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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.9K+ 5.32% |
$10.8M - $12.7M
|
830K
$327M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
41.5KNew |
$10.7M - $12.6M
|
41.5K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Newbrook Capital Advisors LP
New York, NY |
BUY
|
- |
41.4KNew |
$10.6M - $12.6M
|
41.4K
$16.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
38.2K+ 79.01% |
$9.82M - $11.6M
|
86.6K
$34.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
36.3KNew |
$9.31M - $11M
|
36.3K
$14.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34.7K+ 368.41% |
$8.91M - $10.5M
|
44.1K
$17.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
34.6KNew |
$8.89M - $10.5M
|
34.6K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
34.6K+ 246.91% |
$8.88M - $10.5M
|
48.6K
$19.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
33.9K+ 133.43% |
$8.7M - $10.3M
|
59.2K
$23.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.4K+ 387.49% |
$8.58M - $10.2M
|
42K
$16.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
33.1K+ 32.7% |
$8.5M - $10.1M
|
134K
$52.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
33K+ 106.65% |
$8.49M - $10M
|
64K
$25.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
31.3K+ 6.19% |
$8.04M - $9.51M
|
537K
$212M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
29.6K+ 4.56% |
$7.6M - $9M
|
678K
$267M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
29.2K+ 57.1% |
$7.51M - $8.89M
|
80.4K
$31.7M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
29.2K+ 259.74% |
$7.49M - $8.87M
|
40.4K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
28.5K+ 8.78% |
$7.33M - $8.67M
|
353K
$139M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
28KNew |
$7.21M - $8.53M
|
28K
$11.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26.3K+ 474.03% |
$6.75M - $7.99M
|
31.8K
$12.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
25KNew |
$6.43M - $7.61M
|
25K
$9.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.6K+ 6.08% |
$6.32M - $7.48M
|
429K
$169M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
24.3K+ 24.96% |
$6.24M - $7.38M
|
122K
$47.9M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
24.2KNew |
$6.22M - $7.37M
|
24.2K
$9.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.9K+ 0.8% |
$5.89M - $6.97M
|
2.88M
$1.14B
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
22.7KNew |
$5.83M - $6.9M
|
22.7K
$8.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
22.6KNew |
$5.81M - $6.88M
|
22.6K
$8.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
22KNew |
$5.66M - $6.7M
|
22K
$8.67M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
22K+ 1581.6% |
$5.65M - $6.69M
|
23.4K
$9.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
21.3K+ 69.13% |
$5.48M - $6.48M
|
52.1K
$20.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
21K+ 4.48% |
$5.39M - $6.39M
|
490K
$193M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.8K+ 6.04% |
$5.35M - $6.33M
|
365K
$144M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
20.5KNew |
$5.26M - $6.23M
|
20.5K
$8.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
20.3KNew |
$5.21M - $6.17M
|
20.3K
$7.99M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
19.8K+ 52.05% |
$5.08M - $6.02M
|
57.8K
$22.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
19.2KNew |
$4.92M - $5.83M
|
19.2K
$7.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
19KNew |
$4.88M - $5.78M
|
19K
$7.48M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
18.8KNew |
$4.84M - $5.73M
|
18.8K
$7.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
18.7KNew |
$4.81M - $5.69M
|
18.7K
$7.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.5K+ 50.57% |
$4.76M - $5.64M
|
55.2K
$21.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.2K+ 2.5% |
$4.67M - $5.52M
|
743K
$293M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
18K+ 3.25% |
$4.63M - $5.49M
|
573K
$226M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$4.58M - $5.42M
|
17.8K
$7.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
17.7K+ 92.71% |
$4.54M - $5.38M
|
36.8K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
17.3K+ 164.25% |
$4.46M - $5.28M
|
27.9K
$11M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
17.1KNew |
$4.39M - $5.2M
|
17.1K
$6.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
16.9KNew |
$4.34M - $5.14M
|
16.9K
$6.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
16.8KNew |
$4.32M - $5.12M
|
16.8K
$6.63M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
16.8K+ 1518.95% |
$4.3M - $5.1M
|
17.9K
$7.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
16.3KNew |
$4.18M - $4.95M
|
16.3K
$6.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.2K+ 3.0% |
$4.17M - $4.94M
|
558K
$220M
|