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 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
21.7K+ 7.99% |
$4.56M - $5.59M
|
293K
$119M
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
20.5KNew |
$4.31M - $5.27M
|
20.5K
$8.34M
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
19.9K+ 5.07% |
$4.19M - $5.13M
|
413K
$168M
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
19.3K+ 183.81% |
$4.06M - $4.97M
|
29.8K
$12.1M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19K+ 18.81% |
$3.99M - $4.89M
|
120K
$48.8M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.5K+ 3.82% |
$3.89M - $4.76M
|
503K
$205M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
18.2K+ 5.6% |
$3.83M - $4.69M
|
343K
$140M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
18.1K+ 1112.33% |
$3.81M - $4.67M
|
19.8K
$8.05M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.4KNew |
$3.67M - $4.49M
|
17.4K
$7.1M
|
|
Oct 11, 2022
Q3 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
17.2KNew |
$3.62M - $4.42M
|
17.2K
$7M
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
16K+ 16.07% |
$3.36M - $4.11M
|
115K
$46.9M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.5K+ 2.05% |
$3.26M - $3.99M
|
772K
$314M
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
15.5K+ 28.8% |
$3.25M - $3.98M
|
69.1K
$28.2M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.7K+ 1.4% |
$3.1M - $3.79M
|
1.07M
$434M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.5K+ 1.16% |
$3.06M - $3.75M
|
1.27M
$517M
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
14.4KNew |
$3.03M - $3.71M
|
14.4K
$5.87M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
14.2KNew |
$2.99M - $3.66M
|
14.2K
$5.79M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.2K+ 153.74% |
$2.98M - $3.65M
|
23.4K
$9.52M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
14KNew |
$2.95M - $3.61M
|
14K
$5.72M
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
13.6K+ 301.42% |
$2.87M - $3.51M
|
18.1K
$7.39M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
13.4K+ 622.28% |
$2.82M - $3.45M
|
15.6K
$6.34M
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.1K+ 58.95% |
$2.75M - $3.37M
|
35.3K
$14.4M
|
|
Oct 31, 2022
Q3 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
12.8KNew |
$2.69M - $3.29M
|
12.8K
$5.21M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.5K+ 708.13% |
$2.64M - $3.23M
|
14.3K
$5.83M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.4K+ 0.63% |
$2.61M - $3.2M
|
1.99M
$811M
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
12.1K+ 46.1% |
$2.55M - $3.12M
|
38.4K
$15.6M
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
12K+ 6.47% |
$2.53M - $3.09M
|
198K
$80.4M
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11.7K+ 9.99% |
$2.46M - $3.02M
|
129K
$52.5M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
11.7K+ 2.4% |
$2.46M - $3.01M
|
499K
$203M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.7K+ 0.36% |
$2.46M - $3.01M
|
3.28M
$1.34B
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
11.7K+ 6.46% |
$2.46M - $3.01M
|
193K
$78.5M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.6K+ 38.65% |
$2.44M - $2.98M
|
41.5K
$16.9M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11.4K+ 17.18% |
$2.4M - $2.93M
|
77.7K
$31.6M
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
11.1K+ 75.03% |
$2.34M - $2.86M
|
25.9K
$10.6M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11K+ 8.18% |
$2.31M - $2.83M
|
145K
$59.2M
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
10.8K+ 24.74% |
$2.28M - $2.79M
|
54.6K
$22.2M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.8K+ 7.32% |
$2.27M - $2.77M
|
158K
$64.3M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 228.95% |
$2.22M - $2.72M
|
15.2K
$6.18M
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
10.1KNew |
$2.12M - $2.59M
|
10.1K
$4.1M
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10KNew |
$2.1M - $2.57M
|
10K
$4.07M
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
9.81K+ 375.03% |
$2.06M - $2.53M
|
12.4K
$5.06M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.6K+ 2.87% |
$2.02M - $2.47M
|
344K
$140M
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
9.49K+ 16.27% |
$2M - $2.44M
|
67.8K
$27.6M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.44K+ 8.58% |
$1.99M - $2.43M
|
119K
$48.6M
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.4K+ 35.21% |
$1.98M - $2.42M
|
36.1K
$14.7M
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
BUY
|
- |
9.37K+ 98.35% |
$1.97M - $2.41M
|
18.9K
$7.7M
|
|
Nov 16, 2023
Q3 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
9.06K+ 113.63% |
$1.91M - $2.33M
|
17K
$6.94M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.81K+ 0.3% |
$1.85M - $2.27M
|
2.92M
$1.19B
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.63K+ 77.81% |
$1.82M - $2.22M
|
19.7K
$8.03M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.63K+ 77.82% |
$1.82M - $2.22M
|
19.7K
$8.03M
|