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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.39KClosed |
$501K - $676K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.5K- 7.97% |
$525K - $708K
|
28.9K
$11.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.52K- 9.36% |
$529K - $714K
|
24.4K
$9.99M
|
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-2.6K- 42.12% |
$546K - $736K
|
3.57K
$1.46M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-2.63K- 8.27% |
$553K - $746K
|
29.2K
$11.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.66K- 12.72% |
$558K - $753K
|
18.3K
$7.47M
|
|
|
Jul 20, 2022
Q2 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-2.69K- 3.92% |
$564K - $761K
|
65.9K
$26.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.78K- 29.62% |
$582K - $786K
|
6.59K
$2.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.82K- 22.93% |
$591K - $798K
|
9.47K
$3.87M
|
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.83K- 71.04% |
$594K - $801K
|
1.15K
$472K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.89K- 1.89% |
$606K - $818K
|
150K
$61.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.91KClosed |
$610K - $823K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-3.19K- 54.98% |
$670K - $904K
|
2.62K
$1.07M
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.2K- 7.04% |
$671K - $905K
|
42.2K
$17.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-3.21K- 46.88% |
$673K - $908K
|
3.63K
$1.49M
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-3.22K- 74.65% |
$676K - $912K
|
1.09K
$447K
|
|
|
Jul 06, 2022
Q2 2022
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-3.33K- 2.5% |
$700K - $944K
|
130K
$53.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Hardy Reed LLC
|
SELL
|
- |
-3.48K- 6.06% |
$731K - $987K
|
54K
$22.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.57K- 20.97% |
$750K - $1.01M
|
13.5K
$5.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.58K- 1.81% |
$750K - $1.01M
|
194K
$79.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-3.74K- 22.73% |
$785K - $1.06M
|
12.7K
$5.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-3.76K- 49.97% |
$789K - $1.06M
|
3.76K
$1.54M
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.8K- 15.71% |
$797K - $1.08M
|
20.4K
$8.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.82K- 4.62% |
$801K - $1.08M
|
78.8K
$32.2M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.84K- 19.46% |
$807K - $1.09M
|
15.9K
$6.51M
|
|
|
Jul 28, 2022
Q2 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-3.87KClosed |
$811K - $1.09M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-3.91K- 45.95% |
$820K - $1.11M
|
4.59K
$1.88M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.94K- 1.12% |
$826K - $1.11M
|
348K
$142M
|
|
|
Aug 10, 2022
Q2 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-3.95KClosed |
$830K - $1.12M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3.96K- 9.08% |
$831K - $1.12M
|
39.6K
$16.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
SELL
|
- |
-3.99K- 25.32% |
$838K - $1.13M
|
11.8K
$4.81M
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-4.05K- 2.68% |
$849K - $1.15M
|
147K
$60M
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-4.13KClosed |
$867K - $1.17M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-4.13K- 15.14% |
$868K - $1.17M
|
23.2K
$9.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-4.16K- 13.2% |
$872K - $1.18M
|
27.3K
$11.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.21K- 6.31% |
$883K - $1.19M
|
62.5K
$25.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.22K- 0.81% |
$886K - $1.2M
|
516K
$211M
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-4.23K- 4.25% |
$887K - $1.2M
|
95.1K
$38.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.34K- 13.2% |
$911K - $1.23M
|
28.5K
$11.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.39K- 10.53% |
$922K - $1.24M
|
37.3K
$15.3M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.43K- 16.95% |
$930K - $1.26M
|
21.7K
$8.89M
|
|
|
Jul 12, 2022
Q2 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-4.45K- 63.8% |
$933K - $1.26M
|
2.52K
$1.03M
|
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-4.46K- 2.4% |
$935K - $1.26M
|
181K
$74.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.54K- 10.89% |
$953K - $1.29M
|
37.1K
$15.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-4.7K- 0.8% |
$987K - $1.33M
|
583K
$238M
|
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-4.7K- 50.85% |
$987K - $1.33M
|
4.55K
$1.86M
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-4.72K- 1.71% |
$991K - $1.34M
|
272K
$111M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-4.79KClosed |
$1.01M - $1.36M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.99K- 13.72% |
$1.05M - $1.41M
|
31.3K
$12.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-5.03K- 13.3% |
$1.06M - $1.42M
|
32.8K
$13.4M
|