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 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
4+ 0.0% |
$1.03K - $1.22K
|
1.29M
$508M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3+ 0.11% |
$771 - $913
|
2.68K
$1.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3+ 0.13% |
$771 - $913
|
2.39K
$940K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3+ 0.17% |
$771 - $913
|
1.73K
$683K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3+ 0.35% |
$771 - $913
|
856
$337K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
3+ 0.08% |
$771 - $913
|
3.98K
$1.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3+ 0.04% |
$771 - $913
|
8.33K
$3.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3+ 0.08% |
$771 - $913
|
3.71K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3+ 0.12% |
$771 - $913
|
2.55K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3+ 0.16% |
$771 - $913
|
1.88K
$743K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3+ 0.04% |
$771 - $913
|
6.93K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
3+ 0.09% |
$771 - $913
|
3.36K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
3+ 0.29% |
$771 - $913
|
1.02K
$402K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3+ 0.34% |
$771 - $913
|
882
$348K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
2+ 0.11% |
$514 - $608
|
1.76K
$695K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2+ 0.14% |
$514 - $608
|
1.47K
$581K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.24% |
$514 - $608
|
819
$323K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2+ 13.33% |
$514 - $608
|
17
$6.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2+ 0.16% |
$514 - $608
|
1.22K
$479K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1+ 0.11% |
$257 - $304
|
890
$351K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.13% |
$257 - $304
|
786
$310K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$257 - $304
|
2.03K
$799K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.18% |
$257 - $304
|
551
$217K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1+ 0.09% |
$257 - $304
|
1.12K
$440K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1New |
$257 - $304
|
1
$394
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1+ 0.03% |
$257 - $304
|
3.41K
$1.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.04% |
$257 - $304
|
2.58K
$1.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
1+ 0.07% |
$257 - $304
|
1.35K
$533K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$257 - $304
|
1.36K
$535K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$257 - $304
|
4.36K
$1.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.35% |
$257 - $304
|
286
$113K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.04% |
$257 - $304
|
2.5K
$985K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.27% |
$257 - $304
|
376
$148K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1+ 0.26% |
$257 - $304
|
384
$151K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1+ 0.07% |
$257 - $304
|
1.49K
$587K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1+ 0.11% |
$257 - $304
|
902
$355K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1+ 0.0% |
$257 - $304
|
20.7K
$8.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$257 - $304
|
9.18K
$3.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$257 - $304
|
1
$394
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
1+ 0.04% |
$257 - $304
|
2.61K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.07% |
$257 - $304
|
1.38K
$545K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 0.11% |
$257 - $304
|
875
$345K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1- 0.04% |
$257 - $304
|
2.55K
$1M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1- 0.31% |
$257 - $304
|
318
$125K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1- 0.05% |
$257 - $304
|
2.21K
$872K
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-2- 0.22% |
$514 - $608
|
910
$359K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-2- 0.22% |
$514 - $608
|
921
$363K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2- 2.41% |
$514 - $608
|
81
$31.9K
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-2- 0.03% |
$514 - $608
|
6.94K
$2.74M
|