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 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.4K+ 46.92% |
$705K - $793K
|
10.7K
$4.43M
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.35KNew |
$693K - $780K
|
3.35K
$1.39M
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
3.32K+ 21.35% |
$688K - $774K
|
18.9K
$7.84M
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.32KNew |
$688K - $774K
|
3.32K
$1.38M
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
3.3K+ 2.54% |
$683K - $768K
|
133K
$55.3M
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3.27K+ 19.74% |
$678K - $762K
|
19.9K
$8.25M
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.27KNew |
$676K - $761K
|
3.27K
$1.36M
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.17KNew |
$656K - $738K
|
3.17K
$1.32M
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3.16K+ 37.97% |
$654K - $736K
|
11.5K
$4.77M
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.15K+ 0.59% |
$651K - $732K
|
533K
$222M
|
|
Jan 25, 2023
Q4 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3.12K+ 32.9% |
$646K - $727K
|
12.6K
$5.24M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.09K+ 6.68% |
$639K - $719K
|
49.3K
$20.5M
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
3.08KNew |
$637K - $717K
|
3.08K
$1.28M
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.03K+ 16.09% |
$628K - $707K
|
21.9K
$9.1M
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.03KNew |
$627K - $705K
|
3.03K
$1.26M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.02K+ 27.46% |
$626K - $704K
|
14K
$5.83M
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.02K+ 33.2% |
$625K - $703K
|
12.1K
$5.03M
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3K+ 25.91% |
$622K - $699K
|
14.6K
$6.06M
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.98KNew |
$616K - $693K
|
2.98K
$1.24M
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.94K+ 10.61% |
$608K - $684K
|
30.6K
$12.7M
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
2.94K+ 2.29% |
$608K - $684K
|
131K
$54.5M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.93KNew |
$607K - $683K
|
2.93K
$1.22M
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
2.9K+ 6.61% |
$601K - $676K
|
46.8K
$19.5M
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.88K+ 31.74% |
$597K - $671K
|
12K
$4.97M
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.85KNew |
$590K - $663K
|
2.85K
$1.18M
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.81KNew |
$581K - $653K
|
2.81K
$1.17M
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.8K+ 4.91% |
$581K - $653K
|
59.9K
$24.9M
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.75K+ 22.58% |
$569K - $640K
|
14.9K
$6.2M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.72K+ 4.46% |
$563K - $633K
|
63.7K
$26.4M
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.7K+ 5.17% |
$560K - $630K
|
55K
$22.9M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.7K+ 70.56% |
$559K - $629K
|
6.53K
$2.71M
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2.65K+ 137.04% |
$549K - $618K
|
4.59K
$1.91M
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.63K+ 227.67% |
$543K - $611K
|
3.78K
$1.57M
|
|
Feb 06, 2023
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.62KNew |
$543K - $611K
|
2.62K
$1.09M
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.59KNew |
$536K - $603K
|
2.59K
$1.08M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.57K+ 45.37% |
$532K - $599K
|
8.24K
$3.42M
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.56K+ 11.55% |
$530K - $596K
|
24.7K
$10.3M
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.54K+ 165.28% |
$526K - $592K
|
4.08K
$1.7M
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.53K+ 28.87% |
$525K - $590K
|
11.3K
$4.7M
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
2.51K+ 45.93% |
$519K - $584K
|
7.97K
$3.31M
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
2.46K+ 25.78% |
$510K - $573K
|
12K
$4.99M
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.43KNew |
$503K - $566K
|
2.43K
$1.01M
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.42K+ 13.15% |
$502K - $564K
|
20.9K
$8.67M
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.42K+ 52.12% |
$501K - $564K
|
7.06K
$2.93M
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
2.39K+ 15.48% |
$496K - $558K
|
17.9K
$7.42M
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
2.37K+ 21.75% |
$490K - $551K
|
13.2K
$5.5M
|
|
Jan 24, 2023
Q4 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
2.36KNew |
$488K - $549K
|
2.36K
$979K
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.34K+ 191.95% |
$484K - $544K
|
3.56K
$1.48M
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.33K+ 7.25% |
$482K - $543K
|
34.5K
$14.3M
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.33K+ 4.66% |
$482K - $542K
|
52.2K
$21.7M
|