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 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-2- 0.22% |
$514 - $608
|
910
$373K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-2- 0.22% |
$514 - $608
|
921
$377K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2- 2.41% |
$514 - $608
|
81
$33.2K
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-2- 0.03% |
$514 - $608
|
6.94K
$2.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2- 0.11% |
$514 - $608
|
1.89K
$774K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2- 0.05% |
$514 - $608
|
4.27K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3- 0.05% |
$771 - $913
|
6.37K
$2.61M
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-4- 0.25% |
$1.03K - $1.22K
|
1.58K
$647K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 1.08% |
$1.03K - $1.22K
|
365
$149K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4- 0.42% |
$1.03K - $1.22K
|
942
$386K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-4- 0.02% |
$1.03K - $1.22K
|
21.1K
$8.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-4- 0.23% |
$1.03K - $1.22K
|
1.7K
$697K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4- 0.16% |
$1.03K - $1.22K
|
2.56K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-4- 0.4% |
$1.03K - $1.22K
|
1K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 0.08% |
$1.03K - $1.22K
|
4.73K
$1.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-4- 0.23% |
$1.03K - $1.22K
|
1.72K
$706K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-5- 0.1% |
$1.28K - $1.52K
|
5.14K
$2.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-5- 0.12% |
$1.28K - $1.52K
|
4.04K
$1.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-5- 0.63% |
$1.28K - $1.52K
|
785
$322K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.36% |
$1.28K - $1.52K
|
1.37K
$561K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5- 0.23% |
$1.28K - $1.52K
|
2.13K
$874K
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-6- 0.15% |
$1.54K - $1.83K
|
3.95K
$1.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-7- 0.36% |
$1.8K - $2.13K
|
1.93K
$791K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-7- 6.54% |
$1.8K - $2.13K
|
100
$41K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-7- 0.22% |
$1.8K - $2.13K
|
3.22K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-8- 0.33% |
$2.06K - $2.43K
|
2.43K
$994K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-9- 0.17% |
$2.31K - $2.74K
|
5.27K
$2.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-9- 0.5% |
$2.31K - $2.74K
|
1.79K
$733K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-9- 0.01% |
$2.31K - $2.74K
|
78.5K
$32.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 0.59% |
$2.31K - $2.74K
|
1.51K
$618K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9- 0.35% |
$2.31K - $2.74K
|
2.55K
$1.05M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 0.59% |
$2.31K - $2.74K
|
1.51K
$618K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-9- 0.19% |
$2.31K - $2.74K
|
4.61K
$1.89M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-10- 0.1% |
$2.57K - $3.04K
|
10.1K
$4.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-10- 0.59% |
$2.57K - $3.04K
|
1.7K
$695K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-10- 0.47% |
$2.57K - $3.04K
|
2.1K
$860K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-10- 45.45% |
$2.57K - $3.04K
|
12
$4.91K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-11- 0.73% |
$2.83K - $3.35K
|
1.51K
$616K
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-11- 0.06% |
$2.83K - $3.35K
|
17K
$6.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-11- 0.74% |
$2.83K - $3.35K
|
1.48K
$606K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-12- 0.73% |
$3.08K - $3.65K
|
1.63K
$667K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-12- 0.2% |
$3.08K - $3.65K
|
6.13K
$2.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-12- 1.32% |
$3.08K - $3.65K
|
897
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-12- 50.0% |
$3.08K - $3.65K
|
12
$4.91K
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-13- 0.54% |
$3.34K - $3.95K
|
2.37K
$972K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-14- 0.21% |
$3.6K - $4.26K
|
6.58K
$2.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-14- 0.91% |
$3.6K - $4.26K
|
1.53K
$625K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-15- 1.29% |
$3.85K - $4.56K
|
1.15K
$471K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-16- 0.13% |
$4.11K - $4.87K
|
12.6K
$5.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-16- 3.07% |
$4.11K - $4.87K
|
505
$207K
|