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 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.07K+ 8.56% |
$225K - $303K
|
13.6K
$5.41M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.06K+ 9.25% |
$223K - $300K
|
12.5K
$4.99M
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.06K+ 4.03% |
$222K - $300K
|
27.4K
$10.9M
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.05KNew |
$220K - $297K
|
1.05K
$418K
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.04K+ 15.66% |
$219K - $295K
|
7.7K
$3.07M
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
1.03K+ 65.86% |
$217K - $293K
|
2.6K
$1.04M
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.03K+ 6.87% |
$216K - $291K
|
16K
$6.37M
|
|
Aug 12, 2022
Q2 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1.02K+ 16.94% |
$215K - $290K
|
7.06K
$2.81M
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.02K+ 1.11% |
$214K - $289K
|
92.6K
$36.9M
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
1.02K+ 27.19% |
$213K - $287K
|
4.75K
$1.89M
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
994+ 22.97% |
$209K - $282K
|
5.32K
$2.12M
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
994+ 22.97% |
$209K - $282K
|
5.32K
$2.12M
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
991+ 29.18% |
$208K - $281K
|
4.39K
$1.75M
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
989+ 6.81% |
$208K - $280K
|
15.5K
$6.18M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
982+ 17.66% |
$206K - $278K
|
6.54K
$2.61M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
976+ 59.04% |
$205K - $276K
|
2.63K
$1.05M
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
975+ 61.09% |
$205K - $276K
|
2.57K
$1.02M
|
|
Jul 28, 2022
Q2 2022
|
Oak Ridge Investments LLC
|
BUY
|
- |
964+ 35.25% |
$202K - $273K
|
3.7K
$1.47M
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
959+ 37.11% |
$201K - $272K
|
3.54K
$1.41M
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
948+ 225.18% |
$199K - $268K
|
1.37K
$545K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
940+ 6.78% |
$197K - $266K
|
14.8K
$5.9M
|
|
Jul 11, 2022
Q2 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
938New |
$197K - $266K
|
938
$374K
|
|
Aug 03, 2022
Q2 2022
|
Miramar Capital, LLC
|
BUY
|
- |
931New |
$195K - $264K
|
931
$371K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
929+ 0.59% |
$195K - $263K
|
158K
$63M
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
923New |
$194K - $261K
|
923
$368K
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
917+ 9.52% |
$192K - $260K
|
10.6K
$4.2M
|
|
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
916New |
$192K - $259K
|
916
$365K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
908+ 14.07% |
$191K - $257K
|
7.36K
$2.93M
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
908+ 30.27% |
$191K - $257K
|
3.91K
$1.56M
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
895+ 54.94% |
$188K - $253K
|
2.52K
$1.01M
|
|
Jul 27, 2022
Q2 2022
|
Northstar Group, Inc.
|
BUY
|
- |
886+ 4.65% |
$186K - $251K
|
19.9K
$7.94M
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
852+ 18.1% |
$179K - $241K
|
5.56K
$2.21M
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
846+ 6.01% |
$178K - $240K
|
14.9K
$5.94M
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
841+ 8.66% |
$177K - $238K
|
10.6K
$4.21M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
841+ 0.85% |
$177K - $238K
|
100K
$39.8M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
820+ 1.04% |
$172K - $232K
|
79.6K
$31.7M
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
818+ 3.89% |
$172K - $232K
|
21.9K
$8.71M
|
|
Jul 28, 2023
Q2 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
812+ 57.39% |
$170K - $230K
|
2.23K
$887K
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
808+ 11.56% |
$170K - $229K
|
7.8K
$3.11M
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
804+ 0.58% |
$169K - $228K
|
139K
$55.3M
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
799+ 0.21% |
$168K - $226K
|
386K
$154M
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
780+ 56.56% |
$164K - $221K
|
2.16K
$860K
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
779+ 3.31% |
$164K - $221K
|
24.3K
$9.68M
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
777+ 15.45% |
$163K - $220K
|
5.81K
$2.31M
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
772+ 31.7% |
$162K - $219K
|
3.21K
$1.28M
|
|
Aug 03, 2022
Q2 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
770+ 70.97% |
$162K - $218K
|
1.86K
$739K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
765+ 2.83% |
$161K - $217K
|
27.8K
$11.1M
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
763+ 1.45% |
$160K - $216K
|
53.3K
$21.2M
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
762+ 4.96% |
$160K - $216K
|
16.1K
$6.42M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
759+ 5.64% |
$159K - $215K
|
14.2K
$5.66M
|