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 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-177- 2.74% |
$37.2K - $43.2K
|
6.29K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-180- 15.61% |
$37.8K - $44K
|
973
$404K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-182- 1.64% |
$38.2K - $44.5K
|
10.9K
$4.53M
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-183- 9.68% |
$38.4K - $44.7K
|
1.71K
$709K
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-184- 7.95% |
$38.6K - $45K
|
2.13K
$885K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-185- 7.65% |
$38.8K - $45.2K
|
2.23K
$928K
|
|
|
May 10, 2023
Q1 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-185- 8.53% |
$38.8K - $45.2K
|
1.99K
$825K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-186- 0.92% |
$39K - $45.4K
|
20K
$8.32M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-188- 1.09% |
$39.5K - $45.9K
|
17K
$7.08M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-190- 15.16% |
$39.9K - $46.4K
|
1.06K
$442K
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-195- 1.85% |
$40.9K - $47.6K
|
10.4K
$4.3M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-197- 98.01% |
$41.4K - $48.1K
|
4
$1.66K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-199- 13.02% |
$41.8K - $48.6K
|
1.33K
$553K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-200- 8.03% |
$42K - $48.9K
|
2.29K
$952K
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-200- 3.15% |
$42K - $48.9K
|
6.16K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-200- 10.0% |
$42K - $48.9K
|
1.8K
$748K
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-205- 9.89% |
$43K - $50.1K
|
1.87K
$776K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-205- 4.52% |
$43K - $50.1K
|
4.33K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-208- 3.33% |
$43.7K - $50.8K
|
6.03K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-209- 14.43% |
$43.9K - $51.1K
|
1.24K
$515K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-210- 11.13% |
$44.1K - $51.3K
|
1.68K
$696K
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-214- 13.11% |
$44.9K - $52.3K
|
1.42K
$589K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-215- 5.11% |
$45.1K - $52.5K
|
4K
$1.66M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-215- 9.59% |
$45.1K - $52.5K
|
2.03K
$843K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-215- 0.77% |
$45.1K - $52.5K
|
27.7K
$11.5M
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-218- 1.24% |
$45.8K - $53.3K
|
17.3K
$7.19M
|
|
|
Apr 07, 2023
Q1 2023
|
Hoese & CO LLP
|
SELL
|
- |
-220- 3.14% |
$46.2K - $53.8K
|
6.78K
$2.82M
|
|
|
Apr 11, 2023
Q1 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-220- 14.02% |
$46.2K - $53.8K
|
1.35K
$560K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-223- 1.68% |
$46.8K - $54.5K
|
13K
$5.42M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-224- 3.14% |
$47K - $54.7K
|
6.91K
$2.87M
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-225- 2.03% |
$47.2K - $55K
|
10.9K
$4.52M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-226- 4.65% |
$47.4K - $55.2K
|
4.64K
$1.93M
|
|
|
May 03, 2023
Q1 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-232- 11.26% |
$48.7K - $56.7K
|
1.83K
$760K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-235- 3.45% |
$49.3K - $57.4K
|
6.57K
$2.73M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-237- 97.13% |
$49.8K - $57.9K
|
7
$2.91K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-239- 12.4% |
$50.2K - $58.4K
|
1.69K
$701K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-240- 2.21% |
$50.4K - $58.6K
|
10.6K
$4.41M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-240- 19.54% |
$50.4K - $58.6K
|
988
$411K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-241- 3.73% |
$50.6K - $58.9K
|
6.23K
$2.59M
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-241- 1.82% |
$50.6K - $58.9K
|
13K
$5.39M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-242- 20.79% |
$50.8K - $59.1K
|
922
$383K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-243- 11.3% |
$51K - $59.4K
|
1.91K
$793K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-247- 4.89% |
$51.9K - $60.3K
|
4.8K
$1.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-250- 16.37% |
$52.5K - $61.1K
|
1.28K
$531K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-250- 4.94% |
$52.5K - $61.1K
|
4.81K
$2M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-256- 11.13% |
$53.7K - $62.5K
|
2.04K
$849K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-257- 17.68% |
$53.9K - $62.8K
|
1.2K
$497K
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-257- 13.38% |
$53.9K - $62.8K
|
1.66K
$691K
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
SELL
|
- |
-258- 0.97% |
$54.2K - $63K
|
26.4K
$11M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-264- 3.71% |
$55.4K - $64.5K
|
6.85K
$2.85M
|