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 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.48K+ 8.74% |
$1.13M - $1.28M
|
68.1K
$28.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
5.47K+ 350.06% |
$1.13M - $1.27M
|
7.03K
$2.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.38KNew |
$1.11M - $1.25M
|
5.38K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
5.29KNew |
$1.09M - $1.23M
|
5.29K
$2.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.28K+ 31.37% |
$1.09M - $1.23M
|
22.1K
$9.18M
|
|
|
Jan 17, 2023
Q4 2022
|
Ami Asset Management Corp
|
BUY
|
- |
5.22K+ 61.79% |
$1.08M - $1.21M
|
13.7K
$5.68M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.19K+ 3.51% |
$1.07M - $1.21M
|
153K
$63.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.06KNew |
$1.05M - $1.18M
|
5.06K
$2.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
5.03KNew |
$1.04M - $1.17M
|
5.03K
$2.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5.02KNew |
$1.04M - $1.17M
|
5.02K
$2.09M
|
|
|
Apr 06, 2023
Q4 2022
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
5.02KNew |
$1.04M - $1.17M
|
5.02K
$2.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
4.91K+ 22.75% |
$1.02M - $1.14M
|
26.5K
$11M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
4.86KNew |
$1.01M - $1.13M
|
4.86K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
4.82K+ 116.48% |
$998K - $1.12M
|
8.96K
$3.72M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.81K+ 18.79% |
$995K - $1.12M
|
30.4K
$12.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
4.79KNew |
$993K - $1.12M
|
4.79K
$1.99M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4.71KNew |
$975K - $1.1M
|
4.71K
$1.96M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
4.52K+ 1.35% |
$935K - $1.05M
|
338K
$141M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
4.51K+ 67.93% |
$933K - $1.05M
|
11.1K
$4.63M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.5K+ 19.27% |
$931K - $1.05M
|
27.8K
$11.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
4.43K+ 6.18% |
$916K - $1.03M
|
76.1K
$31.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.36K+ 6.87% |
$902K - $1.01M
|
67.8K
$28.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
4.35K+ 12.18% |
$900K - $1.01M
|
40K
$16.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Stewart Asset Management, LLC
|
BUY
|
- |
4.32KNew |
$895K - $1.01M
|
4.32K
$1.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
4.32K+ 99.26% |
$894K - $1.01M
|
8.67K
$3.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4.27KNew |
$883K - $994K
|
4.27K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
4.26K+ 6.28% |
$882K - $992K
|
72.1K
$29.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.25K+ 16.07% |
$880K - $990K
|
30.7K
$12.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
4.14K+ 71.59% |
$856K - $963K
|
9.92K
$4.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.13K+ 8.4% |
$854K - $961K
|
53.2K
$22.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.09KNew |
$848K - $953K
|
4.09K
$1.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.08K+ 25.27% |
$844K - $950K
|
20.2K
$8.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
4.05KNew |
$839K - $944K
|
4.05K
$1.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.02K+ 46.6% |
$832K - $936K
|
12.6K
$5.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
4.01K+ 1616.94% |
$830K - $934K
|
4.26K
$1.77M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.95K+ 34.48% |
$818K - $920K
|
15.4K
$6.4M
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
3.92K+ 329.66% |
$812K - $914K
|
5.11K
$2.12M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.9KNew |
$807K - $908K
|
3.9K
$1.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.84K+ 13.3% |
$795K - $894K
|
32.7K
$13.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.83K+ 73.29% |
$794K - $893K
|
9.07K
$3.77M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3.83KNew |
$793K - $892K
|
3.83K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.69K+ 49.83% |
$764K - $859K
|
11.1K
$4.61M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
3.68K+ 3.99% |
$762K - $858K
|
96.1K
$39.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.63K+ 3.56% |
$752K - $846K
|
106K
$43.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.59KNew |
$743K - $836K
|
3.59K
$1.49M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.54K+ 365.05% |
$733K - $825K
|
4.51K
$1.87M
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3.53K+ 39.69% |
$731K - $822K
|
12.4K
$5.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.53K+ 53.85% |
$730K - $821K
|
10.1K
$4.19M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.41K+ 146.04% |
$707K - $795K
|
5.75K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.41K+ 61.95% |
$707K - $795K
|
8.92K
$3.71M
|