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 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
5.94K+ 37.37% |
$1.25M - $1.68M
|
21.8K
$9.07M
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.82K+ 5.41% |
$1.22M - $1.65M
|
113K
$47.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
5.67KNew |
$1.19M - $1.61M
|
5.67K
$2.36M
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
5.61K+ 252.13% |
$1.18M - $1.59M
|
7.84K
$3.26M
|
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
5.44K+ 36.17% |
$1.14M - $1.54M
|
20.5K
$8.51M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.26K+ 149.32% |
$1.1M - $1.49M
|
8.78K
$3.65M
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.19K+ 21.84% |
$1.09M - $1.47M
|
28.9K
$12M
|
|
|
Aug 01, 2022
Q2 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
5.18KNew |
$1.09M - $1.47M
|
5.18K
$2.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
5KNew |
$1.05M - $1.42M
|
5K
$2.08M
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
4.94K+ 24.24% |
$1.04M - $1.4M
|
25.3K
$10.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
4.67K+ 8.7% |
$980K - $1.32M
|
58.3K
$24.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.6KNew |
$965K - $1.3M
|
4.6K
$1.91M
|
|
|
Aug 08, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
4.56KNew |
$957K - $1.29M
|
4.56K
$1.89M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
4.55K+ 437.6% |
$955K - $1.29M
|
5.59K
$2.32M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
4.43KNew |
$929K - $1.25M
|
4.43K
$1.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.43K+ 7.54% |
$929K - $1.25M
|
63.1K
$26.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
4.4K+ 163.22% |
$924K - $1.25M
|
7.1K
$2.95M
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.38K+ 31.03% |
$919K - $1.24M
|
18.5K
$7.68M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
4.29KNew |
$900K - $1.21M
|
4.29K
$1.78M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4.23K+ 528.13% |
$887K - $1.2M
|
5.03K
$2.09M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.09K+ 12.57% |
$859K - $1.16M
|
36.6K
$15.2M
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
4.09K+ 43.62% |
$858K - $1.16M
|
13.5K
$5.59M
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3.99K+ 1.72% |
$838K - $1.13M
|
236K
$97.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
3.97KNew |
$833K - $1.12M
|
3.97K
$1.65M
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.96K+ 65.58% |
$831K - $1.12M
|
9.99K
$4.15M
|
|
|
Jul 15, 2022
Q2 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3.95K+ 66.85% |
$829K - $1.12M
|
9.86K
$4.1M
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.85K+ 11.45% |
$809K - $1.09M
|
37.5K
$15.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.84KNew |
$806K - $1.09M
|
3.84K
$1.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.83K+ 322.77% |
$803K - $1.08M
|
5.01K
$2.08M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
3.81K+ 1.43% |
$799K - $1.08M
|
269K
$112M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
3.7K+ 384.23% |
$777K - $1.05M
|
4.67K
$1.94M
|
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.63K+ 10.17% |
$761K - $1.03M
|
39.3K
$16.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.59K+ 8.57% |
$754K - $1.02M
|
45.5K
$18.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.57KNew |
$750K - $1.01M
|
3.57K
$1.48M
|
|
|
Aug 03, 2022
Q2 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
3.5KNew |
$735K - $992K
|
3.5K
$1.46M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
3.48K+ 6.56% |
$730K - $985K
|
56.5K
$23.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.43K+ 5.68% |
$719K - $970K
|
63.7K
$26.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.41K+ 10.54% |
$716K - $965K
|
35.8K
$14.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.37K+ 3.17% |
$708K - $956K
|
110K
$45.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
3.32K+ 8.59% |
$696K - $939K
|
41.9K
$17.4M
|
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
3.28K+ 8.1% |
$689K - $929K
|
43.8K
$18.2M
|
|
|
Jul 14, 2022
Q2 2022
|
Xr Securities LLC
|
BUY
|
- |
3.28KNew |
$687K - $928K
|
3.28K
$1.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.27K+ 50.96% |
$686K - $926K
|
9.69K
$4.02M
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.11K+ 35.65% |
$653K - $881K
|
11.8K
$4.92M
|
|
|
Aug 09, 2022
Q2 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
3.08K+ 34.65% |
$646K - $871K
|
12K
$4.97M
|
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.01K+ 32.15% |
$632K - $853K
|
12.4K
$5.15M
|
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.96KNew |
$622K - $839K
|
2.96K
$1.23M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.91K+ 20.43% |
$611K - $824K
|
17.2K
$7.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.9KNew |
$609K - $821K
|
2.9K
$1.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.88K+ 2.19% |
$605K - $816K
|
134K
$55.9M
|