Purchases and Sales Made in Q4 2023 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
316+ 10.7% |
$81.2K - $96.1K
|
3.27K
$1.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
313+ 2.76% |
$80.4K - $95.2K
|
11.7K
$4.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
313+ 8.14% |
$80.4K - $95.2K
|
4.16K
$1.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
310+ 29.05% |
$79.7K - $94.3K
|
1.38K
$564K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
309+ 1.23% |
$79.4K - $94K
|
25.4K
$10.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
307+ 9.31% |
$78.9K - $93.4K
|
3.6K
$1.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
305+ 2.53% |
$78.4K - $92.8K
|
12.3K
$5.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
303+ 17.6% |
$77.9K - $92.2K
|
2.03K
$829K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
302+ 0.08% |
$77.6K - $91.9K
|
358K
$147M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
299+ 3.24% |
$76.8K - $91K
|
9.52K
$3.9M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
298+ 4.32% |
$76.6K - $90.7K
|
7.19K
$2.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
297+ 6.71% |
$76.3K - $90.4K
|
4.72K
$1.93M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
296+ 1.2% |
$76.1K - $90K
|
25K
$10.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
295New |
$75.8K - $89.7K
|
295
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
290+ 3.41% |
$74.5K - $88.2K
|
8.79K
$3.6M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
290New |
$74.5K - $88.2K
|
290
$119K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
286+ 9.84% |
$73.5K - $87K
|
3.19K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
286+ 19.3% |
$73.5K - $87K
|
1.77K
$724K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
282+ 9.07% |
$72.5K - $85.8K
|
3.39K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
282New |
$72.5K - $85.8K
|
282
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
280+ 0.13% |
$71.9K - $85.2K
|
212K
$86.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
278+ 27.91% |
$71.4K - $84.6K
|
1.27K
$522K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
275+ 10.97% |
$70.7K - $83.7K
|
2.78K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
272+ 11.14% |
$69.9K - $82.7K
|
2.71K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
270+ 21.16% |
$69.4K - $82.1K
|
1.55K
$633K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
269+ 7.08% |
$69.1K - $81.8K
|
4.07K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
266+ 718.92% |
$68.3K - $80.9K
|
303
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
264+ 5.7% |
$67.8K - $80.3K
|
4.9K
$2.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
260+ 1.55% |
$66.8K - $79.1K
|
17.1K
$6.99M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
260+ 1.23% |
$66.8K - $79.1K
|
21.4K
$8.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
260+ 3.59% |
$66.8K - $79.1K
|
7.51K
$3.08M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
259+ 6.37% |
$66.5K - $78.8K
|
4.32K
$1.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
258+ 8.81% |
$66.3K - $78.5K
|
3.19K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
256+ 382.09% |
$65.8K - $77.9K
|
323
$132K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
255+ 3.31% |
$65.5K - $77.6K
|
7.97K
$3.26M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
250+ 1.11% |
$64.2K - $76.1K
|
22.8K
$9.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
248+ 13.64% |
$63.7K - $75.4K
|
2.07K
$846K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
242+ 27.59% |
$62.2K - $73.6K
|
1.12K
$458K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
240+ 19.97% |
$61.7K - $73K
|
1.44K
$591K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
240+ 2.38% |
$61.7K - $73K
|
10.3K
$4.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
238+ 6.85% |
$61.2K - $72.4K
|
3.71K
$1.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
228+ 7.34% |
$58.6K - $69.4K
|
3.33K
$1.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
223+ 9.43% |
$57.3K - $67.8K
|
2.59K
$1.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
222+ 8.23% |
$57K - $67.5K
|
2.92K
$1.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
222+ 8.19% |
$57K - $67.5K
|
2.93K
$1.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
BUY
|
- |
220+ 11.53% |
$56.5K - $66.9K
|
2.13K
$872K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
220+ 7.59% |
$56.5K - $66.9K
|
3.12K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
217+ 18.59% |
$55.8K - $66K
|
1.38K
$567K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
214+ 6.96% |
$55K - $65.1K
|
3.29K
$1.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
213+ 25.91% |
$54.7K - $64.8K
|
1.04K
$424K
|