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 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.23K- 16.95% |
$829K - $981K
|
15.8K
$6.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.28K- 6.61% |
$842K - $997K
|
46.3K
$18.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.29K- 7.73% |
$845K - $1M
|
39.3K
$15.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.32K- 5.63% |
$853K - $1.01M
|
55.7K
$22M
|
|
|
Jan 03, 2024
Q4 2023
|
Stairway Partners, LLC
|
SELL
|
- |
-3.34K- 1.11% |
$858K - $1.02M
|
296K
$117M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.36K- 0.58% |
$862K - $1.02M
|
571K
$226M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-3.36K- 3.19% |
$863K - $1.02M
|
102K
$40.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-3.46K- 56.48% |
$890K - $1.05M
|
2.67K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.62K- 2.39% |
$930K - $1.1M
|
148K
$58.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.68K- 1.27% |
$947K - $1.12M
|
286K
$113M
|
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-3.73K- 3.29% |
$959K - $1.14M
|
110K
$43.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.79K- 1.6% |
$974K - $1.15M
|
234K
$92.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-3.89K- 1.66% |
$999K - $1.18M
|
230K
$90.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-3.9K- 2.39% |
$1M - $1.19M
|
159K
$62.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-4.26K- 20.23% |
$1.1M - $1.3M
|
16.8K
$6.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-4.32K- 9.2% |
$1.11M - $1.32M
|
42.7K
$16.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-4.33K- 7.16% |
$1.11M - $1.32M
|
56.1K
$22.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.56K- 9.88% |
$1.17M - $1.39M
|
41.6K
$16.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-4.68K- 3.03% |
$1.2M - $1.42M
|
150K
$59.2M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.74K- 19.0% |
$1.22M - $1.44M
|
20.2K
$7.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4.96K- 7.71% |
$1.27M - $1.51M
|
59.3K
$23.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.13K- 2.26% |
$1.32M - $1.56M
|
222K
$87.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.25K- 7.64% |
$1.35M - $1.6M
|
63.5K
$25.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-5.26K- 86.89% |
$1.35M - $1.6M
|
793
$313K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
SELL
|
- |
-5.28K- 99.49% |
$1.36M - $1.61M
|
27
$10.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.47K- 4.82% |
$1.4M - $1.66M
|
108K
$42.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.9K- 14.04% |
$1.52M - $1.8M
|
36.1K
$14.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.01K- 4.07% |
$1.54M - $1.83M
|
142K
$56M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.4K- 42.9% |
$1.64M - $1.95M
|
8.51K
$3.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-6.41K- 24.94% |
$1.65M - $1.95M
|
19.3K
$7.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.56K- 3.64% |
$1.69M - $2M
|
174K
$68.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.72K- 37.54% |
$1.73M - $2.04M
|
11.2K
$4.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-7.03K- 32.85% |
$1.81M - $2.14M
|
14.4K
$5.68M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-7.27K- 8.33% |
$1.87M - $2.21M
|
80K
$31.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-7.28K- 2.06% |
$1.87M - $2.22M
|
347K
$137M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-7.44K- 1.23% |
$1.91M - $2.26M
|
598K
$236M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-7.78K- 6.87% |
$2M - $2.37M
|
106K
$41.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.8K- 2.34% |
$2M - $2.37M
|
325K
$129M
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-7.95K- 10.55% |
$2.04M - $2.42M
|
67.4K
$26.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-8.39K- 7.01% |
$2.16M - $2.55M
|
111K
$44M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-8.48K- 39.11% |
$2.18M - $2.58M
|
13.2K
$5.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-8.67K- 81.1% |
$2.23M - $2.64M
|
2.02K
$799K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.93K- 2.67% |
$2.29M - $2.72M
|
325K
$128M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-8.98K- 6.97% |
$2.31M - $2.73M
|
120K
$47.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-9.1K- 4.72% |
$2.34M - $2.77M
|
184K
$72.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9.46K- 23.35% |
$2.43M - $2.88M
|
31K
$12.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.82K- 73.24% |
$2.52M - $2.99M
|
3.59K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-10K- 1.62% |
$2.58M - $3.05M
|
607K
$240M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10.2K- 49.25% |
$2.62M - $3.1M
|
10.5K
$4.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-10.5K- 7.07% |
$2.7M - $3.2M
|
138K
$54.7M
|