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 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-120- 0.88% |
$25.2K - $29.3K
|
13.5K
$5.62M
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-120- 3.43% |
$25.2K - $29.3K
|
3.38K
$1.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-124- 2.21% |
$26K - $30.3K
|
5.48K
$2.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-124- 1.32% |
$26K - $30.3K
|
9.26K
$3.85M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-128- 1.11% |
$26.9K - $31.3K
|
11.4K
$4.74M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-128- 1.58% |
$26.9K - $31.3K
|
7.98K
$3.32M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-129- 4.92% |
$27.1K - $31.5K
|
2.49K
$1.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-133- 3.93% |
$27.9K - $32.5K
|
3.25K
$1.35M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-133- 40.18% |
$27.9K - $32.5K
|
198
$82.3K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-135- 17.58% |
$28.3K - $33K
|
633
$263K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-135- 13.12% |
$28.3K - $33K
|
894
$371K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-136- 0.17% |
$28.5K - $33.2K
|
77.9K
$32.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-136- 3.14% |
$28.5K - $33.2K
|
4.2K
$1.74M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-136- 6.09% |
$28.5K - $33.2K
|
2.1K
$872K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-137- 0.64% |
$28.8K - $33.5K
|
21.2K
$8.8M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-139- 0.89% |
$29.2K - $34K
|
15.5K
$6.42M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-140- 2.55% |
$29.4K - $34.2K
|
5.35K
$2.22M
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-141- 3.67% |
$29.6K - $34.5K
|
3.7K
$1.54M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-141- 1.55% |
$29.6K - $34.5K
|
8.97K
$3.73M
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-143- 0.26% |
$30K - $34.9K
|
53.9K
$22.4M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-144- 0.83% |
$30.2K - $35.2K
|
17.3K
$7.18M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-145- 14.19% |
$30.4K - $35.4K
|
877
$364K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-146- 3.46% |
$30.6K - $35.7K
|
4.07K
$1.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-146- 4.43% |
$30.6K - $35.7K
|
3.15K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-147- 7.25% |
$30.9K - $35.9K
|
1.88K
$782K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-148- 0.03% |
$31.1K - $36.2K
|
450K
$187M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-150- 0.94% |
$31.5K - $36.6K
|
15.9K
$6.6M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-150- 29.13% |
$31.5K - $36.6K
|
365
$152K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-150- 15.99% |
$31.5K - $36.6K
|
788
$327K
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-150- 3.91% |
$31.5K - $36.6K
|
3.69K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
SELL
|
- |
-150- 2.96% |
$31.5K - $36.6K
|
4.91K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-151- 5.81% |
$31.7K - $36.9K
|
2.45K
$1.02M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-152- 2.45% |
$31.9K - $37.1K
|
6.05K
$2.51M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-153- 1.21% |
$32.1K - $37.4K
|
12.5K
$5.2M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-155- 0.27% |
$32.5K - $37.9K
|
57.9K
$24.1M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-155- 5.81% |
$32.5K - $37.9K
|
2.52K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-156- 9.83% |
$32.7K - $38.1K
|
1.43K
$595K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-157- 5.33% |
$33K - $38.4K
|
2.79K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-157- 3.76% |
$33K - $38.4K
|
4.02K
$1.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-163- 0.79% |
$34.2K - $39.8K
|
20.6K
$8.56M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-164- 6.51% |
$34.4K - $40.1K
|
2.35K
$978K
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-165- 0.52% |
$34.6K - $40.3K
|
31.5K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-165- 1.68% |
$34.6K - $40.3K
|
9.65K
$4.01M
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-167- 1.39% |
$35.1K - $40.8K
|
11.8K
$4.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-167- 11.53% |
$35.1K - $40.8K
|
1.28K
$532K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-167- 1.18% |
$35.1K - $40.8K
|
14K
$5.82M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-168- 2.0% |
$35.3K - $41K
|
8.21K
$3.41M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-171- 12.18% |
$35.9K - $41.8K
|
1.23K
$512K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-171- 4.07% |
$35.9K - $41.8K
|
4.03K
$1.67M
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-175- 0.7% |
$36.7K - $42.8K
|
25K
$10.4M
|