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 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.2K+ 3.0% |
$4.17M - $4.94M
|
558K
$222M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
15.6KNew |
$4.01M - $4.75M
|
15.6K
$6.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
15.6K+ 165.93% |
$4M - $4.74M
|
25K
$9.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
15.6K+ 9.86% |
$4M - $4.73M
|
173K
$69M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
15.3K+ 27.39% |
$3.94M - $4.66M
|
71.3K
$28.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
15KNew |
$3.86M - $4.57M
|
15K
$5.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 269.26% |
$3.76M - $4.46M
|
20.1K
$8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14.3K+ 24.77% |
$3.67M - $4.35M
|
72K
$28.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
13.4K+ 119.48% |
$3.45M - $4.08M
|
24.6K
$9.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
13.1K+ 179.37% |
$3.38M - $4M
|
20.5K
$8.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.1K+ 28.12% |
$3.38M - $4M
|
59.9K
$23.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
13.1K+ 10.24% |
$3.37M - $3.99M
|
141K
$56.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
12.8K+ 234.02% |
$3.28M - $3.88M
|
18.2K
$7.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
12.7KNew |
$3.27M - $3.87M
|
12.7K
$5.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
12.5K+ 126.9% |
$3.22M - $3.81M
|
22.4K
$8.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.1KNew |
$3.11M - $3.69M
|
12.1K
$4.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
12.1K+ 18.45% |
$3.11M - $3.68M
|
77.7K
$30.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
11.7KNew |
$3.01M - $3.56M
|
11.7K
$4.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.3K+ 60.46% |
$2.91M - $3.45M
|
30.1K
$12M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11.3KNew |
$2.91M - $3.44M
|
11.3K
$4.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
10.8K+ 234.71% |
$2.79M - $3.3M
|
15.5K
$6.16M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.6KNew |
$2.73M - $3.24M
|
10.6K
$4.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
10.6KNew |
$2.72M - $3.22M
|
10.6K
$4.21M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
10.5K+ 0.43% |
$2.7M - $3.19M
|
2.48M
$987M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 9.68% |
$2.68M - $3.17M
|
118K
$47M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
10.4K+ 56.12% |
$2.68M - $3.17M
|
29K
$11.5M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 0.89% |
$2.63M - $3.11M
|
1.16M
$462M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
9.99K+ 19.46% |
$2.57M - $3.04M
|
61.3K
$24.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.85K+ 122.12% |
$2.53M - $3M
|
17.9K
$7.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
9.83KNew |
$2.53M - $2.99M
|
9.83K
$3.92M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
9.7K+ 64.71% |
$2.49M - $2.95M
|
24.7K
$9.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9.69K+ 14.83% |
$2.49M - $2.95M
|
75K
$29.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.66K+ 30.57% |
$2.48M - $2.94M
|
41.2K
$16.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
9.6K+ 226.58% |
$2.47M - $2.92M
|
13.8K
$5.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.54K+ 49.08% |
$2.45M - $2.9M
|
29K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9.5K+ 20.23% |
$2.44M - $2.89M
|
56.4K
$22.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.36K+ 23.86% |
$2.41M - $2.85M
|
48.6K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.3KNew |
$2.39M - $2.83M
|
9.3K
$3.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.2KNew |
$2.36M - $2.8M
|
9.2K
$3.66M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.1KNew |
$2.34M - $2.77M
|
9.1K
$3.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9K+ 6.08% |
$2.31M - $2.74M
|
157K
$62.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
8.98K+ 986.59% |
$2.31M - $2.73M
|
9.89K
$3.94M
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
8.83KNew |
$2.27M - $2.69M
|
8.83K
$3.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
8.76K+ 7.09% |
$2.25M - $2.66M
|
132K
$52.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8.73KNew |
$2.24M - $2.66M
|
8.73K
$3.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.7K+ 855.46% |
$2.24M - $2.65M
|
9.72K
$3.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.54K+ 1.1% |
$2.19M - $2.6M
|
783K
$312M
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
8.44K+ 8.61% |
$2.17M - $2.57M
|
106K
$42.4M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
8.23KNew |
$2.11M - $2.5M
|
8.23K
$3.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
BUY
|
- |
8.18K+ 24.18% |
$2.1M - $2.49M
|
42K
$16.7M
|