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 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-291- 2.89% |
$60.2K - $67.8K
|
9.78K
$4.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-291- 17.82% |
$60.2K - $67.8K
|
1.34K
$550K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-291- 10.16% |
$60.2K - $67.8K
|
2.57K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-298- 6.81% |
$61.7K - $69.4K
|
4.08K
$1.67M
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-299- 4.11% |
$61.9K - $69.6K
|
6.98K
$2.86M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-300- 9.04% |
$62.1K - $69.9K
|
3.02K
$1.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-301- 16.1% |
$62.3K - $70.1K
|
1.57K
$643K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-313- 17.89% |
$64.8K - $72.9K
|
1.44K
$589K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-325- 31.52% |
$67.3K - $75.7K
|
706
$289K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-329- 8.99% |
$68.1K - $76.6K
|
3.33K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-330- 1.35% |
$68.3K - $76.9K
|
24K
$9.84M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-332- 11.51% |
$68.7K - $77.3K
|
2.55K
$1.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-337- 2.11% |
$69.8K - $78.5K
|
15.6K
$6.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-338- 5.41% |
$70K - $78.7K
|
5.91K
$2.42M
|
|
|
Jan 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-340- 14.17% |
$70.4K - $79.2K
|
2.06K
$844K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-346- 3.85% |
$71.6K - $80.6K
|
8.63K
$3.54M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-352- 4.5% |
$72.9K - $82K
|
7.47K
$3.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-355- 2.36% |
$73.5K - $82.7K
|
14.7K
$6.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-360- 0.15% |
$74.5K - $83.8K
|
238K
$97.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-360- 1.67% |
$74.5K - $83.8K
|
21.2K
$8.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-362- 12.97% |
$74.9K - $84.3K
|
2.43K
$995K
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-370- 10.98% |
$76.6K - $86.2K
|
3K
$1.23M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-370- 1.59% |
$76.6K - $86.2K
|
22.9K
$9.38M
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-371- 1.97% |
$76.8K - $86.4K
|
18.4K
$7.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-375- 4.8% |
$77.6K - $87.3K
|
7.44K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-380- 3.6% |
$78.7K - $88.5K
|
10.2K
$4.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-385- 8.36% |
$79.7K - $89.7K
|
4.22K
$1.73M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-387- 7.72% |
$80.1K - $90.1K
|
4.62K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-390- 4.69% |
$80.7K - $90.8K
|
7.93K
$3.25M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-408- 4.2% |
$84.5K - $95K
|
9.32K
$3.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-412- 4.54% |
$85.3K - $96K
|
8.67K
$3.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-415- 5.85% |
$85.9K - $96.6K
|
6.68K
$2.74M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-416- 1.34% |
$86.1K - $96.9K
|
30.6K
$12.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-422- 4.81% |
$87.4K - $98.3K
|
8.35K
$3.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-429- 2.03% |
$88.8K - $99.9K
|
20.7K
$8.49M
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-432- 11.91% |
$89.4K - $101K
|
3.2K
$1.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-432- 6.32% |
$89.4K - $101K
|
6.4K
$2.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-434- 13.76% |
$89.9K - $101K
|
2.72K
$1.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-435- 1.78% |
$90.1K - $101K
|
23.9K
$9.8M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-435- 14.04% |
$90.1K - $101K
|
2.66K
$1.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-440- 1.13% |
$91.1K - $102K
|
38.5K
$15.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-440- 7.07% |
$91.1K - $102K
|
5.78K
$2.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-442- 3.41% |
$91.5K - $103K
|
12.5K
$5.13M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-452- 4.5% |
$93.6K - $105K
|
9.6K
$3.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-453- 29.76% |
$93.8K - $105K
|
1.07K
$438K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-460- 8.11% |
$95.2K - $107K
|
5.21K
$2.13M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-467- 14.89% |
$96.7K - $109K
|
2.67K
$1.09M
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-478- 7.15% |
$99K - $111K
|
6.2K
$2.54M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-480- 12.77% |
$99.4K - $112K
|
3.28K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-483- 25.41% |
$100K - $112K
|
1.42K
$581K
|