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 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
20+ 1.5% |
$4.93K - $6.16K
|
1.35K
$545K
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
20+ 0.49% |
$4.93K - $6.16K
|
4.08K
$1.65M
|
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
19+ 0.56% |
$4.69K - $5.85K
|
3.43K
$1.38M
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
BUY
|
- |
19+ 2.7% |
$4.69K - $5.85K
|
724
$292K
|
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
19+ 0.43% |
$4.69K - $5.85K
|
4.43K
$1.79M
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
18+ 0.15% |
$4.44K - $5.54K
|
11.6K
$4.7M
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
18+ 0.27% |
$4.44K - $5.54K
|
6.75K
$2.73M
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
18+ 0.24% |
$4.44K - $5.54K
|
7.5K
$3.03M
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
17+ 0.83% |
$4.19K - $5.23K
|
2.08K
$838K
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
17+ 0.14% |
$4.19K - $5.23K
|
12.1K
$4.87M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
16+ 3.69% |
$3.95K - $4.92K
|
450
$182K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
16+ 3.69% |
$3.95K - $4.92K
|
450
$182K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
16+ 8.6% |
$3.95K - $4.92K
|
202
$81.6K
|
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
16+ 0.26% |
$3.95K - $4.92K
|
6.24K
$2.52M
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
14+ 0.08% |
$3.45K - $4.31K
|
16.6K
$6.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
13+ 0.08% |
$3.21K - $4K
|
16.6K
$6.72M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12+ 0.12% |
$2.96K - $3.69K
|
10.1K
$4.08M
|
|
|
Apr 28, 2022
Q1 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
12+ 0.3% |
$2.96K - $3.69K
|
3.95K
$1.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
11+ 0.23% |
$2.71K - $3.39K
|
4.78K
$1.93M
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
11+ 0.48% |
$2.71K - $3.39K
|
2.3K
$929K
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
BUY
|
- |
11+ 0.79% |
$2.71K - $3.39K
|
1.4K
$566K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
11+ 0.17% |
$2.71K - $3.39K
|
6.36K
$2.57M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
11+ 0.74% |
$2.71K - $3.39K
|
1.5K
$607K
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
10+ 1.03% |
$2.47K - $3.08K
|
985
$398K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
10New |
$2.47K - $3.08K
|
10
$4.04K
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
10+ 333.33% |
$2.47K - $3.08K
|
13
$5.25K
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 5.17% |
$2.22K - $2.77K
|
183
$73.9K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
9New |
$2.22K - $2.77K
|
9
$3.63K
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
8+ 0.13% |
$1.97K - $2.46K
|
6.02K
$2.43M
|
|
|
May 16, 2022
Q1 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
8+ 0.15% |
$1.97K - $2.46K
|
5.48K
$2.21M
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7+ 0.03% |
$1.73K - $2.15K
|
20.9K
$8.44M
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
7+ 0.55% |
$1.73K - $2.15K
|
1.29K
$520K
|
|
|
Apr 20, 2022
Q1 2022
|
17 Capital Partners, LLC
|
BUY
|
- |
6+ 0.46% |
$1.48K - $1.85K
|
1.3K
$524K
|
|
|
Apr 19, 2022
Q1 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
6+ 0.01% |
$1.48K - $1.85K
|
93.8K
$37.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.07% |
$1.48K - $1.85K
|
9.12K
$3.68M
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.04% |
$1.48K - $1.85K
|
16.1K
$6.51M
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6+ 0.33% |
$1.48K - $1.85K
|
1.81K
$732K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
6New |
$1.48K - $1.85K
|
6
$2.42K
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
5+ 0.24% |
$1.23K - $1.54K
|
2.12K
$857K
|
|
|
May 13, 2022
Q1 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.13% |
$1.23K - $1.54K
|
3.85K
$1.55M
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5+ 0.14% |
$1.23K - $1.54K
|
3.49K
$1.41M
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 0.09% |
$986 - $1.23K
|
4.47K
$1.81M
|
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4+ 0.16% |
$986 - $1.23K
|
2.58K
$1.04M
|
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
BUY
|
- |
4+ 0.12% |
$986 - $1.23K
|
3.24K
$1.31M
|
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4+ 0.07% |
$986 - $1.23K
|
5.89K
$2.38M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4+ 30.77% |
$986 - $1.23K
|
17
$6.86K
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
3+ 0.2% |
$740 - $923
|
1.48K
$596K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 0.09% |
$740 - $923
|
3.42K
$1.38M
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 0.01% |
$740 - $923
|
21K
$8.48M
|
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3+ 0.14% |
$740 - $923
|
2.12K
$854K
|