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 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-66- 0.14% |
$13.9K - $16.1K
|
47.2K
$19.3M
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-66- 1.16% |
$13.9K - $16.1K
|
5.62K
$2.3M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-66- 0.11% |
$13.9K - $16.1K
|
57.9K
$23.7M
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-68- 1.95% |
$14.3K - $16.6K
|
3.42K
$1.4M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-70- 0.01% |
$14.7K - $17.1K
|
759K
$311M
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-70- 1.76% |
$14.7K - $17.1K
|
3.91K
$1.6M
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-70- 1.41% |
$14.7K - $17.1K
|
4.88K
$2M
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-73- 0.37% |
$15.3K - $17.8K
|
19.8K
$8.09M
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-73- 0.76% |
$15.3K - $17.8K
|
9.57K
$3.92M
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-75- 1.28% |
$15.7K - $18.3K
|
5.79K
$2.37M
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-77- 2.75% |
$16.2K - $18.8K
|
2.73K
$1.12M
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-78- 2.27% |
$16.4K - $19.1K
|
3.36K
$1.38M
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-80- 8.12% |
$16.8K - $19.5K
|
905
$371K
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-80- 1.76% |
$16.8K - $19.5K
|
4.47K
$1.83M
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-83- 3.17% |
$17.4K - $20.3K
|
2.54K
$1.04M
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-85- 0.65% |
$17.8K - $20.8K
|
13K
$5.34M
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-85- 1.26% |
$17.8K - $20.8K
|
6.65K
$2.72M
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-86- 5.67% |
$18.1K - $21K
|
1.43K
$586K
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-86- 0.84% |
$18.1K - $21K
|
10.2K
$4.18M
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-87- 55.41% |
$18.3K - $21.3K
|
70
$28.7K
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-87- 6.54% |
$18.3K - $21.3K
|
1.24K
$509K
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-88- 7.57% |
$18.5K - $21.5K
|
1.08K
$440K
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-91- 1.62% |
$19.1K - $22.2K
|
5.53K
$2.26M
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-91- 3.54% |
$19.1K - $22.2K
|
2.48K
$1.02M
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-91- 6.25% |
$19.1K - $22.2K
|
1.37K
$559K
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-92- 0.87% |
$19.3K - $22.5K
|
10.5K
$4.28M
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-92- 2.71% |
$19.3K - $22.5K
|
3.3K
$1.35M
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-95- 2.49% |
$19.9K - $23.2K
|
3.72K
$1.52M
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-95- 3.17% |
$19.9K - $23.2K
|
2.91K
$1.19M
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
SELL
|
- |
-95- 4.73% |
$19.9K - $23.2K
|
1.91K
$783K
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-96- 1.73% |
$20.2K - $23.5K
|
5.46K
$2.24M
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-97- 8.94% |
$20.4K - $23.7K
|
988
$405K
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-97- 6.75% |
$20.4K - $23.7K
|
1.34K
$549K
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-97- 3.63% |
$20.4K - $23.7K
|
2.58K
$1.06M
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-100- 6.62% |
$21K - $24.4K
|
1.41K
$577K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-100- 2.42% |
$21K - $24.4K
|
4.03K
$1.65M
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-100- 24.33% |
$21K - $24.4K
|
311
$127K
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-100- 2.19% |
$21K - $24.4K
|
4.47K
$1.83M
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-101- 2.55% |
$21.2K - $24.7K
|
3.86K
$1.58M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-105- 3.16% |
$22K - $25.7K
|
3.22K
$1.32M
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-107- 2.17% |
$22.5K - $26.1K
|
4.83K
$1.98M
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-108- 2.31% |
$22.7K - $26.4K
|
4.57K
$1.87M
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-109- 10.19% |
$22.9K - $26.6K
|
961
$394K
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-111- 4.18% |
$23.3K - $27.1K
|
2.54K
$1.04M
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-112- 4.49% |
$23.5K - $27.4K
|
2.39K
$977K
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-115- 4.36% |
$24.1K - $28.1K
|
2.52K
$1.03M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-117- 1.58% |
$24.6K - $28.6K
|
7.28K
$2.98M
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-118- 1.16% |
$24.8K - $28.8K
|
10.1K
$4.13M
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-118- 1.28% |
$24.8K - $28.8K
|
9.1K
$3.73M
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-120- 2.15% |
$25.2K - $29.3K
|
5.47K
$2.24M
|