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 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-87- 3.65% |
$18K - $20.3K
|
2.3K
$936K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-89- 1.66% |
$18.4K - $20.7K
|
5.29K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-89- 2.26% |
$18.4K - $20.7K
|
3.84K
$1.57M
|
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-91- 3.49% |
$18.8K - $21.2K
|
2.52K
$1.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-94- 5.84% |
$19.5K - $21.9K
|
1.52K
$618K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-95- 0.85% |
$19.7K - $22.1K
|
11.1K
$4.52M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-99- 6.51% |
$20.5K - $23.1K
|
1.42K
$579K
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-99- 1.83% |
$20.5K - $23.1K
|
5.3K
$2.16M
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-100- 3.89% |
$20.7K - $23.3K
|
2.47K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-100- 11.83% |
$20.7K - $23.3K
|
745
$304K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-101- 0.45% |
$20.9K - $23.5K
|
22.3K
$9.07M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-102- 87.93% |
$21.1K - $23.8K
|
14
$5.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-104- 8.45% |
$21.5K - $24.2K
|
1.13K
$459K
|
|
|
Feb 10, 2023
Q4 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-105- 9.93% |
$21.7K - $24.5K
|
952
$388K
|
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-106- 2.13% |
$21.9K - $24.7K
|
4.87K
$1.99M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-110- 2.97% |
$22.8K - $25.6K
|
3.59K
$1.46M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-110- 2.61% |
$22.8K - $25.6K
|
4.11K
$1.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-110- 5.11% |
$22.8K - $25.6K
|
2.04K
$832K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-112- 5.74% |
$23.2K - $26.1K
|
1.84K
$750K
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-114- 7.3% |
$23.6K - $26.5K
|
1.45K
$590K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-115- 2.82% |
$23.8K - $26.8K
|
3.96K
$1.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-118- 1.79% |
$24.4K - $27.5K
|
6.47K
$2.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-118- 5.19% |
$24.4K - $27.5K
|
2.15K
$878K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-122- 6.59% |
$25.3K - $28.4K
|
1.73K
$704K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-122- 0.91% |
$25.3K - $28.4K
|
13.3K
$5.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-128- 1.65% |
$26.5K - $29.8K
|
7.64K
$3.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-129- 1.54% |
$26.7K - $30K
|
8.26K
$3.37M
|
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-130- 12.0% |
$26.9K - $30.3K
|
953
$388K
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-133- 0.43% |
$27.5K - $31K
|
31.1K
$12.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-133- 1.39% |
$27.5K - $31K
|
9.41K
$3.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-133- 1.14% |
$27.5K - $31K
|
11.5K
$4.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-135- 0.84% |
$27.9K - $31.4K
|
16K
$6.53M
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-139- 5.06% |
$28.8K - $32.4K
|
2.61K
$1.06M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-139- 3.75% |
$28.8K - $32.4K
|
3.57K
$1.46M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-140- 5.89% |
$29K - $32.6K
|
2.24K
$911K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-140- 5.89% |
$29K - $32.6K
|
2.24K
$911K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-143- 8.49% |
$29.6K - $33.3K
|
1.54K
$628K
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-148- 9.52% |
$30.6K - $34.5K
|
1.41K
$573K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-149- 3.1% |
$30.8K - $34.7K
|
4.66K
$1.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
SELL
|
- |
-150- 10.79% |
$31.1K - $34.9K
|
1.24K
$505K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-150- 12.8% |
$31.1K - $34.9K
|
1.02K
$416K
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-150- 5.68% |
$31.1K - $34.9K
|
2.49K
$1.02M
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-151- 13.19% |
$31.3K - $35.2K
|
994
$405K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-152- 13.28% |
$31.5K - $35.4K
|
993
$405K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-154- 0.9% |
$31.9K - $35.9K
|
17K
$6.93M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-154- 15.65% |
$31.9K - $35.9K
|
830
$338K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-155- 2.55% |
$32.1K - $36.1K
|
5.93K
$2.42M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-164- 6.92% |
$34K - $38.2K
|
2.21K
$899K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-164- 2.35% |
$34K - $38.2K
|
6.81K
$2.78M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
SELL
|
- |
-169- 36.34% |
$35K - $39.4K
|
296
$121K
|