Purchases and Sales Made in Q2 2022 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-1.48K- 0.68% |
$310K - $419K
|
216K
$88.3M
|
|
Jul 22, 2022
Q2 2022
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1.5KClosed |
$315K - $425K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.52K- 6.11% |
$319K - $431K
|
23.4K
$9.57M
|
|
Aug 08, 2022
Q2 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.53KClosed |
$320K - $432K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.53K- 22.55% |
$321K - $434K
|
5.26K
$2.15M
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.58K- 7.06% |
$332K - $447K
|
20.8K
$8.51M
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.58KClosed |
$332K - $448K
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.59K- 0.42% |
$334K - $450K
|
377K
$154M
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.6K- 59.75% |
$336K - $453K
|
1.08K
$440K
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.62KClosed |
$340K - $458K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.63KClosed |
$342K - $462K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.67K- 12.96% |
$350K - $473K
|
11.2K
$4.59M
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.67K- 5.12% |
$351K - $474K
|
31K
$12.7M
|
|
Dec 05, 2023
Q2 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.68K- 26.94% |
$353K - $476K
|
4.56K
$1.86M
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-1.68K- 1.66% |
$353K - $477K
|
99.5K
$40.7M
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.71K- 14.4% |
$359K - $484K
|
10.2K
$4.16M
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.73K- 14.4% |
$362K - $489K
|
10.3K
$4.2M
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.76K- 9.04% |
$370K - $499K
|
17.7K
$7.25M
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.78K- 98.83% |
$374K - $504K
|
21
$8.59K
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.82K- 2.96% |
$381K - $515K
|
59.6K
$24.4M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.83K- 2.3% |
$384K - $518K
|
77.6K
$31.7M
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.84K- 41.49% |
$385K - $520K
|
2.59K
$1.06M
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.86K- 62.03% |
$390K - $526K
|
1.14K
$465K
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-1.86K- 1.58% |
$391K - $527K
|
116K
$47.4M
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.87K- 2.87% |
$392K - $529K
|
63.1K
$25.8M
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.89KClosed |
$397K - $536K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
SELL
|
- |
-1.9K- 9.29% |
$398K - $537K
|
18.5K
$7.57M
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.91K- 42.91% |
$401K - $541K
|
2.54K
$1.04M
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.91K- 27.77% |
$401K - $541K
|
4.97K
$2.03M
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.93K- 60.8% |
$406K - $548K
|
1.25K
$510K
|
|
Aug 09, 2022
Q2 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.95K- 58.32% |
$408K - $551K
|
1.39K
$568K
|
|
Aug 12, 2022
Q2 2022
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-1.98KClosed |
$415K - $560K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.99K- 5.43% |
$417K - $562K
|
34.6K
$14.1M
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2.01K- 12.28% |
$421K - $569K
|
14.3K
$5.86M
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.07K- 43.26% |
$434K - $585K
|
2.71K
$1.11M
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-2.07KClosed |
$434K - $586K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.07K- 14.62% |
$435K - $587K
|
12.1K
$4.95M
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-2.11K- 6.53% |
$442K - $596K
|
30.1K
$12.3M
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.11KClosed |
$443K - $598K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2.12K- 27.94% |
$445K - $601K
|
5.47K
$2.24M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.16K- 1.83% |
$452K - $610K
|
115K
$47.2M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.19K- 4.79% |
$459K - $620K
|
43.5K
$17.8M
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.2K- 61.67% |
$461K - $622K
|
1.37K
$558K
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.2K- 61.67% |
$461K - $622K
|
1.37K
$558K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.23K- 3.56% |
$468K - $632K
|
60.5K
$24.7M
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.25K- 3.37% |
$472K - $638K
|
64.6K
$26.4M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.29K- 4.12% |
$482K - $650K
|
53.5K
$21.9M
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.31K- 3.22% |
$484K - $653K
|
69.2K
$28.3M
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-2.36K- 2.06% |
$495K - $668K
|
112K
$45.9M
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.37K- 70.95% |
$497K - $671K
|
970
$397K
|