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 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2+ 0.2% |
$414 - $466
|
988
$405K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.09% |
$414 - $466
|
2.12K
$868K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2+ 0.2% |
$414 - $466
|
989
$405K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
2+ 0.19% |
$414 - $466
|
1.06K
$435K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1+ 0.02% |
$207 - $233
|
5.86K
$2.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$207 - $233
|
2.03K
$832K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.35% |
$207 - $233
|
284
$116K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1+ 0.07% |
$207 - $233
|
1.5K
$615K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.04% |
$207 - $233
|
2.41K
$985K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.35% |
$207 - $233
|
284
$116K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.04% |
$207 - $233
|
2.49K
$1.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$207 - $233
|
9.17K
$3.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$207 - $233
|
5.68K
$2.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
1+ 0.5% |
$207 - $233
|
201
$82.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1+ 0.04% |
$207 - $233
|
2.62K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.8% |
$207 - $233
|
126
$51.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.1% |
$207 - $233
|
1.02K
$419K
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$207 - $233
|
6.24K
$2.55M
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1+ 0.04% |
$207 - $233
|
2.37K
$972K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$207 - $233
|
5.66K
$2.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1- 0.01% |
$207 - $233
|
7.37K
$3.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1- 0.01% |
$207 - $233
|
6.75K
$2.77M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1- 0.12% |
$207 - $233
|
813
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1- 0.04% |
$207 - $233
|
2.38K
$973K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1- 0.01% |
$207 - $233
|
11.6K
$4.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.1% |
$414 - $466
|
1.95K
$799K
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-2- 0.08% |
$414 - $466
|
2.64K
$1.08M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2- 0.08% |
$414 - $466
|
2.6K
$1.06M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
SELL
|
- |
-3- 0.3% |
$621 - $699
|
1.01K
$414K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-3- 0.02% |
$621 - $699
|
15.6K
$6.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-3- 0.84% |
$621 - $699
|
353
$145K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3- 0.19% |
$621 - $699
|
1.58K
$647K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3- 0.26% |
$621 - $699
|
1.17K
$479K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-4- 0.36% |
$828 - $932
|
1.11K
$453K
|
|
|
Feb 02, 2023
Q4 2022
|
Esl Trust Services, LLC
|
SELL
|
- |
-4- 0.18% |
$828 - $932
|
2.21K
$905K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5- 0.26% |
$1.04K - $1.16K
|
1.92K
$787K
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
SELL
|
- |
-5- 0.02% |
$1.04K - $1.16K
|
26.6K
$10.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-5- 0.46% |
$1.04K - $1.16K
|
1.09K
$447K
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-5- 0.03% |
$1.04K - $1.16K
|
18K
$7.36M
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-7- 0.14% |
$1.45K - $1.63K
|
4.96K
$2.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-8- 27.59% |
$1.66K - $1.86K
|
21
$8.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
SELL
|
- |
-9- 0.15% |
$1.86K - $2.1K
|
6.02K
$2.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-9- 16.36% |
$1.86K - $2.1K
|
46
$18.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-10- 0.85% |
$2.07K - $2.33K
|
1.16K
$476K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-10- 0.91% |
$2.07K - $2.33K
|
1.09K
$446K
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-10- 0.92% |
$2.07K - $2.33K
|
1.07K
$440K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-10- 0.09% |
$2.07K - $2.33K
|
11.5K
$4.69M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-11- 0.52% |
$2.28K - $2.56K
|
2.12K
$868K
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-11- 0.01% |
$2.28K - $2.56K
|
166K
$67.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-11- 0.38% |
$2.28K - $2.56K
|
2.9K
$1.19M
|