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 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
7.91KNew |
$1.89M - $2.18M
|
7.91K
$3.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
7.65K+ 14164.81% |
$1.83M - $2.1M
|
7.7K
$3.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
7.58K+ 3.54% |
$1.81M - $2.09M
|
222K
$92M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
7.55K+ 125.75% |
$1.81M - $2.08M
|
13.5K
$5.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.37K+ 5.49% |
$1.76M - $2.03M
|
142K
$58.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.29KNew |
$1.74M - $2M
|
7.29K
$3.03M
|
|
|
Sep 20, 2024
Q2 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
7.27KNew |
$1.74M - $2M
|
7.27K
$3.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.2K+ 13.22% |
$1.72M - $1.98M
|
61.7K
$25.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.03K+ 52.13% |
$1.68M - $1.93M
|
20.5K
$8.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
6.92K+ 4.93% |
$1.66M - $1.9M
|
147K
$61.3M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.71K+ 6.92% |
$1.61M - $1.85M
|
104K
$43.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
6.64KNew |
$1.59M - $1.83M
|
6.64K
$2.76M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
6.19K+ 5.54% |
$1.48M - $1.7M
|
118K
$48.9M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
6.16K+ 1.0% |
$1.47M - $1.69M
|
620K
$258M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6.11K+ 36.01% |
$1.46M - $1.68M
|
23.1K
$9.58M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6.11K+ 36.01% |
$1.46M - $1.68M
|
23.1K
$9.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
6.05K+ 6.0% |
$1.45M - $1.67M
|
107K
$44.4M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6.04KNew |
$1.45M - $1.66M
|
6.04K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
6KNew |
$1.44M - $1.65M
|
6K
$2.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.75K+ 2.92% |
$1.38M - $1.58M
|
203K
$84.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.64K+ 8.86% |
$1.35M - $1.55M
|
69.3K
$28.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.59K+ 28.36% |
$1.34M - $1.54M
|
25.3K
$10.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.58K+ 2.72% |
$1.33M - $1.53M
|
210K
$87.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.35K+ 1.65% |
$1.28M - $1.47M
|
329K
$137M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.34K+ 1.85% |
$1.28M - $1.47M
|
294K
$122M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.3K+ 34.3% |
$1.27M - $1.46M
|
20.8K
$8.63M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.84K+ 31.64% |
$1.16M - $1.33M
|
20.1K
$8.36M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.63K+ 2.87% |
$1.11M - $1.27M
|
166K
$68.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.62K+ 201.75% |
$1.11M - $1.27M
|
6.91K
$2.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.58K+ 55.63% |
$1.1M - $1.26M
|
12.8K
$5.32M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
4.56KNew |
$1.09M - $1.25M
|
4.56K
$1.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.51K+ 1.65% |
$1.08M - $1.24M
|
278K
$116M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.47K+ 727.69% |
$1.07M - $1.23M
|
5.08K
$2.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
4.45K+ 1.24% |
$1.06M - $1.22M
|
364K
$151M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.44K+ 210.98% |
$1.06M - $1.22M
|
6.54K
$2.72M
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.43K+ 75.06% |
$1.06M - $1.22M
|
10.3K
$4.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.4K+ 154.49% |
$1.05M - $1.21M
|
7.25K
$3.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
4.37KNew |
$1.05M - $1.2M
|
4.37K
$1.82M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4.24KNew |
$1.01M - $1.17M
|
4.24K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.22K+ 5.02% |
$1.01M - $1.16M
|
88.3K
$36.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.2K+ 7.07% |
$1M - $1.16M
|
63.6K
$26.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.74KNew |
$895K - $1.03M
|
3.74K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.72KNew |
$891K - $1.02M
|
3.72K
$1.55M
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
3.62K+ 13.17% |
$866K - $996K
|
31.1K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.61K+ 13.03% |
$864K - $994K
|
31.3K
$13M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
3.59K+ 3.45% |
$858K - $987K
|
108K
$44.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.55K+ 191.28% |
$850K - $977K
|
5.41K
$2.25M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.55K+ 8.01% |
$850K - $977K
|
47.9K
$19.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.54K+ 4.26% |
$846K - $973K
|
86.5K
$35.9M
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
3.48K+ 26.84% |
$833K - $958K
|
16.5K
$6.84M
|