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 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
321+ 14.2% |
$67.5K - $82.6K
|
2.58K
$1.05M
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
320+ 21.39% |
$67.3K - $82.4K
|
1.82K
$739K
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
BUY
|
- |
307+ 13.74% |
$64.6K - $79K
|
2.54K
$1.03M
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
305+ 19.63% |
$64.2K - $78.5K
|
1.86K
$757K
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
300+ 0.48% |
$63.1K - $77.2K
|
63.4K
$25.8M
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
300+ 8.82% |
$63.1K - $77.2K
|
3.7K
$1.51M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
294+ 3.48% |
$61.9K - $75.7K
|
8.74K
$3.56M
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
290+ 14.93% |
$61K - $74.7K
|
2.23K
$909K
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
284New |
$59.8K - $73.1K
|
284
$116K
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
275+ 1.36% |
$57.9K - $70.8K
|
20.4K
$8.32M
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
266+ 4.69% |
$56K - $68.5K
|
5.94K
$2.42M
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
264+ 16.13% |
$55.5K - $68K
|
1.9K
$774K
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
264+ 8.23% |
$55.5K - $68K
|
3.47K
$1.41M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
264+ 0.72% |
$55.5K - $68K
|
36.9K
$15M
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
260+ 14.96% |
$54.7K - $66.9K
|
2K
$814K
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
251+ 1.05% |
$52.8K - $64.6K
|
24.2K
$9.87M
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
250+ 7.29% |
$52.6K - $64.4K
|
3.68K
$1.5M
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
249+ 0.98% |
$52.4K - $64.1K
|
25.6K
$10.4M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
247+ 0.19% |
$52K - $63.6K
|
128K
$52.2M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
241+ 1.33% |
$50.7K - $62.1K
|
18.4K
$7.49M
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
239+ 37.88% |
$50.3K - $61.5K
|
870
$354K
|
|
Oct 03, 2022
Q3 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
238+ 15.08% |
$50.1K - $61.3K
|
1.82K
$739K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
234+ 4.84% |
$49.2K - $60.2K
|
5.07K
$2.06M
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
224+ 4.47% |
$47.1K - $57.7K
|
5.23K
$2.13M
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
223+ 0.72% |
$46.9K - $57.4K
|
31K
$12.6M
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
220+ 0.8% |
$46.3K - $56.6K
|
27.7K
$11.3M
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
213+ 6.98% |
$44.8K - $54.8K
|
3.27K
$1.33M
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
210+ 5.43% |
$44.2K - $54.1K
|
4.08K
$1.66M
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
210+ 12.63% |
$44.2K - $54.1K
|
1.87K
$763K
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
206+ 11.37% |
$43.3K - $53K
|
2.02K
$821K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
205+ 2.59% |
$43.1K - $52.8K
|
8.11K
$3.3M
|
|
Oct 06, 2022
Q3 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
204+ 10.12% |
$42.9K - $52.5K
|
2.22K
$904K
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
201+ 5.87% |
$42.3K - $51.8K
|
3.63K
$1.48M
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
200+ 15.29% |
$42.1K - $51.5K
|
1.51K
$614K
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
200New |
$42.1K - $51.5K
|
200
$81.4K
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
199+ 5.57% |
$41.9K - $51.2K
|
3.77K
$1.54M
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
191+ 9.18% |
$40.2K - $49.2K
|
2.27K
$925K
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
190+ 1.8% |
$40K - $48.9K
|
10.7K
$4.37M
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
190+ 13.18% |
$40K - $48.9K
|
1.63K
$665K
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
188+ 0.74% |
$39.6K - $48.4K
|
25.5K
$10.4M
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
183+ 8.63% |
$38.5K - $47.1K
|
2.3K
$938K
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
181+ 0.27% |
$38.1K - $46.6K
|
67.4K
$27.5M
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
176+ 9.7% |
$37K - $45.3K
|
1.99K
$810K
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
171+ 0.39% |
$36K - $44K
|
43.7K
$17.8M
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
171+ 0.27% |
$36K - $44K
|
62.7K
$25.5M
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
169+ 5.95% |
$35.6K - $43.5K
|
3.01K
$1.23M
|
|
Nov 14, 2022
Q3 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
168+ 4.23% |
$35.3K - $43.3K
|
4.14K
$1.69M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
167+ 1.64% |
$35.1K - $43K
|
10.4K
$4.23M
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
163+ 10.13% |
$34.3K - $42K
|
1.77K
$722K
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
157New |
$33K - $40.4K
|
157
$63.9K
|