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 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.75K- 19.75% |
$1.21M - $1.41M
|
23.4K
$9.57M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-5.84K- 10.8% |
$1.23M - $1.43M
|
48.3K
$19.8M
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-5.88K- 10.74% |
$1.23M - $1.44M
|
48.9K
$20M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.01K- 8.28% |
$1.26M - $1.47M
|
66.6K
$27.3M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-6.01K- 54.18% |
$1.26M - $1.47M
|
5.08K
$2.08M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-6.1K- 33.75% |
$1.28M - $1.49M
|
12K
$4.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6.13K- 5.65% |
$1.29M - $1.5M
|
102K
$41.9M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-6.28K- 9.27% |
$1.32M - $1.53M
|
61.5K
$25.2M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-6.32K- 98.8% |
$1.33M - $1.54M
|
77
$31.5K
|
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-6.41K- 64.61% |
$1.34M - $1.57M
|
3.51K
$1.44M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-6.6K- 31.23% |
$1.38M - $1.61M
|
14.5K
$5.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6.63K- 0.43% |
$1.39M - $1.62M
|
1.53M
$626M
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-6.65K- 25.79% |
$1.4M - $1.62M
|
19.1K
$7.83M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-6.73K- 9.7% |
$1.41M - $1.65M
|
62.7K
$25.7M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.75K- 12.37% |
$1.42M - $1.65M
|
47.8K
$19.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.76K- 4.16% |
$1.42M - $1.65M
|
156K
$63.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-6.82K- 75.27% |
$1.43M - $1.67M
|
2.24K
$918K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.95K- 1.03% |
$1.46M - $1.7M
|
666K
$273M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-7.06K- 5.92% |
$1.48M - $1.72M
|
112K
$45.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-7.2K- 3.49% |
$1.51M - $1.76M
|
199K
$81.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-7.2K- 74.66% |
$1.51M - $1.76M
|
2.44K
$1M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-7.28K- 88.82% |
$1.53M - $1.78M
|
916
$375K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-7.39K- 9.48% |
$1.55M - $1.81M
|
70.6K
$28.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-7.4K- 80.14% |
$1.55M - $1.81M
|
1.84K
$751K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.49K- 25.09% |
$1.57M - $1.83M
|
22.4K
$9.15M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.58K- 21.15% |
$1.59M - $1.85M
|
28.2K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.75K- 5.14% |
$1.63M - $1.89M
|
143K
$58.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-7.88K- 29.23% |
$1.65M - $1.92M
|
19.1K
$7.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.95K- 47.52% |
$1.67M - $1.94M
|
8.78K
$3.59M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.17K- 1.7% |
$1.71M - $2M
|
473K
$194M
|
|
|
May 11, 2023
Q1 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-8.39K- 52.48% |
$1.76M - $2.05M
|
7.6K
$3.11M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-8.55K- 80.26% |
$1.8M - $2.09M
|
2.1K
$861K
|
|
|
Apr 21, 2023
Q1 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-8.63K- 13.39% |
$1.81M - $2.11M
|
55.8K
$22.8M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.84K- 7.72% |
$1.85M - $2.16M
|
106K
$43.2M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-8.85K- 19.05% |
$1.86M - $2.16M
|
37.6K
$15.4M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-9.04K- 22.24% |
$1.9M - $2.21M
|
31.6K
$12.9M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.46K- 97.32% |
$1.99M - $2.31M
|
260
$106K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.81K- 1.84% |
$2.06M - $2.4M
|
523K
$214M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-10K- 99.97% |
$2.1M - $2.44M
|
3
$1.23K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-10K- 57.09% |
$2.11M - $2.45M
|
7.54K
$3.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-10.3K- 41.69% |
$2.16M - $2.52M
|
14.4K
$5.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 7.0% |
$2.22M - $2.58M
|
140K
$57.5M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-10.6K- 72.13% |
$2.22M - $2.58M
|
4.09K
$1.67M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-10.6K- 72.13% |
$2.22M - $2.58M
|
4.09K
$1.67M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-11.2K- 54.46% |
$2.34M - $2.72M
|
9.33K
$3.82M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-11.3K- 18.73% |
$2.37M - $2.76M
|
49K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.4K- 7.72% |
$2.38M - $2.77M
|
136K
$55.6M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.9K- 42.0% |
$2.49M - $2.9M
|
16.4K
$6.7M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-12.9K- 58.31% |
$2.7M - $3.15M
|
9.21K
$3.77M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-13.1K- 6.47% |
$2.75M - $3.2M
|
190K
$77.6M
|