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 04, 2023
Q2 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-1.6K- 2.1% |
$382K - $439K
|
74.4K
$30.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.6K- 41.52% |
$384K - $441K
|
2.26K
$939K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-1.61K- 6.44% |
$386K - $444K
|
23.4K
$9.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.65K- 31.86% |
$395K - $454K
|
3.53K
$1.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.72K- 5.71% |
$413K - $474K
|
28.5K
$11.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.73K- 2.44% |
$414K - $477K
|
69.2K
$28.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-1.75K- 3.02% |
$418K - $481K
|
56.2K
$23.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.75K- 1.51% |
$420K - $483K
|
114K
$47.4M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.78K- 15.13% |
$426K - $490K
|
9.98K
$4.15M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.81K- 20.95% |
$433K - $498K
|
6.84K
$2.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.84K- 1.3% |
$439K - $505K
|
139K
$57.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.86K- 3.94% |
$445K - $512K
|
45.4K
$18.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.91K- 21.99% |
$457K - $526K
|
6.78K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-1.92K- 0.74% |
$459K - $528K
|
257K
$107M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.93K- 11.87% |
$461K - $530K
|
14.3K
$5.94M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.95K- 20.21% |
$467K - $537K
|
7.7K
$3.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.97K- 4.55% |
$470K - $541K
|
41.2K
$17.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.97K- 9.6% |
$471K - $542K
|
18.6K
$7.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.98K- 12.71% |
$473K - $544K
|
13.6K
$5.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.98K- 10.16% |
$475K - $546K
|
17.5K
$7.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.99K- 8.13% |
$476K - $547K
|
22.5K
$9.33M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2K- 0.42% |
$479K - $550K
|
476K
$198M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.01K- 11.93% |
$481K - $553K
|
14.8K
$6.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.03K- 1.01% |
$485K - $557K
|
198K
$82.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.03K- 6.57% |
$486K - $559K
|
28.9K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.05K- 34.7% |
$491K - $564K
|
3.86K
$1.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.08K- 1.33% |
$497K - $571K
|
154K
$63.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.15K- 14.91% |
$515K - $592K
|
12.3K
$5.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.17K- 15.4% |
$519K - $597K
|
11.9K
$4.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-2.18K- 1.56% |
$521K - $599K
|
137K
$56.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.22K- 27.59% |
$531K - $611K
|
5.83K
$2.42M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.23K- 1.66% |
$533K - $613K
|
132K
$55M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.24K- 15.79% |
$535K - $615K
|
11.9K
$4.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.24K- 7.09% |
$536K - $616K
|
29.3K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.24K- 21.93% |
$537K - $617K
|
7.98K
$3.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.27K- 0.72% |
$544K - $625K
|
315K
$131M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.29K- 3.52% |
$547K - $629K
|
62.6K
$26M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.3K- 3.74% |
$551K - $633K
|
59.2K
$24.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.32K- 65.36% |
$555K - $639K
|
1.23K
$511K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-2.33K- 11.3% |
$557K - $640K
|
18.3K
$7.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.37K- 6.86% |
$567K - $652K
|
32.2K
$13.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-2.53K- 9.29% |
$604K - $695K
|
24.7K
$10.3M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.54K- 37.86% |
$608K - $699K
|
4.17K
$1.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.62K- 4.8% |
$627K - $721K
|
51.9K
$21.6M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.66K- 6.11% |
$637K - $732K
|
40.9K
$17M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.69K- 33.55% |
$643K - $739K
|
5.32K
$2.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.74K- 0.13% |
$655K - $753K
|
2.09M
$867M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.76K- 31.04% |
$661K - $761K
|
6.14K
$2.55M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-2.84K- 1.32% |
$680K - $782K
|
212K
$88.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-2.93K- 24.31% |
$701K - $806K
|
9.13K
$3.79M
|