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
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.83KNew |
$470K - $557K
|
1.83K
$729K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.82K+ 26.69% |
$467K - $553K
|
8.64K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.82KNew |
$467K - $553K
|
1.82K
$723K
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.81KNew |
$466K - $552K
|
1.81K
$722K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.76K+ 158.34% |
$451K - $534K
|
2.87K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.74K+ 27.78% |
$448K - $531K
|
8.02K
$3.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.7K+ 1.48% |
$438K - $518K
|
117K
$46.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.7K+ 14.58% |
$437K - $517K
|
13.4K
$5.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
1.65K+ 23.5% |
$423K - $501K
|
8.65K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.64K+ 109.93% |
$421K - $498K
|
3.13K
$1.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.64K+ 197.35% |
$420K - $498K
|
2.47K
$981K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.64K+ 197.35% |
$420K - $498K
|
2.47K
$981K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.63K+ 20.16% |
$418K - $495K
|
9.69K
$3.86M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.62KNew |
$417K - $494K
|
1.62K
$647K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
1.62KNew |
$417K - $493K
|
1.62K
$646K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.6K+ 2.8% |
$410K - $485K
|
58.5K
$23.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.56KNew |
$400K - $473K
|
1.56K
$620K
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.54KNew |
$397K - $470K
|
1.54K
$615K
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.54KNew |
$396K - $469K
|
1.54K
$614K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.52K+ 0.39% |
$390K - $462K
|
395K
$157M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.5K+ 0.66% |
$385K - $456K
|
230K
$91.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.5KNew |
$385K - $456K
|
1.5K
$597K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.5KNew |
$384K - $455K
|
1.5K
$596K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.49K+ 118.65% |
$383K - $453K
|
2.74K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.48K+ 39.96% |
$381K - $451K
|
5.19K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.47KNew |
$377K - $446K
|
1.47K
$584K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.46KNew |
$375K - $444K
|
1.46K
$581K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.44K+ 5.12% |
$371K - $439K
|
29.7K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.43K+ 17.66% |
$368K - $436K
|
9.55K
$3.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.41K+ 3.16% |
$362K - $428K
|
46K
$18.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
1.39KNew |
$358K - $424K
|
1.39K
$555K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.39K+ 1.74% |
$357K - $423K
|
81.3K
$32.4M
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
1.38K+ 1606.98% |
$355K - $420K
|
1.47K
$584K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.38K+ 98.36% |
$354K - $420K
|
2.78K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
1.38KNew |
$353K - $418K
|
1.38K
$547K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
1.37KNew |
$353K - $418K
|
1.37K
$547K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.35K+ 63.7% |
$346K - $409K
|
3.46K
$1.38M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.34KNew |
$345K - $409K
|
1.34K
$535K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.33KNew |
$343K - $406K
|
1.33K
$531K
|
|
|
Feb 12, 2024
Q4 2023
|
Ithaka Group LLC
Bethesda, MD |
BUY
|
- |
1.33KNew |
$342K - $405K
|
1.33K
$530K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.33K+ 6.58% |
$341K - $403K
|
21.5K
$8.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
1.32KNew |
$340K - $403K
|
1.32K
$527K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.32K+ 14.55% |
$338K - $401K
|
10.4K
$4.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.31K+ 11.33% |
$337K - $399K
|
12.9K
$5.12M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
1.31K+ 31.82% |
$336K - $398K
|
5.41K
$2.16M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.3KNew |
$335K - $396K
|
1.3K
$519K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1.29KNew |
$332K - $393K
|
1.29K
$514K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.29KNew |
$330K - $391K
|
1.29K
$512K
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
1.28K+ 35.2% |
$329K - $389K
|
4.92K
$1.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.27K+ 2.55% |
$327K - $387K
|
51.1K
$20.3M
|