Purchases and Sales Made in Q1 2023 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
65+ 1.28% |
$13.6K - $15.9K
|
5.14K
$2.13M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
64+ 2.52% |
$13.4K - $15.6K
|
2.61K
$1.08M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
62New |
$13K - $15.1K
|
62
$25.8K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
59+ 0.51% |
$12.4K - $14.4K
|
11.7K
$4.85M
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
58+ 1.0% |
$12.2K - $14.2K
|
5.85K
$2.43M
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
56+ 3.08% |
$11.8K - $13.7K
|
1.87K
$779K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
56+ 3.79% |
$11.8K - $13.7K
|
1.53K
$637K
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
55+ 0.07% |
$11.5K - $13.4K
|
79.1K
$32.9M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
55+ 2.71% |
$11.5K - $13.4K
|
2.08K
$865K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
54+ 0.5% |
$11.3K - $13.2K
|
10.8K
$4.49M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
53+ 1.53% |
$11.1K - $12.9K
|
3.51K
$1.46M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
51+ 2.67% |
$10.7K - $12.5K
|
1.96K
$816K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
50New |
$10.5K - $12.2K
|
50
$20.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
50New |
$10.5K - $12.2K
|
50
$20.8K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
50+ 0.24% |
$10.5K - $12.2K
|
20.9K
$8.69M
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
BUY
|
- |
47+ 1.87% |
$9.87K - $11.5K
|
2.57K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
47+ 0.36% |
$9.87K - $11.5K
|
13.1K
$5.44M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
47New |
$9.87K - $11.5K
|
47
$19.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
46+ 3.96% |
$9.66K - $11.2K
|
1.21K
$502K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
45+ 4.48% |
$9.45K - $11K
|
1.05K
$436K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
45+ 1.23% |
$9.45K - $11K
|
3.71K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
45+ 1.25% |
$9.45K - $11K
|
3.64K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
44+ 2.47% |
$9.24K - $10.8K
|
1.83K
$759K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
44+ 0.34% |
$9.24K - $10.8K
|
12.9K
$5.35M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
41+ 0.22% |
$8.61K - $10K
|
18.9K
$7.87M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
40+ 0.66% |
$8.4K - $9.77K
|
6.06K
$2.52M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
35+ 1.63% |
$7.35K - $8.55K
|
2.18K
$906K
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
35+ 0.13% |
$7.35K - $8.55K
|
26.6K
$11.1M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
35+ 0.76% |
$7.35K - $8.55K
|
4.66K
$1.94M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
35+ 1.16% |
$7.35K - $8.55K
|
3.06K
$1.27M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
33+ 0.46% |
$6.93K - $8.06K
|
7.19K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
28+ 0.05% |
$5.88K - $6.84K
|
57.9K
$24.1M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
27+ 0.22% |
$5.67K - $6.6K
|
12.2K
$5.06M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
25+ 0.21% |
$5.25K - $6.11K
|
11.7K
$4.86M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
BUY
|
- |
24+ 1.97% |
$5.04K - $5.86K
|
1.24K
$517K
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
24+ 1.34% |
$5.04K - $5.86K
|
1.81K
$754K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
21+ 0.63% |
$4.41K - $5.13K
|
3.37K
$1.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
20+ 0.78% |
$4.2K - $4.89K
|
2.58K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
20+ 0.16% |
$4.2K - $4.89K
|
12.3K
$5.11M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
19+ 0.12% |
$3.99K - $4.64K
|
15.6K
$6.48M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
17+ 0.81% |
$3.57K - $4.15K
|
2.12K
$881K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
16+ 1.31% |
$3.36K - $3.91K
|
1.24K
$514K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
15New |
$3.15K - $3.66K
|
15
$6.23K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
14+ 0.91% |
$2.94K - $3.42K
|
1.56K
$646K
|
|
|
Apr 21, 2023
Q1 2023
|
Pachira Investments Inc.
|
BUY
|
- |
13+ 0.22% |
$2.73K - $3.18K
|
6.02K
$2.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13+ 28.26% |
$2.73K - $3.18K
|
59
$24.5K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12+ 0.12% |
$2.52K - $2.93K
|
9.99K
$4.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
11+ 0.88% |
$2.31K - $2.69K
|
1.26K
$522K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
11+ 0.79% |
$2.31K - $2.69K
|
1.4K
$582K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11New |
$2.31K - $2.69K
|
11
$4.57K
|