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 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-735- 90.18% |
$152K - $171K
|
80
$32.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-758- 4.8% |
$157K - $177K
|
15K
$6.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-764- 4.68% |
$158K - $178K
|
15.6K
$6.38M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-774- 28.33% |
$160K - $180K
|
1.96K
$802K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-777- 6.54% |
$161K - $181K
|
11.1K
$4.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-778- 2.13% |
$161K - $181K
|
35.8K
$14.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-791- 11.26% |
$164K - $184K
|
6.24K
$2.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-795- 16.31% |
$165K - $185K
|
4.08K
$1.67M
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-800- 14.6% |
$166K - $186K
|
4.68K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-830Closed |
$172K - $193K
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-845- 40.61% |
$175K - $197K
|
1.24K
$506K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-853- 0.12% |
$177K - $199K
|
739K
$303M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-870- 20.37% |
$180K - $203K
|
3.4K
$1.39M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-873- 11.33% |
$181K - $203K
|
6.83K
$2.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-874- 22.63% |
$181K - $204K
|
2.99K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-885- 1.76% |
$183K - $206K
|
49.4K
$20.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-894- 4.11% |
$185K - $208K
|
20.9K
$8.55M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-916- 3.28% |
$190K - $213K
|
27K
$11.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-918- 50.14% |
$190K - $214K
|
913
$374K
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-955- 8.54% |
$198K - $222K
|
10.2K
$4.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
SELL
|
- |
-958- 9.41% |
$198K - $223K
|
9.22K
$3.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-961- 11.97% |
$199K - $224K
|
7.07K
$2.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-982- 22.96% |
$203K - $229K
|
3.3K
$1.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.01K- 1.71% |
$209K - $235K
|
58.1K
$23.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-1.02K- 47.83% |
$210K - $237K
|
1.11K
$454K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.02K- 15.28% |
$212K - $238K
|
5.67K
$2.32M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.03K- 12.56% |
$212K - $239K
|
7.14K
$2.92M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.04K- 28.37% |
$215K - $242K
|
2.62K
$1.07M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.06K- 18.98% |
$218K - $246K
|
4.5K
$1.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-1.06K- 14.31% |
$219K - $246K
|
6.33K
$2.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-1.1K- 5.55% |
$227K - $255K
|
18.6K
$7.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.12K- 13.92% |
$231K - $260K
|
6.92K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.12K- 6.45% |
$232K - $261K
|
16.2K
$6.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.12K- 6.34% |
$232K - $261K
|
16.6K
$6.79M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.13K- 12.1% |
$233K - $262K
|
8.19K
$3.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1.14K- 19.89% |
$236K - $265K
|
4.59K
$1.88M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.15K- 4.04% |
$238K - $268K
|
27.3K
$11.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-1.15K- 9.21% |
$238K - $268K
|
11.3K
$4.64M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.16K- 24.97% |
$239K - $269K
|
3.47K
$1.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.16K- 2.79% |
$240K - $270K
|
40.5K
$16.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-1.16K- 10.77% |
$241K - $271K
|
9.65K
$3.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.19K- 80.84% |
$246K - $277K
|
282
$115K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.22K- 35.28% |
$252K - $283K
|
2.23K
$913K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.22K- 12.03% |
$252K - $284K
|
8.91K
$3.65M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.23K- 19.51% |
$254K - $286K
|
5.06K
$2.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.24K- 31.98% |
$257K - $289K
|
2.64K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.25K- 5.52% |
$258K - $290K
|
21.3K
$8.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-1.25K- 49.39% |
$258K - $290K
|
1.28K
$523K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.29K- 13.21% |
$268K - $301K
|
8.5K
$3.48M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.3K- 0.8% |
$269K - $303K
|
162K
$66.2M
|