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 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
68.5K+ 13.77% |
$14.2M - $16M
|
566K
$265M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
66.8K+ 192.14% |
$13.8M - $15.6M
|
102K
$47.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
64.5K+ 12.84% |
$13.4M - $15M
|
567K
$265M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63.8K+ 3.2% |
$13.2M - $14.9M
|
2.06M
$962M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
62K+ 5.83% |
$12.8M - $14.4M
|
1.13M
$527M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
60.1K+ 41.12% |
$12.4M - $14M
|
206K
$96.5M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
59.4KNew |
$12.3M - $13.8M
|
59.4K
$27.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
57.3K+ 577.83% |
$11.9M - $13.3M
|
67.2K
$31.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
57.1KNew |
$11.8M - $13.3M
|
57.1K
$26.7M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57.1K+ 9.26% |
$11.8M - $13.3M
|
673K
$315M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
57K+ 82.43% |
$11.8M - $13.3M
|
126K
$59M
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
56.1KNew |
$11.6M - $13.1M
|
56.1K
$26.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
51.2K+ 64.38% |
$10.6M - $11.9M
|
131K
$61.2M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
50.7KNew |
$10.5M - $11.8M
|
50.7K
$23.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
49.5K+ 261.78% |
$10.2M - $11.5M
|
68.4K
$32M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
48.4K+ 76.3% |
$10M - $11.3M
|
112K
$52.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
48.3KNew |
$9.99M - $11.2M
|
48.3K
$22.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
48.1K+ 130.24% |
$9.95M - $11.2M
|
85K
$39.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
46.4KNew |
$9.62M - $10.8M
|
46.4K
$21.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
46.2K+ 4046.01% |
$9.56M - $10.8M
|
47.3K
$22.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Tcw Group Inc
|
BUY
|
- |
40.9KNew |
$8.46M - $9.51M
|
40.9K
$19.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
40.2KNew |
$8.33M - $9.37M
|
40.2K
$18.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
40.1K+ 168.69% |
$8.3M - $9.34M
|
63.9K
$29.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
40K+ 331.95% |
$8.28M - $9.32M
|
52.1K
$24.4M
|
|
|
May 12, 2023
Q4 2022
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
39.8K+ 475.57% |
$8.24M - $9.27M
|
48.2K
$22.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
39KNew |
$8.07M - $9.08M
|
39K
$18.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Ithaka Group LLC
Bethesda, MD |
BUY
|
- |
38.8K+ 1357.62% |
$8.04M - $9.04M
|
41.7K
$19.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
38.2K+ 103.68% |
$7.91M - $8.9M
|
75K
$35.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
36.7K+ 202.33% |
$7.6M - $8.55M
|
54.9K
$25.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
36.5K+ 8.84% |
$7.56M - $8.51M
|
450K
$211M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.4K+ 89.11% |
$7.54M - $8.49M
|
77.3K
$36.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
35.3KNew |
$7.32M - $8.23M
|
35.3K
$16.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.5K+ 23.03% |
$6.94M - $7.8M
|
179K
$83.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Sands Capital Management, LLC
Arlington, VA |
BUY
|
- |
33.1K+ 85.0% |
$6.86M - $7.72M
|
72.1K
$33.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
31.9K+ 12.95% |
$6.6M - $7.43M
|
278K
$130M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
31.6K+ 237.82% |
$6.54M - $7.35M
|
44.8K
$21M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
31.4K+ 19.88% |
$6.5M - $7.32M
|
189K
$88.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31K+ 1.11% |
$6.42M - $7.22M
|
2.82M
$1.32B
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
30.4K+ 17.1% |
$6.3M - $7.09M
|
208K
$97.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
29.7KNew |
$6.16M - $6.92M
|
29.7K
$13.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
29.4KNew |
$6.08M - $6.84M
|
29.4K
$13.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
29.2K+ 645.84% |
$6.05M - $6.8M
|
33.7K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
29.1K+ 407.57% |
$6.03M - $6.79M
|
36.3K
$17M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
28.3K+ 8.98% |
$5.86M - $6.59M
|
343K
$161M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.7K+ 14.19% |
$5.74M - $6.45M
|
223K
$104M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
27.7KNew |
$5.73M - $6.45M
|
27.7K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
27.6K+ 42.94% |
$5.72M - $6.43M
|
91.9K
$43M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
27.3KNew |
$5.65M - $6.35M
|
27.3K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
27.3K+ 15.53% |
$5.64M - $6.35M
|
203K
$94.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
26.4K+ 27.04% |
$5.47M - $6.15M
|
124K
$58.1M
|