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
|
Davidson Trust CO
|
SELL
|
- |
-185- 14.09% |
$44.3K - $50.9K
|
1.13K
$462K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-185- 14.08% |
$44.3K - $50.9K
|
1.13K
$462K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-187- 8.39% |
$44.8K - $51.5K
|
2.04K
$836K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-189- 1.95% |
$45.2K - $52K
|
9.52K
$3.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-192- 1.58% |
$45.9K - $52.8K
|
11.9K
$4.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-193- 3.53% |
$46.2K - $53.1K
|
5.28K
$2.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-200- 21.53% |
$47.9K - $55K
|
729
$299K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-200- 11.1% |
$47.9K - $55K
|
1.6K
$656K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-205- 10.47% |
$49.1K - $56.4K
|
1.75K
$718K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-205- 2.85% |
$49.1K - $56.4K
|
6.98K
$2.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-209- 11.31% |
$50K - $57.5K
|
1.64K
$671K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-212- 9.13% |
$50.7K - $58.3K
|
2.11K
$865K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-212- 4.97% |
$50.7K - $58.3K
|
4.06K
$1.66M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-213- 0.96% |
$51K - $58.6K
|
22K
$9.01M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-214- 4.84% |
$51.2K - $58.9K
|
4.21K
$1.72M
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-214- 2.0% |
$51.2K - $58.9K
|
10.5K
$4.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-215- 3.23% |
$51.5K - $59.2K
|
6.43K
$2.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-216- 0.74% |
$51.7K - $59.4K
|
28.8K
$11.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-218- 1.09% |
$52.2K - $60K
|
19.8K
$8.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-219- 1.85% |
$52.4K - $60.3K
|
11.6K
$4.76M
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
SELL
|
- |
-219- 0.83% |
$52.4K - $60.3K
|
26.2K
$10.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-220- 4.39% |
$52.6K - $60.5K
|
4.79K
$1.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-225- 1.55% |
$53.8K - $61.9K
|
14.3K
$5.84M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-230- 7.29% |
$55K - $63.3K
|
2.93K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-230- 4.19% |
$55K - $63.3K
|
5.26K
$2.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-234- 1.22% |
$56K - $64.4K
|
18.9K
$7.74M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-236- 2.88% |
$56.5K - $64.9K
|
7.97K
$3.26M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-236- 2.88% |
$56.5K - $64.9K
|
7.97K
$3.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
SELL
|
- |
-237- 0.89% |
$56.7K - $65.2K
|
26.3K
$10.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-241- 2.57% |
$57.7K - $66.3K
|
9.14K
$3.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-243- 3.45% |
$58.2K - $66.9K
|
6.81K
$2.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-243- 8.58% |
$58.2K - $66.9K
|
2.59K
$1.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-244- 1.41% |
$58.4K - $67.1K
|
17K
$6.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-246- 2.56% |
$58.9K - $67.7K
|
9.35K
$3.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-247- 7.03% |
$59.1K - $68K
|
3.27K
$1.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-248- 14.94% |
$59.3K - $68.2K
|
1.41K
$578K
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-250- 25.0% |
$59.8K - $68.8K
|
750
$307K
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-250- 11.3% |
$59.8K - $68.8K
|
1.96K
$804K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-257- 1.6% |
$61.5K - $70.7K
|
15.8K
$6.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-258- 0.77% |
$61.7K - $71K
|
33.1K
$13.6M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-258- 5.32% |
$61.7K - $71K
|
4.6K
$1.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-259- 24.23% |
$62K - $71.3K
|
810
$332K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-265- 1.08% |
$63.4K - $72.9K
|
24.3K
$9.93M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-268- 4.45% |
$64.1K - $73.7K
|
5.76K
$2.36M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-271- 4.83% |
$64.9K - $74.6K
|
5.34K
$2.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-272- 7.61% |
$65.1K - $74.8K
|
3.3K
$1.35M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-277- 0.25% |
$66.3K - $76.2K
|
111K
$45.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-282- 4.99% |
$67.5K - $77.6K
|
5.37K
$2.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-285- 2.53% |
$68.2K - $78.4K
|
11K
$4.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-286- 8.66% |
$68.4K - $78.7K
|
3.02K
$1.24M
|