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 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-738- 3.19% |
$182K - $227K
|
22.4K
$9.04M
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-741Closed |
$183K - $228K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-743- 8.1% |
$183K - $229K
|
8.43K
$3.41M
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-744- 4.35% |
$183K - $229K
|
16.3K
$6.6M
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-749- 0.96% |
$185K - $231K
|
77.2K
$31.2M
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-750- 4.14% |
$185K - $231K
|
17.3K
$7M
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
SELL
|
- |
-752- 2.52% |
$185K - $231K
|
29.1K
$11.8M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-753- 21.15% |
$186K - $232K
|
2.81K
$1.13M
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-759Closed |
$187K - $234K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-767- 27.45% |
$189K - $236K
|
2.03K
$818K
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-768- 8.11% |
$189K - $236K
|
8.71K
$3.52M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-779- 7.64% |
$192K - $240K
|
9.42K
$3.8M
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-788- 1.66% |
$194K - $243K
|
46.7K
$18.8M
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-790Closed |
$195K - $243K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-794- 13.94% |
$196K - $244K
|
4.9K
$1.98M
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-795- 14.9% |
$196K - $245K
|
4.54K
$1.83M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-799- 4.41% |
$197K - $246K
|
17.3K
$7M
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-800- 0.63% |
$197K - $246K
|
126K
$50.9M
|
|
May 16, 2022
Q1 2022
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-807Closed |
$199K - $248K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-808Closed |
$199K - $249K
|
0
$0
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-809- 7.2% |
$200K - $249K
|
10.4K
$4.21M
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-815- 6.12% |
$201K - $251K
|
12.5K
$5.05M
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-815- 31.33% |
$201K - $251K
|
1.79K
$721K
|
|
May 16, 2022
Q1 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-827Closed |
$204K - $255K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-846- 1.06% |
$209K - $260K
|
78.7K
$31.8M
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-850- 16.44% |
$210K - $262K
|
4.32K
$1.74M
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-861- 8.68% |
$212K - $265K
|
9.06K
$3.66M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-866- 0.17% |
$214K - $267K
|
513K
$207M
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
SELL
|
- |
-877- 14.28% |
$216K - $270K
|
5.27K
$2.13M
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-877- 0.49% |
$216K - $270K
|
179K
$72.1M
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-878Closed |
$217K - $270K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-880Closed |
$217K - $271K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-883- 7.39% |
$218K - $272K
|
11.1K
$4.47M
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-883- 18.95% |
$218K - $272K
|
3.78K
$1.52M
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-904- 5.86% |
$223K - $278K
|
14.5K
$5.86M
|
|
Apr 27, 2022
Q1 2022
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-905Closed |
$223K - $279K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-925- 43.74% |
$228K - $285K
|
1.19K
$481K
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-959- 50.0% |
$237K - $295K
|
959
$387K
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-963- 21.48% |
$237K - $296K
|
3.52K
$1.42M
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-965- 45.8% |
$238K - $297K
|
1.14K
$461K
|
|
Apr 26, 2022
Q1 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-976- 31.08% |
$241K - $300K
|
2.16K
$874K
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-979- 22.54% |
$241K - $301K
|
3.37K
$1.36M
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-980- 11.94% |
$242K - $302K
|
7.23K
$2.92M
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-982Closed |
$242K - $302K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-984Closed |
$243K - $303K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Connable Office Inc
|
SELL
|
- |
-1KClosed |
$247K - $308K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.01K- 23.15% |
$248K - $310K
|
3.34K
$1.35M
|
|
May 16, 2022
Q1 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.01K- 4.43% |
$249K - $310K
|
21.7K
$8.78M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.01K- 0.12% |
$250K - $312K
|
815K
$329M
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-1.02K- 49.44% |
$251K - $313K
|
1.04K
$420K
|