Purchases and Sales Made in Q2 2023 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
113+ 1.02% |
$27K - $31.1K
|
11.2K
$4.57M
|
|
Jul 10, 2023
Q2 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
112+ 1018.18% |
$26.8K - $30.8K
|
123
$50.3K
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
112+ 5.29% |
$26.8K - $30.8K
|
2.23K
$912K
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
109+ 1.59% |
$26.1K - $30K
|
6.96K
$2.85M
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
109+ 1.27% |
$26.1K - $30K
|
8.69K
$3.56M
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
109+ 12.99% |
$26.1K - $30K
|
948
$388K
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
107+ 1.49% |
$25.6K - $29.4K
|
7.3K
$2.99M
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
106+ 0.25% |
$25.4K - $29.2K
|
43.1K
$17.6M
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
105+ 5.94% |
$25.1K - $28.9K
|
1.87K
$767K
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
103+ 3.05% |
$24.6K - $28.3K
|
3.48K
$1.42M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
102+ 0.2% |
$24.4K - $28.1K
|
52.3K
$21.4M
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
100+ 8.87% |
$23.9K - $27.5K
|
1.23K
$502K
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
97+ 1.07% |
$23.2K - $26.7K
|
9.12K
$3.73M
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
96+ 0.7% |
$23K - $26.4K
|
13.8K
$5.65M
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
BUY
|
- |
92+ 1.64% |
$22K - $25.3K
|
5.7K
$2.33M
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
92+ 2.07% |
$22K - $25.3K
|
4.53K
$1.86M
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
88+ 0.05% |
$21.1K - $24.2K
|
165K
$67.3M
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
86+ 63.7% |
$20.6K - $23.7K
|
221
$90.5K
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
83+ 0.21% |
$19.9K - $22.8K
|
40.4K
$16.5M
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
82New |
$19.6K - $22.6K
|
82
$33.6K
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
80+ 1.1% |
$19.1K - $22K
|
7.37K
$3.02M
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
80+ 2.4% |
$19.1K - $22K
|
3.41K
$1.4M
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
76+ 33.78% |
$18.2K - $20.9K
|
301
$123K
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
75+ 0.25% |
$17.9K - $20.6K
|
30.5K
$12.5M
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
73+ 0.79% |
$17.5K - $20.1K
|
9.34K
$3.82M
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
72New |
$17.2K - $19.8K
|
72
$29.5K
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
68+ 0.44% |
$16.3K - $18.7K
|
15.4K
$6.32M
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
67+ 5.43% |
$16K - $18.4K
|
1.3K
$532K
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
66+ 5.68% |
$15.8K - $18.2K
|
1.23K
$503K
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
64+ 0.2% |
$15.3K - $17.6K
|
32.7K
$13.4M
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
61+ 1.3% |
$14.6K - $16.8K
|
4.74K
$1.94M
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
60+ 4.85% |
$14.4K - $16.5K
|
1.3K
$530K
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
60New |
$14.4K - $16.5K
|
60
$24.6K
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
55New |
$13.2K - $15.1K
|
55
$22.5K
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
50+ 0.06% |
$12K - $13.8K
|
79.2K
$32.4M
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
50+ 0.38% |
$12K - $13.8K
|
13.1K
$5.36M
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
50+ 0.05% |
$12K - $13.8K
|
102K
$41.9M
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
50+ 5.14% |
$12K - $13.8K
|
1.02K
$418K
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
50+ 217.39% |
$12K - $13.8K
|
73
$29.9K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
49New |
$11.7K - $13.5K
|
49
$20.1K
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
49+ 0.86% |
$11.7K - $13.5K
|
5.72K
$2.34M
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
48+ 3.31% |
$11.5K - $13.2K
|
1.5K
$613K
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
48+ 1.96% |
$11.5K - $13.2K
|
2.5K
$1.02M
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
47+ 0.92% |
$11.2K - $12.9K
|
5.18K
$2.12M
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
46+ 20.0% |
$11K - $12.7K
|
276
$113K
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
46+ 1.77% |
$11K - $12.7K
|
2.65K
$1.08M
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
45+ 2.03% |
$10.8K - $12.4K
|
2.27K
$927K
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
45+ 4.72% |
$10.8K - $12.4K
|
999
$409K
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
45+ 3.31% |
$10.8K - $12.4K
|
1.41K
$575K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
45+ 2.03% |
$10.8K - $12.4K
|
2.27K
$927K
|