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
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-794- 11.42% |
$204K - $242K
|
6.16K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-795- 6.47% |
$204K - $242K
|
11.5K
$4.59M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-796- 14.53% |
$205K - $242K
|
4.68K
$1.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-803- 2.0% |
$206K - $244K
|
39.3K
$15.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-816- 4.72% |
$210K - $248K
|
16.5K
$6.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-824- 7.61% |
$212K - $251K
|
10K
$3.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-836- 9.89% |
$215K - $254K
|
7.62K
$3.04M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-839- 50.0% |
$216K - $255K
|
839
$335K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-844- 3.13% |
$217K - $257K
|
26.2K
$10.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-853- 6.13% |
$219K - $259K
|
13.1K
$5.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-856- 1.1% |
$220K - $260K
|
77K
$30.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-860- 50.0% |
$221K - $262K
|
860
$344K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-871- 21.38% |
$224K - $265K
|
3.2K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-875- 0.83% |
$225K - $266K
|
105K
$41.8M
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-920- 49.04% |
$236K - $280K
|
956
$382K
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
SELL
|
- |
-922- 68.14% |
$237K - $280K
|
431
$172K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-926- 7.52% |
$238K - $282K
|
11.4K
$4.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-929- 4.93% |
$239K - $283K
|
17.9K
$7.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-937- 1.93% |
$241K - $285K
|
47.5K
$19M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-962- 1.64% |
$247K - $293K
|
57.7K
$23.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-962- 3.27% |
$247K - $293K
|
28.4K
$11.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-983- 20.36% |
$253K - $299K
|
3.84K
$1.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1K- 5.65% |
$258K - $305K
|
16.8K
$6.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.01K- 1.63% |
$258K - $306K
|
60.7K
$24.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.02K- 2.76% |
$263K - $311K
|
36.1K
$14.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.03K- 4.99% |
$263K - $312K
|
19.5K
$7.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.03K- 6.53% |
$265K - $313K
|
14.7K
$5.89M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.07K- 11.05% |
$274K - $325K
|
8.6K
$3.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-1.09K- 4.87% |
$280K - $332K
|
21.3K
$8.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.1K- 1.92% |
$283K - $335K
|
56.3K
$22.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 5.26% |
$286K - $339K
|
20.1K
$8.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.14K- 3.01% |
$294K - $348K
|
36.8K
$14.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.15K- 4.65% |
$294K - $348K
|
23.5K
$9.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.19K- 52.72% |
$307K - $363K
|
1.07K
$428K
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
SELL
|
- |
-1.19K- 2.93% |
$307K - $363K
|
39.6K
$15.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.2K- 3.99% |
$307K - $364K
|
28.8K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.22K- 41.27% |
$312K - $370K
|
1.73K
$691K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.22K- 26.05% |
$313K - $371K
|
3.46K
$1.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.22K- 1.18% |
$314K - $372K
|
102K
$40.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-1.23K- 1.05% |
$316K - $374K
|
115K
$46.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.26K- 2.39% |
$323K - $383K
|
51.5K
$20.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.27K- 3.23% |
$325K - $385K
|
38K
$15.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-1.3K- 94.96% |
$334K - $395K
|
69
$27.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.32K- 58.85% |
$339K - $402K
|
923
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.39K- 6.98% |
$357K - $423K
|
18.5K
$7.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.4K- 2.86% |
$359K - $426K
|
47.5K
$19M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.41K- 13.97% |
$361K - $428K
|
8.66K
$3.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.41K- 5.27% |
$363K - $430K
|
25.4K
$10.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.42K- 13.23% |
$366K - $433K
|
9.34K
$3.73M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.43K- 2.29% |
$367K - $435K
|
60.9K
$24.3M
|