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 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.13KNew |
$526K - $657K
|
2.13K
$869K
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.1K+ 1.51% |
$518K - $646K
|
141K
$57.4M
|
|
May 16, 2022
Q1 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
2.07KNew |
$511K - $637K
|
2.07K
$843K
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.04K+ 82.71% |
$504K - $629K
|
4.51K
$1.84M
|
|
May 06, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.95K+ 99.04% |
$481K - $600K
|
3.92K
$1.6M
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.95K+ 139.93% |
$480K - $599K
|
3.34K
$1.36M
|
|
May 10, 2022
Q1 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.93KNew |
$475K - $593K
|
1.93K
$785K
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.89KNew |
$466K - $582K
|
1.89K
$770K
|
|
May 03, 2022
Q1 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.87K+ 14.21% |
$461K - $576K
|
15K
$6.12M
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.86K+ 163.38% |
$458K - $571K
|
2.99K
$1.22M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
1.85K+ 7.15% |
$457K - $570K
|
27.7K
$11.3M
|
|
May 10, 2022
Q1 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.84K+ 74.28% |
$453K - $565K
|
4.31K
$1.76M
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.82K+ 249.04% |
$450K - $561K
|
2.56K
$1.04M
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.77K+ 5.11% |
$436K - $544K
|
36.4K
$14.8M
|
|
May 02, 2022
Q1 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
1.76KNew |
$435K - $543K
|
1.76K
$718K
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.68K+ 2.58% |
$415K - $518K
|
66.9K
$27.2M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.67K+ 12.57% |
$412K - $514K
|
14.9K
$6.09M
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.66K+ 8.77% |
$408K - $509K
|
20.5K
$8.36M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.64K+ 6.96% |
$404K - $504K
|
25.2K
$10.3M
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
1.63K+ 1074.34% |
$403K - $503K
|
1.79K
$727K
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.63K+ 68.76% |
$402K - $502K
|
4K
$1.63M
|
|
Apr 08, 2022
Q1 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.63KNew |
$402K - $502K
|
1.63K
$664K
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
1.62K+ 35.08% |
$399K - $497K
|
6.22K
$2.53M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.61K+ 10.43% |
$398K - $496K
|
17.1K
$6.95M
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.6K+ 3.49% |
$394K - $492K
|
47.4K
$19.3M
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.6KNew |
$394K - $491K
|
1.6K
$650K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.59K+ 6.17% |
$393K - $490K
|
27.4K
$11.2M
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.59K+ 18.85% |
$391K - $488K
|
10K
$4.07M
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.57K+ 2.67% |
$386K - $482K
|
60.3K
$24.6M
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.56K+ 4.63% |
$384K - $480K
|
35.2K
$14.4M
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.55K+ 12.76% |
$382K - $477K
|
13.7K
$5.58M
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.54K+ 1.13% |
$380K - $475K
|
138K
$56.2M
|
|
May 11, 2022
Q1 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.53KNew |
$376K - $469K
|
1.53K
$621K
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.5K+ 3.4% |
$370K - $462K
|
45.7K
$18.6M
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.48KNew |
$366K - $456K
|
1.48K
$604K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.47KNew |
$363K - $453K
|
1.47K
$599K
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.46K+ 1.51% |
$360K - $449K
|
98.1K
$40M
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.45K+ 0.38% |
$357K - $445K
|
386K
$157M
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.43K+ 46.16% |
$352K - $439K
|
4.52K
$1.84M
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.43K+ 46.16% |
$352K - $439K
|
4.52K
$1.84M
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
1.42K+ 3.64% |
$351K - $438K
|
40.5K
$16.5M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.42K+ 1.12% |
$350K - $437K
|
129K
$52.4M
|
|
May 19, 2022
Q1 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.41KNew |
$348K - $435K
|
1.41K
$575K
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.36K+ 9.67% |
$334K - $417K
|
15.4K
$6.26M
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.33KNew |
$327K - $408K
|
1.33K
$540K
|
|
May 10, 2022
Q1 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
1.32KNew |
$325K - $405K
|
1.32K
$536K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.29K+ 58.45% |
$318K - $397K
|
3.5K
$1.42M
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.28KNew |
$315K - $393K
|
1.28K
$520K
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.26KNew |
$311K - $388K
|
1.26K
$513K
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.26KNew |
$310K - $387K
|
1.26K
$511K
|