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
|
Sp Asset Management
|
BUY
|
- |
9+ 0.28% |
$1.89K - $2.32K
|
3.26K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9+ 0.25% |
$1.89K - $2.32K
|
3.65K
$1.47M
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
8+ 0.15% |
$1.68K - $2.06K
|
5.46K
$2.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
8+ 0.21% |
$1.68K - $2.06K
|
3.86K
$1.56M
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
7New |
$1.47K - $1.8K
|
7
$2.83K
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
6+ 0.22% |
$1.26K - $1.54K
|
2.72K
$1.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6+ 0.28% |
$1.26K - $1.54K
|
2.13K
$858K
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
6+ 0.16% |
$1.26K - $1.54K
|
3.76K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
6+ 2.54% |
$1.26K - $1.54K
|
242
$97.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6+ 0.24% |
$1.26K - $1.54K
|
2.5K
$1.01M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
6+ 0.19% |
$1.26K - $1.54K
|
3.2K
$1.29M
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
6+ 0.22% |
$1.26K - $1.54K
|
2.69K
$1.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
5+ 0.13% |
$1.05K - $1.29K
|
3.78K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5+ 0.19% |
$1.05K - $1.29K
|
2.59K
$1.05M
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4+ 0.17% |
$842 - $1.03K
|
2.34K
$946K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
4+ 0.26% |
$842 - $1.03K
|
1.52K
$612K
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
4New |
$842 - $1.03K
|
4
$1.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
4+ 0.15% |
$842 - $1.03K
|
2.73K
$1.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.3% |
$842 - $1.03K
|
1.33K
$537K
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
4+ 0.26% |
$842 - $1.03K
|
1.55K
$625K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 0.32% |
$842 - $1.03K
|
1.27K
$512K
|
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.04% |
$631 - $772
|
7.41K
$2.99M
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3+ 0.3% |
$631 - $772
|
987
$399K
|
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
BUY
|
- |
3+ 0.09% |
$631 - $772
|
3.42K
$1.38M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
3+ 0.04% |
$631 - $772
|
6.84K
$2.76M
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2+ 0.13% |
$421 - $515
|
1.54K
$621K
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2+ 0.2% |
$421 - $515
|
997
$403K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$421 - $515
|
4.51K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2+ 0.22% |
$421 - $515
|
911
$368K
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$210 - $257
|
2.13K
$861K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.42% |
$210 - $257
|
240
$96.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
1+ 0.1% |
$210 - $257
|
982
$397K
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
1+ 0.04% |
$210 - $257
|
2.52K
$1.02M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
1+ 0.07% |
$210 - $257
|
1.52K
$615K
|
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$210 - $257
|
2.96K
$1.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.15% |
$210 - $257
|
675
$273K
|
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1+ 0.28% |
$210 - $257
|
356
$144K
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$210 - $257
|
2.07K
$834K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$210 - $257
|
1.7K
$685K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$210 - $257
|
4.6K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.35% |
$210 - $257
|
283
$114K
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.02% |
$210 - $257
|
4.03K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1+ 0.09% |
$210 - $257
|
1.07K
$431K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$210 - $257
|
6.37K
$2.57M
|
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1- 0.06% |
$210 - $257
|
1.63K
$660K
|
|
|
Oct 25, 2022
Q3 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-2- -0.0% |
$421 - $515
|
79.6K
$32.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2- 0.14% |
$421 - $515
|
1.48K
$596K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2- 0.53% |
$421 - $515
|
375
$151K
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.2% |
$631 - $772
|
1.53K
$617K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-3- 0.05% |
$631 - $772
|
5.6K
$2.26M
|