Purchases and Sales Made in Q3 2023 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.7K+ 11.29% |
$4.94M - $5.34M
|
184K
$76.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
18.1K+ 57.03% |
$4.77M - $5.16M
|
49.8K
$20.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.4K+ 36.27% |
$4.6M - $4.97M
|
65.5K
$27.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
17.1KNew |
$4.52M - $4.89M
|
17.1K
$7.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
17.1K+ 186.99% |
$4.5M - $4.87M
|
26.2K
$10.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
16.8K+ 19.88% |
$4.43M - $4.79M
|
101K
$42M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
15.8KNew |
$4.16M - $4.5M
|
15.8K
$6.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
14.3K+ 3.16% |
$3.78M - $4.09M
|
469K
$195M
|
|
|
Oct 20, 2023
Q3 2023
|
Ami Asset Management Corp
|
BUY
|
- |
14.3K+ 249.18% |
$3.77M - $4.08M
|
20K
$8.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
14.3K+ 0.66% |
$3.77M - $4.07M
|
2.18M
$905M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
13.9K+ 27860.0% |
$3.67M - $3.98M
|
14K
$5.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
13.7K+ 26.94% |
$3.62M - $3.92M
|
64.7K
$26.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.6KNew |
$3.59M - $3.89M
|
13.6K
$5.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
13K+ 58.53% |
$3.42M - $3.7M
|
35.2K
$14.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13K+ 0.95% |
$3.42M - $3.7M
|
1.38M
$572M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13K+ 21.02% |
$3.42M - $3.7M
|
74.6K
$31M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.7K+ 2.4% |
$3.35M - $3.62M
|
542K
$225M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
12.5K+ 178.16% |
$3.29M - $3.56M
|
19.5K
$8.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
12.2K+ 52.07% |
$3.23M - $3.49M
|
35.7K
$14.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
12.1K+ 42.4% |
$3.18M - $3.44M
|
40.5K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
12K+ 2.5% |
$3.17M - $3.43M
|
492K
$204M
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
11.2K+ 264.9% |
$2.96M - $3.2M
|
15.5K
$6.42M
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
11.1K+ 35.71% |
$2.93M - $3.17M
|
42.2K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.5K+ 1.33% |
$2.76M - $2.99M
|
795K
$330M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
10.4K+ 7.05% |
$2.74M - $2.97M
|
158K
$65.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10.3K+ 14.88% |
$2.72M - $2.95M
|
79.7K
$33.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.2K+ 49.92% |
$2.7M - $2.92M
|
30.8K
$12.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Jennison Associates LLC
|
BUY
|
- |
10.1K+ 42.66% |
$2.67M - $2.89M
|
33.8K
$14.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.93K+ 6.17% |
$2.62M - $2.83M
|
171K
$70.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.84K+ 6.95% |
$2.6M - $2.81M
|
151K
$62.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
9.77K+ 516.66% |
$2.58M - $2.79M
|
11.7K
$4.85M
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
9.54KNew |
$2.52M - $2.72M
|
9.54K
$3.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.29K+ 49.37% |
$2.45M - $2.65M
|
28.1K
$11.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9.22K+ 1.69% |
$2.43M - $2.63M
|
555K
$231M
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
9.2KNew |
$2.43M - $2.63M
|
9.2K
$3.82M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
9.1K+ 60.75% |
$2.4M - $2.6M
|
24.1K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.62KNew |
$2.27M - $2.46M
|
8.62K
$3.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.51K+ 7.87% |
$2.24M - $2.43M
|
117K
$48.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.04K+ 39.06% |
$2.12M - $2.29M
|
28.6K
$11.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
8K+ 133.33% |
$2.11M - $2.28M
|
14K
$5.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
7.98K+ 206.58% |
$2.1M - $2.28M
|
11.8K
$4.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
7.98KNew |
$2.1M - $2.28M
|
7.98K
$3.31M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.81K+ 52.82% |
$2.06M - $2.23M
|
22.6K
$9.39M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7.51K+ 1800.0% |
$1.98M - $2.14M
|
7.92K
$3.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
7.49K+ 3.38% |
$1.98M - $2.14M
|
229K
$95.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
7.36K+ 797.62% |
$1.94M - $2.1M
|
8.29K
$3.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.36K+ 97.46% |
$1.94M - $2.1M
|
14.9K
$6.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
7.21KNew |
$1.9M - $2.06M
|
7.21K
$2.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.2K+ 61.31% |
$1.9M - $2.06M
|
18.9K
$7.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.09KNew |
$1.87M - $2.02M
|
7.09K
$2.94M
|