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 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-58- 1.39% |
$14.9K - $17.6K
|
4.11K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-59- 2.61% |
$15.2K - $17.9K
|
2.2K
$1.03M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-59- 75.64% |
$15.2K - $17.9K
|
19
$8.89K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-60- 3.13% |
$15.4K - $18.3K
|
1.86K
$869K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-60- 1.32% |
$15.4K - $18.3K
|
4.49K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-62- 0.78% |
$15.9K - $18.9K
|
7.89K
$3.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-62- 2.22% |
$15.9K - $18.9K
|
2.74K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-64- 0.19% |
$16.4K - $19.5K
|
33.5K
$15.7M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-65- 1.33% |
$16.7K - $19.8K
|
4.82K
$2.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-66- 1.78% |
$17K - $20.1K
|
3.64K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-66- 2.72% |
$17K - $20.1K
|
2.36K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-66- 2.4% |
$17K - $20.1K
|
2.68K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-66- 2.54% |
$17K - $20.1K
|
2.53K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-69- 3.86% |
$17.7K - $21K
|
1.72K
$804K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-71- 1.91% |
$18.2K - $21.6K
|
3.65K
$1.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-71- 7.52% |
$18.2K - $21.6K
|
873
$409K
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-72- 2.48% |
$18.5K - $21.9K
|
2.83K
$1.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-73- 4.22% |
$18.8K - $22.2K
|
1.66K
$776K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-73- 0.26% |
$18.8K - $22.2K
|
27.9K
$13M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-74- 3.21% |
$19K - $22.5K
|
2.23K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-74- 1.55% |
$19K - $22.5K
|
4.71K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-74- 3.21% |
$19K - $22.5K
|
2.23K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-78- 2.3% |
$20K - $23.7K
|
3.32K
$1.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-79- 0.9% |
$20.3K - $24K
|
8.69K
$4.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-79- 4.57% |
$20.3K - $24K
|
1.65K
$772K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-80- 4.06% |
$20.6K - $24.3K
|
1.89K
$884K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-80- 4.12% |
$20.6K - $24.3K
|
1.86K
$871K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-80- 0.88% |
$20.6K - $24.3K
|
9.02K
$4.22M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-80- 8.26% |
$20.6K - $24.3K
|
888
$416K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-81- 8.54% |
$20.8K - $24.6K
|
868
$406K
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-83- 0.88% |
$21.3K - $25.2K
|
9.35K
$4.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-84- 3.52% |
$21.6K - $25.6K
|
2.3K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-84- 2.81% |
$21.6K - $25.6K
|
2.9K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-84- 3.34% |
$21.6K - $25.6K
|
2.43K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-86- 2.26% |
$22.1K - $26.2K
|
3.73K
$1.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-88- 2.67% |
$22.6K - $26.8K
|
3.21K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-88- 0.43% |
$22.6K - $26.8K
|
20.4K
$9.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-89- 8.61% |
$22.9K - $27.1K
|
945
$442K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-90- 4.29% |
$23.1K - $27.4K
|
2.01K
$941K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-90- 1.57% |
$23.1K - $27.4K
|
5.66K
$2.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-91- 0.85% |
$23.4K - $27.7K
|
10.6K
$4.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-92- 0.32% |
$23.6K - $28K
|
28.6K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-93- 3.46% |
$23.9K - $28.3K
|
2.6K
$1.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-94- 4.56% |
$24.2K - $28.6K
|
1.97K
$920K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-94- 1.84% |
$24.2K - $28.6K
|
5.03K
$2.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-94- 5.91% |
$24.2K - $28.6K
|
1.5K
$700K
|
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-95- 2.19% |
$24.4K - $28.9K
|
4.25K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-95- 0.42% |
$24.4K - $28.9K
|
22.3K
$10.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-96- 5.23% |
$24.7K - $29.2K
|
1.74K
$815K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-97- 9.57% |
$24.9K - $29.5K
|
917
$429K
|