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 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-17- 1.31% |
$4.37K - $5.17K
|
1.28K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.44% |
$4.37K - $5.17K
|
3.87K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-17- 1.91% |
$4.37K - $5.17K
|
871
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-17- 0.73% |
$4.37K - $5.17K
|
2.31K
$908K
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-18- 0.72% |
$4.62K - $5.48K
|
2.47K
$973K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-18- 3.36% |
$4.62K - $5.48K
|
518
$204K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-18- 3.2% |
$4.62K - $5.48K
|
544
$214K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-19- 0.93% |
$4.88K - $5.78K
|
2.03K
$799K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-19- 1.1% |
$4.88K - $5.78K
|
1.71K
$673K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-19- 1.15% |
$4.88K - $5.78K
|
1.63K
$644K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-20- 0.37% |
$5.14K - $6.08K
|
5.33K
$2.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-20- 2.16% |
$5.14K - $6.08K
|
907
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-20- 0.61% |
$5.14K - $6.08K
|
3.24K
$1.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-21- 1.53% |
$5.4K - $6.39K
|
1.35K
$532K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-21- 0.2% |
$5.4K - $6.39K
|
10.2K
$4.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-21- 0.43% |
$5.4K - $6.39K
|
4.92K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-21- 0.53% |
$5.4K - $6.39K
|
3.96K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-21- 2.3% |
$5.4K - $6.39K
|
891
$351K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-22- 1.39% |
$5.65K - $6.69K
|
1.57K
$617K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-22- 0.4% |
$5.65K - $6.69K
|
5.54K
$2.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-23- 0.54% |
$5.91K - $7K
|
4.22K
$1.66M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-24- 0.71% |
$6.17K - $7.3K
|
3.34K
$1.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-24- 0.23% |
$6.17K - $7.3K
|
10.5K
$4.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-24- 1.32% |
$6.17K - $7.3K
|
1.8K
$708K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-26- 2.49% |
$6.68K - $7.91K
|
1.02K
$401K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-28- 0.61% |
$7.19K - $8.52K
|
4.56K
$1.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-28- 0.12% |
$7.19K - $8.52K
|
24K
$9.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-28- 2.21% |
$7.19K - $8.52K
|
1.24K
$488K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-28- 0.33% |
$7.19K - $8.52K
|
8.57K
$3.38M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-28- 0.12% |
$7.19K - $8.52K
|
24K
$9.47M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-29- 1.6% |
$7.45K - $8.82K
|
1.78K
$702K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-29- 0.62% |
$7.45K - $8.82K
|
4.66K
$1.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-30- 11.24% |
$7.71K - $9.13K
|
237
$93.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-30- 0.65% |
$7.71K - $9.13K
|
4.6K
$1.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-30- 7.23% |
$7.71K - $9.13K
|
385
$152K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-31- 0.63% |
$7.97K - $9.43K
|
4.89K
$1.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-32- 1.34% |
$8.22K - $9.73K
|
2.35K
$927K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-32- 1.21% |
$8.22K - $9.73K
|
2.61K
$1.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-32- 1.68% |
$8.22K - $9.73K
|
1.88K
$740K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-32- 0.49% |
$8.22K - $9.73K
|
6.5K
$2.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-32- 0.89% |
$8.22K - $9.73K
|
3.57K
$1.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-33- 0.45% |
$8.48K - $10K
|
7.26K
$2.86M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-34- 4.15% |
$8.74K - $10.3K
|
785
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-34- 1.73% |
$8.74K - $10.3K
|
1.93K
$761K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-36- 0.58% |
$9.25K - $11K
|
6.19K
$2.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-37- 2.58% |
$9.51K - $11.3K
|
1.4K
$550K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-38- 3.68% |
$9.76K - $11.6K
|
994
$392K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-38- 0.13% |
$9.76K - $11.6K
|
28.3K
$11.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-38- 4.26% |
$9.76K - $11.6K
|
853
$336K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-38- 1.23% |
$9.76K - $11.6K
|
3.04K
$1.2M
|