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 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.25K- 8.89% |
$465K - $524K
|
23K
$9.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.28K- 15.34% |
$472K - $531K
|
12.6K
$5.23M
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-2.29K- 14.6% |
$473K - $532K
|
13.4K
$5.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-2.29K- 2.45% |
$473K - $533K
|
91.2K
$37.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-2.3K- 2.63% |
$477K - $537K
|
85.4K
$35.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2.32K- 39.87% |
$480K - $540K
|
3.5K
$1.45M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.42K- 19.74% |
$500K - $562K
|
9.82K
$4.08M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-2.42K- 2.91% |
$501K - $563K
|
80.8K
$33.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.43K- 15.26% |
$503K - $566K
|
13.5K
$5.61M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.43K- 4.09% |
$503K - $566K
|
57K
$23.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.44K- 67.94% |
$504K - $567K
|
1.15K
$477K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.57K- 10.94% |
$531K - $598K
|
20.9K
$8.68M
|
|
|
Feb 01, 2023
Q4 2022
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2.61K- 27.84% |
$540K - $607K
|
6.76K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.71K- 4.73% |
$561K - $631K
|
54.6K
$22.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-2.72K- 1.79% |
$563K - $633K
|
149K
$62M
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.73K- 2.3% |
$566K - $636K
|
116K
$48.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.75K- 35.05% |
$568K - $639K
|
5.09K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.75K- 10.37% |
$570K - $641K
|
23.8K
$9.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.89K- 27.13% |
$598K - $673K
|
7.76K
$3.22M
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.94K- 42.65% |
$609K - $685K
|
3.95K
$1.64M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.05K- 56.58% |
$630K - $709K
|
2.34K
$971K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.05K- 2.03% |
$630K - $709K
|
147K
$61.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3.1K- 15.41% |
$643K - $723K
|
17K
$7.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.12K- 17.7% |
$645K - $726K
|
14.5K
$6.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-3.19K- 7.69% |
$661K - $743K
|
38.3K
$15.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.29K- 15.32% |
$681K - $766K
|
18.2K
$7.55M
|
|
|
Feb 01, 2023
Q4 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.47K- 73.42% |
$718K - $808K
|
1.26K
$522K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3.48K- 32.87% |
$721K - $811K
|
7.11K
$2.96M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.54K- 5.28% |
$732K - $823K
|
63.4K
$26.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.58K- 14.01% |
$741K - $834K
|
22K
$9.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-3.66K- 38.49% |
$757K - $852K
|
5.84K
$2.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.82K- 31.85% |
$790K - $889K
|
8.17K
$3.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-3.93K- 25.11% |
$813K - $915K
|
11.7K
$4.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-4.08K- 7.02% |
$846K - $951K
|
54.1K
$22.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.4K- 31.18% |
$910K - $1.02M
|
9.7K
$4.03M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.52K- 60.63% |
$936K - $1.05M
|
2.93K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-4.52K- 2.14% |
$936K - $1.05M
|
206K
$85.8M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.55K- 5.9% |
$942K - $1.06M
|
72.6K
$30.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.55K- 0.82% |
$942K - $1.06M
|
552K
$229M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.69K- 17.42% |
$971K - $1.09M
|
22.2K
$9.24M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4.77K- 76.76% |
$986K - $1.11M
|
1.44K
$600K
|
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
SELL
|
- |
-4.81K- 8.06% |
$996K - $1.12M
|
54.8K
$22.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.94K- 4.14% |
$1.02M - $1.15M
|
114K
$47.6M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-4.97K- 94.82% |
$1.03M - $1.16M
|
272
$113K
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-5.02K- 59.08% |
$1.04M - $1.17M
|
3.48K
$1.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.05K- 11.66% |
$1.05M - $1.18M
|
38.2K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-5.09K- 1.09% |
$1.05M - $1.18M
|
463K
$192M
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
SELL
|
- |
-5.12K- 19.3% |
$1.06M - $1.19M
|
21.4K
$8.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-5.14K- 37.31% |
$1.06M - $1.2M
|
8.63K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-5.31K- 4.52% |
$1.1M - $1.24M
|
112K
$46.6M
|