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
|
Welch & Forbes LLC
|
SELL
|
- |
-30- 0.65% |
$7.71K - $9.13K
|
4.6K
$1.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-30- 7.23% |
$7.71K - $9.13K
|
385
$154K
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-30- 0.78% |
$7.71K - $9.13K
|
3.84K
$1.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-31- 0.63% |
$7.97K - $9.43K
|
4.89K
$1.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-32- 1.34% |
$8.22K - $9.73K
|
2.35K
$940K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-32- 1.21% |
$8.22K - $9.73K
|
2.61K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-32- 1.68% |
$8.22K - $9.73K
|
1.88K
$750K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-32- 0.49% |
$8.22K - $9.73K
|
6.5K
$2.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-32- 0.89% |
$8.22K - $9.73K
|
3.57K
$1.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-33- 0.45% |
$8.48K - $10K
|
7.26K
$2.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-34- 4.15% |
$8.74K - $10.3K
|
785
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-34- 1.73% |
$8.74K - $10.3K
|
1.93K
$771K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-36- 0.58% |
$9.25K - $11K
|
6.19K
$2.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-37- 2.58% |
$9.51K - $11.3K
|
1.4K
$557K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-38- 3.68% |
$9.76K - $11.6K
|
994
$397K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-38- 0.13% |
$9.76K - $11.6K
|
28.3K
$11.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-38- 4.26% |
$9.76K - $11.6K
|
853
$341K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-38- 1.23% |
$9.76K - $11.6K
|
3.04K
$1.22M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-40- 2.26% |
$10.3K - $12.2K
|
1.73K
$691K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-40- 4.58% |
$10.3K - $12.2K
|
833
$333K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-41- 0.35% |
$10.5K - $12.5K
|
11.6K
$4.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-44- 0.86% |
$11.3K - $13.4K
|
5.09K
$2.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-44- 1.88% |
$11.3K - $13.4K
|
2.3K
$919K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-44- 3.82% |
$11.3K - $13.4K
|
1.11K
$443K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-45- 2.02% |
$11.6K - $13.7K
|
2.19K
$873K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-45- 2.82% |
$11.6K - $13.7K
|
1.55K
$619K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-45- 0.99% |
$11.6K - $13.7K
|
4.49K
$1.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-45- 1.05% |
$11.6K - $13.7K
|
4.24K
$1.69M
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-46- 3.85% |
$11.8K - $14K
|
1.15K
$459K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-46- 0.98% |
$11.8K - $14K
|
4.67K
$1.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-46- 0.37% |
$11.8K - $14K
|
12.3K
$4.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-46- 8.29% |
$11.8K - $14K
|
509
$203K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-48- 1.01% |
$12.3K - $14.6K
|
4.69K
$1.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-48- 1.29% |
$12.3K - $14.6K
|
3.67K
$1.46M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-50- 1.47% |
$12.8K - $15.2K
|
3.35K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-50- 1.44% |
$12.8K - $15.2K
|
3.42K
$1.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-51- 3.32% |
$13.1K - $15.5K
|
1.49K
$594K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-51- 1.57% |
$13.1K - $15.5K
|
3.2K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-51- 0.65% |
$13.1K - $15.5K
|
7.84K
$3.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-52- 0.45% |
$13.4K - $15.8K
|
11.4K
$4.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-53- 0.21% |
$13.6K - $16.1K
|
25K
$10M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-55- 0.75% |
$14.1K - $16.7K
|
7.32K
$2.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-55- 1.23% |
$14.1K - $16.7K
|
4.43K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-55- 1.15% |
$14.1K - $16.7K
|
4.72K
$1.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-57- 0.46% |
$14.6K - $17.3K
|
12.3K
$4.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-58- 1.39% |
$14.9K - $17.6K
|
4.11K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-59- 2.61% |
$15.2K - $17.9K
|
2.2K
$879K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-59- 75.64% |
$15.2K - $17.9K
|
19
$7.59K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-60- 3.13% |
$15.4K - $18.3K
|
1.86K
$742K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-60- 1.32% |
$15.4K - $18.3K
|
4.49K
$1.79M
|