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 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
26.2K+ 36.99% |
$5.42M - $6.1M
|
97K
$38.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
BUY
|
- |
26K+ 591.52% |
$5.37M - $6.05M
|
30.4K
$12.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
25.7KNew |
$5.32M - $5.99M
|
25.7K
$10.2M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
25.7KNew |
$5.32M - $5.99M
|
25.7K
$10.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
25.1KNew |
$5.2M - $5.85M
|
25.1K
$10M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
24.5K+ 68.29% |
$5.07M - $5.7M
|
60.3K
$24M
|
|
|
Jan 30, 2023
Q4 2022
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
24.1K+ 99.76% |
$4.98M - $5.6M
|
48.2K
$19.2M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
24K+ 464.43% |
$4.96M - $5.58M
|
29.1K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
23.8K+ 1215.67% |
$4.93M - $5.55M
|
25.8K
$10.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
23.2KNew |
$4.8M - $5.4M
|
23.2K
$9.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
23KNew |
$4.76M - $5.35M
|
23K
$9.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
22.5KNew |
$4.65M - $5.23M
|
22.5K
$8.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.3K+ 6.49% |
$4.62M - $5.19M
|
366K
$146M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
21.9K+ 19.73% |
$4.53M - $5.09M
|
133K
$52.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
21.8K+ 15.51% |
$4.52M - $5.08M
|
162K
$64.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
21.5KNew |
$4.46M - $5.01M
|
21.5K
$8.57M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.4K+ 15.69% |
$4.43M - $4.98M
|
158K
$62.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
21.2K+ 85.92% |
$4.39M - $4.93M
|
45.8K
$18.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
20.7K+ 15.37% |
$4.28M - $4.81M
|
155K
$61.8M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
20.7K+ 15.37% |
$4.28M - $4.81M
|
155K
$61.8M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.4K+ 1.92% |
$4.23M - $4.76M
|
1.09M
$433M
|
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
BUY
|
- |
20.4K+ 33.11% |
$4.21M - $4.74M
|
81.8K
$32.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
19.7KNew |
$4.08M - $4.59M
|
19.7K
$7.86M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
19.7K+ 1355.34% |
$4.07M - $4.58M
|
21.1K
$8.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
18.9K+ 44.75% |
$3.91M - $4.4M
|
61.2K
$24.4M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
18.9KNew |
$3.91M - $4.4M
|
18.9K
$7.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
18.2K+ 14.66% |
$3.78M - $4.25M
|
143K
$56.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.1K+ 35.19% |
$3.76M - $4.22M
|
69.7K
$27.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
18.1KNew |
$3.74M - $4.21M
|
18.1K
$7.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
17.5KNew |
$3.62M - $4.07M
|
17.5K
$6.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.3K+ 9.77% |
$3.59M - $4.04M
|
195K
$77.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
17.2K+ 21.87% |
$3.56M - $4.01M
|
95.8K
$38.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
16.8K+ 1.21% |
$3.48M - $3.91M
|
1.41M
$561M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16.7K+ 375.48% |
$3.45M - $3.88M
|
21.1K
$8.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.5K+ 10.45% |
$3.42M - $3.84M
|
174K
$69.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
16.3K+ 24.93% |
$3.37M - $3.79M
|
81.5K
$32.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
16.3K+ 35.98% |
$3.37M - $3.79M
|
61.4K
$24.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
16KNew |
$3.31M - $3.72M
|
16K
$6.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
15.9KNew |
$3.3M - $3.71M
|
15.9K
$6.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
15.8K+ 870.22% |
$3.27M - $3.67M
|
17.6K
$7.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
15.5KNew |
$3.2M - $3.6M
|
15.5K
$6.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.2K+ 3.89% |
$3.14M - $3.53M
|
405K
$161M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
15.1K+ 332.51% |
$3.13M - $3.52M
|
19.6K
$7.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
14.9K+ 22.04% |
$3.08M - $3.46M
|
82.3K
$32.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
14.5K+ 44.25% |
$3M - $3.38M
|
47.3K
$18.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
14.4KNew |
$2.97M - $3.34M
|
14.4K
$5.72M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
14.3K+ 99.77% |
$2.96M - $3.33M
|
28.6K
$11.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.2K+ 81.22% |
$2.93M - $3.3M
|
31.6K
$12.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
14.2K+ 3.89% |
$2.93M - $3.3M
|
378K
$151M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
13.8K+ 15.58% |
$2.86M - $3.21M
|
102K
$40.8M
|