Purchases and Sales Made in Q1 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 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
Apr 10, 2023 Q1 2023
Northstar Advisory Group, LLC

BUY
 -
1.35K
New
$282K - $329K
1.35K $531K
May 03, 2023 Q1 2023
Signature Estate & Investment Advisors LLC

BUY
 -
1.34K
New
$282K - $328K
1.34K $529K
May 15, 2023 Q1 2023
Interchange Capital Partners, LLC

BUY
 -
1.33K
+ 60.32%
$279K - $325K
3.54K $1.39M
May 10, 2023 Q1 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
1.31K
New
$275K - $320K
1.31K $517K
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1.31K
+ 1.58%
$275K - $320K
84.1K $33.2M
May 12, 2023 Q1 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
1.3K
+ 121.42%
$274K - $319K
2.38K $938K
Apr 20, 2023 Q1 2023
Clear Creek Financial Management, LLC

BUY
 -
1.3K
+ 29.88%
$273K - $317K
5.65K $2.23M
Apr 18, 2023 Q1 2023
Affiance Financial, LLC

BUY
 -
1.29K
+ 12.8%
$271K - $315K
11.4K $4.48M
May 09, 2023 Q1 2023
Y Intercept (Hong Kong) LTD

BUY
 -
1.29K
New
$270K - $314K
1.29K $507K
Apr 20, 2023 Q1 2023
Jmac Enterprises LLC

BUY
 -
1.27K
+ 1.57%
$267K - $310K
82.1K $32.4M
Apr 14, 2023 Q1 2023
Transform Wealth, LLC

BUY
 -
1.24K
New
$261K - $303K
1.24K $490K
May 01, 2023 Q1 2023
Oldfather Financial Services, LLC

BUY
 -
1.2K
+ 4.3%
$251K - $292K
29K $11.5M
Apr 28, 2023 Q1 2023
Next Capital Management LLC

BUY
 -
1.19K
+ 7.88%
$250K - $291K
16.3K $6.44M
Apr 24, 2023 Q1 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
1.19K
+ 6.82%
$250K - $291K
18.7K $7.36M
Apr 14, 2023 Q1 2023
Heartwood Wealth Advisors LLC

BUY
 -
1.18K
New
$247K - $288K
1.18K $465K
Apr 19, 2023 Q1 2023
Capital City Trust CO

BUY
 -
1.18K
+ 45.17%
$247K - $288K
3.79K $1.49M
May 09, 2023 Q1 2023
Bhk Investment Advisors, LLC

BUY
 -
1.17K
+ 32.42%
$245K - $285K
4.76K $1.88M
May 08, 2023 Q1 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
1.16K
+ 5.16%
$244K - $284K
23.7K $9.35M
May 11, 2023 Q1 2023
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
1.16K
New
$244K - $284K
1.16K $459K
May 05, 2023 Q1 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
1.16K
+ 15.12%
$243K - $282K
8.8K $3.47M
May 11, 2023 Q1 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
1.13K
+ 9.64%
$237K - $276K
12.8K $5.07M
Apr 13, 2023 Q1 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
1.1K
New
$231K - $269K
1.1K $434K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
1.1K
+ 13.31%
$230K - $268K
9.35K $3.69M
Apr 27, 2023 Q1 2023
Regis Management CO LLC

BUY
 -
1.1K
+ 44.62%
$230K - $268K
3.55K $1.4M
Jun 14, 2024 Q1 2023
Quent Capital, LLC

BUY
 -
1.07K
+ 4.58%
$224K - $261K
24.4K $9.62M
Apr 20, 2023 Q1 2023
Miracle Mile Advisors, LLC

BUY
 -
1.07K
+ 9.43%
$224K - $261K
12.4K $4.88M
May 08, 2023 Q1 2023
Campbell Wealth Management

BUY
 -
1.06K
+ 32.27%
$223K - $260K
4.36K $1.72M
May 12, 2023 Q1 2023
Perennial Advisors, LLC

New York, NY
BUY
 -
1.06K
New
$223K - $259K
1.06K $419K
Apr 21, 2023 Q1 2023
Whittier Trust CO

BUY
 -
1.02K
+ 3.53%
$214K - $249K
29.9K $11.8M
May 15, 2023 Q1 2023
Menora Mivtachim Holdings Ltd.

BUY
 -
1.01K
New
$211K - $246K
1.01K $397K
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
995
+ 31.95%
$209K - $243K
4.11K $1.62M
May 03, 2023 Q1 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
990
New
$208K - $242K
990 $391K
May 08, 2023 Q1 2023
Private Management Group Inc

BUY
 -
970
New
$204K - $237K
970 $383K
May 15, 2023 Q1 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
964
+ 70.93%
$202K - $236K
2.32K $917K
May 05, 2023 Q1 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
939
New
$197K - $229K
939 $371K
Apr 24, 2023 Q1 2023
Peoples Bank

BUY
 -
938
New
$197K - $229K
938 $370K
May 04, 2023 Q1 2023
Hyman Charles D

BUY
 -
929
New
$195K - $227K
929 $367K
May 04, 2023 Q1 2023
Encompass Wealth Advisors, LLC

BUY
 -
929
+ 31.34%
$195K - $227K
3.89K $1.54M
May 10, 2023 Q1 2023
Cardinal Point Wealth Management Partners, LLC

BUY
 -
923
New
$194K - $226K
923 $364K
May 15, 2023 Q1 2023
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
923
New
$194K - $226K
923 $364K
Jun 21, 2023 Q1 2023
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
923
New
$194K - $226K
923 $364K
May 08, 2023 Q1 2023
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
BUY
 -
916
New
$192K - $224K
916 $361K
May 11, 2023 Q1 2023
Commons Capital, LLC

Needham, MA
BUY
 -
916
New
$192K - $224K
916 $361K
Apr 27, 2023 Q1 2023
Baugh & Associates, LLC

BUY
 -
912
New
$191K - $223K
912 $360K
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
912
New
$191K - $223K
912 $360K
Apr 17, 2023 Q1 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
910
New
$191K - $222K
910 $359K
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
901
New
$189K - $220K
901 $356K
May 01, 2023 Q1 2023
Heritage Investors Management Corp

BUY
 -
900
+ 51.05%
$189K - $220K
2.66K $1.05M
Oct 02, 2024 Q1 2023
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
900
+ 22.76%
$189K - $220K
4.85K $1.92M

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