Purchases and Sales Made in Q3 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 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
Nov 13, 2023 Q3 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
1.69K
+ 26.21%
$445K - $481K
8.12K $3.37M
Oct 10, 2023 Q3 2023
Ims Capital Management

BUY
 -
1.68K
+ 6.43%
$444K - $480K
27.9K $11.6M
Oct 12, 2023 Q3 2023
David Katz Matrix Asset Advisors Inc
BUY
 -
1.66K
+ 12.35%
$438K - $474K
15.1K $6.28M
Nov 13, 2023 Q3 2023
Clearbridge Investments, LLC

New York, NY
BUY
 -
1.64K
+ 37.39%
$431K - $467K
6.01K $2.5M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
1.59K
New
$420K - $454K
1.59K $661K
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
1.56K
+ 0.99%
$412K - $446K
159K $66.2M
Oct 19, 2023 Q3 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
1.55K
+ 2.47%
$409K - $442K
64.3K $26.7M
Nov 08, 2023 Q3 2023
Massachusetts Financial Services CO

Boston, MA
BUY
 -
1.48K
New
$389K - $421K
1.48K $613K
Nov 14, 2023 Q3 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
1.47K
+ 60.07%
$389K - $420K
3.93K $1.63M
Oct 13, 2023 Q3 2023
Landmark Wealth Management, LLC

BUY
 -
1.47K
New
$388K - $420K
1.47K $612K
Oct 31, 2023 Q3 2023
Precision Wealth Strategies, LLC

BUY
 -
1.43K
New
$378K - $409K
1.43K $595K
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
1.43K
+ 6.39%
$376K - $407K
23.7K $9.87M
Oct 17, 2023 Q3 2023
Royal Fund Management, LLC

BUY
 -
1.41K
New
$373K - $404K
1.41K $588K
Nov 14, 2023 Q3 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
1.41K
+ 26.01%
$371K - $402K
6.82K $2.83M
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
1.4K
+ 36.62%
$369K - $399K
5.22K $2.17M
Nov 14, 2023 Q3 2023
Zuckerman Investment Group, LLC

Chicago, IL
BUY
 -
1.38K
+ 13.06%
$364K - $394K
11.9K $4.96M
Nov 09, 2023 Q3 2023
Arjuna Capital

BUY
 -
1.35K
New
$357K - $386K
1.35K $562K
Nov 14, 2023 Q3 2023
David Rolfe Wedgewood Partners Inc | St Louis, Mo
BUY
 -
1.34K
New
$353K - $382K
1.34K $556K
Nov 09, 2023 Q3 2023
Haverford Trust CO

Radnor, PA
BUY
 -
1.34K
+ 2.26%
$353K - $382K
60.5K $25.1M
Nov 21, 2023 Q3 2023
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
1.34K
New
$353K - $382K
1.34K $556K
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
1.28K
+ 1.2%
$337K - $365K
108K $44.8M
Nov 14, 2023 Q3 2023
Marshall Wace, LLP

London, X0
BUY
 -
1.26K
+ 150.9%
$333K - $360K
2.1K $873K
Oct 31, 2023 Q3 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
1.26K
+ 49.59%
$332K - $360K
3.8K $1.58M
Nov 14, 2023 Q3 2023
Cwa Asset Management Group, LLC

BUY
 -
1.25K
+ 136.09%
$330K - $357K
2.17K $902K
Nov 14, 2023 Q3 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
1.22K
+ 2.95%
$323K - $349K
42.6K $17.7M
Nov 06, 2023 Q3 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
1.22K
+ 3.78%
$322K - $349K
33.6K $13.9M
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

BUY
 -
1.21K
+ 1.18%
$319K - $346K
104K $43M
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.21K
+ 6.21%
$319K - $345K
20.7K $8.6M
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.21K
+ 13.17%
$318K - $344K
10.4K $4.3M
Nov 07, 2023 Q3 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
1.2K
+ 4.98%
$318K - $344K
25.4K $10.5M
Nov 13, 2023 Q3 2023
Riverview Capital Advisers, LLC

Boston, MA
BUY
 -
1.18K
New
$311K - $336K
1.18K $489K
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
1.17K
+ 403.1%
$308K - $334K
1.46K $606K
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
1.15K
+ 73.78%
$304K - $328K
2.71K $1.13M
Nov 14, 2023 Q3 2023
Y Intercept (Hong Kong) LTD

BUY
 -
1.14K
New
$302K - $326K
1.14K $475K
Oct 31, 2023 Q3 2023
Montis Financial, LLC

BUY
 -
1.14K
New
$301K - $325K
1.14K $474K
Nov 09, 2023 Q3 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
1.14K
+ 2.51%
$300K - $325K
46.4K $19.3M
Nov 06, 2023 Q3 2023
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
1.13K
New
$298K - $322K
1.13K $469K
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
1.13K
New
$298K - $322K
1.13K $469K
Nov 14, 2023 Q3 2023
Zacks Investment Management

Chicago, IL
BUY
 -
1.11K
+ 11.75%
$293K - $317K
10.6K $4.39M
Oct 23, 2023 Q3 2023
Financial Consulate, Inc

BUY
 -
1.11K
New
$292K - $316K
1.11K $460K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
1.11K
+ 4.37%
$292K - $316K
26.4K $11M
Oct 27, 2023 Q3 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
1.1K
New
$291K - $315K
1.1K $458K
Oct 18, 2023 Q3 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
1.09K
New
$287K - $310K
1.09K $452K
Oct 10, 2023 Q3 2023
Vontobel Holding Ltd.

BUY
 -
1.09K
+ 26.38%
$286K - $310K
5.2K $2.16M
Jun 03, 2024 Q3 2023
Vontobel Holding Ltd.

BUY
 -
1.09K
+ 26.38%
$286K - $310K
5.2K $2.16M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.08K
+ 2.79%
$286K - $309K
40K $16.6M
Oct 10, 2023 Q3 2023
Northwest Quadrant Wealth Management, LLC

BUY
 -
1.07K
New
$282K - $305K
1.07K $445K
Nov 06, 2023 Q3 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
1.06K
New
$279K - $302K
1.06K $440K
Oct 19, 2023 Q3 2023
Charles Schwab Trust CO

BUY
 -
1.06K
New
$279K - $301K
1.06K $439K

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