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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.08% |
$239 - $275
|
1.19K
$486K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1+ 0.08% |
$239 - $275
|
1.2K
$491K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.23% |
$239 - $275
|
431
$177K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.02% |
$239 - $275
|
4.2K
$1.72M
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1+ 0.28% |
$239 - $275
|
355
$145K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.35% |
$239 - $275
|
285
$117K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$239 - $275
|
1.36K
$555K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$239 - $275
|
9.18K
$3.76M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.18% |
$239 - $275
|
556
$228K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1+ 0.05% |
$239 - $275
|
1.92K
$786K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.27% |
$239 - $275
|
375
$154K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
1+ 0.1% |
$239 - $275
|
989
$405K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
1+ 0.2% |
$239 - $275
|
503
$206K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.06% |
$239 - $275
|
1.66K
$682K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1+ 0.06% |
$239 - $275
|
1.67K
$685K
|
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1+ 0.06% |
$239 - $275
|
1.73K
$709K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
1+ 0.03% |
$239 - $275
|
3.38K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.32% |
$239 - $275
|
314
$129K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1+ 0.05% |
$239 - $275
|
2.2K
$899K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1+ 0.06% |
$239 - $275
|
1.73K
$708K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1+ 0.04% |
$239 - $275
|
2.8K
$1.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1- 0.03% |
$239 - $275
|
3.98K
$1.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1- -0.0% |
$239 - $275
|
229K
$93.8M
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-1- 0.07% |
$239 - $275
|
1.38K
$563K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-1- 0.1% |
$239 - $275
|
989
$405K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2- 0.02% |
$479 - $550
|
10.8K
$4.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-3- 0.21% |
$718 - $826
|
1.44K
$590K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-3- 0.93% |
$718 - $826
|
318
$130K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3- 3.16% |
$718 - $826
|
92
$37.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-4- 0.63% |
$957 - $1.1K
|
630
$258K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4- 0.33% |
$957 - $1.1K
|
1.2K
$493K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4- 0.05% |
$957 - $1.1K
|
8.73K
$3.58M
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-4- 0.22% |
$957 - $1.1K
|
1.81K
$740K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-5- 0.1% |
$1.2K - $1.38K
|
5.04K
$2.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-5- 0.27% |
$1.2K - $1.38K
|
1.86K
$763K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5- 0.26% |
$1.2K - $1.38K
|
1.89K
$775K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-5- 0.2% |
$1.2K - $1.38K
|
2.52K
$1.03M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-5- 0.13% |
$1.2K - $1.38K
|
3.82K
$1.56M
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-6- 0.01% |
$1.44K - $1.65K
|
48.9K
$20M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-7- 0.36% |
$1.68K - $1.93K
|
1.94K
$795K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.06% |
$1.68K - $1.93K
|
11.2K
$4.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-8- 0.52% |
$1.91K - $2.2K
|
1.54K
$630K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-8- 0.06% |
$1.91K - $2.2K
|
13K
$5.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-8- 0.32% |
$1.91K - $2.2K
|
2.51K
$1.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-9- 0.46% |
$2.15K - $2.48K
|
1.95K
$800K
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-9- 0.56% |
$2.15K - $2.48K
|
1.59K
$650K
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-9- 0.28% |
$2.15K - $2.48K
|
3.2K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-9- 0.48% |
$2.15K - $2.48K
|
1.87K
$767K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-9- 0.38% |
$2.15K - $2.48K
|
2.37K
$969K
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-9- 0.94% |
$2.15K - $2.48K
|
946
$387K
|