Purchases and Sales Made in Q1 2023 in Ishares Russell 1000 Gr ETF (IWF)

IWF Quotes by TradingView

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
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
658
+ 61.5%
$138K - $161K
1.73K $682K
May 08, 2023 Q1 2023
Institutional & Family Asset Management, LLC

BUY
 -
657
+ 1042.86%
$138K - $161K
720 $284K
May 04, 2023 Q1 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
656
+ 5.24%
$138K - $160K
13.2K $5.2M
May 03, 2023 Q1 2023
Lyell Wealth Management, LP

BUY
 -
653
+ 21.64%
$137K - $160K
3.67K $1.45M
Apr 05, 2023 Q1 2023
Quent Capital, LLC

BUY
 -
651
+ 2.74%
$137K - $159K
24.4K $9.62M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
647
+ 3.97%
$136K - $158K
17K $6.69M
May 03, 2023 Q1 2023
Capital Advisors, Ltd. LLC

BUY
 -
625
+ 0.41%
$131K - $153K
152K $60M
May 04, 2023 Q1 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
619
+ 2.04%
$130K - $151K
31K $12.2M
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
614
+ 185.5%
$129K - $150K
945 $373K
May 11, 2023 Q1 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
602
New
$126K - $147K
602 $238K
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
588
+ 3.34%
$123K - $144K
18.2K $7.17M
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
582
+ 3.65%
$122K - $142K
16.5K $6.52M
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
576
+ 2.78%
$121K - $141K
21.3K $8.41M
Apr 13, 2023 Q1 2023
David Katz Matrix Asset Advisors Inc
BUY
 -
573
+ 4.99%
$120K - $140K
12.1K $4.76M
Apr 24, 2023 Q1 2023
Rockland Trust CO

BUY
 -
570
+ 33.75%
$120K - $139K
2.26K $891K
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
563
+ 3.25%
$118K - $138K
17.9K $7.06M
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
560
+ 35.99%
$118K - $137K
2.12K $835K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
552
+ 0.16%
$116K - $135K
351K $138M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
546
+ 4.34%
$115K - $133K
13.1K $5.18M
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
546
+ 2.0%
$115K - $133K
27.8K $11M
May 05, 2023 Q1 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
539
+ 54.55%
$113K - $132K
1.53K $603K
May 10, 2023 Q1 2023
Grove Bank & Trust

BUY
 -
537
+ 2.73%
$113K - $131K
20.2K $7.97M
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
533
+ 6.79%
$112K - $130K
8.38K $3.31M
Apr 18, 2023 Q1 2023
Helen Stephens Group, LLC

BUY
 -
525
+ 19.26%
$110K - $128K
3.25K $1.28M
May 11, 2023 Q1 2023
Essex Financial Services, Inc.

BUY
 -
521
+ 6.71%
$109K - $127K
8.28K $3.27M
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
518
+ 6.29%
$109K - $127K
8.76K $3.46M
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
518
+ 23.41%
$109K - $127K
2.73K $1.08M
May 10, 2023 Q1 2023
Northwest Bancshares, Inc.

Warren, PA
BUY
 -
515
+ 36.84%
$108K - $126K
1.91K $755K
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
514
+ 3.42%
$108K - $126K
15.5K $6.13M
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
509
+ 1.07%
$107K - $124K
48.3K $19M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
508
+ 11.33%
$107K - $124K
4.99K $1.97M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
488
+ 0.77%
$102K - $119K
64.1K $25.3M
May 12, 2023 Q1 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
487
+ 13.04%
$102K - $119K
4.22K $1.67M
May 09, 2023 Q1 2023
Epic Trust Investment Advisors, LLC

BUY
 -
481
+ 6.07%
$101K - $118K
8.41K $3.32M
Apr 12, 2023 Q1 2023
Mayflower Financial Advisors, LLC

BUY
 -
479
+ 26.43%
$101K - $117K
2.29K $904K
May 09, 2023 Q1 2023
Ballast Advisors LLC

BUY
 -
476
+ 12.38%
$99.9K - $116K
4.32K $1.71M
May 01, 2023 Q1 2023
Stillwater Capital Advisors, LLC

BUY
 -
474
+ 1.23%
$99.5K - $116K
39K $15.4M
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
468
+ 5.97%
$98.2K - $114K
8.3K $3.28M
May 11, 2023 Q1 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
461
+ 18.48%
$96.8K - $113K
2.96K $1.17M
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
460
+ 7.36%
$96.6K - $112K
6.71K $2.65M
May 01, 2023 Q1 2023
Legacy Advisors, LLC

BUY
 -
457
+ 4.47%
$95.9K - $112K
10.7K $4.22M
Apr 21, 2023 Q1 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
446
+ 5.87%
$93.6K - $109K
8.05K $3.18M
Apr 25, 2023 Q1 2023
Ledyard National Bank

BUY
 -
441
+ 31.34%
$92.6K - $108K
1.85K $729K
May 10, 2023 Q1 2023
Zhang Financial LLC

BUY
 -
435
+ 16.33%
$91.3K - $106K
3.1K $1.22M
May 15, 2023 Q1 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
434
+ 7.65%
$91.1K - $106K
6.1K $2.41M
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
431
+ 307.86%
$90.5K - $105K
571 $225K
Apr 21, 2023 Q1 2023
Rnc Capital Management LLC

BUY
 -
428
+ 2.46%
$89.8K - $105K
17.8K $7.03M
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
426
+ 33.49%
$89.4K - $104K
1.7K $670K
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
420
+ 37.5%
$88.2K - $103K
1.54K $608K

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