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 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
769New |
$190K - $237K
|
769
$313K
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
BUY
|
- |
759+ 114.31% |
$187K - $234K
|
1.42K
$579K
|
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
BUY
|
- |
752New |
$185K - $231K
|
752
$306K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
752+ 10.74% |
$185K - $231K
|
7.76K
$3.16M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
749+ 21.39% |
$185K - $231K
|
4.25K
$1.73M
|
|
|
May 13, 2022
Q1 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
688+ 5.69% |
$170K - $212K
|
12.8K
$5.2M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
678+ 0.12% |
$167K - $209K
|
551K
$224M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
672+ 3.67% |
$166K - $207K
|
19K
$7.74M
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
668+ 132.54% |
$165K - $206K
|
1.17K
$477K
|
|
|
May 12, 2022
Q1 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
654+ 11.98% |
$161K - $201K
|
6.11K
$2.49M
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
650+ 2.19% |
$160K - $200K
|
30.4K
$12.4M
|
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
646+ 2.51% |
$159K - $199K
|
26.4K
$10.7M
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
644+ 11.57% |
$159K - $198K
|
6.21K
$2.53M
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
625+ 2.4% |
$154K - $192K
|
26.6K
$10.8M
|
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
622+ 39.74% |
$153K - $191K
|
2.19K
$891K
|
|
|
May 11, 2022
Q1 2022
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
617New |
$152K - $190K
|
617
$251K
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
599+ 52.41% |
$148K - $184K
|
1.74K
$709K
|
|
|
May 13, 2022
Q1 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
590+ 2.67% |
$146K - $182K
|
22.7K
$9.24M
|
|
|
Apr 18, 2022
Q1 2022
|
Professional Advisory Services Inc
|
BUY
|
- |
583+ 56.11% |
$144K - $179K
|
1.62K
$660K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
559+ 59.59% |
$138K - $172K
|
1.5K
$610K
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
555+ 36.68% |
$137K - $171K
|
2.07K
$842K
|
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
BUY
|
- |
555+ 1.71% |
$137K - $171K
|
33.1K
$13.5M
|
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
551+ 15.1% |
$136K - $170K
|
4.2K
$1.71M
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
549New |
$135K - $169K
|
549
$224K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
549+ 1.28% |
$135K - $169K
|
43.6K
$17.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
544+ 0.26% |
$134K - $167K
|
211K
$85.8M
|
|
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
538+ 8.76% |
$133K - $166K
|
6.68K
$2.72M
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
533+ 5.75% |
$131K - $164K
|
9.81K
$3.99M
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
531+ 12.72% |
$131K - $163K
|
4.71K
$1.92M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
522+ 7.06% |
$129K - $161K
|
7.92K
$3.22M
|
|
|
Apr 22, 2022
Q1 2022
|
Everett Harris & CO
|
BUY
|
- |
519+ 24.03% |
$128K - $160K
|
2.68K
$1.09M
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
517+ 2.37% |
$128K - $159K
|
22.3K
$9.1M
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
507+ 49.03% |
$125K - $156K
|
1.54K
$628K
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
500+ 5.64% |
$123K - $154K
|
9.37K
$3.82M
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
492+ 2.34% |
$121K - $151K
|
21.5K
$8.77M
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
486+ 21.3% |
$120K - $150K
|
2.77K
$1.13M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
482+ 7.81% |
$119K - $148K
|
6.65K
$2.71M
|
|
|
May 02, 2022
Q1 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
472+ 45.04% |
$116K - $145K
|
1.52K
$619K
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
464+ 0.57% |
$114K - $143K
|
82.2K
$33.5M
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
458+ 3.0% |
$113K - $141K
|
15.7K
$6.39M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
451+ 56.94% |
$111K - $139K
|
1.24K
$506K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
450+ 66.57% |
$111K - $139K
|
1.13K
$459K
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
447+ 4.9% |
$110K - $138K
|
9.58K
$3.9M
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
438+ 1.01% |
$108K - $135K
|
43.6K
$17.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
432+ 56.69% |
$107K - $133K
|
1.19K
$486K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
426+ 8.63% |
$105K - $131K
|
5.36K
$2.18M
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
421New |
$104K - $130K
|
421
$171K
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
420+ 6.45% |
$104K - $129K
|
6.93K
$2.82M
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
417+ 1.38% |
$103K - $128K
|
30.6K
$12.5M
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
402+ 4.32% |
$99.1K - $124K
|
9.72K
$3.96M
|