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 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.62KNew |
$335K - $377K
|
1.62K
$672K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
1.62K+ 6.79% |
$334K - $376K
|
25.4K
$10.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.61K+ 6.31% |
$332K - $374K
|
27K
$11.2M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.58KNew |
$327K - $368K
|
1.58K
$656K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.57K+ 11.8% |
$325K - $366K
|
14.9K
$6.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.55KNew |
$320K - $360K
|
1.55K
$643K
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.52K+ 0.98% |
$316K - $355K
|
157K
$65.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.52K+ 0.95% |
$315K - $354K
|
162K
$67.4M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.52KNew |
$315K - $354K
|
1.52K
$632K
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1.5K+ 1.49% |
$311K - $350K
|
102K
$42.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.46KNew |
$301K - $339K
|
1.46K
$605K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.45KNew |
$300K - $337K
|
1.45K
$602K
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.43KNew |
$296K - $333K
|
1.43K
$595K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
1.43K+ 55.31% |
$295K - $332K
|
4K
$1.66M
|
|
|
Jan 10, 2023
Q4 2022
|
Peregrine Capital Management LLC
|
BUY
|
- |
1.42KNew |
$295K - $331K
|
1.42K
$591K
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.42KNew |
$295K - $331K
|
1.42K
$591K
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.41K+ 0.32% |
$292K - $328K
|
436K
$181M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.4KNew |
$291K - $327K
|
1.4K
$583K
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.4KNew |
$290K - $326K
|
1.4K
$582K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.4K+ 4.7% |
$290K - $326K
|
31.2K
$13M
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.39KNew |
$288K - $323K
|
1.39K
$577K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.39K+ 70.84% |
$287K - $323K
|
3.35K
$1.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 81.44% |
$286K - $322K
|
3.08K
$1.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.38K+ 15.39% |
$285K - $321K
|
10.3K
$4.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.38KNew |
$285K - $320K
|
1.38K
$571K
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.37K+ 20.34% |
$284K - $320K
|
8.12K
$3.38M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.37K+ 11.03% |
$284K - $319K
|
13.8K
$5.73M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
1.36KNew |
$281K - $316K
|
1.36K
$563K
|
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
BUY
|
- |
1.34KNew |
$277K - $312K
|
1.34K
$557K
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.33K+ 4.58% |
$276K - $310K
|
30.4K
$12.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.33K+ 6.7% |
$275K - $310K
|
21.2K
$8.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.33K+ 15.96% |
$275K - $309K
|
9.64K
$4M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.31K+ 7.69% |
$271K - $305K
|
18.3K
$7.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.3KNew |
$270K - $303K
|
1.3K
$541K
|
|
|
Feb 10, 2023
Q4 2022
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.3K+ 2.96% |
$269K - $303K
|
45.2K
$18.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.3KNew |
$269K - $303K
|
1.3K
$540K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.28K+ 41.09% |
$265K - $298K
|
4.39K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.26K+ 14.87% |
$260K - $293K
|
9.72K
$4.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
1.25K+ 5.72% |
$260K - $292K
|
23.2K
$9.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.25KNew |
$258K - $290K
|
1.25K
$518K
|
|
|
Feb 14, 2023
Q4 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.24KNew |
$257K - $289K
|
1.24K
$516K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.23K+ 2.94% |
$255K - $287K
|
43.1K
$17.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.23KNew |
$255K - $286K
|
1.23K
$511K
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
BUY
|
- |
1.23KNew |
$255K - $286K
|
1.23K
$511K
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.23KNew |
$254K - $285K
|
1.23K
$509K
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.22KNew |
$253K - $285K
|
1.22K
$508K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.22K+ 15.09% |
$252K - $283K
|
9.27K
$3.85M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.22K+ 2.26% |
$252K - $283K
|
55K
$22.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.21K+ 3.82% |
$251K - $282K
|
32.9K
$13.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.21K+ 6.08% |
$250K - $282K
|
21.1K
$8.76M
|