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
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.25KNew |
$309K - $385K
|
1.25K
$510K
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
1.25K+ 39.42% |
$309K - $385K
|
4.43K
$1.8M
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.25K+ 12.31% |
$307K - $383K
|
11.4K
$4.63M
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1.23K+ 1.29% |
$303K - $378K
|
96.3K
$39.2M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.21KNew |
$299K - $374K
|
1.21K
$494K
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.2K+ 0.72% |
$295K - $368K
|
167K
$68M
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.2K+ 1.98% |
$295K - $368K
|
61.4K
$25M
|
|
Apr 22, 2022
Q1 2022
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.19K+ 77.14% |
$294K - $367K
|
2.74K
$1.11M
|
|
Apr 06, 2022
Q1 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.19K+ 75.35% |
$293K - $366K
|
2.77K
$1.13M
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.18K+ 28.83% |
$292K - $364K
|
5.29K
$2.15M
|
|
Apr 27, 2022
Q1 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
1.13K+ 3.53% |
$279K - $349K
|
33.2K
$13.5M
|
|
May 16, 2022
Q1 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.13K+ 14.37% |
$279K - $349K
|
9.02K
$3.67M
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
1.13KNew |
$277K - $346K
|
1.13K
$458K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.12K+ 3.69% |
$276K - $345K
|
31.5K
$12.8M
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.1K+ 14.86% |
$272K - $339K
|
8.52K
$3.47M
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.1K+ 4.61% |
$270K - $337K
|
24.8K
$10.1M
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.09K+ 51.03% |
$268K - $334K
|
3.21K
$1.31M
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.08K+ 48.87% |
$267K - $333K
|
3.3K
$1.34M
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.06KNew |
$261K - $325K
|
1.06K
$430K
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.05K+ 47.07% |
$260K - $324K
|
3.29K
$1.34M
|
|
May 10, 2022
Q1 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
1.01K+ 2.03% |
$249K - $311K
|
50.7K
$20.7M
|
|
May 13, 2022
Q1 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.01K+ 3.13% |
$248K - $310K
|
33.2K
$13.5M
|
|
Apr 08, 2022
Q1 2022
|
Ims Capital Management
|
BUY
|
- |
1K+ 3.94% |
$247K - $308K
|
26.5K
$10.8M
|
|
May 12, 2022
Q1 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
975+ 3.57% |
$240K - $300K
|
28.3K
$11.5M
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
954+ 21.04% |
$235K - $294K
|
5.49K
$2.23M
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
939+ 0.73% |
$232K - $289K
|
129K
$52.6M
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
933New |
$230K - $287K
|
933
$380K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
932+ 12.31% |
$230K - $287K
|
8.5K
$3.46M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
903+ 3.49% |
$223K - $278K
|
26.8K
$10.9M
|
|
May 16, 2022
Q1 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
893New |
$220K - $275K
|
893
$364K
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
885New |
$218K - $272K
|
885
$360K
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
869New |
$214K - $267K
|
869
$354K
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
BUY
|
- |
864+ 122.55% |
$213K - $266K
|
1.57K
$639K
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
860+ 296.55% |
$212K - $265K
|
1.15K
$468K
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
840+ 8.06% |
$207K - $259K
|
11.3K
$4.59M
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
835New |
$206K - $257K
|
835
$340K
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
BUY
|
- |
823+ 1.96% |
$203K - $253K
|
42.8K
$17.4M
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
806+ 28.47% |
$199K - $248K
|
3.64K
$1.48M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
796+ 0.53% |
$196K - $245K
|
150K
$61M
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
794+ 7.17% |
$196K - $244K
|
11.9K
$4.84M
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
794+ 7.42% |
$196K - $244K
|
11.5K
$4.68M
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
787+ 1.33% |
$194K - $242K
|
60.1K
$24.5M
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
787+ 5.84% |
$194K - $242K
|
14.3K
$5.8M
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
781+ 4.46% |
$193K - $240K
|
18.3K
$7.45M
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
780+ 19.51% |
$192K - $240K
|
4.78K
$1.95M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
780+ 1.9% |
$192K - $240K
|
41.9K
$17.1M
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
780+ 18.08% |
$192K - $240K
|
5.09K
$2.07M
|
|
May 06, 2022
Q1 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
778New |
$192K - $239K
|
778
$317K
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
BUY
|
- |
772+ 3.17% |
$190K - $238K
|
25.1K
$10.2M
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
770New |
$190K - $237K
|
770
$314K
|