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 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
163+ 14.95% |
$33.7K - $38K
|
1.25K
$513K
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
163+ 14.03% |
$33.7K - $38K
|
1.33K
$543K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
159New |
$32.9K - $37K
|
159
$65.1K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
158+ 2.85% |
$32.7K - $36.8K
|
5.7K
$2.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
152New |
$31.5K - $35.4K
|
152
$62.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
147+ 2.9% |
$30.4K - $34.2K
|
5.22K
$2.14M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
147+ 7.81% |
$30.4K - $34.2K
|
2.03K
$831K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
144+ 1.78% |
$29.8K - $33.5K
|
8.25K
$3.38M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
142+ 7.58% |
$29.4K - $33.1K
|
2.02K
$825K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
137+ 0.57% |
$28.4K - $31.9K
|
24.4K
$9.98M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
130+ 3.98% |
$26.9K - $30.3K
|
3.4K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
128+ 0.51% |
$26.5K - $29.8K
|
25.1K
$10.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
126+ 1.0% |
$26.1K - $29.3K
|
12.7K
$5.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
126+ 11.43% |
$26.1K - $29.3K
|
1.23K
$503K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
118+ 0.46% |
$24.4K - $27.5K
|
25.9K
$10.6M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
116+ 10.96% |
$24K - $27K
|
1.17K
$481K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
116+ 2.44% |
$24K - $27K
|
4.86K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
115+ 0.67% |
$23.8K - $26.8K
|
17.2K
$7.06M
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
BUY
|
- |
112+ 1.11% |
$23.2K - $26.1K
|
10.2K
$4.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
110+ 2.32% |
$22.8K - $25.6K
|
4.85K
$1.98M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
107+ 12.63% |
$22.2K - $24.9K
|
954
$391K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
106New |
$21.9K - $24.7K
|
106
$43.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
102+ 6.94% |
$21.1K - $23.8K
|
1.57K
$643K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
100+ 8.5% |
$20.7K - $23.3K
|
1.28K
$523K
|
|
|
Jan 24, 2023
Q4 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
99+ 10.33% |
$20.5K - $23.1K
|
1.06K
$433K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
97+ 1.8% |
$20.1K - $22.6K
|
5.5K
$2.25M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
96New |
$19.9K - $22.4K
|
96
$39.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
94+ 2.21% |
$19.5K - $21.9K
|
4.35K
$1.78M
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
94+ 3.19% |
$19.5K - $21.9K
|
3.04K
$1.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
94+ 43.12% |
$19.5K - $21.9K
|
312
$128K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
94New |
$19.5K - $21.9K
|
94
$38.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
93+ 0.16% |
$19.3K - $21.7K
|
59.1K
$24.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
93+ 9.76% |
$19.3K - $21.7K
|
1.05K
$428K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
90+ 0.17% |
$18.6K - $21K
|
53.1K
$21.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
90New |
$18.6K - $21K
|
90
$36.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
87+ 124.29% |
$18K - $20.3K
|
157
$64.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
87+ 6.99% |
$18K - $20.3K
|
1.33K
$545K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
83+ 39.52% |
$17.2K - $19.3K
|
293
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
83+ 2.07% |
$17.2K - $19.3K
|
4.09K
$1.67M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
81+ 0.66% |
$16.8K - $18.9K
|
12.3K
$5.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
80+ 3.58% |
$16.6K - $18.6K
|
2.31K
$948K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
80+ 4.34% |
$16.6K - $18.6K
|
1.92K
$788K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
77New |
$15.9K - $17.9K
|
77
$31.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
73+ 0.41% |
$15.1K - $17K
|
17.9K
$7.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
70+ 0.87% |
$14.5K - $16.3K
|
8.11K
$3.32M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
68New |
$14.1K - $15.8K
|
68
$27.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
65+ 4.07% |
$13.5K - $15.1K
|
1.66K
$682K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
63+ 39.38% |
$13K - $14.7K
|
223
$91.3K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
62+ 6.21% |
$12.8K - $14.4K
|
1.06K
$435K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
61+ 6.46% |
$12.6K - $14.2K
|
1.01K
$412K
|