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 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.8K+ 73.86% |
$2.85M - $3.21M
|
32.4K
$12.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
13.8K+ 24.71% |
$2.85M - $3.2M
|
69.5K
$27.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
13.7KNew |
$2.84M - $3.2M
|
13.7K
$5.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
13.4KNew |
$2.78M - $3.12M
|
13.4K
$5.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
13.2K+ 393.02% |
$2.74M - $3.08M
|
16.6K
$6.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
12.9K+ 76.15% |
$2.67M - $3.01M
|
29.9K
$11.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
12.7K+ 19.08% |
$2.62M - $2.95M
|
79K
$31.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
12.6K+ 506.74% |
$2.62M - $2.94M
|
15.1K
$6.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.4K+ 31.22% |
$2.56M - $2.88M
|
52K
$20.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12.3K+ 107.28% |
$2.54M - $2.85M
|
23.7K
$9.44M
|
|
|
Jan 11, 2023
Q4 2022
|
Stairway Partners, LLC
|
BUY
|
- |
12.1K+ 3.5% |
$2.51M - $2.82M
|
358K
$143M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
12.1KNew |
$2.5M - $2.82M
|
12.1K
$4.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
12KNew |
$2.49M - $2.8M
|
12K
$4.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
11.9K+ 758.88% |
$2.47M - $2.78M
|
13.5K
$5.38M
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
11.9K+ 15.79% |
$2.46M - $2.76M
|
87K
$34.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
11.9KNew |
$2.46M - $2.76M
|
11.9K
$4.73M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.5KNew |
$2.38M - $2.67M
|
11.5K
$4.57M
|
|
|
Jan 04, 2023
Q4 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
11.4K+ 9.97% |
$2.35M - $2.65M
|
125K
$50M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
11.2K+ 99.61% |
$2.33M - $2.62M
|
22.5K
$8.98M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
11.2KNew |
$2.32M - $2.61M
|
11.2K
$4.47M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
11.2K+ 3.04% |
$2.31M - $2.6M
|
379K
$151M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.2K+ 5.67% |
$2.31M - $2.6M
|
208K
$82.8M
|
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
11.1K+ 436.74% |
$2.29M - $2.58M
|
13.6K
$5.42M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
11K+ 5.55% |
$2.27M - $2.55M
|
209K
$83.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
10.9KNew |
$2.27M - $2.55M
|
10.9K
$4.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10.8KNew |
$2.24M - $2.52M
|
10.8K
$4.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.8K+ 12.36% |
$2.24M - $2.52M
|
98.2K
$39.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.7KNew |
$2.23M - $2.5M
|
10.7K
$4.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10.3KNew |
$2.12M - $2.39M
|
10.3K
$4.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
10.1K+ 136.12% |
$2.1M - $2.36M
|
17.6K
$7M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.97K+ 75.29% |
$2.06M - $2.32M
|
23.2K
$9.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
9.96K+ 322.57% |
$2.06M - $2.32M
|
13K
$5.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
9.89KNew |
$2.05M - $2.3M
|
9.89K
$3.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
9.88KNew |
$2.04M - $2.3M
|
9.88K
$3.93M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
9.86K+ 163.28% |
$2.04M - $2.3M
|
15.9K
$6.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
9.78K+ 22.23% |
$2.02M - $2.28M
|
53.8K
$21.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
9.77K+ 3.69% |
$2.02M - $2.28M
|
275K
$109M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
9.67K+ 2369.36% |
$2M - $2.25M
|
10.1K
$4.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
9.67K+ 359.5% |
$2M - $2.25M
|
12.4K
$4.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9.6K+ 13.12% |
$1.99M - $2.24M
|
82.8K
$33M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
9.38KNew |
$1.94M - $2.18M
|
9.38K
$3.74M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
9.25K+ 12.22% |
$1.92M - $2.15M
|
84.9K
$33.8M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
9.2K+ 168.44% |
$1.9M - $2.14M
|
14.7K
$5.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
9.11K+ 322.44% |
$1.89M - $2.12M
|
11.9K
$4.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.05KNew |
$1.87M - $2.11M
|
9.05K
$3.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
8.96KNew |
$1.86M - $2.09M
|
8.96K
$3.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
8.96KNew |
$1.85M - $2.09M
|
8.96K
$3.57M
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
8.67K+ 6.4% |
$1.8M - $2.02M
|
144K
$57.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.65KNew |
$1.79M - $2.01M
|
8.65K
$3.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
8.6K+ 18.72% |
$1.78M - $2M
|
54.6K
$21.7M
|