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 08, 2024
Q4 2023
|
Arjuna Capital
|
SELL
|
- |
-922- 68.14% |
$237K - $280K
|
431
$172K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-926- 7.52% |
$238K - $282K
|
11.4K
$4.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-929- 4.93% |
$239K - $283K
|
17.9K
$7.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-937- 1.93% |
$241K - $285K
|
47.5K
$18.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-962- 1.64% |
$247K - $293K
|
57.7K
$23M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-962- 3.27% |
$247K - $293K
|
28.4K
$11.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-983- 20.36% |
$253K - $299K
|
3.84K
$1.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1K- 5.65% |
$258K - $305K
|
16.8K
$6.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.01K- 1.63% |
$258K - $306K
|
60.7K
$24.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.02K- 2.76% |
$263K - $311K
|
36.1K
$14.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.03K- 4.99% |
$263K - $312K
|
19.5K
$7.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.03K- 6.53% |
$265K - $313K
|
14.7K
$5.87M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.07K- 11.05% |
$274K - $325K
|
8.6K
$3.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-1.09K- 4.87% |
$280K - $332K
|
21.3K
$8.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.1K- 1.92% |
$283K - $335K
|
56.3K
$22.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 5.26% |
$286K - $339K
|
20.1K
$8M
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.14K- 3.01% |
$294K - $348K
|
36.8K
$14.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.15K- 4.65% |
$294K - $348K
|
23.5K
$9.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.19K- 52.72% |
$307K - $363K
|
1.07K
$426K
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
SELL
|
- |
-1.19K- 2.93% |
$307K - $363K
|
39.6K
$15.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.2K- 3.99% |
$307K - $364K
|
28.8K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.22K- 41.27% |
$312K - $370K
|
1.73K
$688K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.22K- 26.05% |
$313K - $371K
|
3.46K
$1.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.22K- 1.18% |
$314K - $372K
|
102K
$40.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-1.23K- 1.05% |
$316K - $374K
|
115K
$45.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.26K- 2.39% |
$323K - $383K
|
51.5K
$20.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.27K- 3.23% |
$325K - $385K
|
38K
$15.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-1.3K- 94.96% |
$334K - $395K
|
69
$27.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.32K- 58.85% |
$339K - $402K
|
923
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.39K- 6.98% |
$357K - $423K
|
18.5K
$7.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.4K- 2.86% |
$359K - $426K
|
47.5K
$18.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.41K- 13.97% |
$361K - $428K
|
8.66K
$3.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.41K- 5.27% |
$363K - $430K
|
25.4K
$10.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.42K- 13.23% |
$366K - $433K
|
9.34K
$3.72M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.43K- 2.29% |
$367K - $435K
|
60.9K
$24.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.45K- 10.37% |
$373K - $441K
|
12.5K
$4.99M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.47K- 42.8% |
$379K - $448K
|
1.97K
$784K
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.48K- 1.07% |
$381K - $451K
|
137K
$54.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-1.57K- 7.6% |
$403K - $477K
|
19.1K
$7.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.66K- 35.01% |
$425K - $503K
|
3.07K
$1.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.66K- 1.95% |
$427K - $505K
|
83.5K
$33.2M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.66K- 1.95% |
$427K - $505K
|
83.4K
$33.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-1.72K- 48.45% |
$442K - $524K
|
1.83K
$729K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.73K- 18.81% |
$445K - $527K
|
7.47K
$2.97M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.76K- 5.99% |
$452K - $535K
|
27.6K
$11M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.77K- 6.96% |
$454K - $537K
|
23.6K
$9.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.78K- 7.97% |
$458K - $542K
|
20.6K
$8.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.79K- 3.12% |
$459K - $544K
|
55.5K
$22.1M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.84K- 59.0% |
$471K - $558K
|
1.28K
$508K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.85K- 6.99% |
$474K - $562K
|
24.6K
$9.78M
|