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 |
---|---|---|---|---|---|---|---|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.5K- 4.03% |
$369K - $461K
|
35.7K
$14.4M
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.5KClosed |
$370K - $462K
|
0
$0
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.51K- 13.43% |
$373K - $465K
|
9.75K
$3.94M
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.51K- 6.93% |
$373K - $466K
|
20.3K
$8.21M
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-1.54K- 37.28% |
$381K - $475K
|
2.6K
$1.05M
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.57K- 1.96% |
$387K - $483K
|
78.4K
$31.7M
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.58K- 73.46% |
$388K - $485K
|
569
$230K
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-1.59K- 9.36% |
$391K - $488K
|
15.4K
$6.2M
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.59KClosed |
$392K - $489K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.61K- 11.68% |
$397K - $496K
|
12.2K
$4.92M
|
|
Jul 22, 2022
Q1 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.62K- 8.0% |
$399K - $498K
|
18.6K
$7.51M
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.63K- 27.33% |
$401K - $501K
|
4.33K
$1.75M
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.63K- 27.34% |
$401K - $501K
|
4.33K
$1.75M
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.64K- 8.81% |
$405K - $505K
|
17K
$6.87M
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.65K- 3.2% |
$406K - $507K
|
49.7K
$20.1M
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.66K- 7.32% |
$410K - $512K
|
21K
$8.49M
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.7K- 41.68% |
$420K - $524K
|
2.38K
$963K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.73K- 8.07% |
$427K - $533K
|
19.8K
$7.98M
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.73K- 5.23% |
$428K - $534K
|
31.4K
$12.7M
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.77K- 11.19% |
$437K - $545K
|
14.1K
$5.68M
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.78K- 2.56% |
$439K - $548K
|
67.6K
$27.3M
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.79K- 6.6% |
$441K - $551K
|
25.3K
$10.2M
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.8K- 7.58% |
$444K - $554K
|
22K
$8.87M
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.84K- 22.1% |
$455K - $567K
|
6.5K
$2.62M
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-1.91K- 16.54% |
$471K - $588K
|
9.64K
$3.89M
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.91K- 22.22% |
$472K - $589K
|
6.7K
$2.7M
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.92KClosed |
$474K - $592K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.93K- 1.34% |
$475K - $592K
|
142K
$57.3M
|
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.95K- 49.76% |
$481K - $600K
|
1.97K
$795K
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1.95K- 52.83% |
$482K - $601K
|
1.74K
$704K
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2K- 29.48% |
$493K - $616K
|
4.79K
$1.93M
|
|
May 16, 2022
Q1 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2KClosed |
$493K - $616K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2K- 22.66% |
$494K - $616K
|
6.84K
$2.76M
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-2.01K- 96.09% |
$497K - $620K
|
82
$33.1K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.04K- 6.49% |
$504K - $629K
|
29.4K
$11.9M
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.07K- 13.58% |
$511K - $637K
|
13.2K
$5.32M
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.09KClosed |
$515K - $643K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-2.23K- 1.65% |
$550K - $686K
|
133K
$53.6M
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.27K- 13.81% |
$560K - $698K
|
14.2K
$5.72M
|
|
Apr 20, 2022
Q1 2022
|
Riverbridge Partners LLC
|
SELL
|
- |
-2.34KClosed |
$577K - $721K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.34K- 29.34% |
$577K - $721K
|
5.64K
$2.28M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-2.35KClosed |
$581K - $725K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-2.36K- 2.28% |
$581K - $725K
|
101K
$40.8M
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-2.4K- 2.19% |
$592K - $739K
|
107K
$43.2M
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.43K- 5.51% |
$600K - $748K
|
41.7K
$16.8M
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.43K- 1.59% |
$600K - $749K
|
151K
$60.9M
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.44K- 34.2% |
$601K - $750K
|
4.69K
$1.89M
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.44K- 24.7% |
$602K - $751K
|
7.44K
$3M
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.5K- 28.84% |
$616K - $768K
|
6.16K
$2.49M
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.52KClosed |
$620K - $774K
|
0
$0
|