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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-14- 1.47% |
$2.94K - $3.42K
|
937
$389K
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-15- 0.65% |
$3.15K - $3.66K
|
2.31K
$958K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-15- 0.67% |
$3.15K - $3.66K
|
2.22K
$922K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-15- 0.98% |
$3.15K - $3.66K
|
1.51K
$627K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-15- 0.65% |
$3.15K - $3.66K
|
2.3K
$956K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-15- 0.67% |
$3.15K - $3.66K
|
2.22K
$922K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-16- 1.34% |
$3.36K - $3.91K
|
1.18K
$490K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-16- 7.17% |
$3.36K - $3.91K
|
207
$86K
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-16- 0.2% |
$3.36K - $3.91K
|
7.83K
$3.25M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-16- 0.77% |
$3.36K - $3.91K
|
2.07K
$861K
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-16- 0.08% |
$3.36K - $3.91K
|
21.2K
$8.82M
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-17- 0.95% |
$3.57K - $4.15K
|
1.77K
$737K
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
SELL
|
- |
-18- 1.29% |
$3.78K - $4.4K
|
1.38K
$572K
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-18- 1.69% |
$3.78K - $4.4K
|
1.05K
$435K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-19- 1.18% |
$3.99K - $4.64K
|
1.59K
$660K
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-19- 1.19% |
$3.99K - $4.64K
|
1.58K
$658K
|
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-19- 1.28% |
$3.99K - $4.64K
|
1.47K
$609K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.26% |
$3.99K - $4.64K
|
7.38K
$3.07M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-20- 8.97% |
$4.2K - $4.89K
|
203
$84.3K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-20- 0.47% |
$4.2K - $4.89K
|
4.21K
$1.75M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-21- 0.87% |
$4.41K - $5.13K
|
2.39K
$991K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-21- 2.41% |
$4.41K - $5.13K
|
849
$353K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-22- 1.04% |
$4.62K - $5.38K
|
2.1K
$872K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-22- 1.47% |
$4.62K - $5.38K
|
1.48K
$614K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-22- 0.52% |
$4.62K - $5.38K
|
4.21K
$1.75M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-23- 0.4% |
$4.83K - $5.62K
|
5.73K
$2.38M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-25- 2.41% |
$5.25K - $6.11K
|
1.01K
$421K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-25- 0.24% |
$5.25K - $6.11K
|
10.3K
$4.28M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-25- 1.17% |
$5.25K - $6.11K
|
2.12K
$879K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-25- 1.97% |
$5.25K - $6.11K
|
1.24K
$516K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-26- 1.17% |
$5.46K - $6.35K
|
2.21K
$916K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-26- 0.44% |
$5.46K - $6.35K
|
5.95K
$2.47M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-26- 1.32% |
$5.46K - $6.35K
|
1.94K
$807K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-27- 2.31% |
$5.67K - $6.6K
|
1.14K
$474K
|
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-28- 2.23% |
$5.88K - $6.84K
|
1.23K
$510K
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-28- 7.82% |
$5.88K - $6.84K
|
330
$137K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-30- 1.52% |
$6.3K - $7.33K
|
1.95K
$810K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-31- 0.61% |
$6.51K - $7.57K
|
5.01K
$2.08M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-32- 0.62% |
$6.72K - $7.82K
|
5.13K
$2.13M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-33- 0.31% |
$6.93K - $8.06K
|
10.8K
$4.48M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-33- 0.92% |
$6.93K - $8.06K
|
3.56K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-34- 1.38% |
$7.14K - $8.31K
|
2.44K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-34- 1.48% |
$7.14K - $8.31K
|
2.26K
$939K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-35- 0.87% |
$7.35K - $8.55K
|
3.98K
$1.65M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-35- 1.79% |
$7.35K - $8.55K
|
1.92K
$796K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-35- 0.76% |
$7.35K - $8.55K
|
4.56K
$1.89M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-36- 0.3% |
$7.56K - $8.8K
|
11.8K
$4.91M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-36- 0.31% |
$7.56K - $8.8K
|
11.4K
$4.76M
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-37- 0.2% |
$7.77K - $9.04K
|
18.2K
$7.56M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-38- 2.33% |
$7.98K - $9.28K
|
1.6K
$663K
|