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 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-467- 12.86% |
$98.3K - $120K
|
3.17K
$1.28M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-470- 14.98% |
$98.9K - $121K
|
2.67K
$1.08M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-486- 4.91% |
$102K - $125K
|
9.42K
$3.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-496- 14.5% |
$104K - $128K
|
2.92K
$1.18M
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-502- 9.1% |
$106K - $129K
|
5.01K
$2.02M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-510- 0.41% |
$107K - $131K
|
124K
$50.3M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-513- 16.9% |
$108K - $132K
|
2.52K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-515- 5.9% |
$108K - $133K
|
8.21K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-516- 1.97% |
$109K - $133K
|
25.7K
$10.4M
|
|
|
Oct 20, 2022
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-524- 3.24% |
$110K - $135K
|
15.7K
$6.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-527- 13.12% |
$111K - $136K
|
3.49K
$1.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-528- 51.36% |
$111K - $136K
|
500
$202K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-534- 6.22% |
$112K - $137K
|
8.06K
$3.25M
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
SELL
|
- |
-538- 4.27% |
$113K - $139K
|
12.1K
$4.87M
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-542- 4.44% |
$114K - $140K
|
11.7K
$4.71M
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-565- 0.95% |
$119K - $145K
|
59K
$23.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-566- 3.93% |
$119K - $146K
|
13.9K
$5.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-568- 34.91% |
$120K - $146K
|
1.06K
$428K
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-572- 1.71% |
$120K - $147K
|
32.8K
$13.3M
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-573- 23.81% |
$121K - $148K
|
1.83K
$741K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-578- 11.53% |
$122K - $149K
|
4.44K
$1.79M
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
SELL
|
- |
-582- 5.55% |
$122K - $150K
|
9.91K
$4M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-592- 13.35% |
$125K - $152K
|
3.84K
$1.55M
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-597- 15.88% |
$126K - $154K
|
3.16K
$1.28M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-599- 9.15% |
$126K - $154K
|
5.94K
$2.4M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-612- 5.31% |
$129K - $158K
|
10.9K
$4.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-623- 2.69% |
$131K - $160K
|
22.6K
$9.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-630- 18.64% |
$133K - $162K
|
2.75K
$1.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-630- 3.58% |
$133K - $162K
|
17K
$6.85M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-635- 14.87% |
$134K - $163K
|
3.64K
$1.47M
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-640- 14.35% |
$135K - $165K
|
3.82K
$1.54M
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
SELL
|
- |
-674- 5.73% |
$142K - $174K
|
11.1K
$4.48M
|
|
|
Nov 10, 2022
Q3 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-683- 26.64% |
$144K - $176K
|
1.88K
$760K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-687- 14.73% |
$145K - $177K
|
3.98K
$1.61M
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-688- 2.52% |
$145K - $177K
|
26.6K
$10.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-688- 7.89% |
$145K - $177K
|
8.03K
$3.24M
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-689- 2.75% |
$145K - $177K
|
24.4K
$9.84M
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-689- 9.52% |
$145K - $177K
|
6.55K
$2.64M
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-700- 5.01% |
$147K - $180K
|
13.3K
$5.36M
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-701- 14.74% |
$147K - $180K
|
4.06K
$1.64M
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-704- 1.67% |
$148K - $181K
|
41.5K
$16.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-710- 6.28% |
$149K - $183K
|
10.6K
$4.28M
|
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-721- 0.33% |
$152K - $186K
|
217K
$87.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-724- 5.94% |
$152K - $186K
|
11.5K
$4.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-725- 3.48% |
$153K - $187K
|
20.1K
$8.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-726- 4.25% |
$153K - $187K
|
16.3K
$6.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-732- 9.11% |
$154K - $188K
|
7.3K
$2.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-740- 4.44% |
$156K - $191K
|
15.9K
$6.43M
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-744- 1.73% |
$157K - $192K
|
42.3K
$17.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-747- 29.05% |
$157K - $192K
|
1.82K
$737K
|