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
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11+ 0.42% |
$2.28K - $2.56K
|
2.6K
$1.06M
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
11+ 0.54% |
$2.28K - $2.56K
|
2.06K
$845K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10+ 50.0% |
$2.07K - $2.33K
|
30
$12.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
9+ 0.36% |
$1.86K - $2.1K
|
2.5K
$1.02M
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
9+ 0.16% |
$1.86K - $2.1K
|
5.68K
$2.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
9New |
$1.86K - $2.1K
|
9
$3.69K
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
9+ 0.55% |
$1.86K - $2.1K
|
1.66K
$679K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
8New |
$1.66K - $1.86K
|
8
$3.28K
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
8+ 0.03% |
$1.66K - $1.86K
|
29.7K
$12.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
8+ 0.1% |
$1.66K - $1.86K
|
8.32K
$3.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
7+ 0.17% |
$1.45K - $1.63K
|
4.06K
$1.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
7+ 0.53% |
$1.45K - $1.63K
|
1.34K
$548K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$1.45K - $1.63K
|
5.05K
$2.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7+ 0.28% |
$1.45K - $1.63K
|
2.51K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
7+ 0.34% |
$1.45K - $1.63K
|
2.07K
$849K
|
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
6+ 0.06% |
$1.24K - $1.4K
|
10.3K
$4.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.32% |
$1.24K - $1.4K
|
1.86K
$762K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
6+ 0.46% |
$1.24K - $1.4K
|
1.32K
$540K
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
6+ 0.22% |
$1.24K - $1.4K
|
2.73K
$1.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
5+ 0.5% |
$1.04K - $1.16K
|
1.01K
$415K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
5+ 0.23% |
$1.04K - $1.16K
|
2.19K
$898K
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5+ 0.28% |
$1.04K - $1.16K
|
1.82K
$746K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
5+ 0.2% |
$1.04K - $1.16K
|
2.52K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
5+ 0.34% |
$1.04K - $1.16K
|
1.49K
$609K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
5+ 0.45% |
$1.04K - $1.16K
|
1.12K
$459K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.11% |
$1.04K - $1.16K
|
4.68K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.08% |
$1.04K - $1.16K
|
6.47K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
5+ 0.15% |
$1.04K - $1.16K
|
3.43K
$1.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
4+ 0.41% |
$828 - $932
|
986
$404K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
4+ 0.12% |
$828 - $932
|
3.43K
$1.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4+ 0.28% |
$828 - $932
|
1.45K
$596K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4+ 0.19% |
$828 - $932
|
2.13K
$872K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
4+ 0.1% |
$828 - $932
|
4.2K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
4+ 0.26% |
$828 - $932
|
1.52K
$623K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$621 - $699
|
3.45K
$1.41M
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.13% |
$621 - $699
|
2.3K
$942K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3+ 0.25% |
$621 - $699
|
1.19K
$489K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3+ 0.15% |
$621 - $699
|
1.96K
$803K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
3+ 0.28% |
$621 - $699
|
1.06K
$436K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.24% |
$621 - $699
|
1.27K
$521K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2+ 0.11% |
$414 - $466
|
1.86K
$762K
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2+ 0.16% |
$414 - $466
|
1.22K
$500K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
2+ 0.28% |
$414 - $466
|
709
$290K
|
|
|
Jan 19, 2023
Q4 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
2+ 0.16% |
$414 - $466
|
1.26K
$514K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2+ 0.01% |
$414 - $466
|
22.4K
$9.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2+ 0.14% |
$414 - $466
|
1.41K
$576K
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2+ 0.19% |
$414 - $466
|
1.07K
$438K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2+ 1.6% |
$414 - $466
|
127
$52K
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$414 - $466
|
7.41K
$3.03M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$414 - $466
|
2.65K
$1.08M
|