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 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-121- 4.12% |
$29K - $33.3K
|
2.81K
$1.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-122- 14.29% |
$29.2K - $33.6K
|
732
$298K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-123- 2.23% |
$29.4K - $33.8K
|
5.41K
$2.2M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-124- 3.5% |
$29.7K - $34.1K
|
3.42K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-124- 6.32% |
$29.7K - $34.1K
|
1.84K
$749K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-125- 21.33% |
$29.9K - $34.4K
|
461
$188K
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-126- 4.32% |
$30.2K - $34.7K
|
2.79K
$1.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-129- 6.76% |
$30.9K - $35.5K
|
1.78K
$725K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-129- 3.71% |
$30.9K - $35.5K
|
3.34K
$1.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-130- 4.13% |
$31.1K - $35.8K
|
3.02K
$1.23M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-131- 65.17% |
$31.3K - $36K
|
70
$28.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-133- 0.27% |
$31.8K - $36.6K
|
48.5K
$19.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-134- 10.92% |
$32.1K - $36.9K
|
1.09K
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-136- 0.65% |
$32.5K - $37.4K
|
20.8K
$8.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-137- 8.14% |
$32.8K - $37.7K
|
1.55K
$630K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-137- 14.05% |
$32.8K - $37.7K
|
838
$341K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-139- 2.75% |
$33.3K - $38.3K
|
4.92K
$2M
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-139- 3.11% |
$33.3K - $38.3K
|
4.33K
$1.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-139- 0.1% |
$33.3K - $38.3K
|
140K
$57.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-142- 3.33% |
$34K - $39.1K
|
4.12K
$1.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-143- 2.98% |
$34.2K - $39.4K
|
4.66K
$1.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-145- 2.4% |
$34.7K - $39.9K
|
5.91K
$2.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-147- 2.5% |
$35.2K - $40.5K
|
5.73K
$2.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-150- 0.27% |
$35.9K - $41.3K
|
55.7K
$22.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-153- 1.44% |
$36.6K - $42.1K
|
10.5K
$4.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-154- 0.42% |
$36.9K - $42.4K
|
36.1K
$14.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-156- 0.77% |
$37.3K - $42.9K
|
20K
$8.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-156- 9.7% |
$37.3K - $42.9K
|
1.45K
$592K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-157- 4.64% |
$37.6K - $43.2K
|
3.23K
$1.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-157- 1.38% |
$37.6K - $43.2K
|
11.3K
$4.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-158- 2.25% |
$37.8K - $43.5K
|
6.88K
$2.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-159- 1.06% |
$38.1K - $43.8K
|
14.8K
$6.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-161- 9.09% |
$38.5K - $44.3K
|
1.61K
$656K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-162- 41.54% |
$38.8K - $44.6K
|
228
$92.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-164- 6.05% |
$39.2K - $45.1K
|
2.55K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-165- 2.61% |
$39.5K - $45.4K
|
6.16K
$2.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-166- 15.87% |
$39.7K - $45.7K
|
880
$359K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-168- 7.33% |
$40.2K - $46.2K
|
2.12K
$865K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-169- 9.98% |
$40.4K - $46.5K
|
1.53K
$621K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-172- 6.77% |
$41.2K - $47.3K
|
2.37K
$966K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-174- 0.71% |
$41.6K - $47.9K
|
24.2K
$9.86M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-174- 0.71% |
$41.6K - $47.9K
|
24.2K
$9.86M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-175- 0.94% |
$41.9K - $48.2K
|
18.5K
$7.55M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-177- 1.75% |
$42.4K - $48.7K
|
9.92K
$4.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-177- 9.12% |
$42.4K - $48.7K
|
1.76K
$718K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-178- 0.78% |
$42.6K - $49K
|
22.7K
$9.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-178- 2.4% |
$42.6K - $49K
|
7.23K
$2.95M
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-181- 0.92% |
$43.3K - $49.8K
|
19.6K
$7.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-181- 4.44% |
$43.3K - $49.8K
|
3.9K
$1.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-184- 1.97% |
$44K - $50.6K
|
9.17K
$3.73M
|