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 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.31K- 49.28% |
$270K - $304K
|
1.34K
$550K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.35K- 7.97% |
$280K - $315K
|
15.6K
$6.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.36K- 7.23% |
$281K - $316K
|
17.4K
$7.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.37K- 86.57% |
$284K - $320K
|
213
$87.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.37K- 27.65% |
$284K - $320K
|
3.6K
$1.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.39K- 4.75% |
$288K - $323K
|
27.9K
$11.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.42K- 38.88% |
$294K - $330K
|
2.23K
$914K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.44K- 10.28% |
$299K - $336K
|
12.6K
$5.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.45K- 5.87% |
$299K - $337K
|
23.2K
$9.49M
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.47K- 4.72% |
$304K - $342K
|
29.7K
$12.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.48K- 24.15% |
$307K - $345K
|
4.65K
$1.9M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.48K- 13.58% |
$307K - $345K
|
9.44K
$3.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.5K- 18.13% |
$310K - $349K
|
6.76K
$2.77M
|
|
|
Nov 16, 2023
Q4 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-1.51K- 8.83% |
$312K - $350K
|
15.5K
$6.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-1.54K- 70.86% |
$319K - $359K
|
634
$260K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-1.56K- 27.05% |
$323K - $363K
|
4.2K
$1.72M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.57K- 18.0% |
$326K - $366K
|
7.16K
$2.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.58K- 2.47% |
$326K - $367K
|
62.1K
$25.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 13.91% |
$326K - $367K
|
9.76K
$4M
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.59K- 7.23% |
$329K - $370K
|
20.4K
$8.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.65K- 11.44% |
$341K - $384K
|
12.8K
$5.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-1.65K- 4.86% |
$341K - $384K
|
32.2K
$13.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.73K- 1.52% |
$357K - $402K
|
112K
$45.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.75K- 9.41% |
$362K - $408K
|
16.8K
$6.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.76K- 2.73% |
$364K - $409K
|
62.6K
$25.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-1.76K- 6.9% |
$364K - $409K
|
23.7K
$9.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.79K- 30.14% |
$370K - $417K
|
4.15K
$1.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.79K- 46.95% |
$371K - $418K
|
2.03K
$830K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.8K- 11.64% |
$372K - $419K
|
13.6K
$5.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.82K- 2.38% |
$376K - $423K
|
74.5K
$30.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.83K- 22.92% |
$379K - $426K
|
6.16K
$2.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.85K- 1.13% |
$384K - $432K
|
162K
$66.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.87K- 1.73% |
$387K - $436K
|
106K
$43.5M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-1.87K- 37.9% |
$388K - $436K
|
3.07K
$1.26M
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2K- 0.83% |
$413K - $465K
|
238K
$97.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-2.03K- 40.31% |
$419K - $472K
|
3K
$1.23M
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-2.05K- 6.24% |
$424K - $477K
|
30.8K
$12.6M
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
SELL
|
- |
-2.05K- 6.51% |
$425K - $478K
|
29.5K
$12.1M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.06K- 3.59% |
$427K - $480K
|
55.4K
$22.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.07K- 7.69% |
$428K - $481K
|
24.8K
$10.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.07K- 40.8% |
$429K - $483K
|
3.01K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.1K- 11.86% |
$435K - $489K
|
15.6K
$6.39M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.11K- 12.67% |
$436K - $491K
|
14.5K
$5.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.11K- 11.86% |
$437K - $492K
|
15.7K
$6.43M
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.13K- 8.51% |
$442K - $497K
|
22.9K
$9.39M
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.16K- 15.52% |
$447K - $503K
|
11.7K
$4.81M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.19K- 23.34% |
$453K - $509K
|
7.18K
$2.94M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.2K- 30.53% |
$455K - $511K
|
5K
$2.05M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-2.23KClosed |
$461K - $519K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-2.23K- 18.48% |
$461K - $519K
|
9.83K
$4.02M
|