Purchases and Sales Made in Q4 2023 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
205+ 732.14% |
$52.7K - $62.4K
|
233
$91.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
204+ 0.26% |
$52.4K - $62.1K
|
77.5K
$30.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
200+ 2.14% |
$51.4K - $60.8K
|
9.54K
$3.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
200+ 0.64% |
$51.4K - $60.8K
|
31.5K
$12.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
195+ 0.77% |
$50.1K - $59.3K
|
25.5K
$10M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
193+ 1.28% |
$49.6K - $58.7K
|
15.2K
$6M
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
191+ 1.26% |
$49.1K - $58.1K
|
15.3K
$6.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
189New |
$48.6K - $57.5K
|
189
$74.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
185+ 3.5% |
$47.5K - $56.3K
|
5.48K
$2.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
185+ 1.1% |
$47.5K - $56.3K
|
17K
$6.68M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
181+ 3.88% |
$46.5K - $55.1K
|
4.84K
$1.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
180+ 1.6% |
$46.2K - $54.8K
|
11.5K
$4.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
175+ 4.34% |
$45K - $53.2K
|
4.2K
$1.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
175+ 6.47% |
$45K - $53.2K
|
2.88K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
171+ 7.87% |
$43.9K - $52K
|
2.34K
$923K
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
171+ 2.42% |
$43.9K - $52K
|
7.23K
$2.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
168+ 5.88% |
$43.2K - $51.1K
|
3.03K
$1.19M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
168New |
$43.2K - $51.1K
|
168
$66.2K
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
166+ 2.56% |
$42.7K - $50.5K
|
6.66K
$2.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
166+ 3.87% |
$42.7K - $50.5K
|
4.45K
$1.75M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
164+ 20.37% |
$42.1K - $49.9K
|
969
$382K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
161+ 16.81% |
$41.4K - $49K
|
1.12K
$441K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
161+ 1.26% |
$41.4K - $49K
|
12.9K
$5.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
153+ 0.04% |
$39.3K - $46.5K
|
435K
$172M
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
152+ 1.33% |
$39.1K - $46.2K
|
11.6K
$4.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
148+ 1.92% |
$38K - $45K
|
7.84K
$3.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
145+ 9.82% |
$37.3K - $44.1K
|
1.62K
$639K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
145+ 1.98% |
$37.3K - $44.1K
|
7.48K
$2.95M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
144+ 12.22% |
$37K - $43.8K
|
1.32K
$521K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
144+ 1.97% |
$37K - $43.8K
|
7.46K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
144+ 38.4% |
$37K - $43.8K
|
519
$205K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
142+ 1.63% |
$36.5K - $43.2K
|
8.87K
$3.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
142+ 1.34% |
$36.5K - $43.2K
|
10.7K
$4.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
142+ 2.87% |
$36.5K - $43.2K
|
5.09K
$2M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
141+ 16.11% |
$36.2K - $42.9K
|
1.02K
$400K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
141+ 3.52% |
$36.2K - $42.9K
|
4.15K
$1.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
139+ 772.22% |
$35.7K - $42.3K
|
157
$61.9K
|
|
|
Feb 09, 2024
Q4 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
139New |
$35.7K - $42.3K
|
139
$54.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
137+ 76.97% |
$35.2K - $41.7K
|
315
$124K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
136+ 2.53% |
$34.9K - $41.4K
|
5.51K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
135+ 4.6% |
$34.7K - $41.1K
|
3.07K
$1.21M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
134+ 0.58% |
$34.4K - $40.8K
|
23.1K
$9.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
132+ 0.1% |
$33.9K - $40.2K
|
136K
$53.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
129+ 12.8% |
$33.1K - $39.2K
|
1.14K
$448K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
128+ 2.63% |
$32.9K - $38.9K
|
4.99K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
127+ 147.67% |
$32.6K - $38.6K
|
213
$83.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
125+ 2.83% |
$32.1K - $38K
|
4.54K
$1.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
125+ 0.24% |
$32.1K - $38K
|
52.2K
$20.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
123+ 2.55% |
$31.6K - $37.4K
|
4.95K
$1.95M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
121New |
$31.1K - $36.8K
|
121
$47.7K
|