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 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-150- 15.4% |
$38.5K - $45.6K
|
824
$329K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-150- 3.66% |
$38.5K - $45.6K
|
3.95K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-150- 14.49% |
$38.5K - $45.6K
|
885
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-150- 2.86% |
$38.5K - $45.6K
|
5.1K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-151- 5.29% |
$38.8K - $45.9K
|
2.7K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-152- 0.8% |
$39.1K - $46.2K
|
18.8K
$7.49M
|
|
|
Jan 05, 2024
Q4 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-153- 8.43% |
$39.3K - $46.5K
|
1.66K
$664K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-153- 2.75% |
$39.3K - $46.5K
|
5.41K
$2.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-155- 0.6% |
$39.8K - $47.2K
|
25.7K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-157- 15.01% |
$40.3K - $47.8K
|
889
$355K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-159- 0.7% |
$40.9K - $48.4K
|
22.5K
$9M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-161- 1.15% |
$41.4K - $49K
|
13.8K
$5.51M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-164- 2.48% |
$42.1K - $49.9K
|
6.46K
$2.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-165- 6.84% |
$42.4K - $50.2K
|
2.25K
$898K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-167- 2.45% |
$42.9K - $50.8K
|
6.65K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-168- 7.19% |
$43.2K - $51.1K
|
2.17K
$866K
|
|
|
Jan 25, 2024
Q4 2023
|
Brown Financial Advisory
|
SELL
|
- |
-169- 4.15% |
$43.4K - $51.4K
|
3.91K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-169- 4.2% |
$43.4K - $51.4K
|
3.85K
$1.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-172- 1.73% |
$44.2K - $52.3K
|
9.78K
$3.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-175- 2.14% |
$45K - $53.2K
|
8.02K
$3.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-182- 10.71% |
$46.8K - $55.4K
|
1.52K
$606K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-183- 1.08% |
$47K - $55.7K
|
16.7K
$6.68M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-183- 3.76% |
$47K - $55.7K
|
4.69K
$1.87M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-184- 29.3% |
$47.3K - $56K
|
444
$177K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-184- 6.31% |
$47.3K - $56K
|
2.73K
$1.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-186- 1.45% |
$47.8K - $56.6K
|
12.6K
$5.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-187- 0.8% |
$48K - $56.9K
|
23.2K
$9.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-189- 15.04% |
$48.6K - $57.5K
|
1.07K
$427K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-189- 2.36% |
$48.6K - $57.5K
|
7.84K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-190- 1.35% |
$48.8K - $57.8K
|
13.9K
$5.54M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-191- 2.99% |
$49.1K - $58.1K
|
6.21K
$2.48M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-191- 12.84% |
$49.1K - $58.1K
|
1.3K
$518K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-191- 2.24% |
$49.1K - $58.1K
|
8.32K
$3.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-191- 2.24% |
$49.1K - $58.1K
|
8.32K
$3.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-196- 2.43% |
$50.4K - $59.6K
|
7.86K
$3.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-199- 2.66% |
$51.1K - $60.5K
|
7.28K
$2.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-200- 5.18% |
$51.4K - $60.8K
|
3.66K
$1.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-201- 6.22% |
$51.6K - $61.1K
|
3.03K
$1.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-202- 13.3% |
$51.9K - $61.5K
|
1.32K
$526K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-203- 0.98% |
$52.2K - $61.8K
|
20.6K
$8.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-204- 3.57% |
$52.4K - $62.1K
|
5.52K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-205- 3.17% |
$52.7K - $62.4K
|
6.25K
$2.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-206- 1.57% |
$52.9K - $62.7K
|
12.9K
$5.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-209- 8.75% |
$53.7K - $63.6K
|
2.18K
$871K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-210- 0.44% |
$54K - $63.9K
|
47.3K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-210- 7.86% |
$54K - $63.9K
|
2.46K
$983K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-211- 0.47% |
$54.2K - $64.2K
|
44.9K
$17.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-211- 1.78% |
$54.2K - $64.2K
|
11.6K
$4.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-212- 1.2% |
$54.5K - $64.5K
|
17.4K
$6.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-213- 15.52% |
$54.7K - $64.8K
|
1.16K
$463K
|