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 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-249- 10.36% |
$64K - $75.7K
|
2.15K
$895K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-250- 4.49% |
$64.2K - $76.1K
|
5.32K
$2.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-252- 0.78% |
$64.7K - $76.7K
|
32.1K
$13.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-253- 0.28% |
$65K - $77K
|
89.4K
$37.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-254- 2.3% |
$65.3K - $77.3K
|
10.8K
$4.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-254- 0.87% |
$65.3K - $77.3K
|
28.9K
$12M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-255- 1.21% |
$65.5K - $77.6K
|
20.8K
$8.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-256- 1.42% |
$65.8K - $77.9K
|
17.7K
$7.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-257- 2.7% |
$66K - $78.2K
|
9.28K
$3.86M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-257- 9.48% |
$66K - $78.2K
|
2.46K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-258- 0.82% |
$66.3K - $78.5K
|
31.1K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-259- 1.9% |
$66.5K - $78.8K
|
13.3K
$5.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-264- 3.92% |
$67.8K - $80.3K
|
6.47K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-266- 87.79% |
$68.3K - $80.9K
|
37
$15.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-269- 4.14% |
$69.1K - $81.8K
|
6.22K
$2.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-274- 8.77% |
$70.4K - $83.4K
|
2.85K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-279- 2.86% |
$71.7K - $84.9K
|
9.47K
$3.94M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-281- 0.7% |
$72.2K - $85.5K
|
39.8K
$16.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-282- 1.43% |
$72.5K - $85.8K
|
19.5K
$8.1M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-283- 2.3% |
$72.7K - $86.1K
|
12K
$4.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-285- 3.7% |
$73.2K - $86.7K
|
7.42K
$3.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-286- 9.76% |
$73.5K - $87K
|
2.65K
$1.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-290- 21.09% |
$74.5K - $88.2K
|
1.09K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-295- 3.7% |
$75.8K - $89.7K
|
7.68K
$3.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-298- 3.09% |
$76.6K - $90.7K
|
9.35K
$3.89M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-300- 2.87% |
$77.1K - $91.3K
|
10.2K
$4.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-301- 6.48% |
$77.3K - $91.6K
|
4.35K
$1.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-303- 4.43% |
$77.9K - $92.2K
|
6.54K
$2.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-307- 6.36% |
$78.9K - $93.4K
|
4.52K
$1.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-309- 7.53% |
$79.4K - $94K
|
3.8K
$1.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-310- 2.26% |
$79.7K - $94.3K
|
13.4K
$5.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-311- 6.68% |
$79.9K - $94.6K
|
4.35K
$1.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-317- 17.93% |
$81.4K - $96.4K
|
1.45K
$603K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-318- 3.28% |
$81.7K - $96.7K
|
9.39K
$3.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-321- 0.3% |
$82.5K - $97.7K
|
108K
$44.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-325- 6.27% |
$83.5K - $98.9K
|
4.86K
$2.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-327- 16.79% |
$84K - $99.5K
|
1.62K
$674K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-327- 4.78% |
$84K - $99.5K
|
6.52K
$2.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-331- 13.05% |
$85K - $101K
|
2.21K
$916K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-331- 8.12% |
$85K - $101K
|
3.74K
$1.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-332- 18.57% |
$85.3K - $101K
|
1.46K
$605K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-332- 3.3% |
$85.3K - $101K
|
9.74K
$4.05M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-333- 17.8% |
$85.6K - $101K
|
1.54K
$639K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-334- 13.46% |
$85.8K - $102K
|
2.15K
$892K
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-336- 0.82% |
$86.3K - $102K
|
40.8K
$16.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-341- 12.82% |
$87.6K - $104K
|
2.32K
$963K
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-343- 0.61% |
$88.1K - $104K
|
55.4K
$23M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-345- 7.99% |
$88.6K - $105K
|
3.98K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-345- 14.79% |
$88.6K - $105K
|
1.99K
$826K
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-351- 4.5% |
$90.2K - $107K
|
7.45K
$3.1M
|