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 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-289- 11.22% |
$71.3K - $88.9K
|
2.29K
$925K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-292- 1.48% |
$72K - $89.9K
|
19.4K
$7.85M
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-292- 3.62% |
$72K - $89.9K
|
7.77K
$3.14M
|
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-296- 2.97% |
$73K - $91.1K
|
9.67K
$3.91M
|
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-298- 26.4% |
$73.5K - $91.7K
|
831
$336K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-300- 11.47% |
$74K - $92.3K
|
2.32K
$937K
|
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-303- 0.78% |
$74.7K - $93.3K
|
38.5K
$15.6M
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-307- 2.4% |
$75.7K - $94.5K
|
12.5K
$5.05M
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-307- 18.21% |
$75.7K - $94.5K
|
1.38K
$558K
|
|
|
May 04, 2022
Q1 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-314Closed |
$77.4K - $96.6K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
SELL
|
- |
-316- 8.47% |
$77.9K - $97.3K
|
3.42K
$1.38M
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-317Closed |
$78.2K - $97.6K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Arden Trust CO
|
SELL
|
- |
-319- 8.66% |
$78.7K - $98.2K
|
3.36K
$1.36M
|
|
|
May 13, 2022
Q1 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-320- 1.13% |
$78.9K - $98.5K
|
28K
$11.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-321- 6.54% |
$79.2K - $98.8K
|
4.59K
$1.86M
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-322- 14.01% |
$79.4K - $99.1K
|
1.98K
$799K
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-323- 1.66% |
$79.7K - $99.4K
|
19.1K
$7.72M
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-325- 10.55% |
$80.2K - $100K
|
2.76K
$1.11M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-332- 12.48% |
$81.9K - $102K
|
2.33K
$941K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-333- 1.12% |
$82.1K - $102K
|
29.4K
$11.9M
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-333- 3.07% |
$82.1K - $102K
|
10.5K
$4.25M
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-333- 2.14% |
$82.1K - $102K
|
15.2K
$6.16M
|
|
|
May 03, 2022
Q1 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-334- 0.51% |
$82.4K - $103K
|
65K
$26.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-339- 8.75% |
$83.6K - $104K
|
3.54K
$1.43M
|
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-340- 5.98% |
$83.9K - $105K
|
5.34K
$2.16M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-344- 1.38% |
$84.8K - $106K
|
24.5K
$9.91M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-344- 1.38% |
$84.8K - $106K
|
24.5K
$9.91M
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-345- 6.17% |
$85.1K - $106K
|
5.25K
$2.12M
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-345- 22.19% |
$85.1K - $106K
|
1.21K
$489K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-345- 1.37% |
$85.1K - $106K
|
24.9K
$10.1M
|
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-348- 0.33% |
$85.8K - $107K
|
106K
$43M
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
SELL
|
- |
-350- 4.57% |
$86.3K - $108K
|
7.32K
$2.96M
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-351- 1.65% |
$86.6K - $108K
|
20.9K
$8.46M
|
|
|
Aug 07, 2024
Q1 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-355- 19.83% |
$87.6K - $109K
|
1.44K
$580K
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-358- 1.07% |
$88.3K - $110K
|
33K
$13.4M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-360- 0.03% |
$88.8K - $111K
|
1.1M
$445M
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-366- 1.39% |
$90.3K - $113K
|
25.9K
$10.5M
|
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-366- 4.66% |
$90.3K - $113K
|
7.49K
$3.03M
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-368- 2.26% |
$90.8K - $113K
|
15.9K
$6.42M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-371- 4.32% |
$91.5K - $114K
|
8.21K
$3.32M
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-373- 3.94% |
$92K - $115K
|
9.09K
$3.68M
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-375- 5.68% |
$92.5K - $115K
|
6.23K
$2.52M
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-376Closed |
$92.7K - $116K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-377- 1.38% |
$93K - $116K
|
26.9K
$10.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-380- 0.99% |
$93.7K - $117K
|
38.2K
$15.4M
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-390- 17.26% |
$96.2K - $120K
|
1.87K
$756K
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-395- 1.48% |
$97.4K - $122K
|
26.2K
$10.6M
|
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-395- 3.05% |
$97.4K - $122K
|
12.6K
$5.08M
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-397Closed |
$97.9K - $122K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-399- 20.27% |
$98.4K - $123K
|
1.57K
$634K
|