Purchases and Sales Made in Q3 2022 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q3 2022. 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 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
157+ 2.49% |
$33K - $40.4K
|
6.46K
$2.61M
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
154+ 5.55% |
$32.4K - $39.7K
|
2.93K
$1.18M
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
152+ 8.64% |
$32K - $39.1K
|
1.91K
$772K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
150+ 119.05% |
$31.6K - $38.6K
|
276
$111K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
150New |
$31.6K - $38.6K
|
150
$60.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
146+ 3.53% |
$30.7K - $37.6K
|
4.29K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
144+ 1.75% |
$30.3K - $37.1K
|
8.36K
$3.38M
|
|
|
Nov 17, 2022
Q3 2022
|
Ims Capital Management
|
BUY
|
- |
143+ 0.54% |
$30.1K - $36.8K
|
26.6K
$10.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
140+ 1.3% |
$29.5K - $36K
|
10.9K
$4.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
137New |
$28.8K - $35.3K
|
137
$55.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
127+ 2.89% |
$26.7K - $32.7K
|
4.52K
$1.83M
|
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
125New |
$26.3K - $32.2K
|
125
$50.5K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
120+ 1.56% |
$25.2K - $30.9K
|
7.82K
$3.16M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
120+ 8.24% |
$25.2K - $30.9K
|
1.58K
$637K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
118+ 4.68% |
$24.8K - $30.4K
|
2.64K
$1.07M
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
117+ 2.21% |
$24.6K - $30.1K
|
5.4K
$2.18M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
116+ 5.69% |
$24.4K - $29.9K
|
2.15K
$869K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
116New |
$24.4K - $29.9K
|
116
$46.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
107+ 3.79% |
$22.5K - $27.5K
|
2.93K
$1.18M
|
|
|
Oct 13, 2022
Q3 2022
|
Resource Consulting Group Inc
|
BUY
|
- |
105+ 7.52% |
$22.1K - $27K
|
1.5K
$606K
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
105+ 1.08% |
$22.1K - $27K
|
9.87K
$3.98M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
104+ 9.74% |
$21.9K - $26.8K
|
1.17K
$473K
|
|
|
Nov 21, 2022
Q3 2022
|
17 Capital Partners, LLC
|
BUY
|
- |
104+ 6.86% |
$21.9K - $26.8K
|
1.62K
$655K
|
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
102+ 2.55% |
$21.5K - $26.3K
|
4.1K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
102+ 3.88% |
$21.5K - $26.3K
|
2.73K
$1.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
100+ 2.23% |
$21K - $25.7K
|
4.58K
$1.85M
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
100+ 0.62% |
$21K - $25.7K
|
16.2K
$6.53M
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
100+ 32.47% |
$21K - $25.7K
|
408
$165K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 11.83% |
$21K - $25.7K
|
945
$382K
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
98+ 0.63% |
$20.6K - $25.2K
|
15.6K
$6.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
96+ 0.33% |
$20.2K - $24.7K
|
29.1K
$11.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
96+ 1.19% |
$20.2K - $24.7K
|
8.16K
$3.29M
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
95+ 9.55% |
$20K - $24.5K
|
1.09K
$440K
|
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
91+ 0.9% |
$19.1K - $23.4K
|
10.3K
$4.14M
|
|
|
Oct 27, 2022
Q3 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
90+ 4.24% |
$18.9K - $23.2K
|
2.21K
$894K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
88+ 0.82% |
$18.5K - $22.7K
|
10.8K
$4.37M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 0.15% |
$18.3K - $22.4K
|
59.4K
$24M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
86+ 8.46% |
$18.1K - $22.1K
|
1.1K
$445K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
84+ 2.43% |
$17.7K - $21.6K
|
3.54K
$1.43M
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
81+ 1.35% |
$17K - $20.9K
|
6.09K
$2.46M
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
80+ 1.35% |
$16.8K - $20.6K
|
6.03K
$2.43M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
79+ 0.45% |
$16.6K - $20.3K
|
17.8K
$7.19M
|
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
72+ 1.32% |
$15.1K - $18.5K
|
5.55K
$2.24M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
71+ 1.7% |
$14.9K - $18.3K
|
4.25K
$1.72M
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
68+ 0.31% |
$14.3K - $17.5K
|
21.8K
$8.79M
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
67+ 0.16% |
$14.1K - $17.3K
|
41.6K
$16.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
64+ 1.85% |
$13.5K - $16.5K
|
3.52K
$1.42M
|
|
|
Oct 28, 2022
Q3 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
62+ 2.41% |
$13K - $16K
|
2.64K
$1.07M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
62+ 0.79% |
$13K - $16K
|
7.95K
$3.21M
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
60+ 2.32% |
$12.6K - $15.4K
|
2.64K
$1.07M
|