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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
42+ 2.07% |
$10.1K - $11.6K
|
2.07K
$860K
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
41+ 5.28% |
$9.81K - $11.3K
|
817
$339K
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
41+ 2.77% |
$9.81K - $11.3K
|
1.52K
$632K
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
40+ 1.75% |
$9.57K - $11K
|
2.33K
$969K
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
40+ 1.88% |
$9.57K - $11K
|
2.17K
$903K
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
39+ 4.08% |
$9.33K - $10.7K
|
994
$413K
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
37+ 0.38% |
$8.85K - $10.2K
|
9.89K
$4.11M
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
35+ 1.65% |
$8.38K - $9.63K
|
2.15K
$894K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
34+ 1.79% |
$8.14K - $9.36K
|
1.94K
$804K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
32+ 0.81% |
$7.66K - $8.81K
|
3.99K
$1.66M
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
31+ 1.2% |
$7.42K - $8.53K
|
2.6K
$1.08M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
29New |
$6.94K - $7.98K
|
29
$12K
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
28+ 0.13% |
$6.7K - $7.71K
|
21.4K
$8.89M
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
28New |
$6.7K - $7.71K
|
28
$11.6K
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
28+ 1.35% |
$6.7K - $7.71K
|
2.11K
$876K
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
28+ 1.88% |
$6.7K - $7.71K
|
1.52K
$629K
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
27+ 1.17% |
$6.46K - $7.43K
|
2.33K
$969K
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
27+ 0.27% |
$6.46K - $7.43K
|
10K
$4.17M
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
23New |
$5.5K - $6.33K
|
23
$9.56K
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
22+ 1.14% |
$5.26K - $6.05K
|
1.95K
$808K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
22+ 0.47% |
$5.26K - $6.05K
|
4.73K
$1.97M
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
21+ 0.21% |
$5.03K - $5.78K
|
10.2K
$4.26M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.28% |
$5.03K - $5.78K
|
7.4K
$3.08M
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
21+ 0.18% |
$5.03K - $5.78K
|
12K
$4.99M
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
20+ 0.54% |
$4.79K - $5.5K
|
3.72K
$1.55M
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
20+ 0.08% |
$4.79K - $5.5K
|
26.7K
$11.1M
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
20+ 2.39% |
$4.79K - $5.5K
|
857
$356K
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
19+ 0.14% |
$4.55K - $5.23K
|
13.5K
$5.6M
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
19+ 22.62% |
$4.55K - $5.23K
|
103
$42.8K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
18+ 0.15% |
$4.31K - $4.95K
|
12.2K
$5.07M
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
17+ 1.22% |
$4.07K - $4.68K
|
1.41K
$585K
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
BUY
|
- |
16+ 0.62% |
$3.83K - $4.4K
|
2.58K
$1.07M
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
15+ 0.66% |
$3.59K - $4.13K
|
2.27K
$945K
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
15+ 0.36% |
$3.59K - $4.13K
|
4.24K
$1.76M
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
14+ 1.13% |
$3.35K - $3.85K
|
1.25K
$521K
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
13+ 1.34% |
$3.11K - $3.58K
|
986
$410K
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
13+ 0.13% |
$3.11K - $3.58K
|
9.79K
$4.07M
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
11+ 0.15% |
$2.63K - $3.03K
|
7.42K
$3.08M
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
11+ 0.1% |
$2.63K - $3.03K
|
11K
$4.56M
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
11+ 0.38% |
$2.63K - $3.03K
|
2.87K
$1.19M
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11+ 0.43% |
$2.63K - $3.03K
|
2.56K
$1.07M
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
11+ 0.3% |
$2.63K - $3.03K
|
3.71K
$1.54M
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
10+ 0.04% |
$2.39K - $2.75K
|
27.2K
$11.3M
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.09% |
$2.15K - $2.48K
|
10.2K
$4.24M
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
9+ 0.12% |
$2.15K - $2.48K
|
7.68K
$3.19M
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
8+ 0.12% |
$1.91K - $2.2K
|
6.82K
$2.83M
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8+ 0.62% |
$1.91K - $2.2K
|
1.29K
$536K
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
8+ 0.26% |
$1.91K - $2.2K
|
3.07K
$1.27M
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$1.68K - $1.93K
|
4.87K
$2.02M
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
7+ 0.21% |
$1.68K - $1.93K
|
3.4K
$1.41M
|