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 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
120+ 1.5% |
$30.8K - $36.5K
|
8.1K
$3.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
118New |
$30.3K - $35.9K
|
118
$46.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
118+ 7.94% |
$30.3K - $35.9K
|
1.61K
$633K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
115+ 2.2% |
$29.5K - $35K
|
5.35K
$2.11M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
112New |
$28.8K - $34.1K
|
112
$44.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
111+ 1.6% |
$28.5K - $33.8K
|
7.04K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
110+ 10.59% |
$28.3K - $33.5K
|
1.15K
$453K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
108+ 2.68% |
$27.7K - $32.9K
|
4.14K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
108+ 9.16% |
$27.7K - $32.9K
|
1.29K
$507K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
108New |
$27.7K - $32.9K
|
108
$42.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
107+ 2.26% |
$27.5K - $32.6K
|
4.84K
$1.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
107+ 6.17% |
$27.5K - $32.6K
|
1.84K
$726K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
103+ 2.17% |
$26.5K - $31.3K
|
4.84K
$1.91M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
101+ 8.95% |
$26K - $30.7K
|
1.23K
$484K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
101+ 49.75% |
$26K - $30.7K
|
304
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
101+ 2.04% |
$26K - $30.7K
|
5.05K
$1.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
100New |
$25.7K - $30.4K
|
100
$39.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
100+ 9.62% |
$25.7K - $30.4K
|
1.14K
$449K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
100+ 6.25% |
$25.7K - $30.4K
|
1.7K
$670K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
99+ 5.72% |
$25.4K - $30.1K
|
1.83K
$722K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
98+ 1.48% |
$25.2K - $29.8K
|
6.73K
$2.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
95+ 7.04% |
$24.4K - $28.9K
|
1.44K
$569K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
92+ 1.37% |
$23.6K - $28K
|
6.8K
$2.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
90+ 4.04% |
$23.1K - $27.4K
|
2.32K
$912K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
90+ 8.24% |
$23.1K - $27.4K
|
1.18K
$466K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
90+ 0.08% |
$23.1K - $27.4K
|
113K
$44.6M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
89+ 0.08% |
$22.9K - $27.1K
|
109K
$43M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
80+ 0.61% |
$20.6K - $24.3K
|
13.3K
$5.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
77+ 5.97% |
$19.8K - $23.4K
|
1.37K
$538K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
77+ 1.23% |
$19.8K - $23.4K
|
6.33K
$2.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
76+ 4.81% |
$19.5K - $23.1K
|
1.66K
$653K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
75+ 1.01% |
$19.3K - $22.8K
|
7.5K
$2.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
75+ 13.27% |
$19.3K - $22.8K
|
640
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
75+ 10.95% |
$19.3K - $22.8K
|
760
$300K
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
73+ 4.26% |
$18.8K - $22.2K
|
1.79K
$704K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
71+ 0.44% |
$18.2K - $21.6K
|
16.1K
$6.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
71+ 0.42% |
$18.2K - $21.6K
|
16.9K
$6.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
71+ 0.36% |
$18.2K - $21.6K
|
19.6K
$7.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
69+ 3.63% |
$17.7K - $21K
|
1.97K
$777K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
68+ 5.78% |
$17.5K - $20.7K
|
1.25K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
68+ 1.36% |
$17.5K - $20.7K
|
5.08K
$2M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
66+ 1.26% |
$17K - $20.1K
|
5.32K
$2.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
66+ 2.11% |
$17K - $20.1K
|
3.19K
$1.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
65+ 1.84% |
$16.7K - $19.8K
|
3.59K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
65+ 2.15% |
$16.7K - $19.8K
|
3.08K
$1.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
62+ 1.31% |
$15.9K - $18.9K
|
4.8K
$1.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
61New |
$15.7K - $18.6K
|
61
$24K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
60+ 1.44% |
$15.4K - $18.3K
|
4.22K
$1.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
58+ 2.85% |
$14.9K - $17.6K
|
2.09K
$824K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
58+ 0.89% |
$14.9K - $17.6K
|
6.58K
$2.59M
|