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 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.29K+ 5.87% |
$473K - $532K
|
41.3K
$17.1M
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.28K+ 18.12% |
$472K - $531K
|
14.9K
$6.18M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.27K+ 4.08% |
$470K - $529K
|
57.9K
$24.1M
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
2.26K+ 176.56% |
$468K - $526K
|
3.54K
$1.47M
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.26K+ 1.62% |
$468K - $526K
|
142K
$58.9M
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
2.25KNew |
$466K - $525K
|
2.25K
$936K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
2.25KNew |
$466K - $525K
|
2.25K
$936K
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
2.25KNew |
$466K - $525K
|
2.25K
$936K
|
|
Feb 09, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
2.22KNew |
$459K - $516K
|
2.22K
$921K
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
2.2K+ 200.27% |
$455K - $512K
|
3.3K
$1.37M
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
2.2K+ 2.65% |
$455K - $511K
|
85K
$35.3M
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.2K+ 48.65% |
$454K - $511K
|
6.71K
$2.79M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.18K+ 5.65% |
$452K - $508K
|
40.8K
$17M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.18KNew |
$451K - $507K
|
2.18K
$905K
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.16KNew |
$448K - $504K
|
2.16K
$899K
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
2.15KNew |
$445K - $500K
|
2.15K
$892K
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.14K+ 34.85% |
$444K - $499K
|
8.29K
$3.45M
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.1KNew |
$436K - $490K
|
2.1K
$874K
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
2.09KNew |
$433K - $487K
|
2.09K
$868K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.09K+ 13.46% |
$432K - $487K
|
17.6K
$7.32M
|
|
Feb 14, 2023
Q4 2022
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.07KNew |
$428K - $481K
|
2.07K
$858K
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
2.06K+ 33.23% |
$427K - $480K
|
8.26K
$3.43M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.05K+ 27.05% |
$425K - $478K
|
9.64K
$4.01M
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
2.05KNew |
$423K - $476K
|
2.05K
$850K
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
2.05KNew |
$423K - $476K
|
2.05K
$850K
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.04KNew |
$422K - $474K
|
2.04K
$846K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
2.01KNew |
$416K - $468K
|
2.01K
$835K
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.93KNew |
$399K - $448K
|
1.93K
$800K
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.91KNew |
$396K - $445K
|
1.91K
$794K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.88K+ 15.31% |
$390K - $439K
|
14.2K
$5.89M
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.88KNew |
$390K - $438K
|
1.88K
$782K
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.87KNew |
$387K - $436K
|
1.87K
$777K
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.86KNew |
$384K - $432K
|
1.86K
$771K
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.85KNew |
$382K - $430K
|
1.85K
$767K
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.83KNew |
$379K - $426K
|
1.83K
$760K
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.83KNew |
$379K - $426K
|
1.83K
$760K
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.82KNew |
$377K - $425K
|
1.82K
$757K
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.82K+ 14.8% |
$376K - $423K
|
14.1K
$5.86M
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.81KNew |
$375K - $422K
|
1.81K
$753K
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.81KNew |
$375K - $422K
|
1.81K
$752K
|
|
Feb 21, 2023
Q4 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.8K+ 49.13% |
$372K - $419K
|
5.46K
$2.27M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.79K+ 1.2% |
$371K - $418K
|
151K
$62.6M
|
|
Jan 06, 2023
Q4 2022
|
Epiq Partners, LLC
|
BUY
|
- |
1.76K+ 10.34% |
$364K - $409K
|
18.7K
$7.79M
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
1.75KNew |
$362K - $407K
|
1.75K
$727K
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.74K+ 11.03% |
$360K - $405K
|
17.5K
$7.28M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.73K+ 4.91% |
$358K - $403K
|
37K
$15.4M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.69K+ 4.86% |
$350K - $394K
|
36.5K
$15.2M
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
1.67K+ 6.45% |
$345K - $388K
|
27.5K
$11.4M
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.65K+ 62.97% |
$342K - $385K
|
4.28K
$1.78M
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
1.62KNew |
$335K - $377K
|
1.62K
$673K
|