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 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-151- 13.19% |
$31.3K - $35.2K
|
994
$397K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-152- 13.28% |
$31.5K - $35.4K
|
993
$397K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-154- 0.9% |
$31.9K - $35.9K
|
17K
$6.79M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-154- 15.65% |
$31.9K - $35.9K
|
830
$332K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-155- 2.55% |
$32.1K - $36.1K
|
5.93K
$2.37M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-164- 6.92% |
$34K - $38.2K
|
2.21K
$882K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-164- 2.35% |
$34K - $38.2K
|
6.81K
$2.72M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
SELL
|
- |
-169- 36.34% |
$35K - $39.4K
|
296
$118K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-170- 1.06% |
$35.2K - $39.6K
|
15.9K
$6.37M
|
|
|
Jan 12, 2023
Q4 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-170- 0.92% |
$35.2K - $39.6K
|
18.2K
$7.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-172- 3.35% |
$35.6K - $40.1K
|
4.97K
$1.98M
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-173- 0.7% |
$35.8K - $40.3K
|
24.7K
$9.87M
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-175- 0.84% |
$36.2K - $40.8K
|
20.7K
$8.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-175- 0.52% |
$36.2K - $40.8K
|
33.4K
$13.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
SELL
|
- |
-176- 4.05% |
$36.4K - $41K
|
4.17K
$1.67M
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-180- 11.3% |
$37.3K - $41.9K
|
1.41K
$564K
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-180- 3.06% |
$37.3K - $41.9K
|
5.7K
$2.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-183- 3.08% |
$37.9K - $42.6K
|
5.76K
$2.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-185- 10.44% |
$38.3K - $43.1K
|
1.59K
$634K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-189- 6.98% |
$39.1K - $44K
|
2.52K
$1.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-192- 4.55% |
$39.7K - $44.7K
|
4.03K
$1.61M
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-195- 8.79% |
$40.4K - $45.4K
|
2.02K
$808K
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-195- 12.54% |
$40.4K - $45.4K
|
1.36K
$543K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-199- 3.42% |
$41.2K - $46.3K
|
5.62K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-199- 10.32% |
$41.2K - $46.3K
|
1.73K
$691K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 4.78% |
$41.4K - $46.6K
|
3.98K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
SELL
|
- |
-200- 5.93% |
$41.4K - $46.6K
|
3.18K
$1.27M
|
|
|
Feb 13, 2025
Q4 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-200- 4.87% |
$41.4K - $46.6K
|
3.91K
$1.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-201- 14.73% |
$41.6K - $46.8K
|
1.16K
$465K
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-202- 4.55% |
$41.8K - $47K
|
4.24K
$1.69M
|
|
|
May 22, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-202- 8.35% |
$41.8K - $47K
|
2.22K
$886K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-204- 1.22% |
$42.2K - $47.5K
|
16.6K
$6.62M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-209- 4.06% |
$43.3K - $48.7K
|
4.94K
$1.97M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-210- 3.98% |
$43.5K - $48.9K
|
5.07K
$2.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-216- 7.39% |
$44.7K - $50.3K
|
2.71K
$1.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-225- 1.1% |
$46.6K - $52.4K
|
20.3K
$8.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-229- 7.12% |
$47.4K - $53.3K
|
2.99K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-229- 16.74% |
$47.4K - $53.3K
|
1.14K
$455K
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-232- 7.03% |
$48K - $54K
|
3.07K
$1.23M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-232- 0.34% |
$48K - $54K
|
67.3K
$26.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-235- 6.46% |
$48.7K - $54.7K
|
3.4K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-236- 1.66% |
$48.9K - $55K
|
14K
$5.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-237- 2.32% |
$49.1K - $55.2K
|
9.97K
$3.98M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-244- 19.17% |
$50.5K - $56.8K
|
1.03K
$411K
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-245- 11.07% |
$50.7K - $57.1K
|
1.97K
$786K
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-248- 5.15% |
$51.3K - $57.8K
|
4.57K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-251- 5.66% |
$52K - $58.5K
|
4.19K
$1.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-253- 17.46% |
$52.4K - $58.9K
|
1.2K
$478K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-254- 8.68% |
$52.6K - $59.2K
|
2.67K
$1.07M
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-264- 0.4% |
$54.7K - $61.5K
|
65.5K
$26.2M
|