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 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
521+ 25.5% |
$108K - $121K
|
2.56K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
517+ 73.23% |
$107K - $120K
|
1.22K
$504K
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
510+ 1.55% |
$106K - $119K
|
33.5K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
502New |
$104K - $117K
|
502
$207K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
500+ 9.41% |
$104K - $116K
|
5.82K
$2.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
494New |
$102K - $115K
|
494
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
492New |
$102K - $115K
|
492
$203K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
477+ 6.53% |
$98.8K - $111K
|
7.78K
$3.21M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
467+ 2.72% |
$96.7K - $109K
|
17.6K
$7.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
467New |
$96.7K - $109K
|
467
$193K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
427+ 0.79% |
$88.4K - $99.4K
|
54.8K
$22.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
422+ 1.74% |
$87.4K - $98.3K
|
24.7K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
417+ 0.13% |
$86.3K - $97.1K
|
315K
$130M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
409+ 109.07% |
$84.7K - $95.3K
|
784
$323K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
407+ 5.9% |
$84.3K - $94.8K
|
7.31K
$3.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
403+ 1.86% |
$83.4K - $93.9K
|
22.1K
$9.12M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
402+ 3.99% |
$83.2K - $93.6K
|
10.5K
$4.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
401+ 20.07% |
$83K - $93.4K
|
2.4K
$990K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
400+ 80.0% |
$82.8K - $93.2K
|
900
$371K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
397+ 1.89% |
$82.2K - $92.5K
|
21.4K
$8.82M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
395+ 0.91% |
$81.8K - $92K
|
43.9K
$18.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
393+ 8.71% |
$81.4K - $91.5K
|
4.91K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
393New |
$81.4K - $91.5K
|
393
$162K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
386+ 1.13% |
$79.9K - $89.9K
|
34.5K
$14.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
384+ 7.8% |
$79.5K - $89.4K
|
5.31K
$2.19M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
373New |
$77.2K - $86.9K
|
373
$154K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
372+ 1.26% |
$77K - $86.6K
|
29.9K
$12.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
368+ 12.76% |
$76.2K - $85.7K
|
3.25K
$1.34M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
367+ 14.44% |
$76K - $85.5K
|
2.91K
$1.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
366+ 153.14% |
$75.8K - $85.2K
|
605
$250K
|
|
|
Jan 11, 2023
Q4 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
363+ 0.17% |
$75.2K - $84.5K
|
220K
$90.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
363New |
$75.2K - $84.5K
|
363
$150K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
358New |
$74.1K - $83.4K
|
358
$148K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
352+ 28.05% |
$72.9K - $82K
|
1.61K
$663K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
351New |
$72.7K - $81.7K
|
351
$145K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
344+ 6.38% |
$71.2K - $80.1K
|
5.73K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
342+ 5.37% |
$70.8K - $79.6K
|
6.71K
$2.77M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
338+ 21.35% |
$70K - $78.7K
|
1.92K
$792K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
335+ 17.26% |
$69.4K - $78K
|
2.28K
$939K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
331New |
$68.5K - $77.1K
|
331
$137K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
329+ 32.54% |
$68.1K - $76.6K
|
1.34K
$553K
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
327+ 17.93% |
$67.7K - $76.2K
|
2.15K
$887K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
312+ 1.36% |
$64.6K - $72.7K
|
23.3K
$9.6M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
311+ 5.23% |
$64.4K - $72.4K
|
6.25K
$2.58M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
307+ 8.68% |
$63.6K - $71.5K
|
3.85K
$1.59M
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
BUY
|
- |
307+ 6.46% |
$63.6K - $71.5K
|
5.06K
$2.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
306+ 1.64% |
$63.4K - $71.3K
|
18.9K
$7.81M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
305+ 2.94% |
$63.1K - $71K
|
10.7K
$4.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
303+ 24.28% |
$62.7K - $70.6K
|
1.55K
$640K
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
300+ 8.25% |
$62.1K - $69.9K
|
3.94K
$1.62M
|