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 08, 2023
Q1 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
2.52KNew |
$528K - $615K
|
2.52K
$993K
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.49KNew |
$522K - $607K
|
2.49K
$981K
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
2.46K+ 120.24% |
$516K - $601K
|
4.5K
$1.78M
|
|
Apr 20, 2023
Q1 2023
|
Ami Asset Management Corp
|
BUY
|
- |
2.45K+ 17.96% |
$515K - $600K
|
16.1K
$6.36M
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.4KNew |
$503K - $586K
|
2.4K
$946K
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
2.39K+ 2.82% |
$502K - $585K
|
87.3K
$34.5M
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 4.11% |
$501K - $583K
|
60.5K
$23.9M
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.39K+ 9.47% |
$501K - $583K
|
27.6K
$10.9M
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.35K+ 4.29% |
$494K - $575K
|
57.2K
$22.6M
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
2.35K+ 2.87% |
$493K - $574K
|
84.2K
$33.2M
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.33K+ 9.26% |
$488K - $568K
|
27.4K
$10.8M
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.31K+ 4.42% |
$485K - $564K
|
54.5K
$21.5M
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.27KNew |
$476K - $554K
|
2.27K
$895K
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
2.22KNew |
$467K - $543K
|
2.22K
$877K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.2K+ 6.91% |
$462K - $538K
|
34.1K
$13.4M
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
2.2K+ 73.38% |
$462K - $538K
|
5.2K
$2.05M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.18KNew |
$458K - $533K
|
2.18K
$861K
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
2.18K+ 4.65% |
$457K - $532K
|
49K
$19.3M
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
2.17K+ 39.81% |
$456K - $531K
|
7.64K
$3.01M
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.13K+ 3.94% |
$447K - $520K
|
56.1K
$22.2M
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.09K+ 22.46% |
$439K - $511K
|
11.4K
$4.5M
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
BUY
|
- |
2.06KNew |
$433K - $504K
|
2.06K
$814K
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.03K+ 1.43% |
$425K - $495K
|
144K
$56.7M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.02KNew |
$424K - $494K
|
2.02K
$798K
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.02K+ 1.29% |
$424K - $494K
|
159K
$62.6M
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2.01K+ 2.44% |
$422K - $491K
|
84.3K
$33.3M
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.99K+ 7.52% |
$418K - $486K
|
28.4K
$11.2M
|
|
Apr 21, 2023
Q1 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.96K+ 1.2% |
$411K - $478K
|
164K
$64.9M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.94K+ 20.15% |
$408K - $475K
|
11.6K
$4.57M
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.94KNew |
$407K - $474K
|
1.94K
$765K
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.86KNew |
$390K - $454K
|
1.86K
$733K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.84K+ 12.39% |
$387K - $451K
|
16.7K
$6.6M
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.84K+ 36.57% |
$386K - $449K
|
6.86K
$2.71M
|
|
Apr 18, 2023
Q1 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
1.83K+ 2.93% |
$384K - $447K
|
64.4K
$25.4M
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.83K+ 18.48% |
$383K - $446K
|
11.7K
$4.62M
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.79KNew |
$375K - $436K
|
1.79K
$705K
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
1.78K+ 22.34% |
$374K - $435K
|
9.75K
$3.85M
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.78K+ 8.71% |
$373K - $434K
|
22.2K
$8.75M
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.77K+ 0.56% |
$372K - $433K
|
317K
$125M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.76K+ 5.56% |
$369K - $429K
|
33.4K
$13.2M
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
1.73K+ 3.02% |
$362K - $421K
|
58.8K
$23.2M
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.7K+ 31.49% |
$356K - $414K
|
7.08K
$2.79M
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
1.66K+ 9.94% |
$349K - $406K
|
18.4K
$7.25M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.66K+ 4.55% |
$348K - $405K
|
38.1K
$15M
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.59K+ 27.9% |
$334K - $389K
|
7.29K
$2.88M
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.57KNew |
$329K - $383K
|
1.57K
$618K
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.56K+ 2.99% |
$326K - $380K
|
53.6K
$21.1M
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.46K+ 2.3% |
$306K - $356K
|
64.9K
$25.6M
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.41K+ 3.43% |
$295K - $344K
|
42.4K
$16.7M
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.37KNew |
$288K - $335K
|
1.37K
$541K
|