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
|
Dagco, Inc.
|
SELL
|
- |
-595- 25.43% |
$142K - $164K
|
1.75K
$725K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-600- 2.94% |
$144K - $165K
|
19.8K
$8.24M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-622- 8.55% |
$149K - $171K
|
6.65K
$2.76M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-627- 16.72% |
$150K - $173K
|
3.12K
$1.3M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-628- 3.16% |
$150K - $173K
|
19.3K
$8M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-634- 4.87% |
$152K - $174K
|
12.4K
$5.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-637- 4.96% |
$152K - $175K
|
12.2K
$5.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-638- 24.17% |
$153K - $176K
|
2K
$832K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-643- 10.53% |
$154K - $177K
|
5.46K
$2.27M
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-649- 19.87% |
$155K - $179K
|
2.62K
$1.09M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-657- 38.13% |
$157K - $181K
|
1.07K
$443K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-659- 9.87% |
$158K - $181K
|
6.02K
$2.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-660- 3.78% |
$158K - $182K
|
16.8K
$6.99M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-662- 21.6% |
$158K - $182K
|
2.4K
$998K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-674- 35.23% |
$161K - $185K
|
1.24K
$515K
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-683- 2.35% |
$163K - $188K
|
28.4K
$11.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-683- 1.62% |
$163K - $188K
|
41.5K
$17.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-694- 1.48% |
$166K - $191K
|
46.3K
$19.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-704- 6.16% |
$168K - $194K
|
10.7K
$4.46M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-706- 3.23% |
$169K - $194K
|
21.1K
$8.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-709- 7.07% |
$170K - $195K
|
9.32K
$3.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-710- 8.48% |
$170K - $195K
|
7.66K
$3.18M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-719- 40.26% |
$172K - $198K
|
1.07K
$443K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-720- 3.25% |
$172K - $198K
|
21.4K
$8.91M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-723- 95.13% |
$173K - $199K
|
37
$15.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-735- 1.16% |
$176K - $202K
|
62.9K
$26.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-742- 2.61% |
$178K - $204K
|
27.7K
$11.5M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-771- 18.62% |
$185K - $212K
|
3.37K
$1.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-775- 0.81% |
$185K - $213K
|
95.3K
$39.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-778- 9.34% |
$186K - $214K
|
7.55K
$3.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-784- 1.39% |
$188K - $216K
|
55.7K
$23.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-790- 2.55% |
$189K - $217K
|
30.2K
$12.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-791- 28.18% |
$189K - $218K
|
2.02K
$838K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-793- 8.25% |
$190K - $218K
|
8.82K
$3.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-797- 9.08% |
$191K - $219K
|
7.98K
$3.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-821- 7.2% |
$196K - $226K
|
10.6K
$4.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-822- 26.8% |
$197K - $226K
|
2.25K
$933K
|
|
|
Jul 28, 2023
Q2 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-822- 32.67% |
$197K - $226K
|
1.69K
$704K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-827- 9.57% |
$198K - $228K
|
7.82K
$3.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-843- 0.74% |
$202K - $232K
|
113K
$47.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-848- 14.01% |
$203K - $233K
|
5.21K
$2.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-849- 8.16% |
$203K - $234K
|
9.56K
$3.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-861- 6.02% |
$206K - $237K
|
13.4K
$5.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-862- 0.19% |
$206K - $237K
|
449K
$187M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-871- 24.64% |
$208K - $240K
|
2.66K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-878- 3.26% |
$210K - $242K
|
26.1K
$10.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-907- 1.32% |
$217K - $250K
|
68K
$28.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-927- 4.9% |
$222K - $255K
|
18K
$7.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-939- 10.25% |
$225K - $258K
|
8.22K
$3.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-950- 4.08% |
$227K - $261K
|
22.3K
$9.27M
|