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 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
807+ 22.01% |
$167K - $188K
|
4.47K
$1.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
796+ 80.49% |
$165K - $185K
|
1.79K
$742K
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
776+ 5.9% |
$161K - $181K
|
13.9K
$5.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
776+ 28.4% |
$161K - $181K
|
3.51K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
773+ 27.41% |
$160K - $180K
|
3.59K
$1.49M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
753+ 2.42% |
$156K - $175K
|
31.8K
$13.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
745+ 229.94% |
$154K - $174K
|
1.07K
$444K
|
|
|
Feb 01, 2023
Q4 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
744+ 1.61% |
$154K - $173K
|
47K
$19.5M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
736+ 33.44% |
$152K - $171K
|
2.94K
$1.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
727+ 22.01% |
$151K - $169K
|
4.03K
$1.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
704+ 114.1% |
$146K - $164K
|
1.32K
$549K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
699+ 11.4% |
$145K - $163K
|
6.83K
$2.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
698+ 0.46% |
$145K - $163K
|
151K
$62.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
695+ 4.98% |
$144K - $162K
|
14.7K
$6.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
BUY
|
- |
690+ 34.31% |
$143K - $161K
|
2.7K
$1.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
685+ 1.34% |
$142K - $160K
|
51.9K
$21.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
673+ 3.49% |
$139K - $157K
|
19.9K
$8.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
664+ 196.45% |
$137K - $155K
|
1K
$416K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
657+ 17.88% |
$136K - $153K
|
4.33K
$1.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
639+ 3.61% |
$132K - $149K
|
18.3K
$7.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
639+ 64.55% |
$132K - $149K
|
1.63K
$677K
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
622+ 3.93% |
$129K - $145K
|
16.5K
$6.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
620+ 2.0% |
$128K - $144K
|
31.6K
$13.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
617New |
$128K - $144K
|
617
$256K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
615+ 1.46% |
$127K - $143K
|
42.8K
$17.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
611New |
$126K - $142K
|
611
$254K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
611+ 8.61% |
$126K - $142K
|
7.71K
$3.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
611+ 0.57% |
$126K - $142K
|
108K
$44.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
610+ 6.21% |
$126K - $142K
|
10.4K
$4.34M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
608+ 4.56% |
$126K - $142K
|
13.9K
$5.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
606+ 12.07% |
$125K - $141K
|
5.63K
$2.34M
|
|
|
Feb 09, 2023
Q4 2022
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
600+ 363.64% |
$124K - $140K
|
765
$318K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
585+ 243.75% |
$121K - $136K
|
825
$343K
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
583+ 1.7% |
$121K - $136K
|
34.9K
$14.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
583New |
$121K - $136K
|
583
$242K
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
581+ 1.11% |
$120K - $135K
|
53.1K
$22.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
572+ 59.65% |
$118K - $133K
|
1.53K
$636K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
569+ 30.76% |
$118K - $133K
|
2.42K
$1.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
568+ 33.91% |
$118K - $132K
|
2.24K
$932K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
566+ 45.17% |
$117K - $132K
|
1.82K
$756K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
566+ 28.44% |
$117K - $132K
|
2.56K
$1.06M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
564New |
$117K - $131K
|
564
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
563+ 6.73% |
$117K - $131K
|
8.93K
$3.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
554New |
$115K - $129K
|
554
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
554New |
$115K - $129K
|
554
$230K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
553New |
$114K - $129K
|
553
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
541+ 6.59% |
$112K - $126K
|
8.75K
$3.64M
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
541+ 0.51% |
$112K - $126K
|
107K
$44.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
535+ 11.33% |
$111K - $125K
|
5.26K
$2.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
527+ 15.1% |
$109K - $123K
|
4.02K
$1.67M
|