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
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.34K+ 2.1% |
$1.81M - $2.26M
|
357K
$145M
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
7.31K+ 5.42% |
$1.8M - $2.25M
|
142K
$57.9M
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7.29K+ 349.93% |
$1.8M - $2.24M
|
9.37K
$3.82M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.06K+ 284.9% |
$1.74M - $2.17M
|
9.53K
$3.88M
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
7KNew |
$1.73M - $2.15M
|
7K
$2.85M
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
6.73K+ 8.33% |
$1.66M - $2.07M
|
87.4K
$35.6M
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
6.67K+ 34.11% |
$1.64M - $2.05M
|
26.2K
$10.7M
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
6.52K+ 6.45% |
$1.61M - $2.01M
|
108K
$43.8M
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.49KNew |
$1.6M - $2M
|
6.49K
$2.64M
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
6.2K+ 30.82% |
$1.53M - $1.91M
|
26.3K
$10.7M
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
6.09K+ 76.0% |
$1.5M - $1.87M
|
14.1K
$5.74M
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6.05K+ 35.41% |
$1.49M - $1.86M
|
23.1K
$9.42M
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
6.03K+ 41.99% |
$1.49M - $1.86M
|
20.4K
$8.31M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.61K+ 397.17% |
$1.38M - $1.73M
|
7.02K
$2.86M
|
|
Apr 21, 2022
Q1 2022
|
Stairway Partners, LLC
|
BUY
|
- |
5.56K+ 2.23% |
$1.37M - $1.71M
|
254K
$104M
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
5.5K+ 236.15% |
$1.36M - $1.69M
|
7.83K
$3.19M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.47K+ 44.12% |
$1.35M - $1.68M
|
17.9K
$7.27M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.45K+ 5.81% |
$1.34M - $1.68M
|
99.1K
$40.4M
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
5.43K+ 52.54% |
$1.34M - $1.67M
|
15.8K
$6.42M
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5.42K+ 322.68% |
$1.34M - $1.67M
|
7.1K
$2.89M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.38K+ 11.37% |
$1.33M - $1.66M
|
52.7K
$21.5M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.38K+ 19.79% |
$1.33M - $1.65M
|
32.5K
$13.3M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.21K+ 85.67% |
$1.28M - $1.6M
|
11.3K
$4.6M
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.2K+ 458.87% |
$1.28M - $1.6M
|
6.33K
$2.58M
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.09KNew |
$1.26M - $1.57M
|
5.09K
$2.07M
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5.07K+ 281.25% |
$1.25M - $1.56M
|
6.87K
$2.8M
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5K+ 338.36% |
$1.23M - $1.54M
|
6.48K
$2.64M
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
5K+ 8.41% |
$1.23M - $1.54M
|
64.4K
$26.2M
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.85K+ 260.11% |
$1.2M - $1.49M
|
6.72K
$2.73M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
4.79K+ 2.25% |
$1.18M - $1.47M
|
217K
$88.5M
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.78KNew |
$1.18M - $1.47M
|
4.78K
$1.95M
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.77K+ 22.02% |
$1.18M - $1.47M
|
26.4K
$10.8M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.76K+ 0.9% |
$1.17M - $1.47M
|
535K
$218M
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.68K+ 7.54% |
$1.15M - $1.44M
|
66.7K
$27.2M
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.65K+ 63.39% |
$1.15M - $1.43M
|
12K
$4.88M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
4.63KNew |
$1.14M - $1.42M
|
4.63K
$1.88M
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.52K+ 215.43% |
$1.12M - $1.39M
|
6.62K
$2.7M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.27KNew |
$1.05M - $1.31M
|
4.27K
$1.74M
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.26K+ 33.33% |
$1.05M - $1.31M
|
17K
$6.93M
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.18KNew |
$1.03M - $1.29M
|
4.18K
$1.7M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.14K+ 18.79% |
$1.02M - $1.27M
|
26.2K
$10.7M
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
4.02K+ 1.77% |
$992K - $1.24M
|
232K
$94.3M
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
BUY
|
- |
4K+ 3.42% |
$987K - $1.23M
|
121K
$49.2M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
3.98K+ 24.31% |
$982K - $1.23M
|
20.4K
$8.29M
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.91K+ 19.71% |
$964K - $1.2M
|
23.7K
$9.67M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
3.77KNew |
$929K - $1.16M
|
3.77K
$1.53M
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
3.76K+ 100.0% |
$928K - $1.16M
|
7.52K
$3.06M
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
3.73KNew |
$921K - $1.15M
|
3.73K
$1.52M
|
|
May 12, 2022
Q1 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3.67KNew |
$904K - $1.13M
|
3.67K
$1.49M
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.66K+ 162.95% |
$901K - $1.12M
|
5.9K
$2.4M
|