Purchases and Sales Made in Q2 2023 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-55- 3.51% |
$13.2K - $15.1K
|
1.51K
$617K
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
SELL
|
- |
-55- 0.67% |
$13.2K - $15.1K
|
8.11K
$3.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-55- 0.75% |
$13.2K - $15.1K
|
7.24K
$2.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-56- 2.99% |
$13.4K - $15.4K
|
1.82K
$742K
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-57- 3.43% |
$13.6K - $15.7K
|
1.6K
$655K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-57- 1.23% |
$13.6K - $15.7K
|
4.6K
$1.88M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-58- 3.42% |
$13.9K - $16K
|
1.64K
$669K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-60- 2.15% |
$14.4K - $16.5K
|
2.73K
$1.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-60- 4.19% |
$14.4K - $16.5K
|
1.37K
$560K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60- 0.35% |
$14.4K - $16.5K
|
17K
$6.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-60- 8.05% |
$14.4K - $16.5K
|
685
$280K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-61- 5.81% |
$14.6K - $16.8K
|
989
$404K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-61- 6.16% |
$14.6K - $16.8K
|
929
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-62- 2.46% |
$14.8K - $17.1K
|
2.46K
$1M
|
|
|
Jul 28, 2023
Q2 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-63- 1.05% |
$15.1K - $17.3K
|
5.96K
$2.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-66- 3.23% |
$15.8K - $18.2K
|
1.98K
$807K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-66- 1.14% |
$15.8K - $18.2K
|
5.72K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-67- 1.1% |
$16K - $18.4K
|
6K
$2.45M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-67- 1.64% |
$16K - $18.4K
|
4.02K
$1.64M
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-68- 1.49% |
$16.3K - $18.7K
|
4.5K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-68- 6.4% |
$16.3K - $18.7K
|
995
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-68- 3.82% |
$16.3K - $18.7K
|
1.71K
$700K
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-68- 1.95% |
$16.3K - $18.7K
|
3.42K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-69- 3.05% |
$16.5K - $19K
|
2.19K
$894K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-69- 0.69% |
$16.5K - $19K
|
9.92K
$4.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-70- 1.97% |
$16.8K - $19.3K
|
3.49K
$1.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-70- 3.15% |
$16.8K - $19.3K
|
2.15K
$878K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-70- 0.7% |
$16.8K - $19.3K
|
9.91K
$4.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-71- 2.57% |
$17K - $19.5K
|
2.69K
$1.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-72- 0.28% |
$17.2K - $19.8K
|
25.9K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-72- 7.27% |
$17.2K - $19.8K
|
918
$375K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-73- 1.56% |
$17.5K - $20.1K
|
4.6K
$1.88M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-74- 0.2% |
$17.7K - $20.4K
|
36.2K
$14.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-74- 4.17% |
$17.7K - $20.4K
|
1.7K
$693K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-74- 1.71% |
$17.7K - $20.4K
|
4.25K
$1.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-75- 23.66% |
$17.9K - $20.6K
|
242
$98.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-75- 1.33% |
$17.9K - $20.6K
|
5.58K
$2.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-76- 1.39% |
$18.2K - $20.9K
|
5.39K
$2.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-76- 2.14% |
$18.2K - $20.9K
|
3.47K
$1.42M
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-77- 5.33% |
$18.4K - $21.2K
|
1.37K
$559K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-77- 1.52% |
$18.4K - $21.2K
|
5.01K
$2.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-77- 5.67% |
$18.4K - $21.2K
|
1.28K
$523K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-78- 1.94% |
$18.7K - $21.5K
|
3.95K
$1.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-80- 1.82% |
$19.1K - $22K
|
4.32K
$1.76M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-80- 0.8% |
$19.1K - $22K
|
9.87K
$4.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-80- 0.27% |
$19.1K - $22K
|
29.6K
$12.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-82- 3.85% |
$19.6K - $22.6K
|
2.05K
$836K
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-83- 8.99% |
$19.9K - $22.8K
|
840
$343K
|
|
|
Aug 01, 2023
Q2 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-85- 0.09% |
$20.3K - $23.4K
|
89.5K
$36.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-85- 3.19% |
$20.3K - $23.4K
|
2.58K
$1.05M
|