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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8.6KNew |
$1.78M - $2M
|
8.6K
$3.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
8.49K+ 137.44% |
$1.76M - $1.98M
|
14.7K
$6M
|
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
8.37KNew |
$1.73M - $1.95M
|
8.37K
$3.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
8.33KNew |
$1.72M - $1.94M
|
8.33K
$3.41M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
8.3KNew |
$1.72M - $1.93M
|
8.3K
$3.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
8.21KNew |
$1.7M - $1.91M
|
8.21K
$3.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8.19KNew |
$1.7M - $1.91M
|
8.19K
$3.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
8.17K+ 21.28% |
$1.69M - $1.9M
|
46.6K
$19M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
8.15K+ 32.99% |
$1.69M - $1.9M
|
32.8K
$13.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
8.11KNew |
$1.68M - $1.89M
|
8.11K
$3.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
8.11K+ 23.05% |
$1.68M - $1.89M
|
43.3K
$17.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
7.85KNew |
$1.62M - $1.83M
|
7.85K
$3.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7.78KNew |
$1.61M - $1.81M
|
7.78K
$3.18M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
7.66K+ 1.26% |
$1.59M - $1.78M
|
617K
$252M
|
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
7.63K+ 7.46% |
$1.58M - $1.78M
|
110K
$44.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
7.62K+ 3.95% |
$1.58M - $1.77M
|
200K
$82M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.6KNew |
$1.57M - $1.77M
|
7.6K
$3.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7.56KNew |
$1.56M - $1.76M
|
7.56K
$3.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.42K+ 2.16% |
$1.54M - $1.73M
|
350K
$143M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
7.42KNew |
$1.54M - $1.73M
|
7.42K
$3.03M
|
|
|
Feb 16, 2023
Q4 2022
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
7.32KNew |
$1.51M - $1.7M
|
7.32K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
7.24K+ 55.28% |
$1.5M - $1.69M
|
20.3K
$8.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
7.19K+ 36.38% |
$1.49M - $1.67M
|
26.9K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.17K+ 1.37% |
$1.48M - $1.67M
|
529K
$216M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.12K+ 2.99% |
$1.47M - $1.66M
|
245K
$100M
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
7.02K+ 316.36% |
$1.45M - $1.63M
|
9.24K
$3.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
7.02K+ 20.86% |
$1.45M - $1.63M
|
40.6K
$16.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7KNew |
$1.45M - $1.63M
|
7K
$2.86M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6.93KNew |
$1.43M - $1.61M
|
6.93K
$2.83M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.72K+ 34.08% |
$1.39M - $1.57M
|
26.4K
$10.8M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.52K+ 1.37% |
$1.35M - $1.52M
|
481K
$197M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.47K+ 27.69% |
$1.34M - $1.51M
|
29.8K
$12.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
6.37KNew |
$1.32M - $1.48M
|
6.37K
$2.61M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
6.36KNew |
$1.32M - $1.48M
|
6.36K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6.34KNew |
$1.31M - $1.48M
|
6.34K
$2.59M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.12K+ 14.01% |
$1.27M - $1.42M
|
49.8K
$20.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
6.1K+ 9.65% |
$1.26M - $1.42M
|
69.3K
$28.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
6.02KNew |
$1.25M - $1.4M
|
6.02K
$2.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
6.02K+ 1.21% |
$1.25M - $1.4M
|
505K
$207M
|
|
|
Jan 24, 2023
Q4 2022
|
Pachira Investments Inc.
|
BUY
|
- |
6.01KNew |
$1.24M - $1.4M
|
6.01K
$2.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.99K+ 46.6% |
$1.24M - $1.4M
|
18.8K
$7.71M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.96K+ 314.8% |
$1.23M - $1.39M
|
7.85K
$3.21M
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
5.94K+ 55.16% |
$1.23M - $1.38M
|
16.7K
$6.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.92K+ 22.81% |
$1.23M - $1.38M
|
31.9K
$13M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
5.92K+ 156.52% |
$1.22M - $1.38M
|
9.69K
$3.96M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
5.79K+ 9.04% |
$1.2M - $1.35M
|
69.8K
$28.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.71K+ 56.34% |
$1.18M - $1.33M
|
15.8K
$6.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.71K+ 4.42% |
$1.18M - $1.33M
|
135K
$55.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
5.56KNew |
$1.15M - $1.29M
|
5.56K
$2.27M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.5K+ 49.01% |
$1.14M - $1.28M
|
16.7K
$6.84M
|