Purchases and Sales Made in Q1 2023 in Ishares Russell 1000 Gr ETF (IWF)
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 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.43KNew |
$1.14M - $1.33M
|
5.43K
$2.14M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
5.4K+ 2.59% |
$1.13M - $1.32M
|
214K
$84.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.38KNew |
$1.13M - $1.31M
|
5.38K
$2.12M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
5.26K+ 4.79% |
$1.1M - $1.28M
|
115K
$45.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.17K+ 17.59% |
$1.08M - $1.26M
|
34.5K
$13.6M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.01K+ 1.32% |
$1.05M - $1.22M
|
384K
$152M
|
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
BUY
|
- |
4.87K+ 25.96% |
$1.02M - $1.19M
|
23.6K
$9.32M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
4.84K+ 16.54% |
$1.02M - $1.18M
|
34.1K
$13.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.73K+ 17.66% |
$994K - $1.16M
|
31.5K
$12.4M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
4.72K+ 3.6% |
$991K - $1.15M
|
136K
$53.6M
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
4.49KNew |
$941K - $1.1M
|
4.49K
$1.77M
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
4.37K+ 266.97% |
$916K - $1.07M
|
6K
$2.37M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.36KNew |
$916K - $1.07M
|
4.36K
$1.72M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
4.32K+ 2.05% |
$907K - $1.06M
|
215K
$84.8M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
4.28K+ 18.44% |
$898K - $1.04M
|
27.5K
$10.8M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
4.16K+ 103975.0% |
$873K - $1.02M
|
4.16K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.94K+ 16.98% |
$827K - $962K
|
27.1K
$10.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.91K+ 2.36% |
$821K - $956K
|
170K
$67M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
3.87K+ 12.96% |
$812K - $945K
|
33.7K
$13.3M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.86KNew |
$811K - $944K
|
3.86K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.7KNew |
$777K - $905K
|
3.7K
$1.46M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
3.69KNew |
$774K - $901K
|
3.69K
$1.45M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.66K+ 22.8% |
$768K - $894K
|
19.7K
$7.78M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.61K+ 73.61% |
$758K - $883K
|
8.52K
$3.36M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.6K+ 1475.82% |
$756K - $880K
|
3.85K
$1.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.58K+ 193.21% |
$752K - $876K
|
5.44K
$2.15M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
3.56K+ 24.72% |
$747K - $869K
|
18K
$7.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.55KNew |
$745K - $868K
|
3.55K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.42K+ 2.17% |
$719K - $837K
|
161K
$63.6M
|
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.41K+ 23.35% |
$715K - $832K
|
18K
$7.1M
|
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.4K+ 40.17% |
$714K - $831K
|
11.9K
$4.68M
|
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
3.37KNew |
$706K - $822K
|
3.37K
$1.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
3.26K+ 13.36% |
$685K - $797K
|
27.7K
$10.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.26K+ 49.3% |
$684K - $796K
|
9.86K
$3.89M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.21K+ 6.5% |
$673K - $784K
|
52.5K
$20.7M
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.12K+ 191.41% |
$655K - $762K
|
4.75K
$1.87M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.06K+ 120.09% |
$642K - $748K
|
5.61K
$2.21M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.02K+ 608.45% |
$635K - $739K
|
3.52K
$1.39M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
2.97K+ 3.5% |
$623K - $725K
|
87.7K
$34.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.85K+ 225.14% |
$598K - $696K
|
4.11K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.85KNew |
$598K - $696K
|
2.85K
$1.12M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.82KNew |
$591K - $688K
|
2.82K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.8K+ 13.1% |
$588K - $685K
|
24.2K
$9.55M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
2.75K+ 14.34% |
$577K - $672K
|
21.9K
$8.65M
|
|
|
May 15, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.67KNew |
$560K - $651K
|
2.67K
$1.05M
|
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.67KNew |
$560K - $651K
|
2.67K
$1.05M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.67K+ 32.11% |
$559K - $651K
|
11K
$4.33M
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.61K+ 2.07% |
$549K - $638K
|
129K
$50.8M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
2.58K+ 33.73% |
$541K - $630K
|
10.2K
$4.03M
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
2.55KNew |
$536K - $624K
|
2.55K
$1.01M
|