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 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
984+ 34.05% |
$207K - $253K
|
3.87K
$1.58M
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
970New |
$204K - $250K
|
970
$395K
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
970New |
$204K - $250K
|
970
$395K
|
|
Nov 14, 2022
Q3 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
963+ 9.07% |
$203K - $248K
|
11.6K
$4.72M
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
954+ 18.27% |
$201K - $246K
|
6.18K
$2.51M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
953New |
$201K - $245K
|
953
$388K
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
950+ 12.38% |
$200K - $245K
|
8.62K
$3.51M
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
933+ 2.45% |
$196K - $240K
|
39K
$15.9M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
919+ 40.68% |
$193K - $237K
|
3.18K
$1.29M
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
905+ 8.77% |
$190K - $233K
|
11.2K
$4.57M
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
900New |
$189K - $232K
|
900
$366K
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
895+ 3.91% |
$188K - $230K
|
23.8K
$9.68M
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
882New |
$186K - $227K
|
882
$359K
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
873+ 6.9% |
$184K - $225K
|
13.5K
$5.51M
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
865+ 20.87% |
$182K - $223K
|
5.01K
$2.04M
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
835+ 1.97% |
$176K - $215K
|
43.2K
$17.6M
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
832+ 4.68% |
$175K - $214K
|
18.6K
$7.59M
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
820+ 0.55% |
$173K - $211K
|
151K
$61.4M
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
803+ 24.72% |
$169K - $207K
|
4.05K
$1.65M
|
|
Nov 14, 2022
Q3 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
802+ 16.0% |
$169K - $206K
|
5.82K
$2.37M
|
|
Oct 21, 2022
Q3 2022
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
794+ 1.25% |
$167K - $204K
|
64.3K
$26.2M
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
769+ 3.8% |
$162K - $198K
|
21K
$8.55M
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
763+ 6.31% |
$161K - $196K
|
12.9K
$5.24M
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
749+ 1.03% |
$158K - $193K
|
73.2K
$29.8M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
743+ 1.63% |
$156K - $191K
|
46.2K
$18.8M
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
718+ 0.67% |
$151K - $185K
|
107K
$43.6M
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
717New |
$151K - $185K
|
717
$292K
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
715+ 2.35% |
$150K - $184K
|
31.2K
$12.7M
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
712+ 9.72% |
$150K - $183K
|
8.03K
$3.27M
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
682+ 30.96% |
$143K - $176K
|
2.89K
$1.17M
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
672+ 9.71% |
$141K - $173K
|
7.59K
$3.09M
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
665+ 6.84% |
$140K - $171K
|
10.4K
$4.23M
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
657+ 6.58% |
$138K - $169K
|
10.6K
$4.34M
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
616+ 8.0% |
$130K - $159K
|
8.31K
$3.38M
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
616+ 4.61% |
$130K - $159K
|
14K
$5.69M
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
601+ 3.12% |
$126K - $155K
|
19.8K
$8.08M
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
598+ 14.17% |
$126K - $154K
|
4.82K
$1.96M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
594+ 1.17% |
$125K - $153K
|
51.5K
$21M
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
587+ 3.24% |
$124K - $151K
|
18.7K
$7.63M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
586+ 1.69% |
$123K - $151K
|
35.3K
$14.4M
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
BUY
|
- |
582+ 2.92% |
$122K - $150K
|
20.5K
$8.35M
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
576+ 119.5% |
$121K - $148K
|
1.06K
$431K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
574+ 11.63% |
$121K - $148K
|
5.51K
$2.24M
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
562+ 0.96% |
$118K - $145K
|
59.1K
$24.1M
|
|
Nov 02, 2022
Q3 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
559+ 2.61% |
$118K - $144K
|
21.9K
$8.93M
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
555+ 8.42% |
$117K - $143K
|
7.15K
$2.91M
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
545New |
$115K - $140K
|
545
$222K
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
BUY
|
- |
537+ 2.12% |
$113K - $138K
|
25.9K
$10.5M
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
534+ 5.56% |
$112K - $137K
|
10.1K
$4.13M
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
510+ 25.78% |
$107K - $131K
|
2.49K
$1.01M
|