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
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
128+ 0.79% |
$26.9K - $36.3K
|
16.2K
$6.75M
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
126New |
$26.4K - $35.7K
|
126
$52.4K
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
126+ 1.15% |
$26.4K - $35.7K
|
11.1K
$4.6M
|
|
Aug 11, 2022
Q2 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
125New |
$26.2K - $35.4K
|
125
$51.9K
|
|
Aug 05, 2022
Q2 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
124+ 57.67% |
$26K - $35.1K
|
339
$141K
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
123+ 2.28% |
$25.8K - $34.8K
|
5.52K
$2.29M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
122New |
$25.6K - $34.6K
|
122
$50.7K
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
122New |
$25.6K - $34.6K
|
122
$50.7K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
117New |
$24.6K - $33.1K
|
117
$48.6K
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
116+ 3.87% |
$24.3K - $32.9K
|
3.11K
$1.29M
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
114+ 0.37% |
$23.9K - $32.3K
|
30.8K
$12.8M
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
109+ 4.27% |
$22.9K - $30.9K
|
2.66K
$1.11M
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
107+ 3.77% |
$22.5K - $30.3K
|
2.94K
$1.22M
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
106New |
$22.2K - $30K
|
106
$44K
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
BUY
|
- |
105+ 5.12% |
$22K - $29.7K
|
2.15K
$895K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
102+ 4.24% |
$21.4K - $28.9K
|
2.51K
$1.04M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
102+ 4.24% |
$21.4K - $28.9K
|
2.51K
$1.04M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
101+ 4.34% |
$21.2K - $28.6K
|
2.43K
$1.01M
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
100+ 5.43% |
$21K - $28.3K
|
1.94K
$807K
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
100+ 4.98% |
$21K - $28.3K
|
2.11K
$877K
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
96+ 1.88% |
$20.2K - $27.2K
|
5.19K
$2.16M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
95+ 0.78% |
$19.9K - $26.9K
|
12.3K
$5.1M
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
92+ 5.78% |
$19.3K - $26.1K
|
1.68K
$700K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
90+ 2.12% |
$18.9K - $25.5K
|
4.33K
$1.8M
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
89+ 7.37% |
$18.7K - $25.2K
|
1.3K
$539K
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
BUY
|
- |
85+ 0.29% |
$17.8K - $24.1K
|
29.5K
$12.3M
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
83+ 0.32% |
$17.4K - $23.5K
|
26.3K
$10.9M
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
82+ 5.46% |
$17.2K - $23.2K
|
1.59K
$659K
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
79+ 1.77% |
$16.6K - $22.4K
|
4.55K
$1.89M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
79+ 0.69% |
$16.6K - $22.4K
|
11.6K
$4.82M
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
BUY
|
- |
77+ 8.81% |
$16.2K - $21.8K
|
951
$395K
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
76+ 1.48% |
$16K - $21.5K
|
5.22K
$2.17M
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
75+ 5.17% |
$15.7K - $21.2K
|
1.53K
$634K
|
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
74+ 3.72% |
$15.5K - $21K
|
2.07K
$858K
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
BUY
|
- |
73+ 31.06% |
$15.3K - $20.7K
|
308
$128K
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
73+ 3.69% |
$15.3K - $20.7K
|
2.05K
$852K
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
73+ 0.76% |
$15.3K - $20.7K
|
9.65K
$4.01M
|
|
Aug 09, 2022
Q2 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
72+ 7.31% |
$15.1K - $20.4K
|
1.06K
$439K
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
70+ 2.54% |
$14.7K - $19.8K
|
2.83K
$1.17M
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
70+ 1.78% |
$14.7K - $19.8K
|
4.01K
$1.67M
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
68+ 0.73% |
$14.3K - $19.3K
|
9.39K
$3.9M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
68+ 4.33% |
$14.3K - $19.3K
|
1.64K
$680K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
68+ 0.55% |
$14.3K - $19.3K
|
12.4K
$5.16M
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
68+ 0.27% |
$14.3K - $19.3K
|
25.4K
$10.6M
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
65+ 3.59% |
$13.6K - $18.4K
|
1.88K
$780K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
63+ 0.87% |
$13.2K - $17.8K
|
7.34K
$3.05M
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
63New |
$13.2K - $17.8K
|
63
$26.2K
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
60+ 2.97% |
$12.6K - $17K
|
2.08K
$865K
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
56+ 3.45% |
$11.8K - $15.9K
|
1.68K
$698K
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
55+ 0.62% |
$11.5K - $15.6K
|
8.91K
$3.7M
|