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 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
419+ 3.31% |
$88K - $102K
|
13.1K
$5.15M
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
418+ 32.03% |
$87.7K - $102K
|
1.72K
$680K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
417New |
$87.5K - $102K
|
417
$165K
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
416+ 27.37% |
$87.3K - $102K
|
1.94K
$764K
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
411+ 1.94% |
$86.3K - $100K
|
21.6K
$8.52M
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
407+ 1.11% |
$85.4K - $99.4K
|
37.1K
$14.6M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
406+ 2.22% |
$85.2K - $99.2K
|
18.7K
$7.38M
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
405+ 1.21% |
$85K - $99K
|
33.9K
$13.4M
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
400+ 34.07% |
$84K - $97.7K
|
1.57K
$621K
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
399+ 8.71% |
$83.8K - $97.5K
|
4.98K
$1.97M
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
397+ 11.57% |
$83.3K - $97K
|
3.83K
$1.51M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
394+ 12.8% |
$82.7K - $96.3K
|
3.47K
$1.37M
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
390+ 107.73% |
$81.9K - $95.3K
|
752
$297K
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
390+ 107.73% |
$81.9K - $95.3K
|
752
$297K
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
388+ 6.44% |
$81.4K - $94.8K
|
6.41K
$2.53M
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
385+ 3.6% |
$80.8K - $94.1K
|
11.1K
$4.37M
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
380+ 9.55% |
$79.8K - $92.8K
|
4.36K
$1.72M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
363+ 7.8% |
$76.2K - $88.7K
|
5.02K
$1.98M
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
362+ 2.43% |
$76K - $88.4K
|
15.3K
$6.03M
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
360+ 6.81% |
$75.6K - $88K
|
5.65K
$2.23M
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
350+ 0.85% |
$73.5K - $85.5K
|
41.6K
$16.4M
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
342+ 30.87% |
$71.8K - $83.6K
|
1.45K
$572K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
334+ 0.31% |
$70.1K - $81.6K
|
109K
$42.9M
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
333+ 21.65% |
$69.9K - $81.4K
|
1.87K
$738K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
332+ 131.75% |
$69.7K - $81.1K
|
584
$230K
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
322+ 44.41% |
$67.6K - $78.7K
|
1.05K
$413K
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
322+ 1.11% |
$67.6K - $78.7K
|
29.3K
$11.6M
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
320+ 1.12% |
$67.2K - $78.2K
|
28.9K
$11.4M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
318+ 5.04% |
$66.8K - $77.7K
|
6.63K
$2.61M
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
315+ 64.02% |
$66.1K - $77K
|
807
$318K
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
302+ 29.87% |
$63.4K - $73.8K
|
1.31K
$518K
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
301+ 2.52% |
$63.2K - $73.5K
|
12.2K
$4.83M
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
300+ 1.51% |
$63K - $73.3K
|
20.2K
$7.95M
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
300+ 9.23% |
$63K - $73.3K
|
3.55K
$1.4M
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
295+ 16.87% |
$61.9K - $72.1K
|
2.04K
$807K
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
295+ 20.29% |
$61.9K - $72.1K
|
1.75K
$690K
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
293+ 7.02% |
$61.5K - $71.6K
|
4.47K
$1.76M
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
290+ 8.07% |
$60.9K - $70.9K
|
3.88K
$1.53M
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
284+ 28.49% |
$59.6K - $69.4K
|
1.28K
$505K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
284+ 1.36% |
$59.6K - $69.4K
|
21.2K
$8.35M
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
281+ 2.9% |
$59K - $68.7K
|
9.98K
$3.94M
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
279+ 8.73% |
$58.6K - $68.2K
|
3.48K
$1.37M
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
275+ 4.84% |
$57.7K - $67.2K
|
5.96K
$2.35M
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
274+ 4.3% |
$57.5K - $66.9K
|
6.65K
$2.62M
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
272+ 10.45% |
$57.1K - $66.5K
|
2.88K
$1.13M
|
|
May 09, 2023
Q1 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
271+ 21.58% |
$56.9K - $66.2K
|
1.53K
$603K
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
270+ 1.84% |
$56.7K - $66K
|
14.9K
$5.89M
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
269+ 5.86% |
$56.5K - $65.7K
|
4.86K
$1.92M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
268+ 25.26% |
$56.3K - $65.5K
|
1.33K
$524K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
268+ 0.52% |
$56.3K - $65.5K
|
52.2K
$20.6M
|