Purchases and Sales Made in Q1 2022 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
90+ 2.17% |
$22.2K - $27.7K
|
4.24K
$1.71M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
86+ 1.49% |
$21.2K - $26.5K
|
5.86K
$2.36M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
84+ 1.29% |
$20.7K - $25.9K
|
6.62K
$2.67M
|
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
81+ 2.22% |
$20K - $24.9K
|
3.72K
$1.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
80+ 1.1% |
$19.7K - $24.6K
|
7.34K
$2.96M
|
|
|
May 12, 2022
Q1 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
77+ 4.61% |
$19K - $23.7K
|
1.75K
$705K
|
|
|
Apr 29, 2022
Q1 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
75+ 53.57% |
$18.5K - $23.1K
|
215
$86.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
74+ 0.19% |
$18.2K - $22.8K
|
39.3K
$15.9M
|
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
73+ 3.76% |
$18K - $22.5K
|
2.01K
$813K
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
71+ 0.36% |
$17.5K - $21.9K
|
19.6K
$7.93M
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
70+ 8.97% |
$17.3K - $21.5K
|
850
$343K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
70+ 0.65% |
$17.3K - $21.5K
|
10.9K
$4.4M
|
|
|
May 16, 2022
Q1 2022
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
69+ 5.56% |
$17K - $21.2K
|
1.31K
$529K
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
68+ 2.26% |
$16.8K - $20.9K
|
3.08K
$1.24M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
66+ 1.05% |
$16.3K - $20.3K
|
6.37K
$2.57M
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
65+ 13.74% |
$16K - $20K
|
538
$217K
|
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
60New |
$14.8K - $18.5K
|
60
$24.2K
|
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
BUY
|
- |
52+ 6.16% |
$12.8K - $16K
|
896
$362K
|
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
51+ 5.2% |
$12.6K - $15.7K
|
1.03K
$416K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
51+ 0.5% |
$12.6K - $15.7K
|
10.3K
$4.16M
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
50+ 5.9% |
$12.3K - $15.4K
|
898
$363K
|
|
|
Apr 26, 2022
Q1 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
49+ 0.38% |
$12.1K - $15.1K
|
12.9K
$5.19M
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
45+ 0.48% |
$11.1K - $13.9K
|
9.36K
$3.78M
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
45+ 1.88% |
$11.1K - $13.9K
|
2.44K
$983K
|
|
|
May 09, 2022
Q1 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
45+ 1.11% |
$11.1K - $13.9K
|
4.12K
$1.66M
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
44+ 0.08% |
$10.9K - $13.5K
|
58.7K
$23.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
43+ 2.04% |
$10.6K - $13.2K
|
2.15K
$867K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
42+ 1.19% |
$10.4K - $12.9K
|
3.58K
$1.44M
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
42+ 4.17% |
$10.4K - $12.9K
|
1.05K
$423K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
40+ 3.71% |
$9.86K - $12.3K
|
1.12K
$451K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
39+ 0.85% |
$9.62K - $12K
|
4.63K
$1.87M
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
37+ 0.35% |
$9.12K - $11.4K
|
10.7K
$4.33M
|
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
36+ 3.55% |
$8.88K - $11.1K
|
1.05K
$424K
|
|
|
May 11, 2022
Q1 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
36+ 3.79% |
$8.88K - $11.1K
|
985
$398K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
34+ 1.13% |
$8.39K - $10.5K
|
3.04K
$1.23M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
34+ 1.43% |
$8.39K - $10.5K
|
2.41K
$971K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
34+ 4.86% |
$8.39K - $10.5K
|
733
$296K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
34+ 1.43% |
$8.39K - $10.5K
|
2.41K
$971K
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
32+ 1.97% |
$7.89K - $9.85K
|
1.65K
$667K
|
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
31+ 2.42% |
$7.65K - $9.54K
|
1.31K
$530K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
31+ 10.65% |
$7.65K - $9.54K
|
322
$130K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
30+ 0.39% |
$7.4K - $9.23K
|
7.82K
$3.16M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
30+ 2.35% |
$7.4K - $9.23K
|
1.31K
$528K
|
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
28+ 1.98% |
$6.91K - $8.62K
|
1.44K
$582K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
25+ 1.25% |
$6.17K - $7.69K
|
2.03K
$819K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
23+ 1.71% |
$5.67K - $7.08K
|
1.37K
$552K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
23+ 0.75% |
$5.67K - $7.08K
|
3.09K
$1.25M
|
|
|
Apr 22, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
21+ 2.36% |
$5.18K - $6.46K
|
910
$367K
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
21+ 0.11% |
$5.18K - $6.46K
|
19K
$7.67M
|
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
20+ 0.32% |
$4.93K - $6.16K
|
6.26K
$2.53M
|