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 |
---|---|---|---|---|---|---|---|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
223New |
$55K - $68.6K
|
223
$90.8K
|
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
223+ 23.16% |
$55K - $68.6K
|
1.19K
$483K
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
211+ 10.01% |
$52K - $64.9K
|
2.32K
$944K
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
207+ 3.36% |
$51.1K - $63.7K
|
6.37K
$2.59M
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
206+ 1.58% |
$50.8K - $63.4K
|
13.3K
$5.41M
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
205+ 7.72% |
$50.6K - $63.1K
|
2.86K
$1.17M
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
200+ 18.25% |
$49.3K - $61.6K
|
1.3K
$528K
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
200+ 25.87% |
$49.3K - $61.6K
|
973
$396K
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
199+ 14.02% |
$49.1K - $61.2K
|
1.62K
$659K
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
196New |
$48.3K - $60.3K
|
196
$79.8K
|
|
Apr 15, 2022
Q1 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
194+ 0.93% |
$47.8K - $59.7K
|
21K
$8.54M
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
193+ 4.59% |
$47.6K - $59.4K
|
4.4K
$1.79M
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
193+ 0.21% |
$47.6K - $59.4K
|
91.6K
$37.3M
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
185New |
$45.6K - $56.9K
|
185
$75.3K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
183+ 2.5% |
$45.1K - $56.3K
|
7.51K
$3.06M
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
183New |
$45.1K - $56.3K
|
183
$74.5K
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
182+ 6.15% |
$44.9K - $56K
|
3.14K
$1.28M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
181+ 1.25% |
$44.6K - $55.7K
|
14.7K
$5.98M
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
175+ 1.54% |
$43.2K - $53.9K
|
11.5K
$4.69M
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
162New |
$40K - $49.9K
|
162
$66K
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
161+ 1.77% |
$39.7K - $49.6K
|
9.27K
$3.78M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
157+ 1.38% |
$38.7K - $48.3K
|
11.5K
$4.69M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
156+ 6.43% |
$38.5K - $48K
|
2.58K
$1.05M
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
150+ 8.29% |
$37K - $46.2K
|
1.96K
$798K
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
146+ 6.15% |
$36K - $44.9K
|
2.52K
$1.03M
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
145+ 4.85% |
$35.8K - $44.6K
|
3.14K
$1.28M
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
144+ 21.72% |
$35.5K - $44.3K
|
807
$329K
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
144+ 3.66% |
$35.5K - $44.3K
|
4.08K
$1.66M
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
142+ 3.81% |
$35K - $43.7K
|
3.87K
$1.57M
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
141+ 1.64% |
$34.8K - $43.4K
|
8.76K
$3.57M
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
141+ 2.85% |
$34.8K - $43.4K
|
5.09K
$2.07M
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
138+ 10.73% |
$34K - $42.5K
|
1.42K
$580K
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
137+ 2.73% |
$33.8K - $42.2K
|
5.16K
$2.1M
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
136+ 0.87% |
$33.5K - $41.9K
|
15.7K
$6.41M
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
131+ 1.41% |
$32.3K - $40.3K
|
9.39K
$3.82M
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
129+ 2.63% |
$31.8K - $39.7K
|
5.03K
$2.05M
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
125New |
$30.8K - $38.5K
|
125
$50.9K
|
|
May 05, 2022
Q1 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
114+ 0.58% |
$28.1K - $35.1K
|
19.7K
$8.01M
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
114+ 6.34% |
$28.1K - $35.1K
|
1.91K
$779K
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
107+ 4.25% |
$26.4K - $32.9K
|
2.63K
$1.07M
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
105+ 1.69% |
$25.9K - $32.3K
|
6.33K
$2.58M
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
101+ 25.0% |
$24.9K - $31.1K
|
505
$206K
|
|
May 13, 2022
Q1 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
100+ 12.42% |
$24.7K - $30.8K
|
905
$369K
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
100+ 5.26% |
$24.7K - $30.8K
|
2K
$815K
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
100+ 2.6% |
$24.7K - $30.8K
|
3.94K
$1.61M
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
96+ 0.97% |
$23.7K - $29.5K
|
10K
$4.08M
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
93+ 0.73% |
$22.9K - $28.6K
|
12.8K
$5.21M
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
93+ 6.61% |
$22.9K - $28.6K
|
1.5K
$611K
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
92New |
$22.7K - $28.3K
|
92
$37.5K
|
|
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
91+ 0.8% |
$22.4K - $28K
|
11.4K
$4.65M
|