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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-501- 6.93% |
$129K - $152K
|
6.73K
$2.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-511- 2.94% |
$131K - $155K
|
16.9K
$7.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-515- 1.4% |
$132K - $157K
|
36.4K
$15.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-519- 10.44% |
$133K - $158K
|
4.45K
$1.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-525- 11.01% |
$135K - $160K
|
4.25K
$1.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-526- 99.43% |
$135K - $160K
|
3
$1.25K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-526- 99.43% |
$135K - $160K
|
3
$1.25K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-548- 41.52% |
$141K - $167K
|
772
$321K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-548- 24.84% |
$141K - $167K
|
1.66K
$690K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-550- 2.9% |
$141K - $167K
|
18.4K
$7.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-564- 4.65% |
$145K - $172K
|
11.6K
$4.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-571- 1.78% |
$147K - $174K
|
31.5K
$13.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-571- 11.2% |
$147K - $174K
|
4.53K
$1.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-579- 2.98% |
$149K - $176K
|
18.9K
$7.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-580- 4.05% |
$149K - $176K
|
13.7K
$5.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-581- 2.75% |
$149K - $177K
|
20.5K
$8.55M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-599- 2.99% |
$154K - $182K
|
19.5K
$8.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-607- 4.24% |
$156K - $185K
|
13.7K
$5.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-634- 2.67% |
$163K - $193K
|
23.1K
$9.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-637- 35.55% |
$164K - $194K
|
1.16K
$481K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-645- 2.95% |
$166K - $196K
|
21.2K
$8.84M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-650- 16.11% |
$167K - $198K
|
3.39K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-651- 12.6% |
$167K - $198K
|
4.52K
$1.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-653- 23.16% |
$168K - $199K
|
2.17K
$902K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-654- 6.98% |
$168K - $199K
|
8.72K
$3.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-658- 24.03% |
$169K - $200K
|
2.08K
$866K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-666- 17.88% |
$171K - $203K
|
3.06K
$1.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-678- 5.32% |
$174K - $206K
|
12.1K
$5.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-704- 7.1% |
$181K - $214K
|
9.21K
$3.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-707- 0.74% |
$182K - $215K
|
95.1K
$39.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-708- 5.74% |
$182K - $215K
|
11.6K
$4.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-709- 34.72% |
$182K - $216K
|
1.33K
$555K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-729- 0.17% |
$187K - $222K
|
437K
$182M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-730- 2.3% |
$188K - $222K
|
31.1K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-737- 3.58% |
$189K - $224K
|
19.8K
$8.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-742- 1.69% |
$191K - $226K
|
43K
$17.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-742- 39.89% |
$191K - $226K
|
1.12K
$466K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-760- 1.62% |
$195K - $231K
|
46.1K
$19.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-768- 4.51% |
$197K - $234K
|
16.2K
$6.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-769- 2.47% |
$198K - $234K
|
30.4K
$12.6M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-770- 2.71% |
$198K - $234K
|
27.6K
$11.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-794- 11.42% |
$204K - $242K
|
6.16K
$2.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-795- 6.47% |
$204K - $242K
|
11.5K
$4.78M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-796- 14.53% |
$205K - $242K
|
4.68K
$1.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-803- 2.0% |
$206K - $244K
|
39.3K
$16.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-816- 4.72% |
$210K - $248K
|
16.5K
$6.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-824- 7.61% |
$212K - $251K
|
10K
$4.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-836- 9.89% |
$215K - $254K
|
7.62K
$3.17M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-839- 50.0% |
$216K - $255K
|
839
$349K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-844- 3.13% |
$217K - $257K
|
26.2K
$10.9M
|