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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-11- 0.52% |
$2.28K - $2.56K
|
2.12K
$883K
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-11- 0.01% |
$2.28K - $2.56K
|
166K
$69.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-11- 0.38% |
$2.28K - $2.56K
|
2.9K
$1.21M
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-11- 0.82% |
$2.28K - $2.56K
|
1.33K
$555K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-14- 0.35% |
$2.9K - $3.26K
|
4.04K
$1.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-14- 0.24% |
$2.9K - $3.26K
|
5.71K
$2.38M
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-14- 2.3% |
$2.9K - $3.26K
|
596
$248K
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-15- 0.1% |
$3.11K - $3.49K
|
15K
$6.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-15- 0.78% |
$3.11K - $3.49K
|
1.9K
$790K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-15- 0.96% |
$3.11K - $3.49K
|
1.54K
$642K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-15- 0.22% |
$3.11K - $3.49K
|
6.73K
$2.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-16- 0.43% |
$3.31K - $3.73K
|
3.66K
$1.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-16- 1.06% |
$3.31K - $3.73K
|
1.5K
$625K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-16- 1.06% |
$3.31K - $3.73K
|
1.5K
$623K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-18- 0.33% |
$3.73K - $4.19K
|
5.49K
$2.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-18- 1.47% |
$3.73K - $4.19K
|
1.21K
$504K
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-18- 1.45% |
$3.73K - $4.19K
|
1.22K
$509K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-19- 0.33% |
$3.93K - $4.42K
|
5.72K
$2.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-19- 1.24% |
$3.93K - $4.42K
|
1.51K
$629K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-19- 0.29% |
$3.93K - $4.42K
|
6.63K
$2.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-20- 0.36% |
$4.14K - $4.66K
|
5.59K
$2.33M
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-21- 1.1% |
$4.35K - $4.89K
|
1.88K
$783K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-21- 1.33% |
$4.35K - $4.89K
|
1.56K
$648K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-21- 0.93% |
$4.35K - $4.89K
|
2.25K
$935K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-22- 27.5% |
$4.55K - $5.12K
|
58
$24.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-23- 0.58% |
$4.76K - $5.36K
|
3.96K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-23- 0.58% |
$4.76K - $5.36K
|
3.92K
$1.63M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-24- 10.57% |
$4.97K - $5.59K
|
203
$84.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-25- 0.58% |
$5.18K - $5.82K
|
4.26K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-25- 0.3% |
$5.18K - $5.82K
|
8.24K
$3.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-26- 0.15% |
$5.38K - $6.06K
|
17.3K
$7.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-27- 1.29% |
$5.59K - $6.29K
|
2.06K
$857K
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-30- 1.92% |
$6.21K - $6.99K
|
1.53K
$637K
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-30- 1.62% |
$6.21K - $6.99K
|
1.82K
$757K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-30- 0.65% |
$6.21K - $6.99K
|
4.57K
$1.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-31- 0.96% |
$6.42K - $7.22K
|
3.21K
$1.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-31- 0.68% |
$6.42K - $7.22K
|
4.55K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-31- 2.39% |
$6.42K - $7.22K
|
1.27K
$527K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-31- 1.9% |
$6.42K - $7.22K
|
1.6K
$667K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-34- 1.59% |
$7.04K - $7.92K
|
2.1K
$874K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-35- 0.34% |
$7.25K - $8.15K
|
10.3K
$4.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-38- 4.56% |
$7.87K - $8.85K
|
795
$331K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-38- 0.33% |
$7.87K - $8.85K
|
11.6K
$4.83M
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-39- 0.64% |
$8.07K - $9.08K
|
6.09K
$2.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-39- 1.03% |
$8.07K - $9.08K
|
3.73K
$1.55M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
SELL
|
- |
-40- 3.71% |
$8.28K - $9.32K
|
1.04K
$433K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-40- 1.2% |
$8.28K - $9.32K
|
3.3K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-40- 1.79% |
$8.28K - $9.32K
|
2.19K
$913K
|
|
|
Jan 23, 2023
Q4 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-41- 2.69% |
$8.49K - $9.55K
|
1.49K
$618K
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-42- 0.34% |
$8.7K - $9.78K
|
12.4K
$5.16M
|