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 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-5.34K- 14.16% |
$1.11M - $1.24M
|
32.4K
$13.4M
|
|
Jan 20, 2023
Q4 2022
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-5.36K- 1.2% |
$1.11M - $1.25M
|
443K
$184M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.64K- 8.14% |
$1.17M - $1.31M
|
63.7K
$26.4M
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.72K- 15.9% |
$1.18M - $1.33M
|
30.2K
$12.6M
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.83K- 8.58% |
$1.21M - $1.36M
|
62K
$25.8M
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.99K- 46.79% |
$1.24M - $1.39M
|
6.81K
$2.83M
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6.06K- 5.29% |
$1.26M - $1.41M
|
108K
$45.1M
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.16K- 20.63% |
$1.28M - $1.44M
|
23.7K
$9.85M
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-6.23K- 2.87% |
$1.29M - $1.45M
|
211K
$87.5M
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-6.34K- 4.54% |
$1.31M - $1.48M
|
133K
$55.4M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-6.38K- 28.9% |
$1.32M - $1.48M
|
15.7K
$6.52M
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-6.41K- 1.69% |
$1.33M - $1.49M
|
373K
$155M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-6.72K- 33.99% |
$1.39M - $1.56M
|
13K
$5.42M
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-7.02K- 6.34% |
$1.45M - $1.64M
|
104K
$43.1M
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-7.18K- 35.2% |
$1.49M - $1.67M
|
13.2K
$5.49M
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-7.23K- 58.88% |
$1.5M - $1.68M
|
5.05K
$2.1M
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-7.29K- 20.11% |
$1.51M - $1.7M
|
29K
$12M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.6K- 21.05% |
$1.57M - $1.77M
|
28.5K
$11.8M
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-7.76K- 20.25% |
$1.61M - $1.81M
|
30.6K
$12.7M
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-7.78K- 7.82% |
$1.61M - $1.81M
|
91.7K
$38.1M
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.79K- 11.83% |
$1.61M - $1.81M
|
58.1K
$24.1M
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-7.82K- 37.87% |
$1.62M - $1.82M
|
12.8K
$5.33M
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-8.41K- 15.39% |
$1.74M - $1.96M
|
46.2K
$19.2M
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-8.5K- 9.2% |
$1.76M - $1.98M
|
83.9K
$34.9M
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.67K- 55.07% |
$1.8M - $2.02M
|
7.08K
$2.94M
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.11K- 59.98% |
$1.89M - $2.12M
|
6.08K
$2.52M
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.17K- 7.64% |
$1.9M - $2.13M
|
111K
$46M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.28K- 50.43% |
$1.92M - $2.16M
|
9.12K
$3.79M
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-9.78K- 68.34% |
$2.02M - $2.28M
|
4.53K
$1.88M
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-9.88K- 7.26% |
$2.04M - $2.3M
|
126K
$52.4M
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-9.88K- 84.4% |
$2.04M - $2.3M
|
1.83K
$758K
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-10K- 32.82% |
$2.07M - $2.33M
|
20.5K
$8.51M
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11K- 9.24% |
$2.28M - $2.57M
|
108K
$45M
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-11.1K- 16.09% |
$2.29M - $2.58M
|
57.8K
$24M
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-11.2K- 8.57% |
$2.31M - $2.6M
|
119K
$49.5M
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 28.43% |
$2.32M - $2.61M
|
28.2K
$11.7M
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-11.8K- 74.26% |
$2.44M - $2.75M
|
4.09K
$1.7M
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-11.9K- 88.36% |
$2.47M - $2.78M
|
1.57K
$653K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-11.9K- 3.77% |
$2.47M - $2.78M
|
304K
$126M
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-12.3K- 4.1% |
$2.54M - $2.85M
|
287K
$119M
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-12.8K- 92.64% |
$2.66M - $2.99M
|
1.02K
$423K
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-13.1K- 75.86% |
$2.71M - $3.05M
|
4.17K
$1.73M
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-13.2K- 2.23% |
$2.74M - $3.08M
|
580K
$241M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-13.3K- 13.84% |
$2.76M - $3.11M
|
83.1K
$34.5M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-13.6K- 12.87% |
$2.81M - $3.16M
|
91.8K
$38.2M
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-13.6K- 64.7% |
$2.81M - $3.16M
|
7.4K
$3.08M
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-15.3K- 11.9% |
$3.16M - $3.55M
|
113K
$46.9M
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-15.3K- 15.26% |
$3.16M - $3.55M
|
84.7K
$35.2M
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-15.4K- 42.22% |
$3.19M - $3.58M
|
21.1K
$8.75M
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-16.4K- 39.26% |
$3.39M - $3.81M
|
25.3K
$10.5M
|