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 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.95K- 10.86% |
$705K - $810K
|
24.2K
$9.9M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.97K- 16.72% |
$710K - $816K
|
14.8K
$6.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.06K- 6.58% |
$732K - $842K
|
43.4K
$17.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.15K- 6.3% |
$753K - $866K
|
46.8K
$19.2M
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-3.3K- 69.43% |
$789K - $907K
|
1.45K
$594K
|
|
|
Jul 20, 2023
Q2 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-3.3K- 5.13% |
$790K - $909K
|
61.1K
$25M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-3.37K- 3.32% |
$806K - $927K
|
98.1K
$40.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-3.4K- 6.43% |
$814K - $936K
|
49.5K
$20.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-3.53K- 42.22% |
$845K - $972K
|
4.84K
$1.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-3.57K- 50.48% |
$855K - $983K
|
3.51K
$1.44M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-3.6K- 44.29% |
$861K - $990K
|
4.53K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.67K- 30.97% |
$879K - $1.01M
|
8.19K
$3.35M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.74K- 32.24% |
$894K - $1.03M
|
7.85K
$3.22M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.84K- 0.93% |
$918K - $1.06M
|
408K
$167M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-3.91K- 1.48% |
$935K - $1.08M
|
261K
$107M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.95K- 29.22% |
$946K - $1.09M
|
9.58K
$3.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-4K- 12.79% |
$957K - $1.1M
|
27.3K
$11.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-4.15K- 14.89% |
$993K - $1.14M
|
23.7K
$9.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.29K- 0.64% |
$1.03M - $1.18M
|
662K
$271M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-4.32K- 44.24% |
$1.03M - $1.19M
|
5.44K
$2.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4.45K- 4.06% |
$1.06M - $1.22M
|
105K
$43M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.51K- 9.02% |
$1.08M - $1.24M
|
45.5K
$18.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-4.61K- 5.18% |
$1.1M - $1.27M
|
84.4K
$34.6M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.62K- 3.23% |
$1.11M - $1.27M
|
138K
$56.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-4.9K- 5.81% |
$1.17M - $1.35M
|
79.4K
$32.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.1K- 2.62% |
$1.22M - $1.4M
|
189K
$77.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.19K- 2.74% |
$1.24M - $1.43M
|
184K
$75.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.21K- 66.94% |
$1.25M - $1.43M
|
2.58K
$1.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-5.38K- 7.51% |
$1.29M - $1.48M
|
66.2K
$27.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-5.44K- 4.85% |
$1.3M - $1.5M
|
107K
$43.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.5K- 32.91% |
$1.32M - $1.51M
|
11.2K
$4.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.62K- 17.65% |
$1.35M - $1.55M
|
26.2K
$10.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-5.79K- 6.87% |
$1.39M - $1.59M
|
78.5K
$32.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.03K- 64.4% |
$1.44M - $1.66M
|
3.33K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.06K- 24.54% |
$1.45M - $1.67M
|
18.6K
$7.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-6.12K- 2.91% |
$1.46M - $1.68M
|
204K
$83.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.18K- 1.8% |
$1.48M - $1.7M
|
337K
$138M
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-6.21K- 4.75% |
$1.49M - $1.71M
|
125K
$51M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.22K- 14.96% |
$1.49M - $1.71M
|
35.4K
$14.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-6.33K- 18.31% |
$1.51M - $1.74M
|
28.2K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.67K- 2.77% |
$1.6M - $1.84M
|
234K
$96M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.77K- 5.58% |
$1.62M - $1.86M
|
114K
$46.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Brickley Wealth Management
|
SELL
|
- |
-6.85K- 13.73% |
$1.64M - $1.88M
|
43K
$17.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-7.15K- 4.21% |
$1.71M - $1.97M
|
163K
$66.6M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.31K- 5.38% |
$1.75M - $2.01M
|
128K
$52.6M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-7.38K- 7.63% |
$1.77M - $2.03M
|
89.3K
$36.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Stairway Partners, LLC
|
SELL
|
- |
-7.66K- 2.1% |
$1.83M - $2.11M
|
357K
$146M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.36K- 29.58% |
$2M - $2.3M
|
19.9K
$8.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-8.38K- 88.4% |
$2.01M - $2.31M
|
1.1K
$451K
|
|
|
Jul 03, 2023
Q2 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-8.74K- 7.0% |
$2.09M - $2.41M
|
116K
$47.6M
|