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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.25K+ 42.17% |
$1.09M - $1.29M
|
14.3K
$5.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
4.18K+ 68.26% |
$1.07M - $1.27M
|
10.3K
$4.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
4.18KNew |
$1.07M - $1.27M
|
4.18K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.14K+ 2.24% |
$1.06M - $1.26M
|
189K
$75.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.97KNew |
$1.02M - $1.21M
|
3.97K
$1.58M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.89K+ 7.64% |
$1M - $1.18M
|
54.8K
$21.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
3.89KNew |
$1M - $1.18M
|
3.89K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
3.78K+ 1.48% |
$972K - $1.15M
|
259K
$103M
|
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
3.65KNew |
$937K - $1.11M
|
3.65K
$1.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.58K+ 36.34% |
$920K - $1.09M
|
13.4K
$5.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.56K+ 63.68% |
$914K - $1.08M
|
9.14K
$3.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.52KNew |
$905K - $1.07M
|
3.52K
$1.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.47KNew |
$892K - $1.06M
|
3.47K
$1.38M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
3.47KNew |
$890K - $1.05M
|
3.47K
$1.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.43K+ 30.27% |
$882K - $1.04M
|
14.8K
$5.88M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.4K+ 21.74% |
$873K - $1.03M
|
19K
$7.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.35K+ 5.61% |
$861K - $1.02M
|
63.1K
$25.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
3.33K+ 89.46% |
$855K - $1.01M
|
7.05K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.32K+ 395.6% |
$854K - $1.01M
|
4.16K
$1.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
3.26KNew |
$839K - $993K
|
3.26K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.25K+ 17.16% |
$836K - $989K
|
22.2K
$8.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.24K+ 27.06% |
$833K - $986K
|
15.2K
$6.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
3.22K+ 77.53% |
$826K - $978K
|
7.36K
$2.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3.2K+ 27.83% |
$822K - $973K
|
14.7K
$5.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.2K+ 20.01% |
$821K - $972K
|
19.2K
$7.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.15KNew |
$809K - $958K
|
3.15K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.14K+ 7.87% |
$808K - $956K
|
43.1K
$17.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.12K+ 48.04% |
$801K - $949K
|
9.61K
$3.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.12KNew |
$801K - $948K
|
3.12K
$1.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.11K+ 4.69% |
$800K - $947K
|
69.5K
$27.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.03K+ 1.98% |
$779K - $923K
|
156K
$62.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.01K+ 2.82% |
$773K - $915K
|
110K
$43.7M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.01K+ 2.82% |
$773K - $915K
|
110K
$43.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3K+ 40.49% |
$771K - $913K
|
10.4K
$4.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.94K+ 10.26% |
$754K - $893K
|
31.6K
$12.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.9K+ 3.1% |
$745K - $883K
|
96.6K
$38.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.9K+ 8.94% |
$744K - $881K
|
35.3K
$14M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.88K+ 55.32% |
$740K - $876K
|
8.09K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.87K+ 7.75% |
$737K - $873K
|
39.9K
$15.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.86KNew |
$734K - $869K
|
2.86K
$1.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.83K+ 1.65% |
$727K - $861K
|
174K
$69.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
2.81KNew |
$721K - $854K
|
2.81K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.8K+ 81.83% |
$719K - $851K
|
6.22K
$2.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.79K+ 40.77% |
$716K - $848K
|
9.62K
$3.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.72KNew |
$698K - $826K
|
2.72K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.69KNew |
$690K - $817K
|
2.69K
$1.07M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.68K+ 48.65% |
$689K - $816K
|
8.2K
$3.26M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.67KNew |
$686K - $812K
|
2.67K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
2.66K+ 63.58% |
$684K - $810K
|
6.85K
$2.73M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.66KNew |
$683K - $808K
|
2.66K
$1.06M
|