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 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.08K- 2.52% |
$227K - $278K
|
41.7K
$16.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.09K- 0.8% |
$229K - $280K
|
136K
$54.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.13K- 6.16% |
$237K - $290K
|
17.2K
$6.85M
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.15K- 44.28% |
$243K - $297K
|
1.45K
$580K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.21K- 10.69% |
$254K - $311K
|
10.1K
$4.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.21K- 6.34% |
$254K - $311K
|
17.8K
$7.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.22K- 9.06% |
$256K - $314K
|
12.2K
$4.89M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.23K- 3.64% |
$258K - $316K
|
32.5K
$13M
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.23K- 3.54% |
$259K - $317K
|
33.5K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.26K- 8.78% |
$265K - $325K
|
13.1K
$5.23M
|
|
|
Oct 27, 2022
Q3 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.3K- 18.64% |
$273K - $334K
|
5.66K
$2.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.31K- 22.37% |
$275K - $337K
|
4.54K
$1.81M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-1.33K- 21.39% |
$279K - $341K
|
4.87K
$1.95M
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.33KClosed |
$280K - $343K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.36K- 1.96% |
$286K - $350K
|
67.9K
$27.1M
|
|
|
Apr 10, 2025
Q3 2022
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.37K- 55.93% |
$288K - $352K
|
1.08K
$430K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 39.06% |
$289K - $354K
|
2.14K
$856K
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.38K- 57.75% |
$290K - $355K
|
1.01K
$403K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-1.42K- 1.27% |
$299K - $366K
|
111K
$44.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-1.43K- 13.47% |
$301K - $368K
|
9.18K
$3.67M
|
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1.51K- 51.75% |
$317K - $388K
|
1.41K
$561K
|
|
|
Oct 24, 2022
Q3 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1.54K- 15.64% |
$324K - $397K
|
8.32K
$3.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-1.56K- 8.4% |
$327K - $400K
|
16.9K
$6.77M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.58K- 8.94% |
$333K - $407K
|
16.1K
$6.44M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-1.59KClosed |
$333K - $408K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-1.61K- 5.45% |
$338K - $414K
|
27.9K
$11.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.64K- 8.9% |
$346K - $423K
|
16.8K
$6.72M
|
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
SELL
|
- |
-1.68K- 5.93% |
$352K - $431K
|
26.6K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.68K- 12.62% |
$354K - $433K
|
11.6K
$4.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.75K- 26.96% |
$369K - $451K
|
4.75K
$1.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-1.79K- 67.8% |
$377K - $461K
|
850
$340K
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.83K- 1.29% |
$384K - $470K
|
139K
$55.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.86K- 65.72% |
$391K - $478K
|
968
$387K
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-1.89K- 2.35% |
$398K - $487K
|
78.6K
$31.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.91K- 44.28% |
$401K - $491K
|
2.4K
$959K
|
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.91K- 41.53% |
$402K - $492K
|
2.69K
$1.07M
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.92K- 29.66% |
$403K - $494K
|
4.55K
$1.82M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.93K- 16.46% |
$406K - $497K
|
9.79K
$3.91M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.1K- 9.6% |
$441K - $540K
|
19.8K
$7.89M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-2.11K- 1.6% |
$444K - $544K
|
130K
$51.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.12K- 5.36% |
$447K - $547K
|
37.5K
$15M
|
|
|
Sep 15, 2023
Q3 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-2.14K- 9.51% |
$451K - $552K
|
20.4K
$8.15M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.15K- 1.44% |
$453K - $555K
|
148K
$59M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.24K- 4.2% |
$472K - $578K
|
51.2K
$20.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.25K- 9.23% |
$474K - $580K
|
22.2K
$8.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.32K- 13.07% |
$489K - $598K
|
15.4K
$6.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.33K- 4.02% |
$490K - $600K
|
55.6K
$22.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-2.35K- 43.17% |
$494K - $604K
|
3.09K
$1.23M
|
|
|
Nov 07, 2022
Q3 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-2.42K- 34.26% |
$509K - $623K
|
4.64K
$1.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.43K- 0.52% |
$510K - $624K
|
468K
$187M
|