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 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-366- 15.79% |
$94K - $111K
|
1.95K
$772K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-368- 0.24% |
$94.6K - $112K
|
152K
$60.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-375- 1.8% |
$96.4K - $114K
|
20.5K
$8.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-380- 17.67% |
$97.6K - $116K
|
1.77K
$700K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-388- 15.38% |
$99.7K - $118K
|
2.13K
$844K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-388- 3.92% |
$99.7K - $118K
|
9.51K
$3.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-392- 4.31% |
$101K - $119K
|
8.7K
$3.44M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-393- 2.94% |
$101K - $120K
|
13K
$5.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-397- 29.85% |
$102K - $121K
|
933
$369K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-400- 1.41% |
$103K - $122K
|
28K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-402- 6.14% |
$103K - $122K
|
6.14K
$2.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-408- 1.33% |
$105K - $124K
|
30.3K
$12M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-412- 7.72% |
$106K - $125K
|
4.93K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-414- 7.99% |
$106K - $126K
|
4.77K
$1.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-425- 3.52% |
$109K - $129K
|
11.6K
$4.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-425- 4.95% |
$109K - $129K
|
8.16K
$3.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-437- 8.24% |
$112K - $133K
|
4.87K
$1.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-449- 2.06% |
$115K - $137K
|
21.4K
$8.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-452- 1.87% |
$116K - $138K
|
23.7K
$9.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-455- 17.43% |
$117K - $138K
|
2.16K
$852K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-455- 1.74% |
$117K - $138K
|
25.6K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-456- 3.35% |
$117K - $139K
|
13.2K
$5.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-459- 32.67% |
$118K - $140K
|
946
$374K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-459- 3.02% |
$118K - $140K
|
14.7K
$5.82M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-460- 1.6% |
$118K - $140K
|
28.2K
$11.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-461- 1.66% |
$118K - $140K
|
27.3K
$10.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-463- 8.4% |
$119K - $141K
|
5.05K
$2M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-464- 8.03% |
$119K - $141K
|
5.32K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-465- 4.65% |
$119K - $141K
|
9.53K
$3.77M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-465- 6.56% |
$119K - $141K
|
6.62K
$2.62M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-466- 2.56% |
$120K - $142K
|
17.8K
$7.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-466- 15.01% |
$120K - $142K
|
2.64K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-468- 4.5% |
$120K - $142K
|
9.94K
$3.93M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-475- 2.44% |
$122K - $144K
|
19K
$7.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-475- 4.94% |
$122K - $144K
|
9.15K
$3.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-479- 9.32% |
$123K - $146K
|
4.66K
$1.84M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-481- 6.5% |
$124K - $146K
|
6.92K
$2.74M
|
|
|
Jan 30, 2024
Q4 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-485- 6.78% |
$125K - $148K
|
6.67K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-490- 16.52% |
$126K - $149K
|
2.48K
$979K
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-495- 11.44% |
$127K - $151K
|
3.83K
$1.52M
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-501- 6.93% |
$129K - $152K
|
6.73K
$2.66M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-511- 2.94% |
$131K - $155K
|
16.9K
$6.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-515- 1.4% |
$132K - $157K
|
36.4K
$14.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-519- 10.44% |
$133K - $158K
|
4.45K
$1.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-525- 11.01% |
$135K - $160K
|
4.25K
$1.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-526- 99.43% |
$135K - $160K
|
3
$1.19K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-526- 99.43% |
$135K - $160K
|
3
$1.19K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-548- 41.52% |
$141K - $167K
|
772
$305K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-548- 24.84% |
$141K - $167K
|
1.66K
$655K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-550- 2.9% |
$141K - $167K
|
18.4K
$7.28M
|