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
|
Gryphon Financial Partners LLC
|
BUY
|
- |
16+ 0.26% |
$4.11K - $4.87K
|
6.21K
$2.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
16+ 0.06% |
$4.11K - $4.87K
|
28.7K
$11.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 0.54% |
$3.85K - $4.56K
|
2.8K
$1.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
15+ 1.22% |
$3.85K - $4.56K
|
1.24K
$489K
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
15+ 0.14% |
$3.85K - $4.56K
|
10.9K
$4.32M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
15+ 0.92% |
$3.85K - $4.56K
|
1.65K
$652K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
14+ 0.33% |
$3.6K - $4.26K
|
4.21K
$1.66M
|
|
|
Sep 20, 2024
Q4 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
14+ 0.19% |
$3.6K - $4.26K
|
7.29K
$2.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
13+ 0.4% |
$3.34K - $3.95K
|
3.29K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13+ 1.16% |
$3.34K - $3.95K
|
1.13K
$445K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
12+ 0.15% |
$3.08K - $3.65K
|
8.2K
$3.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11+ 0.16% |
$2.83K - $3.35K
|
6.86K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
11+ 0.37% |
$2.83K - $3.35K
|
3.01K
$1.19M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10New |
$2.57K - $3.04K
|
10
$3.94K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
10+ 0.44% |
$2.57K - $3.04K
|
2.3K
$907K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10+ 0.4% |
$2.57K - $3.04K
|
2.53K
$996K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
9+ 0.36% |
$2.31K - $2.74K
|
2.5K
$987K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
9+ 0.22% |
$2.31K - $2.74K
|
4.05K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.2% |
$2.31K - $2.74K
|
4.49K
$1.77M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9+ 0.35% |
$2.31K - $2.74K
|
2.56K
$1.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
8+ 0.16% |
$2.06K - $2.43K
|
5.03K
$1.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
8+ 0.3% |
$2.06K - $2.43K
|
2.64K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
8+ 0.73% |
$2.06K - $2.43K
|
1.11K
$436K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
7+ 0.01% |
$1.8K - $2.13K
|
114K
$45.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
7+ 0.2% |
$1.8K - $2.13K
|
3.43K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
7+ 0.34% |
$1.8K - $2.13K
|
2.07K
$817K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
6+ 0.45% |
$1.54K - $1.83K
|
1.34K
$530K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
6+ 0.32% |
$1.54K - $1.83K
|
1.86K
$731K
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
6+ 0.11% |
$1.54K - $1.83K
|
5.42K
$2.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
6+ 0.33% |
$1.54K - $1.83K
|
1.81K
$712K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
6+ 0.39% |
$1.54K - $1.83K
|
1.53K
$604K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
6+ 0.2% |
$1.54K - $1.83K
|
3.03K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
6+ 0.33% |
$1.54K - $1.83K
|
1.83K
$722K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.07% |
$1.54K - $1.83K
|
9.04K
$3.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
5+ 0.36% |
$1.28K - $1.52K
|
1.39K
$549K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.03% |
$1.28K - $1.52K
|
16.3K
$6.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.23% |
$1.28K - $1.52K
|
2.22K
$877K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
5+ 0.22% |
$1.28K - $1.52K
|
2.23K
$880K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
5New |
$1.28K - $1.52K
|
5
$1.97K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.37% |
$1.28K - $1.52K
|
1.35K
$531K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5+ 0.19% |
$1.28K - $1.52K
|
2.61K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5+ 0.28% |
$1.28K - $1.52K
|
1.77K
$699K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.07% |
$1.28K - $1.52K
|
6.84K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
5+ 0.22% |
$1.28K - $1.52K
|
2.32K
$914K
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4+ 0.37% |
$1.03K - $1.22K
|
1.07K
$423K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.28% |
$1.03K - $1.22K
|
1.41K
$556K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
4+ 0.05% |
$1.03K - $1.22K
|
7.89K
$3.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.22% |
$1.03K - $1.22K
|
1.82K
$717K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
$1.03K - $1.22K
|
7.43K
$2.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4+ 0.4% |
$1.03K - $1.22K
|
997
$393K
|