Purchases and Sales Made in Q2 2023 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
7+ 0.68% |
$1.68K - $1.93K
|
1.04K
$425K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6+ 0.24% |
$1.44K - $1.65K
|
2.55K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
6+ 0.45% |
$1.44K - $1.65K
|
1.35K
$555K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
6+ 0.49% |
$1.44K - $1.65K
|
1.24K
$508K
|
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.1% |
$1.2K - $1.38K
|
5.02K
$2.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 1.75% |
$1.2K - $1.38K
|
290
$119K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
5+ 0.12% |
$1.2K - $1.38K
|
4.03K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.04% |
$1.2K - $1.38K
|
11.7K
$4.78M
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4+ 0.3% |
$957 - $1.1K
|
1.35K
$552K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.15% |
$957 - $1.1K
|
2.73K
$1.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.12% |
$957 - $1.1K
|
3.28K
$1.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4+ 0.15% |
$957 - $1.1K
|
2.64K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.13% |
$957 - $1.1K
|
3K
$1.23M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3+ 0.13% |
$718 - $826
|
2.3K
$944K
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
3+ 0.13% |
$718 - $826
|
2.39K
$978K
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
3+ 0.09% |
$718 - $826
|
3.25K
$1.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3+ 0.13% |
$718 - $826
|
2.27K
$928K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
3+ 0.15% |
$718 - $826
|
2.07K
$846K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
3+ 0.12% |
$718 - $826
|
2.5K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
3+ 0.13% |
$718 - $826
|
2.23K
$913K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.06% |
$718 - $826
|
5.31K
$2.18M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3+ 0.12% |
$718 - $826
|
2.52K
$1.03M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.13% |
$479 - $550
|
1.59K
$651K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2+ 0.1% |
$479 - $550
|
2.03K
$830K
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$479 - $550
|
2.05K
$838K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2+ 0.08% |
$479 - $550
|
2.61K
$1.07M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
2+ 0.14% |
$479 - $550
|
1.42K
$580K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$479 - $550
|
8.52K
$3.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.24% |
$479 - $550
|
832
$341K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
2+ 0.15% |
$479 - $550
|
1.3K
$534K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$479 - $550
|
3.29K
$1.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.13% |
$479 - $550
|
1.53K
$625K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
2+ 0.01% |
$479 - $550
|
20.4K
$8.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
2+ 0.12% |
$479 - $550
|
1.69K
$692K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.11% |
$479 - $550
|
1.82K
$744K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2+ 0.2% |
$479 - $550
|
993
$407K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.15% |
$479 - $550
|
1.34K
$550K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.04% |
$479 - $550
|
5.38K
$2.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2+ 0.11% |
$479 - $550
|
1.83K
$748K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2+ 0.12% |
$479 - $550
|
1.69K
$691K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2+ 0.15% |
$479 - $550
|
1.32K
$542K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$479 - $550
|
8.32K
$3.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2+ 0.16% |
$479 - $550
|
1.28K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
2+ 0.2% |
$479 - $550
|
1.02K
$417K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2+ 0.15% |
$479 - $550
|
1.34K
$548K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1+ 0.08% |
$239 - $275
|
1.22K
$500K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1+ 0.11% |
$239 - $275
|
914
$374K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$239 - $275
|
5.5K
$2.25M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.04% |
$239 - $275
|
2.4K
$984K
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.08% |
$239 - $275
|
1.2K
$490K
|