Purchases and Sales Made in Q3 2023 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
3.32K+ 11.02% |
$874K - $946K
|
33.4K
$13.3M
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.26K+ 511.93% |
$860K - $931K
|
3.9K
$1.55M
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
3.24K+ 6.15% |
$856K - $925K
|
56K
$22.3M
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.22K+ 25.97% |
$850K - $920K
|
15.6K
$6.23M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.16K+ 5.86% |
$833K - $901K
|
57K
$22.7M
|
|
Oct 23, 2023
Q3 2023
|
Suncoast Equity Management
|
BUY
|
- |
3.16K+ 87.09% |
$833K - $901K
|
6.78K
$2.7M
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.07K+ 48.84% |
$810K - $877K
|
9.36K
$3.73M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.04K+ 8.39% |
$802K - $867K
|
39.3K
$15.6M
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.01KNew |
$793K - $858K
|
3.01K
$1.2M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.98K+ 25.27% |
$787K - $851K
|
14.8K
$5.89M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.98K+ 13.4% |
$786K - $850K
|
25.2K
$10M
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
2.98KNew |
$786K - $850K
|
2.98K
$1.19M
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.93K+ 34.18% |
$774K - $837K
|
11.5K
$4.58M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.8K+ 5.98% |
$738K - $798K
|
49.6K
$19.7M
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.7K+ 65.39% |
$711K - $769K
|
6.82K
$2.71M
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.58KNew |
$680K - $735K
|
2.58K
$1.03M
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.57K+ 1.54% |
$678K - $733K
|
170K
$67.5M
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.56KNew |
$675K - $730K
|
2.56K
$1.02M
|
|
Nov 09, 2023
Q3 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
2.49K+ 51.56% |
$658K - $711K
|
7.33K
$2.92M
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.48K+ 2.72% |
$655K - $709K
|
93.7K
$37.3M
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.43K+ 221.74% |
$641K - $693K
|
3.52K
$1.4M
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.43K+ 12.92% |
$640K - $692K
|
21.2K
$8.44M
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
BUY
|
- |
2.39K+ 56.21% |
$629K - $681K
|
6.63K
$2.64M
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.36K+ 20.47% |
$624K - $675K
|
13.9K
$5.54M
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.34K+ 13.74% |
$618K - $668K
|
19.4K
$7.72M
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.3KNew |
$608K - $658K
|
2.3K
$917K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.3KNew |
$607K - $656K
|
2.3K
$916K
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.29K+ 19.17% |
$603K - $652K
|
14.2K
$5.66M
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.26K+ 55.51% |
$595K - $644K
|
6.32K
$2.52M
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.23KNew |
$587K - $635K
|
2.23K
$886K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.19K+ 0.32% |
$578K - $625K
|
687K
$274M
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.17K+ 241.18% |
$573K - $620K
|
3.07K
$1.22M
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.17K+ 15.69% |
$571K - $618K
|
16K
$6.36M
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.16K+ 115.94% |
$570K - $616K
|
4.02K
$1.6M
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.12K+ 21.34% |
$558K - $604K
|
12K
$4.79M
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.11K+ 108.51% |
$555K - $601K
|
4.05K
$1.61M
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.06K+ 9.02% |
$544K - $589K
|
24.9K
$9.93M
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
2.06KNew |
$543K - $588K
|
2.06K
$820K
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.99K+ 11.66% |
$524K - $567K
|
19K
$7.58M
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
1.98K+ 9.23% |
$522K - $565K
|
23.4K
$9.32M
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.98K+ 36.2% |
$522K - $564K
|
7.44K
$2.96M
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.91K+ 1.26% |
$504K - $546K
|
154K
$61.4M
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.9K+ 4.8% |
$501K - $542K
|
41.5K
$16.5M
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1.9KNew |
$500K - $541K
|
1.9K
$755K
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.84KNew |
$486K - $526K
|
1.84K
$734K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.8K+ 107.22% |
$474K - $513K
|
3.47K
$1.38M
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
BUY
|
- |
1.79K+ 13.57% |
$473K - $511K
|
15K
$5.97M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
1.76KNew |
$465K - $503K
|
1.76K
$702K
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.72K+ 3.47% |
$453K - $490K
|
51.2K
$20.4M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.72KNew |
$453K - $490K
|
1.72K
$683K
|