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 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
8.15KNew |
$2.09M - $2.48M
|
8.15K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.13K+ 6.97% |
$2.09M - $2.47M
|
125K
$49.7M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
8.07KNew |
$2.07M - $2.45M
|
8.07K
$3.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.03K+ 10.08% |
$2.06M - $2.44M
|
87.7K
$34.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.71K+ 3.99% |
$1.98M - $2.35M
|
201K
$80M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.67K+ 1.52% |
$1.97M - $2.33M
|
513K
$204M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
7.5K+ 12.5% |
$1.93M - $2.28M
|
67.5K
$26.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
7.49KNew |
$1.92M - $2.28M
|
7.49K
$2.98M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.19K+ 625.59% |
$1.85M - $2.19M
|
8.34K
$3.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.15K+ 111.43% |
$1.84M - $2.17M
|
13.6K
$5.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
7.15K+ 1.54% |
$1.84M - $2.17M
|
471K
$187M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.1K+ 12.45% |
$1.82M - $2.16M
|
64.1K
$25.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.95K+ 9.31% |
$1.78M - $2.11M
|
81.6K
$32.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.91K+ 10.55% |
$1.78M - $2.1M
|
72.4K
$28.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
6.9K+ 21.74% |
$1.77M - $2.1M
|
38.6K
$15.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.81KNew |
$1.75M - $2.07M
|
6.81K
$2.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.69K+ 4.01% |
$1.72M - $2.04M
|
174K
$69.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
6.57KNew |
$1.69M - $2M
|
6.57K
$2.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
6.55K+ 30.76% |
$1.68M - $1.99M
|
27.8K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.51K+ 39.79% |
$1.67M - $1.98M
|
22.9K
$9.11M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.47KNew |
$1.66M - $1.97M
|
6.47K
$2.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.37K+ 502.29% |
$1.64M - $1.94M
|
7.64K
$3.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
6.36K+ 1.29% |
$1.63M - $1.94M
|
499K
$198M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.31K+ 68.76% |
$1.62M - $1.92M
|
15.5K
$6.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.12K+ 30.19% |
$1.57M - $1.86M
|
26.4K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.06KNew |
$1.56M - $1.84M
|
6.06K
$2.41M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.04K+ 6.06% |
$1.55M - $1.84M
|
106K
$42.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.03K+ 27.67% |
$1.55M - $1.83M
|
27.8K
$11.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.92KNew |
$1.52M - $1.8M
|
5.92K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
5.82KNew |
$1.5M - $1.77M
|
5.82K
$2.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
5.6K+ 4.88% |
$1.44M - $1.7M
|
120K
$47.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.55KNew |
$1.43M - $1.69M
|
5.55K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5.49K+ 22.26% |
$1.41M - $1.67M
|
30.1K
$12M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.46K+ 42.63% |
$1.4M - $1.66M
|
18.3K
$7.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
5.24K+ 63.21% |
$1.35M - $1.59M
|
13.5K
$5.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5.14K+ 2.24% |
$1.32M - $1.56M
|
234K
$93.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
5.14K+ 115.44% |
$1.32M - $1.56M
|
9.59K
$3.82M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
5.01KNew |
$1.29M - $1.52M
|
5.01K
$1.99M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.98KNew |
$1.28M - $1.51M
|
4.98K
$1.98M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
4.97K+ 1828.68% |
$1.28M - $1.51M
|
5.25K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
4.79KNew |
$1.23M - $1.46M
|
4.79K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.69K+ 4.71% |
$1.21M - $1.43M
|
104K
$41.5M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
4.68K+ 825.22% |
$1.2M - $1.42M
|
5.25K
$2.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.62K+ 36.24% |
$1.19M - $1.4M
|
17.4K
$6.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
4.62KNew |
$1.19M - $1.4M
|
4.62K
$1.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.6K+ 4.52% |
$1.18M - $1.4M
|
106K
$42.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.6K+ 8.83% |
$1.18M - $1.4M
|
56.6K
$22.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.43K+ 2.11% |
$1.14M - $1.35M
|
215K
$85.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.37KNew |
$1.12M - $1.33M
|
4.37K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Edgewood Management LLC
Greenwich, CT |
BUY
|
- |
4.25K+ 122.21% |
$1.09M - $1.29M
|
7.73K
$3.08M
|