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 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
2.6K+ 7.79% |
$669K - $792K
|
36K
$15M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.58K+ 100.0% |
$662K - $784K
|
5.15K
$2.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
2.57K+ 7.0% |
$659K - $780K
|
39.2K
$16.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.53K+ 8.98% |
$650K - $770K
|
30.7K
$12.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.51K+ 219.42% |
$644K - $763K
|
3.65K
$1.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.51K+ 16.95% |
$644K - $762K
|
17.3K
$7.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.48K+ 2.98% |
$638K - $755K
|
85.9K
$35.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
2.46KNew |
$633K - $749K
|
2.46K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.46K+ 7.92% |
$632K - $748K
|
33.5K
$13.9M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.46KNew |
$631K - $747K
|
2.46K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.41KNew |
$620K - $734K
|
2.41K
$1M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.4K+ 5.79% |
$617K - $730K
|
43.9K
$18.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
2.4K+ 5.69% |
$616K - $730K
|
44.6K
$18.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.37K+ 22.95% |
$608K - $719K
|
12.7K
$5.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.36K+ 113.16% |
$605K - $717K
|
4.44K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
2.29KNew |
$589K - $698K
|
2.29K
$953K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
2.25KNew |
$577K - $683K
|
2.25K
$933K
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.24KNew |
$576K - $682K
|
2.24K
$932K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.22K+ 1.6% |
$571K - $676K
|
141K
$58.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
2.2K+ 7.56% |
$564K - $668K
|
31.2K
$13M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.15KNew |
$553K - $655K
|
2.15K
$895K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.12K+ 17.27% |
$546K - $646K
|
14.4K
$5.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2.11K+ 43.31% |
$542K - $641K
|
6.98K
$2.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.08K+ 9.31% |
$535K - $634K
|
24.5K
$10.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.08K+ 8.79% |
$535K - $633K
|
25.8K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.08K+ 46.69% |
$534K - $632K
|
6.53K
$2.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.07K+ 3.21% |
$531K - $628K
|
66.5K
$27.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.04K+ 78.27% |
$525K - $621K
|
4.65K
$1.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2.03K+ 61.75% |
$521K - $617K
|
5.32K
$2.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.03K+ 13.2% |
$521K - $617K
|
17.4K
$7.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.03K+ 3.35% |
$521K - $617K
|
62.5K
$26M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
2.02KNew |
$519K - $615K
|
2.02K
$839K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.01KNew |
$516K - $611K
|
2.01K
$834K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.99KNew |
$512K - $607K
|
1.99K
$828K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.99K+ 31.46% |
$511K - $605K
|
8.31K
$3.45M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.98K+ 9.3% |
$509K - $603K
|
23.3K
$9.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.98KNew |
$508K - $601K
|
1.98K
$821K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.98K+ 200.71% |
$507K - $601K
|
2.96K
$1.23M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.98KNew |
$507K - $601K
|
1.98K
$821K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.96K+ 2.34% |
$505K - $597K
|
85.9K
$35.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.96K+ 18.72% |
$504K - $597K
|
12.4K
$5.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.94KNew |
$499K - $591K
|
1.94K
$807K
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.94KNew |
$498K - $590K
|
1.94K
$806K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.94KNew |
$498K - $590K
|
1.94K
$806K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.93K+ 3.41% |
$495K - $587K
|
58.5K
$24.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.92KNew |
$493K - $584K
|
1.92K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.91K+ 9.6% |
$492K - $582K
|
21.9K
$9.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.86KNew |
$478K - $566K
|
1.86K
$773K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.85KNew |
$476K - $563K
|
1.85K
$769K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.84KNew |
$474K - $561K
|
1.84K
$766K
|