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 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-109- 6.35% |
$22.9K - $28.1K
|
1.61K
$649K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-110- 1.14% |
$23.1K - $28.3K
|
9.54K
$3.85M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-110- 1.88% |
$23.1K - $28.3K
|
5.73K
$2.31M
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-110- 0.6% |
$23.1K - $28.3K
|
18.1K
$7.33M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-110- 0.68% |
$23.1K - $28.3K
|
16.1K
$6.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-115- 3.25% |
$24.2K - $29.6K
|
3.42K
$1.38M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-116- 2.68% |
$24.4K - $29.9K
|
4.22K
$1.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-117- 1.48% |
$24.6K - $30.1K
|
7.81K
$3.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-118- 7.02% |
$24.8K - $30.4K
|
1.56K
$631K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-119- 0.47% |
$25K - $30.6K
|
25.4K
$10.3M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-119- 5.13% |
$25K - $30.6K
|
2.2K
$889K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-120- 2.21% |
$25.2K - $30.9K
|
5.32K
$2.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
SELL
|
- |
-122- 10.16% |
$25.7K - $31.4K
|
1.08K
$436K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-123- 6.0% |
$25.9K - $31.7K
|
1.93K
$778K
|
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-124- 6.29% |
$26.1K - $31.9K
|
1.85K
$746K
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-125- 1.22% |
$26.3K - $32.2K
|
10.1K
$4.08M
|
|
|
Nov 02, 2022
Q3 2022
|
Middleton & CO Inc
|
SELL
|
- |
-125- 1.51% |
$26.3K - $32.2K
|
8.17K
$3.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-125- 2.75% |
$26.3K - $32.2K
|
4.43K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-125- 6.61% |
$26.3K - $32.2K
|
1.77K
$713K
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-128- 1.13% |
$26.9K - $33K
|
11.2K
$4.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-128- 2.35% |
$26.9K - $33K
|
5.32K
$2.15M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-132- 5.27% |
$27.8K - $34K
|
2.38K
$959K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-132- 5.27% |
$27.8K - $34K
|
2.38K
$959K
|
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-133- 0.6% |
$28K - $34.2K
|
22K
$8.87M
|
|
|
Nov 01, 2022
Q3 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-133- 7.7% |
$28K - $34.2K
|
1.6K
$644K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-136- 6.49% |
$28.6K - $35K
|
1.96K
$791K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-136- 0.8% |
$28.6K - $35K
|
16.8K
$6.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-136- 0.63% |
$28.6K - $35K
|
21.6K
$8.72M
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
SELL
|
- |
-137- 9.12% |
$28.8K - $35.3K
|
1.37K
$552K
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-137- 5.95% |
$28.8K - $35.3K
|
2.17K
$875K
|
|
|
Oct 12, 2022
Q3 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-138- 7.61% |
$29K - $35.5K
|
1.68K
$676K
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-138- 2.02% |
$29K - $35.5K
|
6.68K
$2.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-141- 4.02% |
$29.7K - $36.3K
|
3.36K
$1.36M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-144- 11.1% |
$30.3K - $37.1K
|
1.15K
$466K
|
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-144- 3.17% |
$30.3K - $37.1K
|
4.4K
$1.78M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-148- 0.79% |
$31.1K - $38.1K
|
18.6K
$7.53M
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-150- 2.92% |
$31.6K - $38.6K
|
4.98K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-150- 0.53% |
$31.6K - $38.6K
|
28.3K
$11.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-154- 0.89% |
$32.4K - $39.7K
|
17.2K
$6.93M
|
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
SELL
|
- |
-155- 13.26% |
$32.6K - $39.9K
|
1.01K
$409K
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-156- 0.4% |
$32.8K - $40.2K
|
38.9K
$15.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Nvest Financial, LLC
|
SELL
|
- |
-157- 0.67% |
$33K - $40.4K
|
23.3K
$9.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-158- 1.04% |
$33.2K - $40.7K
|
15.1K
$6.08M
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-159- 1.69% |
$33.5K - $40.9K
|
9.23K
$3.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-160- 9.56% |
$33.7K - $41.2K
|
1.51K
$611K
|
|
|
Oct 26, 2022
Q3 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-163- 7.77% |
$34.3K - $42K
|
1.94K
$781K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-163- 0.61% |
$34.3K - $42K
|
26.5K
$10.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-164- 11.31% |
$34.5K - $42.2K
|
1.29K
$519K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-165- 18.54% |
$34.7K - $42.5K
|
725
$293K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-170- 8.05% |
$35.8K - $43.8K
|
1.94K
$784K
|