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 06, 2023
                  Q3 2023
                 | 
      Pfg Investments, LLC
       Woodbury, NY | BUY | - | 230+ 10.53% |                   
                  $60.7K - $65.6K
                 |                   
                2.41K
                $1.13M
               | |
| 
                  Nov 08, 2023
                  Q3 2023
                 | 
      Element Wealth, LLC
      
   | BUY | - | 229+ 58.12% |                   
                  $60.4K - $65.4K
                 |                   
                623
                $292K
               | |
| 
                  Feb 08, 2024
                  Q3 2023
                 | 
      Bedel Financial Consulting, Inc.
      
   | BUY | - | 224+ 5.18% |                   
                  $59.1K - $63.9K
                 |                   
                4.55K
                $2.13M
               | |
| 
                  Nov 14, 2023
                  Q3 2023
                 | 
      United Community Bank
       Greenville, SC | BUY | - | 221New |                   
                  $58.3K - $63.1K
                 |                   
                221
                $103K
               | |
| 
                  Oct 25, 2023
                  Q3 2023
                 | 
      Geneva Partners, LLC
      
   | BUY | - | 215+ 12.7% |                   
                  $56.7K - $61.4K
                 |                   
                1.91K
                $893K
               | |
| 
                  Jan 09, 2024
                  Q3 2023
                 | 
      Financial Perspectives, Inc
       Minneapolis, MN | BUY | - | 212+ 8.49% |                   
                  $55.9K - $60.5K
                 |                   
                2.71K
                $1.27M
               | |
| 
                  Nov 08, 2023
                  Q3 2023
                 | 
      Davidson Trust CO
      
   | BUY | - | 208+ 18.44% |                   
                  $54.9K - $59.4K
                 |                   
                1.34K
                $625K
               | |
| 
                  Nov 13, 2023
                  Q3 2023
                 | 
      Strategic Family Wealth Counselors, L.L.C.
       Fairfield, NJ | BUY | - | 208+ 1.6% |                   
                  $54.9K - $59.4K
                 |                   
                13.2K
                $6.18M
               | |
| 
                  Dec 11, 2023
                  Q3 2023
                 | 
      Sunbelt Securities, Inc.
       Houston, TX | BUY | - | 208+ 8.44% |                   
                  $54.9K - $59.4K
                 |                   
                2.67K
                $1.25M
               | |
| 
                  Oct 11, 2023
                  Q3 2023
                 | 
      Abacus Planning Group, Inc.
      
   | BUY | - | 207+ 21.43% |                   
                  $54.6K - $59.1K
                 |                   
                1.17K
                $549K
               | |
| 
                  Oct 31, 2023
                  Q3 2023
                 | 
      Transcend Capital Advisors, LLC
      
   | BUY | - | 205+ 3.41% |                   
                  $54.1K - $58.5K
                 |                   
                6.22K
                $2.91M
               | |
| 
                  Oct 11, 2023
                  Q3 2023
                 | 
      Adviser Investments LLC
      
   | BUY | - | 205+ 5.26% |                   
                  $54.1K - $58.5K
                 |                   
                4.1K
                $1.92M
               | |
| 
                  Nov 07, 2023
                  Q3 2023
                 | 
      Symphony Financial, Ltd. Co.
      
   | BUY | - | 203+ 8.81% |                   
                  $53.6K - $57.9K
                 |                   
                2.51K
                $1.17M
               | |
| 
                  Nov 13, 2023
                  Q3 2023
                 | 
      Ifg Advisory, LLC
      
   | BUY | - | 193+ 1.15% |                   
                  $50.9K - $55.1K
                 |                   
                17K
                $7.96M
               | |
| 
                  Oct 16, 2023
                  Q3 2023
                 | 
      Montecito Bank & Trust
      
   | BUY | - | 192+ 0.21% |                   
                  $50.6K - $54.8K
                 |                   
                89.6K
                $41.9M
               | |
| 
                  Nov 07, 2023
                  Q3 2023
                 | 
      Fort Washington Investment Advisors Inc 
      
   | BUY | - | 191+ 4.4% |                   
                  $50.4K - $54.5K
                 |                   
                4.53K
                $2.12M
               | |
| 
                  Oct 20, 2023
                  Q3 2023
                 | 
      Reston Wealth Management LLC
      
   | BUY | - | 190+ 11.85% |                   
                  $50.1K - $54.2K
                 |                   
                1.79K
                $839K
               | |
| 
                  Nov 14, 2023
                  Q3 2023
                 | 
      Fiduciary Trust CO
       Boston, MA | BUY | - | 183+ 1.55% |                   
                  $48.3K - $52.2K
                 |                   
                12K
                $5.6M
               | |
| 
                  Nov 13, 2023
                  Q3 2023
                 | 
      Cadence Bank
       Tupelo, MS | BUY | - | 182+ 1.35% |                   
                  $48K - $51.9K
                 |                   
                13.6K
                $6.38M
               | |
| 
                  Nov 07, 2023
                  Q3 2023
                 | 
      Western Wealth Management, LLC
      
   | BUY | - | 180+ 1.9% |                   
                  $47.5K - $51.4K
                 |                   
                9.68K
                $4.53M
               | |
| 
                  Jan 12, 2024
                  Q3 2023
                 | 
      Core Cap Advisors, LLC
       Southfield, MI | BUY | - | 180+ 9.58% |                   
                  $47.5K - $51.4K
                 |                   
                2.06K
                $963K
               | |
| 
                  Oct 30, 2023
                  Q3 2023
                 | 
      Sandy Spring Bank
      
   | BUY | - | 179+ 2.59% |                   
                  $47.2K - $51.1K
                 |                   
                7.08K
                $3.31M
               | |
| 
                  Nov 09, 2023
                  Q3 2023
                 | 
      Bip Wealth, LLC
       Atlanta, GA | BUY | - | 177+ 16.59% |                   
                  $46.7K - $50.5K
                 |                   
                1.24K
                $582K
               | |
| 
                  Nov 15, 2023
                  Q3 2023
                 | 
      Advisors Capital Management, LLC
       Ridgewood, NJ | BUY | - | 177+ 3.66% |                   
                  $46.7K - $50.5K
                 |                   
                5.01K
                $2.34M
               | |
| 
                  Nov 13, 2023
                  Q3 2023
                 | 
      Three Bridge Wealth Advisors, LLC
       Portola Valley, CA | BUY | - | 175+ 1.05% |                   
                  $46.2K - $49.9K
                 |                   
                16.8K
                $7.84M
               | |
| 
                  Oct 24, 2023
                  Q3 2023
                 | 
      Capital Advisors Inc
      
   | BUY | - | 171+ 11.21% |                   
                  $45.1K - $48.8K
                 |                   
                1.7K
                $794K
               | |
| 
                  Oct 24, 2023
                  Q3 2023
                 | 
      Foster & Motley Inc
       Cincinnati, OH | BUY | - | 170+ 20.17% |                   
                  $44.8K - $48.5K
                 |                   
                1.01K
                $474K
               | |
| 
                  Nov 08, 2023
                  Q3 2023
                 | 
      Rpg Investment Advisory, LLC
      
   | BUY | - | 170+ 11.02% |                   
                  $44.8K - $48.5K
                 |                   
                1.71K
                $802K
               | |
| 
                  Dec 05, 2023
                  Q3 2023
                 | 
      Advisory Resource Group
      
   | BUY | - | 164+ 1.04% |                   
                  $43.3K - $46.8K
                 |                   
                16K
                $7.49M
               | |
| 
                  Oct 23, 2023
                  Q3 2023
                 | 
      Busey Wealth Management
      
   | BUY | - | 163+ 0.57% |                   
                  $43K - $46.5K
                 |                   
                28.6K
                $13.4M
               | |
| 
                  Nov 14, 2023
                  Q3 2023
                 | 
      Family Management Corp
       New York, NY | BUY | - | 161+ 7.24% |                   
                  $42.5K - $45.9K
                 |                   
                2.38K
                $1.12M
               | |
| 
                  Nov 14, 2023
                  Q3 2023
                 | 
      Matrix Private Capital Group LLC
       New York, NY | BUY | - | 161+ 3.36% |                   
                  $42.5K - $45.9K
                 |                   
                4.95K
                $2.32M
               | |
| 
                  Nov 17, 2023
                  Q3 2023
                 | 
      Asset Allocation Strategies LLC
       Farmington, MI | BUY | - | 158+ 4.9% |                   
                  $41.7K - $45.1K
                 |                   
                3.38K
                $1.58M
               | |
| 
                  Nov 01, 2023
                  Q3 2023
                 | 
      Wealth Plan Partners, LLC
       Omaha, NE | BUY | - | 157+ 4.86% |                   
                  $41.4K - $44.8K
                 |                   
                3.39K
                $1.58M
               | |
| 
                  Aug 08, 2024
                  Q3 2023
                 | 
      Abound Wealth Management
       Franklin, TN | BUY | - | 156+ 7800.0% |                   
                  $41.2K - $44.5K
                 |                   
                158
                $73.9K
               | |
| 
                  Nov 07, 2023
                  Q3 2023
                 | 
      Cobblestone Capital Advisors LLC 
       Rochester, NY | BUY | - | 150+ 16.95% |                   
                  $39.6K - $42.8K
                 |                   
                1.04K
                $484K
               | |
| 
                  Oct 12, 2023
                  Q3 2023
                 | 
      Rvw Wealth, LLC
      
   | BUY | - | 141+ 2.76% |                   
                  $37.2K - $40.2K
                 |                   
                5.26K
                $2.46M
               | |
| 
                  Nov 09, 2023
                  Q3 2023
                 | 
      Reynders Mc Veigh Capital Management, LLC
      
   | BUY | - | 141+ 6.48% |                   
                  $37.2K - $40.2K
                 |                   
                2.32K
                $1.08M
               | |
| 
                  Oct 10, 2023
                  Q3 2023
                 | 
      Chesley Taft & Associates LLC
      
   | BUY | - | 140+ 1.92% |                   
                  $36.9K - $40K
                 |                   
                7.44K
                $3.48M
               | |
| 
                  Oct 13, 2023
                  Q3 2023
                 | 
      Courier Capital LLC
      
   | BUY | - | 139+ 3.02% |                   
                  $36.7K - $39.7K
                 |                   
                4.74K
                $2.22M
               | |
| 
                  Nov 08, 2023
                  Q3 2023
                 | 
      Howe & Rusling Inc
       Rochester, NY | BUY | - | 139+ 7.88% |                   
                  $36.7K - $39.7K
                 |                   
                1.9K
                $890K
               | |
| 
                  Dec 08, 2023
                  Q3 2023
                 | 
      Etfidea, LLC
       Syracuse, NY | BUY | - | 138+ 0.31% |                   
                  $36.4K - $39.4K
                 |                   
                44.6K
                $20.9M
               | |
| 
                  Oct 10, 2023
                  Q3 2023
                 | 
      Apella Capital, LLC
      
   | BUY | - | 136+ 3.98% |                   
                  $35.9K - $38.8K
                 |                   
                3.55K
                $1.66M
               | |
| 
                  Nov 02, 2023
                  Q3 2023
                 | 
      Diversified, LLC
      
   | BUY | - | 136+ 7.17% |                   
                  $35.9K - $38.8K
                 |                   
                2.03K
                $952K
               | |
| 
                  Nov 09, 2023
                  Q3 2023
                 | 
      Biondo Investment Advisors, LLC
       Milford, PA | BUY | - | 132+ 1.78% |                   
                  $34.8K - $37.7K
                 |                   
                7.57K
                $3.54M
               | |
| 
                  Nov 15, 2023
                  Q3 2023
                 | 
      Dana Investment Advisors, Inc.
       Brookfield, WI | BUY | - | 130+ 12.0% |                   
                  $34.3K - $37.1K
                 |                   
                1.21K
                $568K
               | |
| 
                  Oct 27, 2023
                  Q3 2023
                 | 
      Blodgett Wealth Advisors, LLC
      
   | BUY | - | 128+ 0.23% |                   
                  $33.8K - $36.5K
                 |                   
                55.8K
                $26.1M
               | |
| 
                  Nov 09, 2023
                  Q3 2023
                 | 
      Segall Bryant & Hamill, LLC
       Chicago, IL | BUY | - | 128+ 0.47% |                   
                  $33.8K - $36.5K
                 |                   
                27.4K
                $12.8M
               | |
| 
                  Oct 25, 2023
                  Q3 2023
                 | 
      Veracity Capital LLC
      
   | BUY | - | 127+ 1.85% |                   
                  $33.5K - $36.2K
                 |                   
                7.01K
                $3.28M
               | |
| 
                  Nov 01, 2023
                  Q3 2023
                 | 
      Beaumont Financial Advisors, LLC
       Needham, DE | BUY | - | 124+ 1.82% |                   
                  $32.7K - $35.4K
                 |                   
                6.93K
                $3.24M
               |