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
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
60New |
$12.4K - $14K
|
60
$24.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
58+ 0.7% |
$12K - $13.5K
|
8.38K
$3.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
57+ 0.23% |
$11.8K - $13.3K
|
25.2K
$10.3M
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
56+ 3.05% |
$11.6K - $13K
|
1.89K
$774K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
55+ 1.21% |
$11.4K - $12.8K
|
4.58K
$1.88M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
54+ 163.64% |
$11.2K - $12.6K
|
87
$35.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
53+ 2.55% |
$11K - $12.3K
|
2.13K
$873K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
53+ 4.45% |
$11K - $12.3K
|
1.25K
$510K
|
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
50+ 3.05% |
$10.4K - $11.6K
|
1.69K
$691K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
50+ 6.92% |
$10.4K - $11.6K
|
773
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 0.61% |
$10.4K - $11.6K
|
8.21K
$3.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
50+ 3.75% |
$10.4K - $11.6K
|
1.38K
$566K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
50+ 8.87% |
$10.4K - $11.6K
|
614
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
49New |
$10.1K - $11.4K
|
49
$20.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
43+ 1.6% |
$8.9K - $10K
|
2.72K
$1.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
41+ 0.26% |
$8.49K - $9.55K
|
15.6K
$6.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
41New |
$8.49K - $9.55K
|
41
$16.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
40+ 13.75% |
$8.28K - $9.32K
|
331
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
38+ 1.75% |
$7.87K - $8.85K
|
2.21K
$903K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
36New |
$7.45K - $8.38K
|
36
$14.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
36+ 1.22% |
$7.45K - $8.38K
|
2.98K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
35+ 1.42% |
$7.25K - $8.15K
|
2.5K
$1.02M
|
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
BUY
|
- |
35+ 0.13% |
$7.25K - $8.15K
|
26.6K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
33+ 0.75% |
$6.83K - $7.69K
|
4.44K
$1.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
31+ 0.85% |
$6.42K - $7.22K
|
3.68K
$1.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
31+ 0.26% |
$6.42K - $7.22K
|
12.2K
$4.98M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
30+ 3.08% |
$6.21K - $6.99K
|
1.01K
$412K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.73% |
$6.21K - $6.99K
|
4.13K
$1.69M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
30+ 1.54% |
$6.21K - $6.99K
|
1.98K
$811K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
29New |
$6K - $6.75K
|
29
$11.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
27+ 0.26% |
$5.59K - $6.29K
|
10.3K
$4.21M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
26New |
$5.38K - $6.06K
|
26
$10.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
26+ 0.1% |
$5.38K - $6.06K
|
26.7K
$10.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
25+ 1.89% |
$5.18K - $5.82K
|
1.35K
$552K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
22+ 0.15% |
$4.55K - $5.12K
|
14.9K
$6.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
22+ 2.55% |
$4.55K - $5.12K
|
884
$362K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
20+ 0.5% |
$4.14K - $4.66K
|
4.05K
$1.66M
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
17+ 0.53% |
$3.52K - $3.96K
|
3.25K
$1.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
16+ 1.52% |
$3.31K - $3.73K
|
1.07K
$437K
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
15+ 0.65% |
$3.11K - $3.49K
|
2.32K
$950K
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
15+ 0.18% |
$3.11K - $3.49K
|
8.44K
$3.46M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
14+ 0.3% |
$2.9K - $3.26K
|
4.67K
$1.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
14New |
$2.9K - $3.26K
|
14
$5.73K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
13+ 0.02% |
$2.69K - $3.03K
|
78.1K
$32M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
13+ 4.71% |
$2.69K - $3.03K
|
289
$118K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13+ 15.85% |
$2.69K - $3.03K
|
95
$38.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.25% |
$2.69K - $3.03K
|
5.3K
$2.17M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
12+ 0.52% |
$2.48K - $2.79K
|
2.32K
$949K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
11New |
$2.28K - $2.56K
|
11
$4.51K
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
11+ 0.5% |
$2.28K - $2.56K
|
2.22K
$910K
|