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 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
400+ 30.28% |
$98.6K - $123K
|
1.72K
$701K
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
397+ 9.29% |
$97.9K - $122K
|
4.67K
$1.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
396+ 4.75% |
$97.7K - $122K
|
8.73K
$3.55M
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
390+ 48.81% |
$96.2K - $120K
|
1.19K
$484K
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
BUY
|
- |
380+ 12.32% |
$93.7K - $117K
|
3.47K
$1.41M
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
371+ 34.84% |
$91.5K - $114K
|
1.44K
$585K
|
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
BUY
|
- |
355+ 1.53% |
$87.6K - $109K
|
23.6K
$9.61M
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
354+ 0.5% |
$87.3K - $109K
|
71.4K
$29.1M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
351+ 17.38% |
$86.6K - $108K
|
2.37K
$965K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
350+ 6.24% |
$86.3K - $108K
|
5.96K
$2.43M
|
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
BUY
|
- |
350+ 1.87% |
$86.3K - $108K
|
19K
$7.75M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
350+ 67.05% |
$86.3K - $108K
|
872
$355K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
349+ 4.49% |
$86.1K - $107K
|
8.13K
$3.31M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
336+ 0.91% |
$82.9K - $103K
|
37.4K
$15.2M
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
332+ 6.72% |
$81.9K - $102K
|
5.27K
$2.15M
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
329+ 0.41% |
$81.1K - $101K
|
81K
$33M
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
325+ 3.09% |
$80.2K - $100K
|
10.8K
$4.42M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
323+ 15.11% |
$79.7K - $99.4K
|
2.46K
$1M
|
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
323+ 2.7% |
$79.7K - $99.4K
|
12.3K
$5.01M
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
320+ 385.54% |
$78.9K - $98.5K
|
403
$164K
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
316+ 18.28% |
$77.9K - $97.3K
|
2.05K
$833K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
310+ 9.18% |
$76.5K - $95.4K
|
3.69K
$1.5M
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
309+ 4.28% |
$76.2K - $95.1K
|
7.52K
$3.06M
|
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
BUY
|
- |
302+ 0.99% |
$74.5K - $92.9K
|
30.7K
$12.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
301+ 6.17% |
$74.2K - $92.6K
|
5.18K
$2.11M
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
299+ 3.11% |
$73.7K - $92K
|
9.92K
$4.04M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
299+ 5.68% |
$73.7K - $92K
|
5.56K
$2.26M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
298+ 1.15% |
$73.5K - $91.7K
|
26.2K
$10.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
292+ 5.02% |
$72K - $89.9K
|
6.1K
$2.49M
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
289+ 15.85% |
$71.3K - $88.9K
|
2.11K
$860K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
287+ 1.06% |
$70.8K - $88.3K
|
27.3K
$11.1M
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
282+ 3.06% |
$69.5K - $86.8K
|
9.5K
$3.87M
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
281+ 13.24% |
$69.3K - $86.5K
|
2.4K
$979K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
278New |
$68.6K - $85.6K
|
278
$113K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
275New |
$67.8K - $84.6K
|
275
$112K
|
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
272+ 3.71% |
$67.1K - $83.7K
|
7.6K
$3.09M
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
269+ 3.84% |
$66.3K - $82.8K
|
7.28K
$2.96M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
264+ 19.86% |
$65.1K - $81.3K
|
1.59K
$649K
|
|
|
Apr 20, 2022
Q1 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
261+ 0.42% |
$64.4K - $80.3K
|
62.2K
$25.3M
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
257+ 3.59% |
$63.4K - $79.1K
|
7.42K
$3.02M
|
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
256+ 5.33% |
$63.1K - $78.8K
|
5.06K
$2.06M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
250+ 1.0% |
$61.7K - $76.9K
|
25.3K
$10.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
250New |
$61.7K - $76.9K
|
250
$102K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
250+ 42.96% |
$61.7K - $76.9K
|
832
$339K
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
248+ 21.58% |
$61.2K - $76.3K
|
1.4K
$569K
|
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
BUY
|
- |
245+ 4.83% |
$60.4K - $75.4K
|
5.32K
$2.17M
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
243+ 4.37% |
$59.9K - $74.8K
|
5.81K
$2.37M
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
234+ 1.91% |
$57.7K - $72K
|
12.5K
$5.09M
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
232New |
$57.2K - $71.4K
|
232
$94.5K
|
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
227+ 1.06% |
$56K - $69.9K
|
21.6K
$8.8M
|