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 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
507+ 3.98% |
$107K - $131K
|
13.2K
$5.39M
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
506+ 2.22% |
$106K - $130K
|
23.3K
$9.5M
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
505+ 30.02% |
$106K - $130K
|
2.19K
$891K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
504+ 3.36% |
$106K - $130K
|
15.5K
$6.32M
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
480+ 1.36% |
$101K - $124K
|
35.7K
$14.5M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
478+ 5.55% |
$101K - $123K
|
9.09K
$3.7M
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
471+ 10.58% |
$99.1K - $121K
|
4.92K
$2M
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
470+ 6.44% |
$98.9K - $121K
|
7.77K
$3.16M
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
467+ 7.5% |
$98.3K - $120K
|
6.69K
$2.73M
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
BUY
|
- |
466+ 3.03% |
$98K - $120K
|
15.8K
$6.45M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
460+ 32.37% |
$96.8K - $118K
|
1.88K
$766K
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
451+ 2.8% |
$94.9K - $116K
|
16.6K
$6.75M
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
450+ 24.42% |
$94.7K - $116K
|
2.29K
$934K
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
449+ 37.92% |
$94.5K - $116K
|
1.63K
$665K
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
439+ 58.3% |
$92.4K - $113K
|
1.19K
$485K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
431+ 77.1% |
$90.7K - $111K
|
990
$403K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
426+ 1.94% |
$89.6K - $110K
|
22.4K
$9.11M
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
423+ 2.5% |
$89K - $109K
|
17.4K
$7.07M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
420+ 5.36% |
$88.4K - $108K
|
8.26K
$3.36M
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
414+ 3.91% |
$87.1K - $107K
|
11K
$4.48M
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
BUY
|
- |
413+ 19.12% |
$86.9K - $106K
|
2.57K
$1.05M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
406+ 256.96% |
$85.4K - $105K
|
564
$230K
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
406+ 7.07% |
$85.4K - $105K
|
6.15K
$2.5M
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
397+ 6.84% |
$83.5K - $102K
|
6.2K
$2.53M
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
397+ 4.21% |
$83.5K - $102K
|
9.83K
$4M
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
BUY
|
- |
395+ 1.61% |
$83.1K - $102K
|
24.9K
$10.1M
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
391New |
$82.3K - $101K
|
391
$159K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
388+ 2.06% |
$81.6K - $99.9K
|
19.3K
$7.85M
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
386+ 3.99% |
$81.2K - $99.4K
|
10.1K
$4.09M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
384+ 7.27% |
$80.8K - $98.9K
|
5.67K
$2.31M
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
384+ 7.68% |
$80.8K - $98.9K
|
5.38K
$2.19M
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
382+ 24.58% |
$80.4K - $98.4K
|
1.94K
$788K
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
380+ 3.43% |
$80K - $97.8K
|
11.5K
$4.67M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
377+ 2.42% |
$79.3K - $97.1K
|
15.9K
$6.49M
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
376+ 1.42% |
$79.1K - $96.8K
|
26.9K
$10.9M
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
375New |
$78.9K - $96.6K
|
375
$153K
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
375+ 2.18% |
$78.9K - $96.6K
|
17.6K
$7.17M
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
372+ 4.43% |
$78.3K - $95.8K
|
8.78K
$3.57M
|
|
Oct 14, 2022
Q3 2022
|
Next Capital Management LLC
|
BUY
|
- |
368+ 17.31% |
$77.4K - $94.7K
|
2.49K
$1.02M
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
366+ 2.91% |
$77K - $94.2K
|
12.9K
$5.27M
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
361New |
$76K - $92.9K
|
361
$147K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
356+ 15.59% |
$74.9K - $91.7K
|
2.64K
$1.08M
|
|
Nov 18, 2022
Q3 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
355+ 10.73% |
$74.7K - $91.4K
|
3.66K
$1.49M
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
350+ 1.68% |
$73.6K - $90.1K
|
21.2K
$8.61M
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
350+ 16.59% |
$73.6K - $90.1K
|
2.46K
$1M
|
|
Nov 07, 2022
Q3 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
342+ 5.19% |
$72K - $88.1K
|
6.93K
$2.82M
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
339+ 2.86% |
$71.3K - $87.3K
|
12.2K
$4.96M
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
339+ 19.17% |
$71.3K - $87.3K
|
2.11K
$858K
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
335+ 1.57% |
$70.5K - $86.3K
|
21.7K
$8.83M
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
329+ 7.87% |
$69.2K - $84.7K
|
4.51K
$1.84M
|