% |
$62.5K - $67.6K
|
36.7K
$14.4M
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
236+ 0.85% |
$62.3K - $67.3K
|
27.9K
$11M
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
230+ 27.48% |
$60.7K - $65.6K
|
1.07K
$421K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
230+ 10.53% |
$60.7K - $65.6K
|
2.41K
$951K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
229+ 58.12% |
$60.4K - $65.4K
|
623
$246K
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
224+ 5.18% |
$59.1K - $63.9K
|
4.55K
$1.79M
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
221New |
$58.3K - $63.1K
|
221
$87.1K
|