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 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-112- 1.04% |
$28.8K - $34.1K
|
10.7K
$4.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-112- 11.79% |
$28.8K - $34.1K
|
838
$331K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-115- 9.81% |
$29.5K - $35K
|
1.06K
$418K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-116- 11.45% |
$29.8K - $35.3K
|
897
$355K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-117- 1.6% |
$30.1K - $35.6K
|
7.19K
$2.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-118- 1.15% |
$30.3K - $35.9K
|
10.1K
$4.01M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-118- 67.82% |
$30.3K - $35.9K
|
56
$22.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-119- 8.38% |
$30.6K - $36.2K
|
1.3K
$514K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-119- 4.72% |
$30.6K - $36.2K
|
2.4K
$950K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-119- 1.02% |
$30.6K - $36.2K
|
11.6K
$4.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-120- 10.77% |
$30.8K - $36.5K
|
994
$393K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-121- 7.13% |
$31.1K - $36.8K
|
1.58K
$623K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-122- 0.18% |
$31.3K - $37.1K
|
67.4K
$26.6M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-122- 8.02% |
$31.3K - $37.1K
|
1.4K
$553K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-123- 2.61% |
$31.6K - $37.4K
|
4.6K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-127- 78.88% |
$32.6K - $38.6K
|
34
$13.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-127- 5.6% |
$32.6K - $38.6K
|
2.14K
$847K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-130- 5.38% |
$33.4K - $39.5K
|
2.29K
$904K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-130- 12.15% |
$33.4K - $39.5K
|
940
$372K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-130- 8.35% |
$33.4K - $39.5K
|
1.43K
$564K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-133- 2.22% |
$34.2K - $40.5K
|
5.86K
$2.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-133- 0.34% |
$34.2K - $40.5K
|
39.3K
$15.5M
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-134- 3.38% |
$34.4K - $40.8K
|
3.83K
$1.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-135- 11.27% |
$34.7K - $41.1K
|
1.06K
$420K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-136- 5.83% |
$34.9K - $41.4K
|
2.2K
$868K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-139- 8.35% |
$35.7K - $42.3K
|
1.53K
$603K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-141- 1.12% |
$36.2K - $42.9K
|
12.4K
$4.92M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-142- 1.92% |
$36.5K - $43.2K
|
7.24K
$2.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-143- 0.26% |
$36.7K - $43.5K
|
55.3K
$21.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-147- 1.44% |
$37.8K - $44.7K
|
10.1K
$3.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-147- 3.86% |
$37.8K - $44.7K
|
3.67K
$1.45M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-150- 15.4% |
$38.5K - $45.6K
|
824
$326K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-150- 3.66% |
$38.5K - $45.6K
|
3.95K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-150- 14.49% |
$38.5K - $45.6K
|
885
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-150- 2.86% |
$38.5K - $45.6K
|
5.1K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-151- 5.29% |
$38.8K - $45.9K
|
2.7K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-152- 0.8% |
$39.1K - $46.2K
|
18.8K
$7.42M
|
|
|
Jan 05, 2024
Q4 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-153- 8.43% |
$39.3K - $46.5K
|
1.66K
$657K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-153- 2.75% |
$39.3K - $46.5K
|
5.41K
$2.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-155- 0.6% |
$39.8K - $47.2K
|
25.7K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-157- 15.01% |
$40.3K - $47.8K
|
889
$351K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-159- 0.7% |
$40.9K - $48.4K
|
22.5K
$8.91M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-161- 1.15% |
$41.4K - $49K
|
13.8K
$5.45M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-164- 2.48% |
$42.1K - $49.9K
|
6.46K
$2.55M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-165- 6.84% |
$42.4K - $50.2K
|
2.25K
$889K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-167- 2.45% |
$42.9K - $50.8K
|
6.65K
$2.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-168- 7.19% |
$43.2K - $51.1K
|
2.17K
$857K
|
|
|
Jan 25, 2024
Q4 2023
|
Brown Financial Advisory
|
SELL
|
- |
-169- 4.15% |
$43.4K - $51.4K
|
3.91K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-169- 4.2% |
$43.4K - $51.4K
|
3.85K
$1.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-172- 1.73% |
$44.2K - $52.3K
|
9.78K
$3.87M
|