Purchases and Sales Made in Q1 2022 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
21.5K+ 50.03% |
$5.3M - $6.62M
|
64.5K
$25.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
20.5K+ 53.75% |
$5.06M - $6.31M
|
58.7K
$23.4M
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
20.3KNew |
$5.02M - $6.26M
|
20.3K
$8.1M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.1K+ 12.79% |
$4.95M - $6.18M
|
177K
$70.5M
|
|
|
May 13, 2022
Q1 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
20K+ 102.87% |
$4.94M - $6.16M
|
39.5K
$15.7M
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
18.8K+ 73.77% |
$4.63M - $5.78M
|
44.2K
$17.6M
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
16.9K+ 52.64% |
$4.16M - $5.2M
|
49K
$19.5M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.6K+ 38.9% |
$4.09M - $5.1M
|
59.2K
$23.6M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16.4K+ 264.4% |
$4.04M - $5.05M
|
22.6K
$9M
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
16.1KNew |
$3.97M - $4.96M
|
16.1K
$6.41M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
15.8K+ 76.45% |
$3.9M - $4.86M
|
36.5K
$14.5M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
15.2K+ 105.8% |
$3.75M - $4.68M
|
29.6K
$11.8M
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
14.6K+ 37.83% |
$3.59M - $4.48M
|
53K
$21.1M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.5K+ 4.77% |
$3.59M - $4.48M
|
320K
$127M
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
13.7K+ 10.71% |
$3.38M - $4.22M
|
142K
$56.4M
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
13K+ 70.14% |
$3.22M - $4.01M
|
31.6K
$12.6M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
12.7K+ 1.9% |
$3.12M - $3.9M
|
678K
$270M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
12.5K+ 223.88% |
$3.09M - $3.86M
|
18.2K
$7.23M
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
12.4K+ 25.02% |
$3.05M - $3.81M
|
61.8K
$24.6M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
11.9K+ 3.49% |
$2.93M - $3.65M
|
352K
$140M
|
|
|
May 16, 2022
Q1 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
11.8KNew |
$2.92M - $3.64M
|
11.8K
$4.71M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
11.7K+ 162.95% |
$2.88M - $3.6M
|
18.9K
$7.51M
|
|
|
Apr 20, 2022
Q1 2022
|
Belvedere Trading LLC
|
BUY
|
- |
11.5KNew |
$2.84M - $3.54M
|
11.5K
$4.58M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.4K+ 3.57% |
$2.81M - $3.5M
|
330K
$131M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
11.3K+ 152.05% |
$2.8M - $3.49M
|
18.8K
$7.48M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.1K+ 48.91% |
$2.73M - $3.4M
|
33.7K
$13.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
10.7K+ 56.24% |
$2.65M - $3.3M
|
29.8K
$11.9M
|
|
|
May 16, 2022
Q1 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
10.5KNew |
$2.59M - $3.23M
|
10.5K
$4.18M
|
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.1K+ 534.11% |
$2.49M - $3.11M
|
12K
$4.77M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.1K+ 6.84% |
$2.48M - $3.1M
|
157K
$62.6M
|
|
|
May 09, 2022
Q1 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
10K+ 380.28% |
$2.48M - $3.09M
|
12.7K
$5.05M
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.81K+ 16.85% |
$2.42M - $3.02M
|
68K
$27.1M
|
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
9.52K+ 23.95% |
$2.35M - $2.93M
|
49.3K
$19.6M
|
|
|
Aug 23, 2022
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
9.51K+ 7.74% |
$2.35M - $2.93M
|
132K
$52.7M
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
9.51K+ 7.74% |
$2.35M - $2.93M
|
132K
$52.7M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
9.2K+ 98.08% |
$2.27M - $2.83M
|
18.6K
$7.4M
|
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
8.84K+ 8.97% |
$2.18M - $2.72M
|
107K
$42.7M
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.57K+ 8.2% |
$2.11M - $2.64M
|
113K
$45M
|
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
8.56KNew |
$2.11M - $2.63M
|
8.56K
$3.41M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8.41K+ 8.99% |
$2.07M - $2.59M
|
102K
$40.6M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.24K+ 18.13% |
$2.03M - $2.54M
|
53.7K
$21.4M
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7.85K+ 24.54% |
$1.94M - $2.42M
|
39.8K
$15.9M
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
7.81KNew |
$1.93M - $2.4M
|
7.81K
$3.11M
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
7.7K+ 54.18% |
$1.9M - $2.37M
|
21.9K
$8.72M
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
7.67K+ 4.31% |
$1.89M - $2.36M
|
186K
$73.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
7.52K+ 52.71% |
$1.86M - $2.32M
|
21.8K
$8.68M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.51K+ 3.96% |
$1.85M - $2.31M
|
197K
$78.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
7.45KNew |
$1.84M - $2.29M
|
7.45K
$2.97M
|
|
|
Apr 13, 2022
Q1 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7.45KNew |
$1.84M - $2.29M
|
7.45K
$2.97M
|
|
|
May 16, 2022
Q1 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
7.4K+ 6431.3% |
$1.82M - $2.28M
|
7.51K
$2.99M
|