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
|
Colony Family Offices, LLC
|
BUY
|
- |
4.19KNew |
$881K - $1.08M
|
4.19K
$1.7M
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
4.08K+ 92.98% |
$858K - $1.05M
|
8.47K
$3.45M
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
4K+ 64.87% |
$842K - $1.03M
|
10.2K
$4.14M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.97K+ 5.72% |
$835K - $1.02M
|
73.3K
$29.9M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3.93K+ 131.83% |
$827K - $1.01M
|
6.91K
$2.81M
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.91K+ 0.65% |
$823K - $1.01M
|
609K
$248M
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.84K+ 4.15% |
$809K - $990K
|
96.4K
$39.3M
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.8K+ 46.06% |
$800K - $978K
|
12.1K
$4.91M
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
3.8K+ 54.12% |
$799K - $977K
|
10.8K
$4.4M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.74KNew |
$787K - $963K
|
3.74K
$1.52M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.66K+ 27.46% |
$770K - $943K
|
17K
$6.92M
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
3.66K+ 102.38% |
$770K - $942K
|
7.23K
$2.94M
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.58K+ 146.76% |
$753K - $921K
|
6.02K
$2.45M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.53K+ 6.59% |
$743K - $909K
|
57.1K
$23.3M
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.52K+ 23.56% |
$740K - $905K
|
18.4K
$7.51M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.51K+ 14.09% |
$738K - $903K
|
28.4K
$11.6M
|
|
Nov 10, 2022
Q3 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.47K+ 276.27% |
$730K - $893K
|
4.73K
$1.92M
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
3.28K+ 20.6% |
$689K - $843K
|
19.2K
$7.81M
|
|
Nov 10, 2022
Q3 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
3.27KNew |
$687K - $841K
|
3.27K
$1.33M
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
3.23KNew |
$680K - $832K
|
3.23K
$1.32M
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.14KNew |
$660K - $808K
|
3.14K
$1.28M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.03K+ 3.03% |
$637K - $780K
|
103K
$41.9M
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
3.01K+ 7.77% |
$633K - $774K
|
41.7K
$17M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.96K+ 1.53% |
$622K - $762K
|
197K
$80.1M
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.95KNew |
$622K - $761K
|
2.95K
$1.2M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.9K+ 0.79% |
$610K - $746K
|
368K
$150M
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.88K+ 2.03% |
$606K - $741K
|
144K
$58.8M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2.88K+ 22.95% |
$605K - $740K
|
15.4K
$6.27M
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.87K+ 3.35% |
$604K - $739K
|
88.6K
$36.1M
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.87K+ 76.17% |
$604K - $739K
|
6.64K
$2.7M
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.86K+ 5.71% |
$602K - $737K
|
53K
$21.6M
|
|
Nov 14, 2022
Q3 2022
|
Ithaka Group LLC
Bethesda, MD |
BUY
|
- |
2.86KNew |
$602K - $736K
|
2.86K
$1.16M
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.82K+ 51.21% |
$592K - $725K
|
8.32K
$3.39M
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.76K+ 18.5% |
$581K - $711K
|
17.7K
$7.2M
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
2.75K+ 2.76% |
$578K - $708K
|
102K
$41.6M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.63KNew |
$552K - $676K
|
2.63K
$1.07M
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
2.59K+ 3.09% |
$544K - $666K
|
86.3K
$35.1M
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.53KNew |
$531K - $650K
|
2.53K
$1.03M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.51K+ 9.39% |
$529K - $647K
|
29.3K
$11.9M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.5K+ 161.27% |
$526K - $643K
|
4.05K
$1.65M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
2.48K+ 0.75% |
$523K - $640K
|
334K
$136M
|
|
Oct 04, 2022
Q3 2022
|
Stairway Partners, LLC
|
BUY
|
- |
2.47K+ 0.72% |
$520K - $636K
|
346K
$141M
|
|
Nov 09, 2022
Q3 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
2.45K+ 34.46% |
$515K - $630K
|
9.55K
$3.89M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.44K+ 4.42% |
$514K - $629K
|
57.8K
$23.5M
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 3.76% |
$503K - $615K
|
65.9K
$26.8M
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.39KNew |
$503K - $615K
|
2.39K
$973K
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.38K+ 38.96% |
$501K - $613K
|
8.49K
$3.46M
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.36K+ 8.2% |
$497K - $608K
|
31.1K
$12.7M
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2.29K+ 17.09% |
$481K - $589K
|
15.7K
$6.38M
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.26K+ 101.75% |
$476K - $582K
|
4.49K
$1.83M
|