Purchases and Sales Made in Q4 2023 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.74K- 2.01% |
$703K - $833K
|
134K
$45.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.74K- 2.04% |
$705K - $834K
|
132K
$45.1M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.74K- 2.04% |
$705K - $834K
|
132K
$45.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.76K- 19.2% |
$708K - $838K
|
11.6K
$3.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.79K- 23.2% |
$717K - $849K
|
9.24K
$3.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.8K- 0.58% |
$720K - $852K
|
482K
$165M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
SELL
|
- |
-2.83K- 59.57% |
$726K - $860K
|
1.92K
$656K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.83K- 9.2% |
$727K - $861K
|
27.9K
$9.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.9K- 2.95% |
$745K - $882K
|
95.3K
$32.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.9K- 5.81% |
$746K - $883K
|
47.1K
$16.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.97K- 19.45% |
$762K - $903K
|
12.3K
$4.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3K- 13.5% |
$770K - $911K
|
19.2K
$6.56M
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-3.02K- 3.03% |
$775K - $918K
|
96.6K
$33M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.03K- 70.22% |
$780K - $923K
|
1.29K
$440K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-3.11K- 3.77% |
$799K - $945K
|
79.3K
$27.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.22K- 1.88% |
$827K - $979K
|
168K
$57.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.23K- 16.95% |
$829K - $981K
|
15.8K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.28K- 6.61% |
$842K - $997K
|
46.3K
$15.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.29K- 7.73% |
$845K - $1M
|
39.3K
$13.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.32K- 5.63% |
$853K - $1.01M
|
55.7K
$19M
|
|
|
Jan 03, 2024
Q4 2023
|
Stairway Partners, LLC
|
SELL
|
- |
-3.34K- 1.11% |
$858K - $1.02M
|
296K
$101M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.36K- 0.58% |
$862K - $1.02M
|
571K
$195M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-3.36K- 3.19% |
$863K - $1.02M
|
102K
$34.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-3.46K- 56.48% |
$890K - $1.05M
|
2.67K
$911K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.62K- 2.39% |
$930K - $1.1M
|
148K
$50.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.68K- 1.27% |
$947K - $1.12M
|
286K
$97.8M
|
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-3.73K- 3.29% |
$959K - $1.14M
|
110K
$37.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.79K- 1.6% |
$974K - $1.15M
|
234K
$79.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-3.89K- 1.66% |
$999K - $1.18M
|
230K
$78.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-3.9K- 2.39% |
$1M - $1.19M
|
159K
$54.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-4.26K- 20.23% |
$1.1M - $1.3M
|
16.8K
$5.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-4.32K- 9.2% |
$1.11M - $1.32M
|
42.7K
$14.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-4.33K- 7.16% |
$1.11M - $1.32M
|
56.1K
$19.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.56K- 9.88% |
$1.17M - $1.39M
|
41.6K
$14.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-4.68K- 3.03% |
$1.2M - $1.42M
|
150K
$51.2M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.74K- 19.0% |
$1.22M - $1.44M
|
20.2K
$6.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4.96K- 7.71% |
$1.27M - $1.51M
|
59.3K
$20.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.13K- 2.26% |
$1.32M - $1.56M
|
222K
$75.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.25K- 7.64% |
$1.35M - $1.6M
|
63.5K
$21.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-5.26K- 86.89% |
$1.35M - $1.6M
|
793
$271K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
SELL
|
- |
-5.28K- 99.49% |
$1.36M - $1.61M
|
27
$9.22K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.47K- 4.82% |
$1.4M - $1.66M
|
108K
$36.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.9K- 14.04% |
$1.52M - $1.8M
|
36.1K
$12.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.01K- 4.07% |
$1.54M - $1.83M
|
142K
$48.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.4K- 42.9% |
$1.64M - $1.95M
|
8.51K
$2.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-6.41K- 24.94% |
$1.65M - $1.95M
|
19.3K
$6.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.56K- 3.64% |
$1.69M - $2M
|
174K
$59.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.72K- 37.54% |
$1.73M - $2.04M
|
11.2K
$3.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-7.03K- 32.85% |
$1.81M - $2.14M
|
14.4K
$4.91M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-7.27K- 8.33% |
$1.87M - $2.21M
|
80K
$27.3M
|