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
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
889New |
$187K - $217K
|
889
$369K
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
888New |
$186K - $217K
|
888
$369K
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
885New |
$186K - $216K
|
885
$368K
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
884+ 1.02% |
$186K - $216K
|
87.9K
$36.5M
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
882New |
$185K - $215K
|
882
$366K
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
BUY
|
- |
880New |
$185K - $215K
|
880
$366K
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
880New |
$185K - $215K
|
880
$366K
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
878+ 14.8% |
$184K - $215K
|
6.81K
$2.83M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
878+ 25.9% |
$184K - $215K
|
4.27K
$1.77M
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
875New |
$184K - $214K
|
875
$364K
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
865New |
$182K - $211K
|
865
$359K
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
860New |
$181K - $210K
|
860
$357K
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
858+ 77.65% |
$180K - $210K
|
1.96K
$816K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
856+ 9.78% |
$180K - $209K
|
9.61K
$3.99M
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
854New |
$179K - $209K
|
854
$355K
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
843New |
$177K - $206K
|
843
$350K
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
840New |
$176K - $205K
|
840
$349K
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
839New |
$176K - $205K
|
839
$349K
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
837New |
$176K - $205K
|
837
$348K
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
837New |
$176K - $205K
|
837
$348K
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
835+ 2.79% |
$175K - $204K
|
30.7K
$12.8M
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
832New |
$175K - $203K
|
832
$346K
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
831New |
$174K - $203K
|
831
$345K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
830+ 5.71% |
$174K - $203K
|
15.4K
$6.38M
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
826New |
$173K - $202K
|
826
$343K
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
824New |
$173K - $201K
|
824
$342K
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
823New |
$173K - $201K
|
823
$342K
|
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
821New |
$172K - $201K
|
821
$341K
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
821+ 4.34% |
$172K - $201K
|
19.7K
$8.2M
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
819New |
$172K - $200K
|
819
$340K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
817+ 60.97% |
$172K - $200K
|
2.16K
$896K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
817+ 60.97% |
$172K - $200K
|
2.16K
$896K
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
783+ 1.83% |
$164K - $191K
|
43.6K
$18.1M
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
779+ 5.88% |
$164K - $190K
|
14K
$5.82M
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
776+ 46.63% |
$163K - $190K
|
2.44K
$1.01M
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
763+ 8.22% |
$160K - $186K
|
10K
$4.17M
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
760+ 3.87% |
$160K - $186K
|
20.4K
$8.47M
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
740+ 13.96% |
$155K - $181K
|
6.04K
$2.51M
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
724+ 2784.62% |
$152K - $177K
|
750
$312K
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
723+ 1954.05% |
$152K - $177K
|
760
$316K
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
716+ 28.08% |
$150K - $175K
|
3.27K
$1.36M
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
701+ 8.48% |
$147K - $171K
|
8.96K
$3.72M
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
701+ 2.32% |
$147K - $171K
|
31K
$12.9M
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
698+ 32.69% |
$147K - $171K
|
2.83K
$1.18M
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
685New |
$144K - $167K
|
685
$285K
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
673New |
$141K - $164K
|
673
$280K
|
|
Nov 16, 2023
Q1 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
665+ 8.34% |
$140K - $162K
|
8.64K
$3.59M
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
662+ 2.16% |
$139K - $162K
|
31.3K
$13M
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
658+ 61.5% |
$138K - $161K
|
1.73K
$718K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
657+ 1042.86% |
$138K - $161K
|
720
$299K
|