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 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-755- 34.97% |
$159K - $194K
|
1.4K
$567K
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-787- 12.02% |
$166K - $203K
|
5.76K
$2.33M
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-789- 3.05% |
$166K - $203K
|
25.1K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-789- 9.63% |
$166K - $203K
|
7.4K
$2.99M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-790- 3.14% |
$166K - $203K
|
24.4K
$9.84M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-790- 3.14% |
$166K - $203K
|
24.4K
$9.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-800- 4.32% |
$168K - $206K
|
17.7K
$7.15M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-809- 6.17% |
$170K - $208K
|
12.3K
$4.97M
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-815- 5.46% |
$171K - $210K
|
14.1K
$5.69M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-821- 5.78% |
$173K - $211K
|
13.4K
$5.41M
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-830- 1.66% |
$175K - $214K
|
49.1K
$19.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-842- 10.97% |
$177K - $217K
|
6.83K
$2.76M
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-853- 13.64% |
$179K - $220K
|
5.4K
$2.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-855- 12.87% |
$180K - $220K
|
5.79K
$2.34M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-863- 24.36% |
$182K - $222K
|
2.68K
$1.08M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-865- 5.19% |
$182K - $223K
|
15.8K
$6.38M
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-883- 19.22% |
$186K - $227K
|
3.71K
$1.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-904- 4.57% |
$190K - $233K
|
18.9K
$7.61M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-905- 2.23% |
$190K - $233K
|
39.6K
$16M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-907- 0.79% |
$191K - $234K
|
114K
$45.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-916Closed |
$193K - $236K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-918- 10.0% |
$193K - $236K
|
8.27K
$3.34M
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-921- 24.8% |
$194K - $237K
|
2.79K
$1.13M
|
|
|
Oct 21, 2022
Q3 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-925- 1.4% |
$195K - $238K
|
64.9K
$26.2M
|
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-933Closed |
$196K - $240K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-949- 23.23% |
$200K - $244K
|
3.14K
$1.27M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-952- 9.49% |
$200K - $245K
|
9.08K
$3.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-963- 14.28% |
$203K - $248K
|
5.78K
$2.33M
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-967- 2.15% |
$203K - $249K
|
44K
$17.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-975- 3.8% |
$205K - $251K
|
24.7K
$9.95M
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-990- 1.25% |
$208K - $255K
|
78K
$31.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-996- 22.55% |
$210K - $256K
|
3.42K
$1.38M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1K- 18.72% |
$211K - $258K
|
4.35K
$1.76M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.01K- 38.34% |
$212K - $260K
|
1.62K
$655K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-1.01K- 3.12% |
$213K - $260K
|
31.4K
$12.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.02K- 16.3% |
$214K - $262K
|
5.23K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.03KClosed |
$216K - $264K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.03K- 7.36% |
$217K - $265K
|
13K
$5.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-1.03K- 10.64% |
$217K - $265K
|
8.64K
$3.49M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.04K- 14.31% |
$218K - $267K
|
6.21K
$2.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.04K- 2.04% |
$219K - $268K
|
49.9K
$20.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-1.08K- 12.71% |
$226K - $277K
|
7.39K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.08K- 2.52% |
$227K - $278K
|
41.7K
$16.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.09K- 0.8% |
$229K - $280K
|
136K
$54.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.13K- 6.16% |
$237K - $290K
|
17.2K
$6.93M
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.15K- 44.28% |
$243K - $297K
|
1.45K
$586K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.21K- 10.69% |
$254K - $311K
|
10.1K
$4.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.21K- 6.34% |
$254K - $311K
|
17.8K
$7.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.22K- 9.06% |
$256K - $314K
|
12.2K
$4.94M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.23K- 3.64% |
$258K - $316K
|
32.5K
$13.1M
|