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 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-79- 4.57% |
$20.3K - $24K
|
1.65K
$652K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-80- 4.06% |
$20.6K - $24.3K
|
1.89K
$747K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-80- 4.12% |
$20.6K - $24.3K
|
1.86K
$736K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-80- 0.88% |
$20.6K - $24.3K
|
9.02K
$3.57M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-80- 8.26% |
$20.6K - $24.3K
|
888
$351K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-81- 8.54% |
$20.8K - $24.6K
|
868
$343K
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-83- 0.88% |
$21.3K - $25.2K
|
9.35K
$3.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-84- 3.52% |
$21.6K - $25.6K
|
2.3K
$911K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-84- 2.81% |
$21.6K - $25.6K
|
2.9K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-84- 3.34% |
$21.6K - $25.6K
|
2.43K
$960K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-86- 2.26% |
$22.1K - $26.2K
|
3.73K
$1.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-88- 2.67% |
$22.6K - $26.8K
|
3.21K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-88- 0.43% |
$22.6K - $26.8K
|
20.4K
$8.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-89- 8.61% |
$22.9K - $27.1K
|
945
$374K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-90- 4.29% |
$23.1K - $27.4K
|
2.01K
$795K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-90- 1.57% |
$23.1K - $27.4K
|
5.66K
$2.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-91- 0.85% |
$23.4K - $27.7K
|
10.6K
$4.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-92- 0.32% |
$23.6K - $28K
|
28.6K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-93- 3.46% |
$23.9K - $28.3K
|
2.6K
$1.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-94- 4.56% |
$24.2K - $28.6K
|
1.97K
$777K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-94- 1.84% |
$24.2K - $28.6K
|
5.03K
$1.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-94- 5.91% |
$24.2K - $28.6K
|
1.5K
$592K
|
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-95- 2.19% |
$24.4K - $28.9K
|
4.25K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-95- 0.42% |
$24.4K - $28.9K
|
22.3K
$8.83M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-96- 5.23% |
$24.7K - $29.2K
|
1.74K
$688K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-97- 9.57% |
$24.9K - $29.5K
|
917
$362K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-97- 0.41% |
$24.9K - $29.5K
|
23.6K
$9.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-98- 3.96% |
$25.2K - $29.8K
|
2.38K
$940K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100- 0.97% |
$25.7K - $30.4K
|
10.2K
$4.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-100- 1.57% |
$25.7K - $30.4K
|
6.26K
$2.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-100- 0.99% |
$25.7K - $30.4K
|
9.98K
$3.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-100- 1.53% |
$25.7K - $30.4K
|
6.45K
$2.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-100- 9.09% |
$25.7K - $30.4K
|
1K
$395K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-100- 11.75% |
$25.7K - $30.4K
|
751
$297K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-100- 2.37% |
$25.7K - $30.4K
|
4.11K
$1.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-102- 7.63% |
$26.2K - $31K
|
1.23K
$488K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-102- 2.43% |
$26.2K - $31K
|
4.1K
$1.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-103- 0.26% |
$26.5K - $31.3K
|
39.4K
$15.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-103- 15.77% |
$26.5K - $31.3K
|
550
$217K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-103- 10.4% |
$26.5K - $31.3K
|
887
$351K
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-104- 9.52% |
$26.7K - $31.6K
|
989
$391K
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-104- 3.25% |
$26.7K - $31.6K
|
3.1K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-104- 8.77% |
$26.7K - $31.6K
|
1.08K
$428K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-104- 7.02% |
$26.7K - $31.6K
|
1.38K
$545K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-104- 0.04% |
$26.7K - $31.6K
|
262K
$103M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-104- 0.27% |
$26.7K - $31.6K
|
37.9K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-105- 0.7% |
$27K - $31.9K
|
14.9K
$5.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-106- 1.26% |
$27.2K - $32.2K
|
8.34K
$3.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-108- 8.13% |
$27.7K - $32.9K
|
1.22K
$482K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-110- 0.74% |
$28.3K - $33.5K
|
14.8K
$5.86M
|