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 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.86K+ 53.37% |
$601K - $811K
|
8.23K
$3.28M
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.84KNew |
$597K - $805K
|
2.84K
$1.13M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.83K+ 0.78% |
$593K - $800K
|
365K
$145M
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.82KNew |
$593K - $800K
|
2.82K
$1.12M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.81K+ 4.13% |
$590K - $796K
|
70.9K
$28.2M
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.81K+ 62.17% |
$589K - $795K
|
7.32K
$2.92M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.8K+ 32.91% |
$587K - $792K
|
11.3K
$4.5M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.8K+ 48.07% |
$587K - $792K
|
8.61K
$3.43M
|
|
Jul 21, 2022
Q2 2022
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
2.79K+ 4.59% |
$585K - $790K
|
63.5K
$25.3M
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.74K+ 36.78% |
$574K - $775K
|
10.2K
$4.05M
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.71K+ 5.71% |
$569K - $767K
|
50.1K
$20M
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.68K+ 6.38% |
$562K - $758K
|
44.6K
$17.8M
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.64K+ 133.67% |
$554K - $748K
|
4.62K
$1.84M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.61K+ 4.96% |
$549K - $740K
|
55.3K
$22M
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.61K+ 21.21% |
$548K - $739K
|
14.9K
$5.94M
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
2.44KNew |
$513K - $692K
|
2.44K
$973K
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.42K+ 14.55% |
$508K - $686K
|
19.1K
$7.59M
|
|
Aug 12, 2022
Q2 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
2.4K+ 10.58% |
$504K - $680K
|
25.1K
$9.99M
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.4K+ 108.47% |
$503K - $678K
|
4.6K
$1.83M
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.36K+ 7.53% |
$495K - $668K
|
33.7K
$13.4M
|
|
Aug 15, 2022
Q2 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
2.36KNew |
$495K - $667K
|
2.36K
$938K
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
2.35K+ 2321.78% |
$492K - $664K
|
2.45K
$974K
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.29K+ 86.79% |
$481K - $649K
|
4.94K
$1.96M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.29K+ 25.36% |
$480K - $648K
|
11.3K
$4.5M
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.24K+ 23.67% |
$471K - $636K
|
11.7K
$4.67M
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
BUY
|
- |
2.23KNew |
$469K - $633K
|
2.23K
$889K
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2.23K+ 3.43% |
$469K - $632K
|
67.3K
$26.8M
|
|
Aug 09, 2022
Q2 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
2.17K+ 47.56% |
$456K - $615K
|
6.74K
$2.68M
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.11K+ 52.69% |
$443K - $597K
|
6.11K
$2.43M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.11K+ 9.36% |
$442K - $596K
|
24.6K
$9.79M
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.07K+ 9.92% |
$435K - $587K
|
23K
$9.15M
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.07K+ 67.65% |
$434K - $586K
|
5.13K
$2.04M
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
2.03KNew |
$426K - $574K
|
2.03K
$807K
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2KNew |
$420K - $566K
|
2K
$796K
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.99K+ 30.1% |
$417K - $563K
|
8.59K
$3.42M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.98K+ 17.43% |
$416K - $561K
|
13.3K
$5.31M
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.96KNew |
$412K - $556K
|
1.96K
$781K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.96K+ 6.65% |
$411K - $554K
|
31.4K
$12.5M
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
1.93K+ 3.81% |
$406K - $547K
|
52.6K
$21M
|
|
Jul 21, 2022
Q2 2022
|
Ami Asset Management Corp
|
BUY
|
- |
1.92K+ 10.53% |
$403K - $544K
|
20.2K
$8.03M
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.91K+ 5.18% |
$400K - $540K
|
38.7K
$15.4M
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.88K+ 48.51% |
$394K - $531K
|
5.74K
$2.29M
|
|
Jul 15, 2022
Q2 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
1.86K+ 9.5% |
$389K - $525K
|
21.4K
$8.51M
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
BUY
|
- |
1.83K+ 1.38% |
$384K - $519K
|
135K
$53.6M
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.83K+ 60.06% |
$383K - $517K
|
4.87K
$1.94M
|
|
Aug 11, 2022
Q2 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.83K+ 18.48% |
$383K - $517K
|
11.7K
$4.66M
|
|
Aug 05, 2022
Q2 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.81K+ 1.68% |
$380K - $512K
|
109K
$43.5M
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
1.78K+ 2.8% |
$373K - $503K
|
65.2K
$25.9M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.78K+ 2.75% |
$373K - $503K
|
66.3K
$26.4M
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.75K+ 3.57% |
$368K - $497K
|
50.9K
$20.3M
|