Purchases and Sales Made in Q3 2023 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q3 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
224+ 5.18% |
$59.1K - $63.9K
|
4.55K
$1.89M
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
221New |
$58.3K - $63.1K
|
221
$91.8K
|
|
Oct 25, 2023
Q3 2023
|
Geneva Partners, LLC
|
BUY
|
- |
215+ 12.7% |
$56.7K - $61.4K
|
1.91K
$793K
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
212+ 8.49% |
$55.9K - $60.5K
|
2.71K
$1.13M
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
208+ 18.44% |
$54.9K - $59.4K
|
1.34K
$555K
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
208+ 1.6% |
$54.9K - $59.4K
|
13.2K
$5.49M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
208+ 8.44% |
$54.9K - $59.4K
|
2.67K
$1.11M
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
207+ 21.43% |
$54.6K - $59.1K
|
1.17K
$487K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
205+ 3.41% |
$54.1K - $58.5K
|
6.22K
$2.59M
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
205+ 5.26% |
$54.1K - $58.5K
|
4.1K
$1.7M
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
203+ 8.81% |
$53.6K - $57.9K
|
2.51K
$1.04M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
193+ 1.15% |
$50.9K - $55.1K
|
17K
$7.07M
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
192+ 0.21% |
$50.6K - $54.8K
|
89.6K
$37.2M
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
191+ 4.4% |
$50.4K - $54.5K
|
4.53K
$1.88M
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
190+ 11.85% |
$50.1K - $54.2K
|
1.79K
$745K
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
183+ 1.55% |
$48.3K - $52.2K
|
12K
$4.98M
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
182+ 1.35% |
$48K - $51.9K
|
13.6K
$5.66M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
180+ 1.9% |
$47.5K - $51.4K
|
9.68K
$4.02M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
180+ 9.58% |
$47.5K - $51.4K
|
2.06K
$855K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
179+ 2.59% |
$47.2K - $51.1K
|
7.08K
$2.94M
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
177+ 16.59% |
$46.7K - $50.5K
|
1.24K
$517K
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
177+ 3.66% |
$46.7K - $50.5K
|
5.01K
$2.08M
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
175+ 1.05% |
$46.2K - $49.9K
|
16.8K
$6.97M
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
171+ 11.21% |
$45.1K - $48.8K
|
1.7K
$705K
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
170+ 20.17% |
$44.8K - $48.5K
|
1.01K
$421K
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
170+ 11.02% |
$44.8K - $48.5K
|
1.71K
$712K
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
164+ 1.04% |
$43.3K - $46.8K
|
16K
$6.65M
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
163+ 0.57% |
$43K - $46.5K
|
28.6K
$11.9M
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
161+ 7.24% |
$42.5K - $45.9K
|
2.38K
$991K
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
161+ 3.36% |
$42.5K - $45.9K
|
4.95K
$2.06M
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
158+ 4.9% |
$41.7K - $45.1K
|
3.38K
$1.41M
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
157+ 4.86% |
$41.4K - $44.8K
|
3.39K
$1.41M
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
156+ 7800.0% |
$41.2K - $44.5K
|
158
$65.6K
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
150+ 16.95% |
$39.6K - $42.8K
|
1.04K
$430K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
141+ 2.76% |
$37.2K - $40.2K
|
5.26K
$2.18M
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
141+ 6.48% |
$37.2K - $40.2K
|
2.32K
$963K
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
140+ 1.92% |
$36.9K - $40K
|
7.44K
$3.09M
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
139+ 3.02% |
$36.7K - $39.7K
|
4.74K
$1.97M
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
139+ 7.88% |
$36.7K - $39.7K
|
1.9K
$790K
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
138+ 0.31% |
$36.4K - $39.4K
|
44.6K
$18.5M
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
136+ 3.98% |
$35.9K - $38.8K
|
3.55K
$1.48M
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
136+ 7.17% |
$35.9K - $38.8K
|
2.03K
$845K
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
132+ 1.78% |
$34.8K - $37.7K
|
7.57K
$3.14M
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
130+ 12.0% |
$34.3K - $37.1K
|
1.21K
$504K
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
128+ 0.23% |
$33.8K - $36.5K
|
55.8K
$23.2M
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
128+ 0.47% |
$33.8K - $36.5K
|
27.4K
$11.4M
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
127+ 1.85% |
$33.5K - $36.2K
|
7.01K
$2.91M
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
124+ 1.82% |
$32.7K - $35.4K
|
6.93K
$2.88M
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
123+ 1.12% |
$32.4K - $35.1K
|
11.1K
$4.61M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
121New |
$31.9K - $34.5K
|
121
$50.3K
|