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
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.86K- 42.89% |
$477K - $564K
|
2.47K
$983K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.89K- 40.76% |
$485K - $575K
|
2.75K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.89K- 6.31% |
$487K - $576K
|
28.1K
$11.2M
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-1.89K- 2.22% |
$487K - $576K
|
83.4K
$33.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.93K- 1.21% |
$495K - $586K
|
157K
$62.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.95K- 49.58% |
$500K - $592K
|
1.98K
$788K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.98K- 2.7% |
$510K - $604K
|
71.4K
$28.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.99K- 2.91% |
$511K - $604K
|
66.2K
$26.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-1.99K- 35.38% |
$512K - $607K
|
3.64K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.05K- 22.68% |
$527K - $624K
|
6.99K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 0.43% |
$537K - $636K
|
483K
$192M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-2.09K- 53.64% |
$537K - $636K
|
1.81K
$719K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-2.09K- 53.64% |
$537K - $636K
|
1.81K
$719K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.12K- 4.4% |
$545K - $645K
|
46K
$18.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-2.17K- 53.89% |
$557K - $660K
|
1.86K
$739K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.23K- 1.57% |
$572K - $677K
|
139K
$55.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-2.24K- 2.35% |
$575K - $681K
|
92.9K
$37M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.25K- 11.04% |
$579K - $686K
|
18.2K
$7.23M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.26K- 10.36% |
$581K - $688K
|
19.6K
$7.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.31K- 35.19% |
$593K - $702K
|
4.25K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.34K- 4.0% |
$601K - $711K
|
56.1K
$22.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.35K- 45.21% |
$604K - $715K
|
2.85K
$1.13M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.35K- 45.21% |
$604K - $715K
|
2.85K
$1.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.36K- 24.65% |
$606K - $718K
|
7.21K
$2.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2.38K- 15.19% |
$612K - $725K
|
13.3K
$5.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.44K- 14.63% |
$627K - $742K
|
14.2K
$5.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.45K- 15.92% |
$629K - $744K
|
12.9K
$5.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.46K- 6.37% |
$632K - $748K
|
36.2K
$14.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-2.47K- 21.5% |
$634K - $751K
|
9.01K
$3.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.52K- 5.44% |
$649K - $768K
|
43.9K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-2.52K- 7.18% |
$649K - $768K
|
32.6K
$13M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.6K- 4.42% |
$667K - $790K
|
56.1K
$22.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.6K- 16.31% |
$669K - $792K
|
13.4K
$5.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.61K- 1.48% |
$670K - $793K
|
174K
$69.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.65K- 2.06% |
$681K - $807K
|
126K
$50.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.71K- 6.13% |
$697K - $825K
|
41.5K
$16.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.72K- 14.01% |
$698K - $826K
|
16.7K
$6.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.74K- 20.45% |
$703K - $832K
|
10.6K
$4.24M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.74K- 2.01% |
$703K - $833K
|
134K
$53.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.74K- 2.04% |
$705K - $834K
|
132K
$52.5M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.74K- 2.04% |
$705K - $834K
|
132K
$52.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.76K- 19.2% |
$708K - $838K
|
11.6K
$4.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.79K- 23.2% |
$717K - $849K
|
9.24K
$3.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.8K- 0.58% |
$720K - $852K
|
482K
$192M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
SELL
|
- |
-2.83K- 59.57% |
$726K - $860K
|
1.92K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.83K- 9.2% |
$727K - $861K
|
27.9K
$11.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.9K- 2.95% |
$745K - $882K
|
95.3K
$38M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.9K- 5.81% |
$746K - $883K
|
47.1K
$18.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.97K- 19.45% |
$762K - $903K
|
12.3K
$4.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3K- 13.5% |
$770K - $911K
|
19.2K
$7.64M
|