Purchases and Sales Made in Q4 2023 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q4 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 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
493+ 6.29% |
$127K - $150K
|
8.34K
$3.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
483+ 4.29% |
$124K - $147K
|
11.7K
$4.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
478New |
$123K - $145K
|
478
$190K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
477+ 32.06% |
$123K - $145K
|
1.97K
$782K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
471+ 19.92% |
$121K - $143K
|
2.84K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
466New |
$120K - $142K
|
466
$186K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
465+ 17.88% |
$119K - $141K
|
3.07K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
465+ 7.47% |
$119K - $141K
|
6.69K
$2.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
464+ 24.83% |
$119K - $141K
|
2.33K
$929K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
464+ 15.43% |
$119K - $141K
|
3.47K
$1.38M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
462New |
$119K - $141K
|
462
$184K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
449+ 5.93% |
$115K - $137K
|
8.03K
$3.2M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
447+ 1.18% |
$115K - $136K
|
38.4K
$15.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
441+ 1.56% |
$113K - $134K
|
28.8K
$11.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
437+ 1.57% |
$112K - $133K
|
28.3K
$11.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
436+ 1.72% |
$112K - $133K
|
25.8K
$10.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
436+ 13.24% |
$112K - $133K
|
3.73K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
423+ 15.19% |
$109K - $129K
|
3.21K
$1.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
419+ 53.38% |
$108K - $127K
|
1.2K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
416New |
$107K - $127K
|
416
$166K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
412+ 0.79% |
$106K - $125K
|
52.9K
$21.1M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
399+ 3.82% |
$103K - $121K
|
10.8K
$4.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
398+ 1.64% |
$102K - $121K
|
24.6K
$9.81M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
397+ 2.15% |
$102K - $121K
|
18.8K
$7.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
394+ 2.77% |
$101K - $120K
|
14.6K
$5.81M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
387New |
$99.4K - $118K
|
387
$154K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
378+ 2.44% |
$97.1K - $115K
|
15.9K
$6.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
377+ 1.42% |
$96.9K - $115K
|
27K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
374+ 4.24% |
$96.1K - $114K
|
9.21K
$3.66M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
371+ 34.1% |
$95.3K - $113K
|
1.46K
$581K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
369New |
$94.8K - $112K
|
369
$147K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
366New |
$94K - $111K
|
366
$146K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
360+ 4.69% |
$92.5K - $110K
|
8.04K
$3.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
357+ 0.33% |
$91.7K - $109K
|
107K
$42.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
354+ 4.76% |
$91K - $108K
|
7.79K
$3.1M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
350+ 124.56% |
$89.9K - $106K
|
631
$251K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
350+ 1.26% |
$89.9K - $106K
|
28.2K
$11.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
348+ 45.31% |
$89.4K - $106K
|
1.12K
$444K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
343+ 4.61% |
$88.1K - $104K
|
7.78K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
339+ 60.21% |
$87.1K - $103K
|
902
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
330New |
$84.8K - $100K
|
330
$131K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
328+ 5.95% |
$84.3K - $99.8K
|
5.84K
$2.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
326+ 16.3% |
$83.8K - $99.2K
|
2.33K
$926K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
324+ 1.36% |
$83.2K - $98.6K
|
24.1K
$9.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
322New |
$82.7K - $98K
|
322
$128K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
322+ 36.34% |
$82.7K - $98K
|
1.21K
$481K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
322New |
$82.7K - $98K
|
322
$128K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
321+ 23.9% |
$82.5K - $97.7K
|
1.66K
$663K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
317+ 3.28% |
$81.4K - $96.4K
|
9.99K
$3.98M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
317+ 108.19% |
$81.4K - $96.4K
|
610
$243K
|