Purchases and Sales Made in Q1 2023 in Ishares Russell 1000 Gr ETF (IWF)

IWF Quotes by TradingView

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 10, 2023 Q1 2023
Occidental Asset Management, LLC

BUY
 -
257
+ 0.43%
$53.9K - $62.8K
59.4K $24.7M
May 02, 2023 Q1 2023
Investment Advisory Group, LLC

BUY
 -
250
+ 6.16%
$52.5K - $61.1K
4.31K $1.79M
Dec 19, 2024 Q1 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
250
+ 21.39%
$52.5K - $61.1K
1.42K $590K
May 12, 2023 Q1 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
244
+ 6.26%
$51.2K - $59.6K
4.14K $1.72M
May 04, 2023 Q1 2023
Brio Consultants, LLC

BUY
 -
241
+ 5.74%
$50.6K - $58.9K
4.44K $1.85M
May 05, 2023 Q1 2023
Howland Capital Management LLC

BUY
 -
241
+ 2.64%
$50.6K - $58.9K
9.38K $3.9M
Jan 09, 2024 Q1 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
240
+ 11.91%
$50.4K - $58.6K
2.26K $937K
May 23, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
237
+ 3385.71%
$49.8K - $57.9K
244 $101K
Apr 24, 2023 Q1 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
234
+ 2.63%
$49.1K - $57.2K
9.15K $3.8M
Apr 27, 2023 Q1 2023
Aspiriant, LLC

BUY
 -
225
+ 2.69%
$47.2K - $55K
8.58K $3.56M
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
223
+ 4.28%
$46.8K - $54.5K
5.44K $2.26M
Apr 18, 2023 Q1 2023
Beacon Financial Advisory LLC

BUY
 -
220
+ 9.48%
$46.2K - $53.8K
2.54K $1.06M
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
218
+ 2.69%
$45.8K - $53.3K
8.33K $3.46M
May 15, 2023 Q1 2023
Rosenblum Silverman Sutton S F Inc

San Francisco, CA
BUY
 -
214
+ 13.76%
$44.9K - $52.3K
1.77K $735K
May 03, 2023 Q1 2023
Reynders Mc Veigh Capital Management, LLC

BUY
 -
211
+ 8.35%
$44.3K - $51.6K
2.74K $1.14M
May 04, 2023 Q1 2023
Merriman Wealth Management, LLC

BUY
 -
210
+ 4.63%
$44.1K - $51.3K
4.74K $1.97M
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
210
+ 10.92%
$44.1K - $51.3K
2.13K $886K
Oct 13, 2023 Q1 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
209
New
$43.9K - $51.1K
209 $86.8K
May 11, 2023 Q1 2023
Atalanta Sosnoff Capital, LLC

BUY
 -
202
+ 9.11%
$42.4K - $49.4K
2.42K $1.01M
Apr 14, 2023 Q1 2023
Beech Hill Advisors, Inc.

BUY
 -
200
+ 18.59%
$42K - $48.9K
1.28K $530K
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
199
+ 13.2%
$41.8K - $48.6K
1.71K $709K
May 15, 2023 Q1 2023
First Manhattan CO

New York, NY
BUY
 -
199
+ 13.79%
$41.8K - $48.6K
1.64K $682K
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
198
+ 0.23%
$41.6K - $48.4K
85.6K $35.5M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
192
+ 282.35%
$40.3K - $46.9K
260 $108K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
191
+ 24.36%
$40.1K - $46.7K
975 $405K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
189
New
$39.7K - $46.2K
189 $78.5K
Apr 25, 2023 Q1 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
185
+ 12.45%
$38.8K - $45.2K
1.67K $694K
May 11, 2023 Q1 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
184
+ 5.25%
$38.6K - $45K
3.69K $1.53M
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
178
+ 10.1%
$37.4K - $43.5K
1.94K $806K
Apr 19, 2023 Q1 2023
Ballast, Inc.

BUY
 -
174
+ 0.63%
$36.5K - $42.5K
27.7K $11.5M
Apr 04, 2024 Q1 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
172
+ 307.14%
$36.1K - $42K
228 $94.7K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
170
+ 21.38%
$35.7K - $41.5K
965 $401K
Dec 20, 2023 Q1 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
170
+ 2.67%
$35.7K - $41.5K
6.53K $2.71M
Apr 12, 2023 Q1 2023
Brand Asset Management Group, Inc.

BUY
 -
169
+ 0.44%
$35.5K - $41.3K
38.7K $16.1M
Apr 19, 2023 Q1 2023
Capital Advisors Inc

BUY
 -
169
+ 11.08%
$35.5K - $41.3K
1.69K $704K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
161
New
$33.8K - $39.3K
161 $66.9K
May 09, 2023 Q1 2023
Integrity Financial Corp

BUY
 -
157
New
$33K - $38.4K
157 $65.2K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
153
+ 1.86%
$32.1K - $37.4K
8.39K $3.49M
May 15, 2023 Q1 2023
Tcwp LLC

Tampa, FL
BUY
 -
152
+ 0.75%
$31.9K - $37.1K
20.4K $8.49M
May 08, 2023 Q1 2023
Tranquility Partners, LLC

BUY
 -
148
+ 2.54%
$31.1K - $36.2K
5.96K $2.48M
Apr 21, 2023 Q1 2023
Alta Wealth Advisors LLC

BUY
 -
144
+ 0.92%
$30.2K - $35.2K
15.8K $6.56M
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
144
+ 10.72%
$30.2K - $35.2K
1.49K $618K
Apr 20, 2023 Q1 2023
Community Bank, N.A.

BUY
 -
141
+ 0.58%
$29.6K - $34.5K
24.5K $10.2M
May 01, 2023 Q1 2023
Pfg Private Wealth Management, LLC

BUY
 -
139
+ 17.98%
$29.2K - $34K
912 $379K
Apr 10, 2023 Q1 2023
Mc Namara Financial Services, Inc.

BUY
 -
138
+ 8.78%
$29K - $33.7K
1.71K $710K
May 04, 2023 Q1 2023
G2 Capital Management, LLC

Columbus, OH
BUY
 -
134
+ 2.1%
$28.1K - $32.7K
6.52K $2.71M
May 12, 2023 Q1 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
133
+ 1.34%
$27.9K - $32.5K
10K $4.17M
May 03, 2023 Q1 2023
Cfo4 Life Group, LLC

BUY
 -
132
+ 6.2%
$27.7K - $32.3K
2.26K $940K
Apr 26, 2023 Q1 2023
Ls Investment Advisors, LLC

BUY
 -
130
+ 4.31%
$27.3K - $31.8K
3.15K $1.31M

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