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 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.6K- 3.95% |
$2.72M - $3.22M
|
258K
$101M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-11K- 7.57% |
$2.84M - $3.36M
|
135K
$53.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.3K- 7.5% |
$2.9M - $3.43M
|
139K
$54.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-11.3K- 17.46% |
$2.9M - $3.44M
|
53.4K
$21.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-12K- 33.45% |
$3.07M - $3.64M
|
23.8K
$9.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-12.3K- 83.34% |
$3.15M - $3.74M
|
2.46K
$968K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-12.6K- 9.63% |
$3.23M - $3.82M
|
118K
$46.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-14.2K- 57.86% |
$3.65M - $4.32M
|
10.3K
$4.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14.4K- 7.47% |
$3.69M - $4.37M
|
178K
$70.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.7K- 2.14% |
$3.77M - $4.47M
|
673K
$265M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-14.9K- 3.01% |
$3.82M - $4.53M
|
479K
$189M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15K- 21.46% |
$3.86M - $4.57M
|
55K
$21.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-16.3K- 18.24% |
$4.18M - $4.95M
|
73K
$28.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-16.9K- 3.25% |
$4.33M - $5.13M
|
503K
$198M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-17.1K- 65.35% |
$4.4M - $5.21M
|
9.07K
$3.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-17.3K- 61.13% |
$4.46M - $5.28M
|
11K
$4.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-17.5K- 37.85% |
$4.5M - $5.33M
|
28.8K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.5K- 14.92% |
$4.51M - $5.33M
|
100K
$39.4M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-19.5K- 39.35% |
$5.02M - $5.94M
|
30.1K
$11.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-20.6K- 18.91% |
$5.29M - $6.26M
|
88.2K
$34.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-21.2K- 10.33% |
$5.46M - $6.46M
|
184K
$72.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-22.6K- 80.28% |
$5.8M - $6.86M
|
5.54K
$2.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-22.7K- 1.96% |
$5.84M - $6.92M
|
1.14M
$448M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-23.1K- 5.08% |
$5.93M - $7.03M
|
432K
$170M
|
|
|
Feb 06, 2024
Q4 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-24.2K- 48.73% |
$6.23M - $7.38M
|
25.5K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.9K- 16.02% |
$6.39M - $7.57M
|
130K
$51.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-25.2K- 6.4% |
$6.48M - $7.67M
|
369K
$145M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-25.8K- 48.05% |
$6.64M - $7.86M
|
27.9K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-27.8K- 69.29% |
$7.15M - $8.46M
|
12.3K
$4.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-28.4K- 99.46% |
$7.3M - $8.64M
|
153
$60.3K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-28.5K- 18.64% |
$7.31M - $8.66M
|
124K
$48.9M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-30.8K- 35.49% |
$7.91M - $9.37M
|
56K
$22.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-31.4K- 3.95% |
$8.06M - $9.55M
|
764K
$301M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-35.4K- 4.94% |
$9.09M - $10.8M
|
681K
$269M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-35.4K- 4.94% |
$9.09M - $10.8M
|
681K
$269M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-37.8K- 72.92% |
$9.7M - $11.5M
|
14K
$5.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-37.8K- 22.99% |
$9.72M - $11.5M
|
127K
$50M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-40.2K- 71.55% |
$10.3M - $12.2M
|
16K
$6.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-41.3K- 2.85% |
$10.6M - $12.6M
|
1.41M
$555M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-42.2K- 6.53% |
$10.8M - $12.8M
|
604K
$238M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-48.2K- 2.03% |
$12.4M - $14.7M
|
2.32M
$915M
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-58.7K- 40.86% |
$15.1M - $17.9M
|
85K
$33.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-58.7K- 2.55% |
$15.1M - $17.9M
|
2.25M
$886M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-61.2K- 33.16% |
$15.7M - $18.6M
|
123K
$48.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-105K- 92.26% |
$27M - $32M
|
8.83K
$3.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-211K- 14.5% |
$54.1M - $64.1M
|
1.24M
$489M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-231K- 48.81% |
$59.4M - $70.3M
|
242K
$95.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-318K- 26.93% |
$81.7M - $96.7M
|
862K
$340M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-339K- 29.87% |
$87.1M - $103M
|
796K
$314M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.09M- 3.27% |
$280M - $332M
|
32.2M
$12.7B
|