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 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
294+ 2.83% |
$60.9K - $68.5K
|
10.7K
$4.41M
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
285+ 9.06% |
$59K - $66.4K
|
3.43K
$1.42M
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
285+ 21.54% |
$59K - $66.4K
|
1.61K
$663K
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
285+ 3.43% |
$59K - $66.4K
|
8.6K
$3.55M
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
279+ 1.12% |
$57.8K - $65K
|
25.1K
$10.4M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
276New |
$57.1K - $64.3K
|
276
$114K
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
272New |
$56.3K - $63.3K
|
272
$112K
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
268New |
$55.5K - $62.4K
|
268
$111K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
261+ 85.57% |
$54K - $60.8K
|
566
$233K
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
260+ 15.99% |
$53.8K - $60.6K
|
1.89K
$778K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
252New |
$52.2K - $58.7K
|
252
$104K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
251New |
$52K - $58.5K
|
251
$104K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
249+ 2.04% |
$51.6K - $58K
|
12.4K
$5.13M
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
247+ 15.63% |
$51.1K - $57.5K
|
1.83K
$754K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
235+ 5.91% |
$48.7K - $54.7K
|
4.21K
$1.74M
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
231+ 2.24% |
$47.8K - $53.8K
|
10.6K
$4.35M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
228+ 2.42% |
$47.2K - $53.1K
|
9.65K
$3.98M
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
227+ 8.38% |
$47K - $52.9K
|
2.94K
$1.21M
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
226+ 12.04% |
$46.8K - $52.6K
|
2.1K
$867K
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
225+ 0.39% |
$46.6K - $52.4K
|
58K
$23.9M
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
224+ 15.94% |
$46.4K - $52.2K
|
1.63K
$672K
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
223+ 1.74% |
$46.2K - $51.9K
|
13K
$5.36M
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
222+ 17.86% |
$46K - $51.7K
|
1.47K
$604K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
222+ 3.65% |
$46K - $51.7K
|
6.31K
$2.6M
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
221New |
$45.8K - $51.5K
|
221
$91.2K
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
214+ 10.16% |
$44.3K - $49.8K
|
2.32K
$957K
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
212+ 3.06% |
$43.9K - $49.4K
|
7.14K
$2.95M
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
212+ 8.89% |
$43.9K - $49.4K
|
2.6K
$1.07M
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
212+ 19.45% |
$43.9K - $49.4K
|
1.3K
$537K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
202+ 8.58% |
$41.8K - $47K
|
2.56K
$1.05M
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
201+ 8.58% |
$41.6K - $46.8K
|
2.54K
$1.05M
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
201+ 4.01% |
$41.6K - $46.8K
|
5.21K
$2.15M
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
200New |
$41.4K - $46.6K
|
200
$82.5K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
200New |
$41.4K - $46.6K
|
200
$82.5K
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
200+ 15.07% |
$41.4K - $46.6K
|
1.53K
$630K
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
200+ 5.41% |
$41.4K - $46.6K
|
3.9K
$1.61M
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
199+ 3.31% |
$41.2K - $46.3K
|
6.22K
$2.56M
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
197+ 17.64% |
$40.8K - $45.9K
|
1.31K
$542K
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
191+ 4.4% |
$39.5K - $44.5K
|
4.54K
$1.87M
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
186New |
$38.5K - $43.3K
|
186
$76.7K
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
184+ 1.53% |
$38.1K - $42.9K
|
12.2K
$5.03M
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
183New |
$37.9K - $42.6K
|
183
$75.5K
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
181+ 1.05% |
$37.5K - $42.2K
|
17.4K
$7.16M
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
BUY
|
- |
180+ 4.9% |
$37.3K - $41.9K
|
3.86K
$1.59M
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
177+ 55.31% |
$36.6K - $41.2K
|
497
$205K
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
176+ 3.65% |
$36.4K - $41K
|
4.99K
$2.06M
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
175New |
$36.2K - $40.8K
|
175
$72.2K
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
167+ 6.34% |
$34.6K - $38.9K
|
2.8K
$1.16M
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
164+ 0.11% |
$34K - $38.2K
|
145K
$59.6M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
164+ 1.1% |
$34K - $38.2K
|
15K
$6.2M
|