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 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.2K- 4.62% |
$2.78M - $3.24M
|
273K
$114M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-14.8K- 25.0% |
$3.1M - $3.61M
|
44.4K
$18.4M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-15.8K- 2.73% |
$3.32M - $3.86M
|
564K
$234M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-16.4K- 7.57% |
$3.44M - $4.01M
|
200K
$83.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-16.7K- 42.18% |
$3.51M - $4.08M
|
22.9K
$9.52M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-17.2K- 21.15% |
$3.62M - $4.21M
|
64.3K
$26.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-17.8K- 3.53% |
$3.75M - $4.36M
|
487K
$202M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-17.8K- 15.95% |
$3.75M - $4.36M
|
94K
$39.1M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-18.1K- 85.88% |
$3.8M - $4.43M
|
2.98K
$1.24M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-18.4K- 12.0% |
$3.85M - $4.48M
|
135K
$55.9M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-18.4K- 4.86% |
$3.85M - $4.49M
|
360K
$149M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-18.8K- 13.97% |
$3.95M - $4.6M
|
116K
$48.2M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.1K- 32.17% |
$4.01M - $4.67M
|
40.3K
$16.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.8K- 28.36% |
$4.15M - $4.83M
|
49.9K
$20.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-20.1K- 42.75% |
$4.22M - $4.91M
|
26.9K
$11.2M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-20.1K- 29.89% |
$4.23M - $4.92M
|
47.2K
$19.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-20.7K- 21.56% |
$4.34M - $5.05M
|
75.2K
$31.2M
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-21.3K- 49.26% |
$4.48M - $5.21M
|
22K
$9.13M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-21.9K- 18.9% |
$4.61M - $5.36M
|
94.2K
$39.1M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-22.3K- 34.9% |
$4.68M - $5.45M
|
41.6K
$17.3M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-22.3K- 7.78% |
$4.68M - $5.45M
|
265K
$110M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-23K- 15.89% |
$4.82M - $5.61M
|
122K
$50.5M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-24K- 39.06% |
$5.04M - $5.86M
|
37.4K
$15.6M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-24.7K- 81.52% |
$5.19M - $6.05M
|
5.61K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-26.1K- 16.81% |
$5.47M - $6.37M
|
129K
$53.6M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-26.1K- 16.81% |
$5.47M - $6.37M
|
129K
$53.6M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.1K- 11.7% |
$5.48M - $6.37M
|
197K
$81.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-26.2K- 95.91% |
$5.49M - $6.39M
|
1.12K
$463K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-26.6K- 14.05% |
$5.59M - $6.5M
|
163K
$67.6M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-27.7K- 84.33% |
$5.81M - $6.77M
|
5.15K
$2.14M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-28.4K- 61.07% |
$5.97M - $6.95M
|
18.1K
$7.53M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-29.5K- 87.59% |
$6.2M - $7.22M
|
4.19K
$1.74M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-30.4K- 83.71% |
$6.38M - $7.42M
|
5.91K
$2.46M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-30.7K- 23.15% |
$6.45M - $7.51M
|
102K
$42.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-32.1K- 41.47% |
$6.73M - $7.84M
|
45.3K
$18.8M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-32.5K- 36.95% |
$6.82M - $7.94M
|
55.4K
$23M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-33.9K- 16.27% |
$7.12M - $8.29M
|
175K
$72.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-36.2K- 80.72% |
$7.6M - $8.84M
|
8.65K
$3.59M
|
|
|
May 09, 2023
Q1 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-39.8K- 82.63% |
$8.35M - $9.72M
|
8.37K
$3.48M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-42.4K- 56.49% |
$8.9M - $10.4M
|
32.6K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-43.6K- 37.83% |
$9.15M - $10.6M
|
71.6K
$29.7M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-44.1K- 5.64% |
$9.25M - $10.8M
|
738K
$307M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-44.7K- 24.97% |
$9.38M - $10.9M
|
134K
$55.8M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-47.1K- 68.86% |
$9.88M - $11.5M
|
21.3K
$8.84M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-47.3K- 99.89% |
$9.92M - $11.5M
|
54
$22.4K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-48.1K- 14.44% |
$10.1M - $11.8M
|
285K
$118M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-48.8K- 72.66% |
$10.2M - $11.9M
|
18.4K
$7.63M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-50.5K- 54.95% |
$10.6M - $12.3M
|
41.4K
$17.2M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-50.9K- 43.34% |
$10.7M - $12.4M
|
66.6K
$27.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-56.6K- 74.45% |
$11.9M - $13.8M
|
19.4K
$8.08M
|