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 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-90- 2.13% |
$18.9K - $25.5K
|
4.14K
$1.7M
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-91- 0.8% |
$19.1K - $25.8K
|
11.3K
$4.66M
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-91- 0.77% |
$19.1K - $25.8K
|
11.7K
$4.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-92- 0.96% |
$19.3K - $26.1K
|
9.49K
$3.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-93- 2.19% |
$19.5K - $26.3K
|
4.16K
$1.71M
|
|
|
Jul 22, 2022
Q2 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-94- 1.92% |
$19.7K - $26.6K
|
4.8K
$1.97M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-94- 3.35% |
$19.7K - $26.6K
|
2.71K
$1.12M
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-96- 53.93% |
$20.2K - $27.2K
|
82
$33.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-97- 2.71% |
$20.4K - $27.5K
|
3.48K
$1.43M
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-97- 6.24% |
$20.4K - $27.5K
|
1.46K
$599K
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-98- 0.95% |
$20.6K - $27.8K
|
10.2K
$4.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-99- 7.91% |
$20.8K - $28K
|
1.15K
$474K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-99- 2.37% |
$20.8K - $28K
|
4.09K
$1.68M
|
|
|
Jan 24, 2023
Q2 2022
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-99- 9.37% |
$20.8K - $28K
|
958
$394K
|
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
SELL
|
- |
-100- 0.34% |
$21K - $28.3K
|
29K
$11.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 8.87% |
$21K - $28.3K
|
1.03K
$423K
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-100- 13.68% |
$21K - $28.3K
|
631
$260K
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
SELL
|
- |
-103- 2.26% |
$21.6K - $29.2K
|
4.46K
$1.84M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-104- 3.8% |
$21.8K - $29.5K
|
2.63K
$1.08M
|
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-106- 2.22% |
$22.2K - $30K
|
4.67K
$1.92M
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-107- 7.66% |
$22.5K - $30.3K
|
1.29K
$531K
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-108- 6.26% |
$22.7K - $30.6K
|
1.62K
$665K
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-109- 4.15% |
$22.9K - $30.9K
|
2.52K
$1.04M
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-110- 9.09% |
$23.1K - $31.2K
|
1.1K
$452K
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-110- 0.88% |
$23.1K - $31.2K
|
12.4K
$5.12M
|
|
|
Jul 21, 2022
Q2 2022
|
Middleton & CO Inc
|
SELL
|
- |
-111- 1.32% |
$23.3K - $31.4K
|
8.29K
$3.41M
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-111- 2.11% |
$23.3K - $31.4K
|
5.16K
$2.12M
|
|
|
Jul 15, 2022
Q2 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-114- 6.53% |
$23.9K - $32.3K
|
1.63K
$671K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-114- 0.43% |
$23.9K - $32.3K
|
26.7K
$11M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-115- 2.7% |
$24.1K - $32.6K
|
4.15K
$1.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-117- 58.5% |
$24.6K - $33.1K
|
83
$34.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-117- 3.31% |
$24.6K - $33.1K
|
3.42K
$1.41M
|
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-121- 4.55% |
$25.4K - $34.3K
|
2.54K
$1.04M
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-122- 1.0% |
$25.6K - $34.6K
|
12K
$4.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-123- 0.65% |
$25.8K - $34.8K
|
18.9K
$7.76M
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-124- 7.12% |
$26K - $35.1K
|
1.62K
$665K
|
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
SELL
|
- |
-125- 1.44% |
$26.2K - $35.4K
|
8.58K
$3.53M
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-126- 11.03% |
$26.4K - $35.7K
|
1.02K
$418K
|
|
|
Aug 10, 2022
Q2 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-128- 2.21% |
$26.9K - $36.3K
|
5.67K
$2.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-129- 3.13% |
$27.1K - $36.5K
|
3.99K
$1.64M
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-130- 5.37% |
$27.3K - $36.8K
|
2.29K
$943K
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-131- 12.11% |
$27.5K - $37.1K
|
951
$391K
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
SELL
|
- |
-133- 11.14% |
$27.9K - $37.7K
|
1.06K
$436K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-136- 3.15% |
$28.5K - $38.5K
|
4.18K
$1.72M
|
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-137- 1.83% |
$28.8K - $38.8K
|
7.37K
$3.03M
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-138- 3.01% |
$29K - $39.1K
|
4.45K
$1.83M
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-138- 4.87% |
$29K - $39.1K
|
2.7K
$1.11M
|
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-143- 10.9% |
$30K - $40.5K
|
1.17K
$481K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-145- 78.38% |
$30.4K - $41.1K
|
40
$16.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-145- 1.4% |
$30.4K - $41.1K
|
10.2K
$4.21M
|