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 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-290- 13.36% |
$69.4K - $79.8K
|
1.88K
$770K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-291- 13.57% |
$69.6K - $80.1K
|
1.85K
$758K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-294- 3.07% |
$70.4K - $80.9K
|
9.27K
$3.8M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-297- 9.76% |
$71.1K - $81.7K
|
2.75K
$1.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-299- 4.67% |
$71.6K - $82.3K
|
6.1K
$2.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-303- 0.81% |
$72.5K - $83.4K
|
37.1K
$15.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-306- 2.35% |
$73.2K - $84.2K
|
12.7K
$5.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-309- 6.53% |
$73.9K - $85K
|
4.42K
$1.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-310- 2.37% |
$74.2K - $85.3K
|
12.8K
$5.23M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-312- 3.38% |
$74.7K - $85.9K
|
8.91K
$3.65M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-312- 1.27% |
$74.7K - $85.9K
|
24.3K
$9.94M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-315- 2.82% |
$75.4K - $86.7K
|
10.8K
$4.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-316- 0.67% |
$75.6K - $87K
|
47.2K
$19.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-316- 1.49% |
$75.6K - $87K
|
20.9K
$8.53M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-318- 11.65% |
$76.1K - $87.5K
|
2.41K
$987K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-328- 2.62% |
$78.5K - $90.3K
|
12.2K
$4.99M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-332- 0.55% |
$79.5K - $91.4K
|
60.5K
$24.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-335- 1.5% |
$80.2K - $92.2K
|
22K
$9M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-337- 0.22% |
$80.6K - $92.7K
|
152K
$62.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-338- 55.87% |
$80.9K - $93K
|
267
$109K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-340- 15.76% |
$81.4K - $93.6K
|
1.82K
$744K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-340- 15.76% |
$81.4K - $93.6K
|
1.82K
$744K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-341- 7.52% |
$81.6K - $93.8K
|
4.19K
$1.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-341- 12.11% |
$81.6K - $93.8K
|
2.47K
$1.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-350- 28.62% |
$83.8K - $96.3K
|
873
$357K
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-355- 4.65% |
$85K - $97.7K
|
7.28K
$2.98M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
SELL
|
- |
-357- 1.29% |
$85.4K - $98.2K
|
27.4K
$11.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-357- 1.3% |
$85.4K - $98.2K
|
27.1K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-358- 7.17% |
$85.7K - $98.5K
|
4.63K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-360- 1.77% |
$86.2K - $99.1K
|
19.9K
$8.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-360- 4.76% |
$86.2K - $99.1K
|
7.2K
$2.95M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-367- 39.8% |
$87.8K - $101K
|
555
$227K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-370- 5.63% |
$88.5K - $102K
|
6.2K
$2.54M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-370- 31.36% |
$88.5K - $102K
|
810
$332K
|
|
|
Jul 21, 2023
Q2 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-371- 4.88% |
$88.8K - $102K
|
7.23K
$2.96M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-384- 3.67% |
$91.9K - $106K
|
10.1K
$4.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-387- 16.37% |
$92.6K - $106K
|
1.98K
$809K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-390- 1.84% |
$93.3K - $107K
|
20.8K
$8.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-393- 9.76% |
$94K - $108K
|
3.64K
$1.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-397- 0.29% |
$95K - $109K
|
135K
$55.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-400- 5.92% |
$95.7K - $110K
|
6.36K
$2.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-400- 10.0% |
$95.7K - $110K
|
3.6K
$1.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-401- 1.02% |
$96K - $110K
|
39.1K
$16M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-408- 8.16% |
$97.6K - $112K
|
4.59K
$1.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-409- 32.96% |
$97.9K - $113K
|
832
$341K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-416- 16.76% |
$99.6K - $114K
|
2.07K
$846K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-419- 18.23% |
$100K - $115K
|
1.88K
$769K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-420- 3.51% |
$101K - $116K
|
11.6K
$4.73M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-425- 1.9% |
$102K - $117K
|
21.9K
$8.97M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-431- 4.24% |
$103K - $119K
|
9.73K
$3.98M
|