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 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-25- 0.58% |
$5.26K - $6.44K
|
4.29K
$1.73M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-25- 1.83% |
$5.26K - $6.44K
|
1.34K
$542K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-25- 1.05% |
$5.26K - $6.44K
|
2.36K
$955K
|
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-25- 16.67% |
$5.26K - $6.44K
|
125
$50.5K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-25- 1.83% |
$5.26K - $6.44K
|
1.34K
$542K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-29- 28.43% |
$6.1K - $7.47K
|
73
$29.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-30- 0.7% |
$6.31K - $7.72K
|
4.28K
$1.73M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-30- 0.86% |
$6.31K - $7.72K
|
3.45K
$1.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-30- 1.8% |
$6.31K - $7.72K
|
1.64K
$662K
|
|
|
Nov 01, 2022
Q3 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-31- 0.65% |
$6.52K - $7.98K
|
4.77K
$1.93M
|
|
|
Nov 09, 2022
Q3 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-31- 15.82% |
$6.52K - $7.98K
|
165
$66.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-32- 2.06% |
$6.73K - $8.24K
|
1.53K
$617K
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-32- 0.51% |
$6.73K - $8.24K
|
6.24K
$2.52M
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-33- 1.41% |
$6.94K - $8.5K
|
2.31K
$932K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-35- 0.54% |
$7.36K - $9.01K
|
6.41K
$2.59M
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-36- 1.21% |
$7.57K - $9.27K
|
2.95K
$1.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-36- 0.52% |
$7.57K - $9.27K
|
6.85K
$2.77M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-38- 1.02% |
$8K - $9.78K
|
3.7K
$1.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-38- 2.35% |
$8K - $9.78K
|
1.58K
$639K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-39- 0.72% |
$8.21K - $10K
|
5.39K
$2.18M
|
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-39- 4.49% |
$8.21K - $10K
|
830
$336K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-40- 0.14% |
$8.42K - $10.3K
|
28.8K
$11.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-43- 2.68% |
$9.05K - $11.1K
|
1.56K
$632K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-44- 5.02% |
$9.26K - $11.3K
|
833
$337K
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-44- 0.22% |
$9.26K - $11.3K
|
19.7K
$7.98M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
SELL
|
- |
-45- 1.01% |
$9.47K - $11.6K
|
4.42K
$1.79M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-46- 0.65% |
$9.68K - $11.8K
|
6.98K
$2.82M
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-46- 0.22% |
$9.68K - $11.8K
|
21K
$8.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-46- 3.55% |
$9.68K - $11.8K
|
1.25K
$505K
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
SELL
|
- |
-48- 9.36% |
$10.1K - $12.4K
|
465
$188K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-49- 3.71% |
$10.3K - $12.6K
|
1.27K
$515K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-50- 15.02% |
$10.5K - $12.9K
|
283
$114K
|
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
SELL
|
- |
-50- 3.47% |
$10.5K - $12.9K
|
1.39K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-50- 1.36% |
$10.5K - $12.9K
|
3.64K
$1.47M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-51- 1.19% |
$10.7K - $13.1K
|
4.24K
$1.71M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-51- 0.78% |
$10.7K - $13.1K
|
6.47K
$2.62M
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-52- 2.4% |
$10.9K - $13.4K
|
2.12K
$856K
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-52- 1.23% |
$10.9K - $13.4K
|
4.18K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-53- 1.17% |
$11.2K - $13.6K
|
4.48K
$1.81M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-54- 4.64% |
$11.4K - $13.9K
|
1.11K
$448K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-54- 0.52% |
$11.4K - $13.9K
|
10.3K
$4.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-54- 2.21% |
$11.4K - $13.9K
|
2.39K
$965K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-54- 1.03% |
$11.4K - $13.9K
|
5.2K
$2.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-55- 63.95% |
$11.6K - $14.2K
|
31
$12.5K
|
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-55- 4.69% |
$11.6K - $14.2K
|
1.12K
$452K
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-56- 1.08% |
$11.8K - $14.4K
|
5.14K
$2.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-56- 1.05% |
$11.8K - $14.4K
|
5.28K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-57- 0.56% |
$12K - $14.7K
|
10.1K
$4.1M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-58- 0.5% |
$12.2K - $14.9K
|
11.5K
$4.67M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-59- 0.91% |
$12.4K - $15.2K
|
6.39K
$2.58M
|