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 |
---|---|---|---|---|---|---|---|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
752+ 4.13% |
$158K - $213K
|
19K
$7.55M
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
743+ 9.32% |
$156K - $210K
|
8.72K
$3.47M
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
733+ 27.19% |
$154K - $208K
|
3.43K
$1.37M
|
|
Aug 05, 2022
Q2 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
732+ 0.16% |
$154K - $207K
|
471K
$187M
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
732+ 11.5% |
$154K - $207K
|
7.1K
$2.82M
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
725+ 13.57% |
$152K - $205K
|
6.07K
$2.42M
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
725+ 6.31% |
$152K - $205K
|
12.2K
$4.86M
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
721+ 248.62% |
$151K - $204K
|
1.01K
$403K
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
715+ 8.21% |
$150K - $202K
|
9.43K
$3.75M
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
715+ 2.53% |
$150K - $202K
|
29K
$11.5M
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
708+ 83.79% |
$149K - $201K
|
1.55K
$618K
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
BUY
|
- |
706+ 13.74% |
$148K - $200K
|
5.84K
$2.33M
|
|
Aug 02, 2022
Q2 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
670+ 18.42% |
$141K - $190K
|
4.31K
$1.71M
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
652+ 8.67% |
$137K - $185K
|
8.17K
$3.25M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
650+ 2.65% |
$136K - $184K
|
25.2K
$10M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
650+ 2.65% |
$136K - $184K
|
25.2K
$10M
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
649+ 27.0% |
$136K - $184K
|
3.05K
$1.22M
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
643+ 1.72% |
$135K - $182K
|
38K
$15.1M
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
641+ 28.3% |
$135K - $182K
|
2.91K
$1.16M
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
619+ 6.13% |
$130K - $175K
|
10.7K
$4.27M
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
610New |
$128K - $173K
|
610
$243K
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
605+ 4.55% |
$127K - $171K
|
13.9K
$5.53M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
600+ 21.43% |
$126K - $170K
|
3.4K
$1.35M
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
591+ 32.0% |
$124K - $167K
|
2.44K
$971K
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
591+ 38.7% |
$124K - $167K
|
2.12K
$843K
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
578+ 12.28% |
$121K - $164K
|
5.28K
$2.1M
|
|
Jul 11, 2022
Q2 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
574New |
$120K - $163K
|
574
$229K
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
574+ 5.63% |
$120K - $163K
|
10.8K
$4.29M
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
574+ 3.79% |
$120K - $163K
|
15.7K
$6.26M
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
568+ 32.09% |
$119K - $161K
|
2.34K
$931K
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
562+ 7.91% |
$118K - $159K
|
7.66K
$3.05M
|
|
Aug 01, 2022
Q2 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
562+ 4.4% |
$118K - $159K
|
13.3K
$5.31M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
562+ 3.49% |
$118K - $159K
|
16.7K
$6.63M
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
535+ 47.56% |
$112K - $152K
|
1.66K
$661K
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
530+ 5.02% |
$111K - $150K
|
11.1K
$4.42M
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
530+ 5.02% |
$111K - $150K
|
11.1K
$4.42M
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
528+ 2.69% |
$111K - $150K
|
20.2K
$8.03M
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
BUY
|
- |
523+ 8.04% |
$110K - $148K
|
7.03K
$2.8M
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
517New |
$109K - $146K
|
517
$206K
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
BUY
|
- |
516+ 14.89% |
$108K - $146K
|
3.98K
$1.59M
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
509+ 783.08% |
$107K - $144K
|
574
$229K
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
503+ 0.36% |
$106K - $142K
|
142K
$56.3M
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
503New |
$106K - $142K
|
503
$200K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
497+ 26.78% |
$104K - $141K
|
2.35K
$937K
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
493+ 2.21% |
$103K - $140K
|
22.8K
$9.09M
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
478+ 14.5% |
$100K - $135K
|
3.77K
$1.5M
|
|
Aug 11, 2022
Q2 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
476+ 7.79% |
$99.9K - $135K
|
6.59K
$2.62M
|
|
Jul 22, 2022
Q2 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
474+ 34.65% |
$99.5K - $134K
|
1.84K
$733K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
472New |
$99.1K - $134K
|
472
$188K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
452+ 13.75% |
$94.9K - $128K
|
3.74K
$1.49M
|