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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2022
Q3 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
58+ 3.31% |
$12.2K - $14.9K
|
1.81K
$731K
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
58+ 2.08% |
$12.2K - $14.9K
|
2.85K
$1.15M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
57+ 0.62% |
$12K - $14.7K
|
9.32K
$3.76M
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
56+ 34.57% |
$11.8K - $14.4K
|
218
$88K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
56New |
$11.8K - $14.4K
|
56
$22.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
54+ 4.95% |
$11.4K - $13.9K
|
1.15K
$462K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
54+ 1.37% |
$11.4K - $13.9K
|
4.01K
$1.62M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
53+ 1.44% |
$11.2K - $13.6K
|
3.74K
$1.51M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
52+ 0.22% |
$10.9K - $13.4K
|
23.5K
$9.47M
|
|
|
Oct 31, 2022
Q3 2022
|
Narwhal Capital Management
|
BUY
|
- |
50+ 0.19% |
$10.5K - $12.9K
|
26.6K
$10.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
47+ 2.83% |
$9.89K - $12.1K
|
1.71K
$689K
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
44+ 3.13% |
$9.26K - $11.3K
|
1.45K
$585K
|
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
43+ 0.43% |
$9.05K - $11.1K
|
10K
$4.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
43+ 0.27% |
$9.05K - $11.1K
|
15.8K
$6.37M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
42+ 0.55% |
$8.84K - $10.8K
|
7.64K
$3.09M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
40+ 0.51% |
$8.42K - $10.3K
|
7.89K
$3.19M
|
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
40+ 1.55% |
$8.42K - $10.3K
|
2.63K
$1.06M
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
40+ 5.86% |
$8.42K - $10.3K
|
723
$292K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
39+ 2.32% |
$8.21K - $10K
|
1.72K
$695K
|
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
39+ 0.67% |
$8.21K - $10K
|
5.88K
$2.38M
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
38+ 3.35% |
$8K - $9.78K
|
1.17K
$473K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
38+ 0.91% |
$8K - $9.78K
|
4.2K
$1.69M
|
|
|
Nov 01, 2022
Q3 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
35+ 0.34% |
$7.36K - $9.01K
|
10.3K
$4.15M
|
|
|
Oct 14, 2022
Q3 2022
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
34+ 1.76% |
$7.15K - $8.75K
|
1.96K
$793K
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
33+ 0.27% |
$6.94K - $8.5K
|
12.1K
$4.89M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
31+ 2.4% |
$6.52K - $7.98K
|
1.32K
$534K
|
|
|
Oct 12, 2022
Q3 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
28+ 1.52% |
$5.89K - $7.21K
|
1.87K
$755K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
27New |
$5.68K - $6.95K
|
27
$10.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
27+ 1.31% |
$5.68K - $6.95K
|
2.09K
$842K
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
23+ 1.19% |
$4.84K - $5.92K
|
1.96K
$790K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22+ 7.77% |
$4.63K - $5.66K
|
305
$123K
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
22+ 37.93% |
$4.63K - $5.66K
|
80
$32.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
21+ 0.31% |
$4.42K - $5.41K
|
6.75K
$2.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
21+ 262.5% |
$4.42K - $5.41K
|
29
$11.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
18+ 3.32% |
$3.79K - $4.63K
|
560
$226K
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
17+ 0.13% |
$3.58K - $4.38K
|
13.2K
$5.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
17+ 1.39% |
$3.58K - $4.38K
|
1.24K
$502K
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
16+ 0.13% |
$3.37K - $4.12K
|
12.4K
$5.01M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
15+ 0.59% |
$3.16K - $3.86K
|
2.55K
$1.03M
|
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
15+ 0.68% |
$3.16K - $3.86K
|
2.22K
$896K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
15+ 0.13% |
$3.16K - $3.86K
|
11.9K
$4.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
15+ 0.46% |
$3.16K - $3.86K
|
3.3K
$1.33M
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
14+ 0.17% |
$2.95K - $3.6K
|
8.43K
$3.4M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14+ 0.31% |
$2.95K - $3.6K
|
4.53K
$1.83M
|
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
13+ 1.07% |
$2.74K - $3.35K
|
1.23K
$497K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
11+ 0.18% |
$2.31K - $2.83K
|
6.08K
$2.45M
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
10+ 0.18% |
$2.1K - $2.57K
|
5.66K
$2.28M
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
10+ 0.37% |
$2.1K - $2.57K
|
2.71K
$1.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10+ 0.14% |
$2.1K - $2.57K
|
7.1K
$2.86M
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
BUY
|
- |
9+ 0.25% |
$1.89K - $2.32K
|
3.68K
$1.48M
|