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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-487- 3.37% |
$101K - $113K
|
14K
$5.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-489- 53.27% |
$101K - $114K
|
429
$176K
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-498- 3.98% |
$103K - $116K
|
12K
$4.91M
|
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
SELL
|
- |
-499- 16.06% |
$103K - $116K
|
2.61K
$1.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-500- 13.68% |
$104K - $116K
|
3.15K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-503- 27.87% |
$104K - $117K
|
1.3K
$533K
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-503- 3.51% |
$104K - $117K
|
13.8K
$5.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-504- 21.88% |
$104K - $117K
|
1.8K
$737K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-510- 16.12% |
$106K - $119K
|
2.65K
$1.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-510- 0.79% |
$106K - $119K
|
64.4K
$26.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-519- 1.88% |
$107K - $121K
|
27.1K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-521- 19.06% |
$108K - $121K
|
2.21K
$906K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-521- 5.04% |
$108K - $121K
|
9.82K
$4.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-526- 1.35% |
$109K - $123K
|
38.5K
$15.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-526- 6.12% |
$109K - $123K
|
8.07K
$3.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-527- 1.68% |
$109K - $123K
|
30.8K
$12.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-529- 3.91% |
$110K - $123K
|
13K
$5.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-540- 17.93% |
$112K - $126K
|
2.47K
$1.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-541- 20.17% |
$112K - $126K
|
2.14K
$876K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-550- 18.25% |
$114K - $128K
|
2.46K
$1.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-551- 9.88% |
$114K - $128K
|
5.03K
$2.06M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-552- 6.95% |
$114K - $129K
|
7.39K
$3.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-572- 12.04% |
$118K - $133K
|
4.18K
$1.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-578- 5.0% |
$120K - $135K
|
11K
$4.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-583- 12.2% |
$121K - $136K
|
4.2K
$1.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-585- 2.8% |
$121K - $136K
|
20.3K
$8.31M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-598- 23.17% |
$124K - $139K
|
1.98K
$812K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-598- 5.89% |
$124K - $139K
|
9.55K
$3.91M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-600- 12.23% |
$124K - $140K
|
4.3K
$1.76M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-600- 23.56% |
$124K - $140K
|
1.95K
$797K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-608- 5.05% |
$126K - $142K
|
11.4K
$4.68M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-621- 5.78% |
$129K - $145K
|
10.1K
$4.14M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-625- 10.8% |
$129K - $146K
|
5.16K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-625- 11.75% |
$129K - $146K
|
4.7K
$1.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-640- 2.99% |
$132K - $149K
|
20.8K
$8.49M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-650- 22.53% |
$135K - $151K
|
2.24K
$915K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-657- 16.23% |
$136K - $153K
|
3.39K
$1.39M
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-658- 3.21% |
$136K - $153K
|
19.8K
$8.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-661- 14.74% |
$137K - $154K
|
3.82K
$1.57M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-685- 6.94% |
$142K - $160K
|
9.18K
$3.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Sanchez Wealth Management Group
|
SELL
|
- |
-696- 0.77% |
$144K - $162K
|
90.2K
$36.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-708- 3.9% |
$147K - $165K
|
17.4K
$7.14M
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-714- 4.16% |
$148K - $166K
|
16.5K
$6.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-715- 27.06% |
$148K - $167K
|
1.93K
$789K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-716- 11.47% |
$148K - $167K
|
5.53K
$2.26M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-717- 19.18% |
$148K - $167K
|
3.02K
$1.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-725- 1.74% |
$150K - $169K
|
41K
$16.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
SELL
|
- |
-725- 2.62% |
$150K - $169K
|
27K
$11M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-728- 9.23% |
$151K - $170K
|
7.16K
$2.93M
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-731- 5.89% |
$151K - $170K
|
11.7K
$4.78M
|