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 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-45- 0.17% |
$9.32K - $10.5K
|
26.8K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-46- 1.1% |
$9.52K - $10.7K
|
4.15K
$1.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-47- 2.79% |
$9.73K - $10.9K
|
1.64K
$670K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-49- 2.49% |
$10.1K - $11.4K
|
1.92K
$786K
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-49- 2.21% |
$10.1K - $11.4K
|
2.17K
$889K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-49- 0.76% |
$10.1K - $11.4K
|
6.36K
$2.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-50- 1.61% |
$10.4K - $11.6K
|
3.06K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 40.0% |
$10.4K - $11.6K
|
75
$30.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-51- 1.0% |
$10.6K - $11.9K
|
5.05K
$2.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-54- 26.73% |
$11.2K - $12.6K
|
148
$60.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-54- 1.26% |
$11.2K - $12.6K
|
4.23K
$1.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-55- 1.24% |
$11.4K - $12.8K
|
4.36K
$1.79M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-56- 13.4% |
$11.6K - $13K
|
362
$148K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-56- 13.4% |
$11.6K - $13K
|
362
$148K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-56- 0.39% |
$11.6K - $13K
|
14.3K
$5.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-57- 1.13% |
$11.8K - $13.3K
|
5K
$2.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-57- 0.89% |
$11.8K - $13.3K
|
6.33K
$2.59M
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-58- 3.2% |
$12K - $13.5K
|
1.75K
$718K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-59- 0.54% |
$12.2K - $13.7K
|
10.9K
$4.44M
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-60- 1.3% |
$12.4K - $14K
|
4.55K
$1.86M
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-60- 0.46% |
$12.4K - $14K
|
13.1K
$5.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
SELL
|
- |
-62- 0.65% |
$12.8K - $14.4K
|
9.44K
$3.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-65- 0.32% |
$13.5K - $15.1K
|
20.4K
$8.35M
|
|
|
Jan 13, 2023
Q4 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-67- 1.57% |
$13.9K - $15.6K
|
4.21K
$1.72M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-67- 1.93% |
$13.9K - $15.6K
|
3.4K
$1.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-68- 3.19% |
$14.1K - $15.8K
|
2.06K
$844K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-68- 2.88% |
$14.1K - $15.8K
|
2.29K
$940K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-68- 1.36% |
$14.1K - $15.8K
|
4.95K
$2.03M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-68- 40.48% |
$14.1K - $15.8K
|
100
$41K
|
|
|
Jan 28, 2025
Q4 2022
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-68- 1.95% |
$14.1K - $15.8K
|
3.42K
$1.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-69- 5.37% |
$14.3K - $16.1K
|
1.22K
$498K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-69- 1.14% |
$14.3K - $16.1K
|
6.01K
$2.46M
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-71- 6.14% |
$14.7K - $16.5K
|
1.09K
$444K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-72- 0.78% |
$14.9K - $16.8K
|
9.11K
$3.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-72- 0.38% |
$14.9K - $16.8K
|
18.9K
$7.75M
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-73- 4.36% |
$15.1K - $17K
|
1.6K
$656K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-74- 4.19% |
$15.3K - $17.2K
|
1.69K
$693K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-75- 0.43% |
$15.5K - $17.5K
|
17.5K
$7.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-77- 0.16% |
$15.9K - $17.9K
|
47.8K
$19.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-77- 4.09% |
$15.9K - $17.9K
|
1.8K
$739K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-77- 4.72% |
$15.9K - $17.9K
|
1.56K
$637K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-78- 2.22% |
$16.1K - $18.2K
|
3.44K
$1.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-79- 4.83% |
$16.4K - $18.4K
|
1.56K
$637K
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-79- 2.74% |
$16.4K - $18.4K
|
2.81K
$1.15M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-80- 0.79% |
$16.6K - $18.6K
|
10.1K
$4.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-80- 0.07% |
$16.6K - $18.6K
|
115K
$47.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-80- 1.54% |
$16.6K - $18.6K
|
5.12K
$2.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-81- 1.08% |
$16.8K - $18.9K
|
7.4K
$3.03M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-83- 3.09% |
$17.2K - $19.3K
|
2.6K
$1.07M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-87- 8.44% |
$18K - $20.3K
|
944
$387K
|