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 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-40- 2.26% |
$10.3K - $12.2K
|
1.73K
$682K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-40- 4.58% |
$10.3K - $12.2K
|
833
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-41- 0.35% |
$10.5K - $12.5K
|
11.6K
$4.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-44- 0.86% |
$11.3K - $13.4K
|
5.09K
$2.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-44- 1.88% |
$11.3K - $13.4K
|
2.3K
$907K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-44- 3.82% |
$11.3K - $13.4K
|
1.11K
$437K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-45- 2.02% |
$11.6K - $13.7K
|
2.19K
$861K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-45- 2.82% |
$11.6K - $13.7K
|
1.55K
$610K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-45- 0.99% |
$11.6K - $13.7K
|
4.49K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-45- 1.05% |
$11.6K - $13.7K
|
4.24K
$1.67M
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-46- 3.85% |
$11.8K - $14K
|
1.15K
$453K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-46- 0.98% |
$11.8K - $14K
|
4.67K
$1.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-46- 0.37% |
$11.8K - $14K
|
12.3K
$4.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-46- 8.29% |
$11.8K - $14K
|
509
$201K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-48- 1.01% |
$12.3K - $14.6K
|
4.69K
$1.85M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-48- 1.29% |
$12.3K - $14.6K
|
3.67K
$1.44M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-50- 1.47% |
$12.8K - $15.2K
|
3.35K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-50- 1.44% |
$12.8K - $15.2K
|
3.42K
$1.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-51- 3.32% |
$13.1K - $15.5K
|
1.49K
$586K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-51- 1.57% |
$13.1K - $15.5K
|
3.2K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-51- 0.65% |
$13.1K - $15.5K
|
7.84K
$3.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-52- 0.45% |
$13.4K - $15.8K
|
11.4K
$4.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-53- 0.21% |
$13.6K - $16.1K
|
25K
$9.86M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-55- 0.75% |
$14.1K - $16.7K
|
7.32K
$2.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-55- 1.23% |
$14.1K - $16.7K
|
4.43K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-55- 1.15% |
$14.1K - $16.7K
|
4.72K
$1.86M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-57- 0.46% |
$14.6K - $17.3K
|
12.3K
$4.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-58- 1.39% |
$14.9K - $17.6K
|
4.11K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-59- 2.61% |
$15.2K - $17.9K
|
2.2K
$867K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-59- 75.64% |
$15.2K - $17.9K
|
19
$7.49K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-60- 3.13% |
$15.4K - $18.3K
|
1.86K
$732K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-60- 1.32% |
$15.4K - $18.3K
|
4.49K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-62- 0.78% |
$15.9K - $18.9K
|
7.89K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-62- 2.22% |
$15.9K - $18.9K
|
2.74K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-64- 0.19% |
$16.4K - $19.5K
|
33.5K
$13.2M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-65- 1.33% |
$16.7K - $19.8K
|
4.82K
$1.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-66- 1.78% |
$17K - $20.1K
|
3.64K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-66- 2.72% |
$17K - $20.1K
|
2.36K
$931K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-66- 2.4% |
$17K - $20.1K
|
2.68K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-66- 2.54% |
$17K - $20.1K
|
2.53K
$996K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-69- 3.86% |
$17.7K - $21K
|
1.72K
$677K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-71- 1.91% |
$18.2K - $21.6K
|
3.65K
$1.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-71- 7.52% |
$18.2K - $21.6K
|
873
$344K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-73- 4.22% |
$18.8K - $22.2K
|
1.66K
$653K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-73- 0.26% |
$18.8K - $22.2K
|
27.9K
$11M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-74- 3.21% |
$19K - $22.5K
|
2.23K
$880K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-74- 1.55% |
$19K - $22.5K
|
4.71K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-74- 3.21% |
$19K - $22.5K
|
2.23K
$880K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-78- 2.3% |
$20K - $23.7K
|
3.32K
$1.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-79- 0.9% |
$20.3K - $24K
|
8.69K
$3.42M
|