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 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-625- 2.49% |
$131K - $177K
|
24.5K
$9.75M
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-636- 1.93% |
$133K - $180K
|
32.4K
$12.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-648- 0.52% |
$136K - $184K
|
125K
$49.8M
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-652- 13.15% |
$137K - $185K
|
4.31K
$1.71M
|
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-675- 28.22% |
$142K - $191K
|
1.72K
$684K
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-685- 0.48% |
$144K - $194K
|
141K
$56.2M
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-686- 22.32% |
$144K - $194K
|
2.39K
$951K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-687- 2.62% |
$144K - $195K
|
25.6K
$10.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-695- 22.53% |
$146K - $197K
|
2.39K
$952K
|
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-700- 18.06% |
$147K - $198K
|
3.18K
$1.26M
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-706- 16.12% |
$148K - $200K
|
3.67K
$1.46M
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-706- 4.53% |
$148K - $200K
|
14.9K
$5.92M
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-710- 30.62% |
$149K - $201K
|
1.61K
$641K
|
|
|
Jul 28, 2022
Q2 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-711Closed |
$149K - $201K
|
0
$0
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-714- 2.41% |
$150K - $202K
|
28.9K
$11.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-720- 5.42% |
$151K - $204K
|
12.6K
$5M
|
|
|
Aug 15, 2022
Q2 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-721Closed |
$151K - $204K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Trust CO
|
SELL
|
- |
-724Closed |
$152K - $205K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-726Closed |
$152K - $206K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
SELL
|
- |
-727Closed |
$153K - $206K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-738- 65.54% |
$155K - $209K
|
388
$154K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-738Closed |
$155K - $209K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-739Closed |
$155K - $209K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
SELL
|
- |
-741Closed |
$156K - $210K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-741Closed |
$156K - $210K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-742Closed |
$156K - $210K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-747Closed |
$157K - $212K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
SELL
|
- |
-750Closed |
$157K - $212K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-750Closed |
$157K - $212K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
SELL
|
- |
-752Closed |
$158K - $213K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-753Closed |
$158K - $213K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-760Closed |
$160K - $215K
|
0
$0
|
|
|
Oct 18, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-760- 13.18% |
$160K - $215K
|
5.01K
$1.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-761Closed |
$160K - $216K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-762- 10.55% |
$160K - $216K
|
6.46K
$2.57M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-766- 8.55% |
$161K - $217K
|
8.19K
$3.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-767Closed |
$161K - $217K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-769Closed |
$161K - $218K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-778Closed |
$163K - $220K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-781Closed |
$164K - $221K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-786- 1.8% |
$165K - $223K
|
42.8K
$17M
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-788Closed |
$165K - $223K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-788Closed |
$165K - $223K
|
0
$0
|
|
|
Aug 26, 2022
Q2 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-790Closed |
$166K - $224K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-800- 30.98% |
$168K - $227K
|
1.78K
$710K
|
|
|
Jul 22, 2022
Q2 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-802Closed |
$168K - $227K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-805Closed |
$169K - $228K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-807Closed |
$169K - $229K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
SELL
|
- |
-810Closed |
$170K - $229K
|
0
$0
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-810Closed |
$170K - $229K
|
0
$0
|