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 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.18KNew |
$245K - $276K
|
1.18K
$492K
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
BUY
|
- |
1.17KNew |
$243K - $273K
|
1.17K
$487K
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.17K+ 34.78% |
$242K - $272K
|
4.53K
$1.88M
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.15KNew |
$238K - $267K
|
1.15K
$477K
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
1.15K+ 4.92% |
$237K - $267K
|
24.4K
$10.1M
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.15K+ 59.45% |
$237K - $267K
|
3.07K
$1.28M
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
1.13K+ 83.21% |
$234K - $263K
|
2.49K
$1.03M
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.13KNew |
$233K - $262K
|
1.13K
$468K
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
1.11K+ 107.89% |
$229K - $258K
|
2.14K
$887K
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
1.11K+ 40.84% |
$229K - $258K
|
3.81K
$1.58M
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.09K+ 37.71% |
$225K - $254K
|
3.98K
$1.65M
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.09K+ 435.2% |
$225K - $253K
|
1.34K
$556K
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
1.08K+ 1.25% |
$224K - $252K
|
87.4K
$36.3M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.08K+ 53.17% |
$224K - $252K
|
3.11K
$1.29M
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.07K+ 376.76% |
$222K - $249K
|
1.35K
$563K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.05K+ 1.37% |
$218K - $245K
|
78K
$32.4M
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.04KNew |
$215K - $242K
|
1.04K
$432K
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.03K+ 1.93% |
$212K - $239K
|
54K
$22.4M
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.02K+ 0.99% |
$210K - $237K
|
104K
$43.2M
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
BUY
|
- |
1.01KNew |
$209K - $235K
|
1.01K
$420K
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.01KNew |
$209K - $235K
|
1.01K
$420K
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.01KNew |
$209K - $235K
|
1.01K
$420K
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.01KNew |
$208K - $234K
|
1.01K
$418K
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1K+ 7.4% |
$207K - $233K
|
14.5K
$6.04M
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1K+ 59.21% |
$207K - $233K
|
2.69K
$1.12M
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1KNew |
$207K - $233K
|
1K
$415K
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
985+ 64.72% |
$204K - $229K
|
2.51K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
981+ 0.17% |
$203K - $228K
|
591K
$246M
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
981+ 54.02% |
$203K - $228K
|
2.8K
$1.16M
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
979+ 21.49% |
$203K - $228K
|
5.54K
$2.3M
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
972New |
$201K - $226K
|
972
$404K
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
962New |
$199K - $224K
|
962
$400K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
949New |
$196K - $221K
|
949
$394K
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
948New |
$196K - $221K
|
948
$394K
|
|
Feb 01, 2023
Q4 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
945+ 16.69% |
$196K - $220K
|
6.61K
$2.75M
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
938New |
$194K - $218K
|
938
$390K
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
930+ 2.6% |
$193K - $217K
|
36.7K
$15.2M
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
921+ 13.46% |
$191K - $214K
|
7.76K
$3.23M
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
919+ 50.83% |
$190K - $214K
|
2.73K
$1.13M
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
914+ 94.42% |
$189K - $213K
|
1.88K
$782K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
902+ 5.85% |
$187K - $210K
|
16.3K
$6.78M
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
897+ 4.35% |
$186K - $209K
|
21.5K
$8.94M
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
884+ 55.42% |
$183K - $206K
|
2.48K
$1.03M
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
864+ 12.1% |
$179K - $201K
|
8K
$3.33M
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
860+ 3.03% |
$178K - $200K
|
29.3K
$12.2M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
860+ 100.0% |
$178K - $200K
|
1.72K
$715K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
830New |
$172K - $193K
|
830
$345K
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
826+ 29.01% |
$171K - $192K
|
3.67K
$1.53M
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
814+ 8.36% |
$169K - $190K
|
10.6K
$4.38M
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
813+ 23.77% |
$168K - $189K
|
4.23K
$1.76M
|