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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.83K- 7.62% |
$595K - $728K
|
34.3K
$13.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.84K- 15.36% |
$597K - $731K
|
15.6K
$6.32M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.91K- 34.58% |
$612K - $749K
|
5.51K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.06K- 2.5% |
$644K - $788K
|
119K
$48.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-3.21K- 4.01% |
$676K - $828K
|
76.9K
$31.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-3.22K- 25.33% |
$678K - $830K
|
9.5K
$3.84M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.3K- 4.66% |
$695K - $850K
|
67.6K
$27.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.31K- 64.57% |
$696K - $852K
|
1.82K
$733K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.55K- 19.28% |
$747K - $914K
|
14.9K
$6M
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.63K- 3.44% |
$764K - $935K
|
102K
$41.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-3.72K- 9.95% |
$782K - $957K
|
33.6K
$13.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.75K- 8.68% |
$788K - $965K
|
39.4K
$15.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-3.89K- 4.25% |
$818K - $1M
|
87.7K
$35.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
SELL
|
- |
-3.89K- 58.76% |
$819K - $1M
|
2.73K
$1.1M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.9K- 5.5% |
$820K - $1M
|
66.9K
$27M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.9K- 14.61% |
$821K - $1M
|
22.8K
$9.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.9K- 0.73% |
$821K - $1M
|
530K
$214M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.94K- 13.79% |
$828K - $1.01M
|
24.6K
$9.94M
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.09K- 30.37% |
$860K - $1.05M
|
9.37K
$3.78M
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-4.14K- 3.08% |
$871K - $1.07M
|
130K
$52.7M
|
|
|
Nov 14, 2022
Q3 2022
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-4.32K- 63.0% |
$909K - $1.11M
|
2.54K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.47K- 3.87% |
$940K - $1.15M
|
111K
$44.8M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.55K- 20.95% |
$958K - $1.17M
|
17.2K
$6.94M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-4.56K- 1.69% |
$959K - $1.17M
|
265K
$107M
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
SELL
|
- |
-4.56K- 81.63% |
$960K - $1.18M
|
1.03K
$415K
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-4.67K- 3.52% |
$983K - $1.2M
|
128K
$51.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.76K- 24.95% |
$1M - $1.23M
|
14.3K
$5.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.12K- 17.74% |
$1.08M - $1.32M
|
23.8K
$9.6M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.3K- 3.44% |
$1.12M - $1.37M
|
149K
$60.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-5.44K- 12.62% |
$1.15M - $1.4M
|
37.7K
$15.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-5.53K- 14.37% |
$1.16M - $1.42M
|
33K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5.9K- 2.41% |
$1.24M - $1.52M
|
239K
$96.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-5.94K- 31.21% |
$1.25M - $1.53M
|
13.1K
$5.28M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6.04K- 48.63% |
$1.27M - $1.55M
|
6.38K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-6.29K- 57.39% |
$1.32M - $1.62M
|
4.67K
$1.88M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-6.61K- 63.33% |
$1.39M - $1.7M
|
3.83K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-6.72K- 1.74% |
$1.41M - $1.73M
|
380K
$153M
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-6.75K- 71.55% |
$1.42M - $1.74M
|
2.68K
$1.08M
|
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-6.83K- 60.88% |
$1.44M - $1.76M
|
4.39K
$1.77M
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-6.84K- 6.82% |
$1.44M - $1.76M
|
93.5K
$37.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.9K- 1.74% |
$1.45M - $1.78M
|
390K
$157M
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-7.15K- 4.87% |
$1.5M - $1.84M
|
140K
$56.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.19K- 2.23% |
$1.51M - $1.85M
|
315K
$127M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.3K- 4.42% |
$1.54M - $1.88M
|
158K
$63.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-7.46K- 3.41% |
$1.57M - $1.92M
|
211K
$85.2M
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
SELL
|
- |
-7.65K- 1.28% |
$1.61M - $1.97M
|
590K
$238M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.79K- 17.46% |
$1.64M - $2.01M
|
36.8K
$14.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-7.83KClosed |
$1.65M - $2.02M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-7.88K- 7.16% |
$1.66M - $2.03M
|
102K
$41.2M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.93K- 5.02% |
$1.67M - $2.04M
|
150K
$60.6M
|