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
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.26K+ 1.29% |
$475K - $581K
|
178K
$72.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.25K+ 3.64% |
$474K - $580K
|
64K
$26.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2.22KNew |
$467K - $571K
|
2.22K
$904K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
2.21K+ 7.65% |
$465K - $569K
|
31.1K
$12.7M
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
BUY
|
- |
2.19K+ 25.55% |
$461K - $565K
|
10.8K
$4.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
2.18KNew |
$458K - $560K
|
2.18K
$886K
|
|
|
Oct 14, 2022
Q3 2022
|
Epiq Partners, LLC
|
BUY
|
- |
2.16K+ 14.53% |
$453K - $555K
|
17K
$6.92M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.15K+ 4.02% |
$453K - $555K
|
55.7K
$22.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
BUY
|
- |
2.12KNew |
$447K - $547K
|
2.12K
$865K
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.09K+ 4.15% |
$440K - $539K
|
52.5K
$21.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.06K+ 6.86% |
$434K - $531K
|
32.1K
$13.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.05K+ 85.65% |
$431K - $527K
|
4.44K
$1.81M
|
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.03KNew |
$428K - $523K
|
2.03K
$828K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.01K+ 5.01% |
$424K - $519K
|
42.2K
$17.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
2.01K+ 4.79% |
$422K - $516K
|
43.9K
$17.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.98K+ 1.43% |
$417K - $511K
|
141K
$57.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.98K+ 63.97% |
$417K - $511K
|
5.08K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.94K+ 28.61% |
$409K - $500K
|
8.73K
$3.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.94K+ 74.86% |
$408K - $499K
|
4.53K
$1.84M
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.93K+ 155.09% |
$407K - $498K
|
3.18K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.93K+ 5.87% |
$405K - $496K
|
34.8K
$14.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.91K+ 68.08% |
$402K - $493K
|
4.72K
$1.92M
|
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
BUY
|
- |
1.9K+ 143.08% |
$400K - $490K
|
3.23K
$1.32M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1.82K+ 2.96% |
$382K - $468K
|
63.2K
$25.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.75K+ 2.71% |
$368K - $451K
|
66.4K
$27M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.75K+ 0.74% |
$368K - $450K
|
238K
$96.9M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.72K+ 2.91% |
$362K - $443K
|
60.9K
$24.8M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
1.7K+ 3.23% |
$358K - $438K
|
54.4K
$22.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.69K+ 5.23% |
$356K - $436K
|
34.1K
$13.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.69K+ 18.96% |
$355K - $435K
|
10.6K
$4.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.67K+ 42.71% |
$351K - $430K
|
5.58K
$2.27M
|
|
|
Nov 02, 2022
Q3 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.67K+ 94.82% |
$350K - $429K
|
3.42K
$1.39M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.66K+ 4.23% |
$349K - $427K
|
40.9K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.65K+ 17.11% |
$347K - $425K
|
11.3K
$4.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.6K+ 20.66% |
$337K - $413K
|
9.36K
$3.81M
|
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.59KNew |
$335K - $410K
|
1.59K
$648K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.59K+ 13.53% |
$334K - $408K
|
13.3K
$5.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.56K+ 23.14% |
$328K - $402K
|
8.31K
$3.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.56K+ 5.38% |
$327K - $400K
|
30.5K
$12.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.55KNew |
$327K - $400K
|
1.55K
$632K
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.53K+ 5.08% |
$323K - $395K
|
31.7K
$12.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.53K+ 474.84% |
$322K - $394K
|
1.85K
$754K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.51K+ 1.3% |
$318K - $390K
|
117K
$47.8M
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
1.51K+ 2.03% |
$317K - $387K
|
75.7K
$30.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.49K+ 5.4% |
$314K - $384K
|
29.1K
$11.9M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.49K+ 5.4% |
$314K - $384K
|
29.1K
$11.9M
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.46KNew |
$308K - $376K
|
1.46K
$595K
|
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.45KNew |
$306K - $374K
|
1.45K
$591K
|
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
BUY
|
- |
1.42K+ 5.39% |
$298K - $365K
|
27.7K
$11.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$295K - $361K
|
1.4K
$572K
|