Purchases and Sales Made in Q1 2023 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
17.5K+ 38.19% |
$3.67M - $4.28M
|
63.3K
$25M
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
15.4K+ 7.48% |
$3.24M - $3.77M
|
222K
$87.4M
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14.8K+ 21.77% |
$3.11M - $3.62M
|
83K
$32.7M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.5K+ 35.52% |
$3.04M - $3.54M
|
55.3K
$21.8M
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
13.9K+ 1367.03% |
$2.92M - $3.4M
|
14.9K
$5.9M
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
13.6K+ 183.48% |
$2.85M - $3.32M
|
21K
$8.28M
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13.5K+ 63.89% |
$2.83M - $3.29M
|
34.6K
$13.6M
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
13KNew |
$2.74M - $3.19M
|
13K
$5.14M
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
12.7K+ 84.41% |
$2.66M - $3.1M
|
27.7K
$10.9M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 199.62% |
$2.55M - $2.96M
|
18.2K
$7.18M
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
12.1K+ 40.75% |
$2.54M - $2.95M
|
41.7K
$16.5M
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
12K+ 766.39% |
$2.53M - $2.94M
|
13.6K
$5.37M
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
11.8KNew |
$2.48M - $2.89M
|
11.8K
$4.67M
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
11.3K+ 2.05% |
$2.37M - $2.76M
|
563K
$222M
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
11.1K+ 5.54% |
$2.33M - $2.71M
|
212K
$83.5M
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
10.8K+ 17.73% |
$2.28M - $2.65M
|
72K
$28.4M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.7K+ 2.16% |
$2.24M - $2.61M
|
504K
$199M
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
10.6K+ 88.17% |
$2.22M - $2.59M
|
22.6K
$8.91M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
10.4KNew |
$2.18M - $2.54M
|
10.4K
$4.11M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.85K+ 2.74% |
$2.07M - $2.41M
|
370K
$146M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9.77KNew |
$2.05M - $2.39M
|
9.77K
$3.86M
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.38K+ 83.54% |
$1.97M - $2.29M
|
20.6K
$8.13M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.16KNew |
$1.92M - $2.24M
|
9.16K
$3.61M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.15K+ 2.62% |
$1.92M - $2.23M
|
358K
$141M
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
9.1K+ 9.92% |
$1.91M - $2.22M
|
101K
$39.8M
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
8.66K+ 9.91% |
$1.82M - $2.12M
|
96K
$37.9M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.35KNew |
$1.75M - $2.04M
|
8.35K
$3.29M
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
BUY
|
- |
8.31KNew |
$1.74M - $2.03M
|
8.31K
$3.28M
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8KNew |
$1.68M - $1.96M
|
8K
$3.16M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.84K+ 1.06% |
$1.65M - $1.92M
|
747K
$295M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.56K+ 419.07% |
$1.59M - $1.85M
|
9.36K
$3.7M
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
7.49KNew |
$1.57M - $1.83M
|
7.49K
$2.95M
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
7.4K+ 5.56% |
$1.55M - $1.81M
|
141K
$55.4M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.09K+ 21.87% |
$1.49M - $1.73M
|
39.5K
$15.6M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.07K+ 5.5% |
$1.48M - $1.73M
|
136K
$53.5M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.96K+ 1.72% |
$1.46M - $1.7M
|
412K
$163M
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.94K+ 9.63% |
$1.46M - $1.7M
|
79K
$31.2M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.84K+ 30.77% |
$1.44M - $1.67M
|
29.1K
$11.5M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.76K+ 314.53% |
$1.42M - $1.65M
|
8.9K
$3.51M
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.69K+ 40.38% |
$1.4M - $1.64M
|
23.3K
$9.18M
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
6.62KNew |
$1.39M - $1.62M
|
6.62K
$2.61M
|
|
Apr 04, 2023
Q1 2023
|
Stairway Partners, LLC
|
BUY
|
- |
6.61K+ 1.85% |
$1.39M - $1.62M
|
364K
$144M
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
6.54KNew |
$1.37M - $1.6M
|
6.54K
$2.58M
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
6.4KNew |
$1.34M - $1.56M
|
6.4K
$2.53M
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
6.3K+ 484.62% |
$1.32M - $1.54M
|
7.6K
$3M
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.83K+ 30.93% |
$1.22M - $1.42M
|
24.7K
$9.74M
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.8K+ 3.69% |
$1.22M - $1.42M
|
163K
$64.3M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.77KNew |
$1.21M - $1.41M
|
5.77K
$2.28M
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
5.68K+ 65.5% |
$1.19M - $1.39M
|
14.3K
$5.66M
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
5.53K+ 14.17% |
$1.16M - $1.35M
|
44.5K
$17.6M
|