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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
61New |
$15.7K - $18.6K
|
61
$25K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
60+ 1.44% |
$15.4K - $18.3K
|
4.22K
$1.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
58+ 2.85% |
$14.9K - $17.6K
|
2.09K
$857K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
58+ 0.89% |
$14.9K - $17.6K
|
6.58K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
58+ 1.97% |
$14.9K - $17.6K
|
3K
$1.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
57+ 0.1% |
$14.6K - $17.3K
|
54.8K
$22.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
57+ 0.8% |
$14.6K - $17.3K
|
7.14K
$2.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
57+ 3.96% |
$14.6K - $17.3K
|
1.5K
$613K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
56+ 0.52% |
$14.4K - $17K
|
10.8K
$4.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
53New |
$13.6K - $16.1K
|
53
$21.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
52+ 2.1% |
$13.4K - $15.8K
|
2.53K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
51+ 0.71% |
$13.1K - $15.5K
|
7.23K
$2.96M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
50+ 1.56% |
$12.8K - $15.2K
|
3.25K
$1.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
49+ 24.62% |
$12.6K - $14.9K
|
248
$102K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
49+ 3.5% |
$12.6K - $14.9K
|
1.45K
$593K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
48+ 0.39% |
$12.3K - $14.6K
|
12.2K
$5.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
47+ 1.12% |
$12.1K - $14.3K
|
4.24K
$1.74M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
44+ 0.15% |
$11.3K - $13.4K
|
28.7K
$11.7M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
40+ 8.81% |
$10.3K - $12.2K
|
494
$202K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
37+ 6.65% |
$9.51K - $11.3K
|
593
$243K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
37+ 1.03% |
$9.51K - $11.3K
|
3.63K
$1.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
36+ 0.8% |
$9.25K - $11K
|
4.54K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
36+ 0.4% |
$9.25K - $11K
|
9.04K
$3.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
35+ 2.0% |
$8.99K - $10.6K
|
1.79K
$732K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
35+ 1.32% |
$8.99K - $10.6K
|
2.69K
$1.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
34+ 1.75% |
$8.74K - $10.3K
|
1.97K
$808K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
34+ 5.04% |
$8.74K - $10.3K
|
709
$290K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
33+ 0.34% |
$8.48K - $10K
|
9.84K
$4.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
30+ 0.16% |
$7.71K - $9.13K
|
19K
$7.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
30+ 0.67% |
$7.71K - $9.13K
|
4.48K
$1.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
30+ 0.21% |
$7.71K - $9.13K
|
14.5K
$5.92M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
29+ 1.34% |
$7.45K - $8.82K
|
2.19K
$897K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
29+ 0.13% |
$7.45K - $8.82K
|
21.7K
$8.89M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
29+ 11.89% |
$7.45K - $8.82K
|
273
$112K
|
|
|
Jan 17, 2024
Q4 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
28+ 41.79% |
$7.19K - $8.52K
|
95
$38.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
27+ 2.01% |
$6.94K - $8.21K
|
1.37K
$560K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
27+ 0.22% |
$6.94K - $8.21K
|
12.3K
$5.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
27New |
$6.94K - $8.21K
|
27
$11.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
26+ 1.07% |
$6.68K - $7.91K
|
2.45K
$1M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
24+ 2.87% |
$6.17K - $7.3K
|
860
$352K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
23+ 0.18% |
$5.91K - $7K
|
13.1K
$5.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
23+ 0.32% |
$5.91K - $7K
|
7.2K
$2.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
22+ 0.36% |
$5.65K - $6.69K
|
6.19K
$2.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
22+ 0.86% |
$5.65K - $6.69K
|
2.58K
$1.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
21+ 0.72% |
$5.4K - $6.39K
|
2.92K
$1.2M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
21New |
$5.4K - $6.39K
|
21
$8.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
20+ 0.34% |
$5.14K - $6.08K
|
5.98K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
20+ 1.96% |
$5.14K - $6.08K
|
1.04K
$427K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
18+ 0.09% |
$4.62K - $5.48K
|
19.6K
$8.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
18+ 3.48% |
$4.62K - $5.48K
|
535
$219K
|