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 10, 2022
Q3 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.4KNew |
$295K - $360K
|
1.4K
$570K
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
BUY
|
- |
1.39K+ 4.62% |
$293K - $359K
|
31.5K
$12.8M
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.39K+ 2.85% |
$293K - $359K
|
50.3K
$20.5M
|
|
Nov 10, 2022
Q3 2022
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
1.37K+ 644.6% |
$289K - $354K
|
1.59K
$646K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.37KNew |
$288K - $352K
|
1.37K
$557K
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.36K+ 73.2% |
$286K - $350K
|
3.22K
$1.31M
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.36KNew |
$286K - $350K
|
1.36K
$553K
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.36KNew |
$286K - $350K
|
1.36K
$553K
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.33KNew |
$280K - $343K
|
1.33K
$543K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.32K+ 3.55% |
$279K - $341K
|
38.6K
$15.7M
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.3K+ 6.65% |
$274K - $335K
|
20.9K
$8.5M
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.3KNew |
$274K - $335K
|
1.3K
$529K
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.3KNew |
$273K - $334K
|
1.3K
$529K
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.27KNew |
$266K - $326K
|
1.27K
$515K
|
|
Nov 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.26KNew |
$265K - $324K
|
1.26K
$513K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.26K+ 12.34% |
$264K - $323K
|
11.4K
$4.65M
|
|
Oct 24, 2022
Q3 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$264K - $323K
|
1.25K
$510K
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
BUY
|
- |
1.22KNew |
$257K - $314K
|
1.22K
$497K
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.22KNew |
$256K - $314K
|
1.22K
$496K
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
BUY
|
- |
1.2K+ 87.63% |
$253K - $310K
|
2.58K
$1.05M
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.2K+ 10.03% |
$252K - $309K
|
13.2K
$5.36M
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.19K+ 9.38% |
$251K - $307K
|
13.9K
$5.66M
|
|
Oct 24, 2022
Q3 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.19K+ 421.99% |
$250K - $306K
|
1.47K
$599K
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
1.18KNew |
$247K - $303K
|
1.18K
$478K
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.16KNew |
$243K - $298K
|
1.16K
$471K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.16K+ 108.55% |
$243K - $297K
|
2.22K
$904K
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.13K+ 22.59% |
$238K - $291K
|
6.13K
$2.5M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.13K+ 8.47% |
$237K - $290K
|
14.4K
$5.86M
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.12K+ 0.99% |
$236K - $289K
|
115K
$46.6M
|
|
Nov 08, 2022
Q3 2022
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.12K+ 30.2% |
$235K - $288K
|
4.82K
$1.96M
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.12K+ 86.12% |
$235K - $288K
|
2.41K
$983K
|
|
Oct 21, 2022
Q3 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 3.22% |
$235K - $287K
|
35.7K
$14.5M
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.1K+ 5.37% |
$231K - $283K
|
21.6K
$8.79M
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
1.1K+ 23.29% |
$231K - $283K
|
5.82K
$2.37M
|
|
Oct 11, 2022
Q3 2022
|
Campbell Wealth Management
|
BUY
|
- |
1.1KNew |
$231K - $283K
|
1.1K
$447K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.09K+ 3.93% |
$230K - $281K
|
28.9K
$11.8M
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.07K+ 68.64% |
$224K - $274K
|
2.62K
$1.07M
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.06K+ 13.37% |
$223K - $273K
|
8.98K
$3.66M
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.05K+ 3.84% |
$221K - $270K
|
28.4K
$11.6M
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.05K+ 352.35% |
$221K - $270K
|
1.35K
$549K
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.03KNew |
$217K - $265K
|
1.03K
$420K
|
|
Nov 04, 2022
Q3 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 11.03% |
$216K - $264K
|
10.3K
$4.2M
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.02KNew |
$215K - $263K
|
1.02K
$416K
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.02K+ 5.02% |
$215K - $263K
|
21.4K
$8.71M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.02K+ 0.22% |
$215K - $263K
|
475K
$193M
|
|
Nov 08, 2022
Q3 2022
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.02KNew |
$214K - $261K
|
1.02K
$413K
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.01KNew |
$213K - $260K
|
1.01K
$412K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.01K+ 7.88% |
$211K - $259K
|
13.8K
$5.6M
|
|
Nov 14, 2022
Q3 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1K+ 52.91% |
$210K - $257K
|
2.89K
$1.18M
|
|
Oct 07, 2022
Q3 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
985New |
$207K - $254K
|
985
$401K
|