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 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-685- 7.93% |
$144K - $167K
|
7.95K
$3.3M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-685- 8.56% |
$144K - $167K
|
7.32K
$3.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-690- 3.8% |
$145K - $169K
|
17.5K
$7.26M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-700- 4.48% |
$147K - $171K
|
14.9K
$6.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-710- 28.32% |
$149K - $173K
|
1.8K
$747K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-729- 3.16% |
$153K - $178K
|
22.3K
$9.27M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-735- 6.88% |
$154K - $180K
|
9.95K
$4.13M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-736- 1.99% |
$155K - $180K
|
36.3K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-741- 5.49% |
$156K - $181K
|
12.8K
$5.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-744- 9.56% |
$156K - $182K
|
7.04K
$2.92M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-745- 2.39% |
$156K - $182K
|
30.5K
$12.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-746- 2.94% |
$157K - $182K
|
24.6K
$10.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-753- 22.51% |
$158K - $184K
|
2.59K
$1.08M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-755- 79.14% |
$158K - $184K
|
199
$82.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-755- 6.24% |
$158K - $184K
|
11.3K
$4.71M
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-758- 23.32% |
$159K - $185K
|
2.49K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-764- 11.19% |
$160K - $187K
|
6.07K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-776- 9.31% |
$163K - $190K
|
7.56K
$3.14M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-785- 3.73% |
$165K - $192K
|
20.3K
$8.43M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-801- 19.92% |
$168K - $196K
|
3.22K
$1.34M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-810- 2.63% |
$170K - $198K
|
30K
$12.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-812- 0.5% |
$170K - $198K
|
161K
$67.1M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-823- 21.29% |
$173K - $201K
|
3.04K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-824- 7.5% |
$173K - $201K
|
10.2K
$4.22M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-826- 1.67% |
$173K - $202K
|
48.6K
$20.2M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-827- 3.45% |
$174K - $202K
|
23.1K
$9.6M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-836- 0.88% |
$175K - $204K
|
93.7K
$38.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-840- 4.02% |
$176K - $205K
|
20K
$8.32M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-850- 27.68% |
$178K - $208K
|
2.22K
$923K
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-854- 26.74% |
$179K - $209K
|
2.34K
$972K
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
SELL
|
- |
-858- 2.98% |
$180K - $210K
|
27.9K
$11.6M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-866- 8.27% |
$182K - $212K
|
9.61K
$3.99M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-869- 1.62% |
$182K - $212K
|
52.9K
$22M
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-875- 21.45% |
$184K - $214K
|
3.21K
$1.33M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-876- 6.27% |
$184K - $214K
|
13.1K
$5.44M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-879- 23.93% |
$185K - $215K
|
2.79K
$1.16M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-892- 5.07% |
$187K - $218K
|
16.7K
$6.95M
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-900- 6.95% |
$189K - $220K
|
12.1K
$5.01M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-901- 0.8% |
$189K - $220K
|
112K
$46.6M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-905- 2.36% |
$190K - $221K
|
37.4K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-910- 0.52% |
$191K - $222K
|
174K
$72.1M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-912- 1.31% |
$191K - $223K
|
68.9K
$28.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-924- 35.66% |
$194K - $226K
|
1.67K
$693K
|
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
SELL
|
- |
-930- 30.47% |
$195K - $227K
|
2.12K
$882K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-935- 2.17% |
$196K - $228K
|
42.2K
$17.5M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-948- 12.74% |
$199K - $232K
|
6.49K
$2.7M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-957- 21.39% |
$201K - $234K
|
3.52K
$1.46M
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-984- 3.41% |
$207K - $240K
|
27.8K
$11.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-995- 23.96% |
$209K - $243K
|
3.16K
$1.31M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1K- 19.68% |
$210K - $245K
|
4.09K
$1.7M
|