Purchases and Sales Made in Q4 2022 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q4 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 | 
|---|---|---|---|---|---|---|---|
| 
               
                  Feb 15, 2023
                  Q4 2022
                 
               |   
            
              
   
      Moneta Group Investment Advisors LLC
       
           
            St Louis, MO  | 
            
               BUY                   
             | 
            - | 
              223M+ 145777.62% | 
            
                                   
                  $46.2B - $52B
                 
             |    
            
                                 
                223M
                $105B
                
             |               
            |
| 
               
                  Feb 10, 2023
                  Q4 2022
                 
               |   
            
              
   
      Bank Of America Corp 
       
           
            Charlotte, NC  | 
            
               BUY                   
             | 
            - | 
              3.19M+ 9.12% | 
            
                                   
                  $660M - $742M
                 
             |    
            
                                 
                38.1M
                $17.8B
                
             |               
            |
| 
               
                  Feb 13, 2023
                  Q4 2022
                 
               |   
            
              
   
      Polen Capital                        
      Polen Capital Management LLC | Boca Raton, Fl
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.95M+ 329.78% | 
            
                                   
                  $403M - $453M
                 
             |    
            
                                 
                2.54M
                $1.19B
                
             |               
            |
| 
               
                  Feb 15, 2023
                  Q4 2022
                 
               |   
            
              
   
      Ci Private Wealth, LLC
       
           
            Miami, FL  | 
            
               BUY                   
             | 
            - | 
              1.35MNew | 
            
                                   
                  $279M - $314M
                 
             |    
            
                                 
                1.35M
                $631M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Bank Of New York Mellon Corp
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              1.3MNew | 
            
                                   
                  $268M - $302M
                 
             |    
            
                                 
                1.3M
                $606M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Morgan Stanley
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              1.28M+ 6.17% | 
            
                                   
                  $266M - $299M
                 
             |    
            
                                 
                22.1M
                $10.3B
                
             |               
            |
| 
               
                  Feb 13, 2023
                  Q4 2022
                 
               |   
            
              
   
      Cibc Private Wealth Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              854K+ 166.82% | 
            
                                   
                  $177M - $199M
                 
             |    
            
                                 
                1.37M
                $639M
                
             |               
            |
| 
               
                  Feb 07, 2023
                  Q4 2022
                 
               |   
            
              
   
      Envestnet Asset Management Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              829K+ 16.95% | 
            
                                   
                  $172M - $193M
                 
             |    
            
                                 
                5.72M
                $2.68B
                
             |               
            |
| 
               
                  Feb 13, 2023
                  Q4 2022
                 
               |   
            
              
   
      Edgewood Management LLC
       
           
            Greenwich, CT  | 
            
               BUY                   
             | 
            - | 
              609K+ 12661.04% | 
            
                                   
                  $126M - $142M
                 
             |    
            
                                 
                614K
                $287M
                
             |               
            |
| 
               
                  Feb 13, 2023
                  Q4 2022
                 
               |   
            
              
   
      Wells Fargo & Company
       
           
            San Francisco, CA  | 
            
               BUY                   
             | 
            - | 
              608K+ 13.39% | 
            
                                   
                  $126M - $142M
                 
             |    
            
                                 
                5.15M
                $2.41B
                
             |               
            |
| 
               
                  Feb 13, 2023
                  Q4 2022
                 
               |   
            
              
   
      First Republic Investment Management, Inc.
       
           
            San Francisco, CA  | 
            
               BUY                   
             | 
            - | 
              544K+ 29.02% | 
            
                                   
                  $113M - $127M
                 
             |    
            
                                 
                2.42M
                $1.13B
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Royal Bank Of Canada
       
           
            Toronto, A6  | 
            
               BUY                   
             | 
            - | 
              276K+ 18.15% | 
            
                                   
                  $57.2M - $64.3M
                 
             |    
            
                                 
                1.8M
                $841M
                
             |               
            |
| 
               
                  Jan 27, 2023
                  Q4 2022
                 
               |   
            
              
   
      Signaturefd, LLC
       
           
            Atlanta, GA  | 
            
               BUY                   
             | 
            - | 
              268K+ 21.12% | 
            
                                   
                  $55.4M - $62.3M
                 
             |    
            
                                 
                1.53M
                $718M
                
             |               
            |
| 
               
                  Feb 13, 2023
                  Q4 2022
                 
               |   
            
              
   
      Northern Trust Corp
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              243K+ 6.12% | 
            
                                   
                  $50.3M - $56.6M
                 
             |    
            
                                 
                4.22M
                $1.97B
                
             |               
            |
| 
               
                  Feb 10, 2023
                  Q4 2022
                 
               |   
            
              
   
      Clearbridge Investments, LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              233K+ 1411.53% | 
            
                                   
                  $48.2M - $54.2M
                 
             |    
            
                                 
                249K
                $117M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Financial Engines Advisors L.L.C.
       
           
            Santa Clara, CA  | 
            
               BUY                   
             | 
            - | 
              206K+ 283.24% | 
            
                                   
                  $42.7M - $48M
                 
             |    
            
                                 
                279K
                $131M
                
             |               
            |
| 
               
                  Feb 13, 2023
                  Q4 2022
                 
               |   
            
              
   
      M&T Bank Corp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              206K+ 8.82% | 
            
                                   
                  $42.6M - $48M
                 
             |    
            
                                 
                2.54M
                $1.19B
                
             |               
            |
| 
               
                  Feb 17, 2023
                  Q4 2022
                 
               |   
            
              
   
      Truist Financial Corp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              196K+ 8.89% | 
            
                                   
                  $40.6M - $45.6M
                 
             |    
            
                                 
                2.4M
                $1.12B
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Hsbc Holdings PLC
       
           
            London, X0  | 
            
               BUY                   
             | 
            - | 
              192K+ 106.47% | 
            
                                   
                  $39.8M - $44.8M
                 
             |    
            
                                 
                373K
                $174M
                
             |               
            |
| 
               
                  Feb 13, 2023
                  Q4 2022
                 
               |   
            
              
   
      Brown Advisory Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              186K+ 68.41% | 
            
                                   
                  $38.4M - $43.3M
                 
             |    
            
                                 
                457K
                $214M
                
             |               
            |
| 
               
                  Feb 16, 2023
                  Q4 2022
                 
               |   
            
              
   
      Moneta Group Investment Advisors LLC
       
           
            St Louis, MO  | 
            
               BUY                   
             | 
            - | 
              180K+ 11404.8% | 
            
                                   
                  $37.4M - $42M
                 
             |    
            
                                 
                182K
                $85.2M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Cetera Investment Advisers
       
           
            Schaumburg, IL  | 
            
               BUY                   
             | 
            - | 
              179K+ 165.81% | 
            
                                   
                  $37M - $41.7M
                 
             |    
            
                                 
                287K
                $134M
                
             |               
            |
| 
               
                  Jan 10, 2023
                  Q4 2022
                 
               |   
            
              
   
      Mcia Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              174KNew | 
            
                                   
                  $36M - $40.5M
                 
             |    
            
                                 
                174K
                $81.3M
                
             |               
            |
| 
               
                  Feb 10, 2023
                  Q4 2022
                 
               |   
            
              
   
      Advisor Group Holdings, Inc.
       
           
            Phoenix, AZ  | 
            
               BUY                   
             | 
            - | 
              167K+ 21.65% | 
            
                                   
                  $34.6M - $38.9M
                 
             |    
            
                                 
                939K
                $440M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Prudential Financial Inc
       
           
            Newark, NJ  | 
            
               BUY                   
             | 
            - | 
              161K+ 22.89% | 
            
                                   
                  $33.4M - $37.6M
                 
             |    
            
                                 
                866K
                $405M
                
             |               
            |
| 
               
                  Jun 01, 2023
                  Q4 2022
                 
               |   
            
              
   
      Cibc Private Wealth Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              161K+ 29.46% | 
            
                                   
                  $33.3M - $37.5M
                 
             |    
            
                                 
                707K
                $331M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Caisse De Depot Et Placement Du Quebec
       
           
            Montreal, A8  | 
            
               BUY                   
             | 
            - | 
              150K+ 200.0% | 
            
                                   
                  $31.1M - $34.9M
                 
             |    
            
                                 
                225K
                $105M
                
             |               
            |
| 
               
                  Feb 08, 2023
                  Q4 2022
                 
               |   
            
              
   
      Raymond James & Associates
       
           
            St Petersburg, FL  | 
            
               BUY                   
             | 
            - | 
              138K+ 4.59% | 
            
                                   
                  $28.5M - $32.1M
                 
             |    
            
                                 
                3.14M
                $1.47B
                
             |               
            |
| 
               
                  Feb 10, 2023
                  Q4 2022
                 
               |   
            
              
   
      Allen Investment Management LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              128K+ 160.77% | 
            
                                   
                  $26.5M - $29.8M
                 
             |    
            
                                 
                208K
                $97.2M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Ameriprise Financial Inc
       
           
            Minneapolis, MN  | 
            
               BUY                   
             | 
            - | 
              114K+ 8.76% | 
            
                                   
                  $23.6M - $26.6M
                 
             |    
            
                                 
                1.42M
                $663M
                
             |               
            |
| 
               
                  Feb 13, 2023
                  Q4 2022
                 
               |   
            
              
   
      Kayne Anderson Rudnick Investment Management LLC
       
           
            Los Angeles, CA  | 
            
               BUY                   
             | 
            - | 
              112K+ 111.84% | 
            
                                   
                  $23.1M - $26M
                 
             |    
            
                                 
                211K
                $98.9M
                
             |               
            |
| 
               
                  Feb 10, 2023
                  Q4 2022
                 
               |   
            
              
   
      Pnc Financial Services Group, Inc.
       
           
            Pittsburgh, PA  | 
            
               BUY                   
             | 
            - | 
              109K+ 3.32% | 
            
                                   
                  $22.6M - $25.4M
                 
             |    
            
                                 
                3.39M
                $1.59B
                
             |               
            |
| 
               
                  Jan 18, 2023
                  Q4 2022
                 
               |   
            
              
   
      Congress Asset Management CO 
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              108K+ 122.53% | 
            
                                   
                  $22.3M - $25.1M
                 
             |    
            
                                 
                196K
                $91.6M
                
             |               
            |
| 
               
                  Feb 10, 2023
                  Q4 2022
                 
               |   
            
              
   
      Winslow Capital Management, LLC
       
           
            Minneapolis, MN  | 
            
               BUY                   
             | 
            - | 
              103K+ 108.8% | 
            
                                   
                  $21.4M - $24.1M
                 
             |    
            
                                 
                198K
                $92.8M
                
             |               
            |
| 
               
                  Feb 09, 2023
                  Q4 2022
                 
               |   
            
              
   
      Jennison Associates LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              102K+ 179.08% | 
            
                                   
                  $21.1M - $23.7M
                 
             |    
            
                                 
                159K
                $74.3M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Cresset Asset Management, LLC
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              94.9K+ 5.59% | 
            
                                   
                  $19.6M - $22.1M
                 
             |    
            
                                 
                1.79M
                $838M
                
             |               
            |
| 
               
                  Feb 09, 2023
                  Q4 2022
                 
               |   
            
              
   
      Citigroup Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              92.5K+ 13.41% | 
            
                                   
                  $19.1M - $21.5M
                 
             |    
            
                                 
                782K
                $366M
                
             |               
            |
| 
               
                  Feb 13, 2023
                  Q4 2022
                 
               |   
            
              
   
      Dsm Capital Partners LLC
       
           
            Palm Beach Gardens, FL  | 
            
               BUY                   
             | 
            - | 
              92.4K+ 2276.97% | 
            
                                   
                  $19.1M - $21.5M
                 
             |    
            
                                 
                96.5K
                $45.2M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Fred Alger Management, LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              91.2K+ 697.04% | 
            
                                   
                  $18.9M - $21.2M
                 
             |    
            
                                 
                104K
                $48.8M
                
             |               
            |
| 
               
                  May 10, 2024
                  Q4 2022
                 
               |   
            
              
   
      Met Life Investment Management, LLC
       
           
            Whippany, NJ  | 
            
               BUY                   
             | 
            - | 
              88.1K+ 119.86% | 
            
                                   
                  $18.2M - $20.5M
                 
             |    
            
                                 
                162K
                $75.6M
                
             |               
            |
| 
               
                  Feb 15, 2023
                  Q4 2022
                 
               |   
            
              
   
      Met Life Investment Management, LLC
       
           
            Whippany, NJ  | 
            
               BUY                   
             | 
            - | 
              83.6K+ 113.74% | 
            
                                   
                  $17.3M - $19.5M
                 
             |    
            
                                 
                157K
                $73.5M
                
             |               
            |
| 
               
                  Mar 22, 2023
                  Q4 2022
                 
               |   
            
              
   
      Met Life Investment Management, LLC
       
           
            Whippany, NJ  | 
            
               BUY                   
             | 
            - | 
              83.6K+ 113.74% | 
            
                                   
                  $17.3M - $19.5M
                 
             |    
            
                                 
                157K
                $73.5M
                
             |               
            |
| 
               
                  Feb 13, 2023
                  Q4 2022
                 
               |   
            
              
   
      Pathstone Family Office, LLC
       
           
            Englewood, NJ  | 
            
               BUY                   
             | 
            - | 
              79.9K+ 544.18% | 
            
                                   
                  $16.5M - $18.6M
                 
             |    
            
                                 
                94.6K
                $44.3M
                
             |               
            |
| 
               
                  Oct 23, 2023
                  Q4 2022
                 
               |   
            
              
   
      Pathstone Family Office, LLC
       
           
            Englewood, NJ  | 
            
               BUY                   
             | 
            - | 
              79.9K+ 544.18% | 
            
                                   
                  $16.5M - $18.6M
                 
             |    
            
                                 
                94.6K
                $44.3M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Zacks Investment Management
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              79.3K+ 759.31% | 
            
                                   
                  $16.4M - $18.5M
                 
             |    
            
                                 
                89.8K
                $42M
                
             |               
            |
| 
               
                  Feb 06, 2023
                  Q4 2022
                 
               |   
            
              
   
      Oppenheimer Asset Management Inc.
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              78.7K+ 117.39% | 
            
                                   
                  $16.3M - $18.3M
                 
             |    
            
                                 
                146K
                $68.2M
                
             |               
            |
| 
               
                  Feb 13, 2023
                  Q4 2022
                 
               |   
            
              
   
      American Century Companies Inc
       
           
            Kansas City, MO  | 
            
               BUY                   
             | 
            - | 
              78.5K+ 201.4% | 
            
                                   
                  $16.3M - $18.3M
                 
             |    
            
                                 
                117K
                $55M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Mariner, LLC
       
           
            Overland Park, KS  | 
            
               BUY                   
             | 
            - | 
              77.4K+ 18.58% | 
            
                                   
                  $16M - $18M
                 
             |    
            
                                 
                494K
                $231M
                
             |               
            |
| 
               
                  Feb 06, 2023
                  Q4 2022
                 
               |   
            
              
   
      Avidian Wealth Solutions, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              70.7K+ 62.55% | 
            
                                   
                  $14.6M - $16.5M
                 
             |    
            
                                 
                184K
                $86M
                
             |               
            |
| 
               
                  Jun 12, 2023
                  Q4 2022
                 
               |   
            
              
   
      Ep Wealth Advisors, LLC
       
           
            Torrance, CA  | 
            
               BUY                   
             | 
            - | 
              69.5K+ 88.01% | 
            
                                   
                  $14.4M - $16.2M
                 
             |    
            
                                 
                149K
                $69.5M
                
             |