Purchases and Sales Made in Q4 2021 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
420+ 46.61% |
$114K - $130K
|
1.32K
$519K
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
415+ 5.06% |
$112K - $128K
|
8.62K
$3.38M
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
411New |
$111K - $127K
|
411
$161K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
400+ 1.86% |
$108K - $124K
|
21.9K
$8.58M
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
395+ 2.44% |
$107K - $122K
|
16.6K
$6.51M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
395+ 6.51% |
$107K - $122K
|
6.47K
$2.54M
|
|
|
Jan 14, 2022
Q4 2021
|
Berkshire Money Management, Inc.
|
BUY
|
- |
390+ 0.18% |
$106K - $121K
|
215K
$84.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
389+ 7.23% |
$105K - $120K
|
5.77K
$2.27M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
384+ 5.46% |
$104K - $119K
|
7.42K
$2.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
363+ 3.39% |
$98.4K - $112K
|
11.1K
$4.35M
|
|
|
Jan 25, 2022
Q4 2021
|
Harbor Group, Inc.
|
BUY
|
- |
354+ 25.2% |
$95.9K - $110K
|
1.76K
$691K
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
354New |
$95.9K - $110K
|
354
$139K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
349+ 25.29% |
$94.6K - $108K
|
1.73K
$679K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
346+ 19.68% |
$93.8K - $107K
|
2.1K
$826K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
344+ 21.46% |
$93.2K - $106K
|
1.95K
$765K
|
|
|
Feb 14, 2022
Q4 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
339+ 4.49% |
$91.9K - $105K
|
7.88K
$3.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
338+ 2.07% |
$91.6K - $105K
|
16.6K
$6.53M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
335+ 6.74% |
$90.8K - $104K
|
5.31K
$2.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
333+ 11.81% |
$90.2K - $103K
|
3.15K
$1.24M
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
331+ 6.46% |
$89.7K - $102K
|
5.46K
$2.14M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
330+ 2.24% |
$89.4K - $102K
|
15K
$5.91M
|
|
|
Feb 09, 2022
Q4 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
330+ 17.17% |
$89.4K - $102K
|
2.25K
$884K
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
BUY
|
- |
325+ 10.67% |
$88.1K - $101K
|
3.37K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
325+ 13.92% |
$88.1K - $101K
|
2.66K
$1.04M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
322New |
$87.3K - $99.7K
|
322
$126K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
320+ 3.7% |
$86.7K - $99K
|
8.98K
$3.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
317New |
$85.9K - $98.1K
|
317
$125K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
315+ 0.56% |
$85.4K - $97.5K
|
56.3K
$22.1M
|
|
|
May 04, 2022
Q4 2021
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
314New |
$85.1K - $97.2K
|
314
$123K
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
303+ 415.07% |
$82.1K - $93.8K
|
376
$148K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
299+ 5.07% |
$81K - $92.5K
|
6.2K
$2.44M
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
296New |
$80.2K - $91.6K
|
296
$116K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
296New |
$80.2K - $91.6K
|
296
$116K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
295+ 4.62% |
$79.9K - $91.3K
|
6.69K
$2.63M
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
292+ 4.99% |
$79.1K - $90.4K
|
6.14K
$2.41M
|
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
289+ 22.4% |
$78.3K - $89.5K
|
1.58K
$620K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
283+ 2.84% |
$76.7K - $87.6K
|
10.2K
$4.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
278+ 13.39% |
$75.3K - $86K
|
2.35K
$925K
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
277+ 25.27% |
$75.1K - $85.7K
|
1.37K
$539K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
277+ 0.3% |
$75.1K - $85.7K
|
93K
$36.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
274+ 5.92% |
$74.3K - $84.8K
|
4.9K
$1.92M
|
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
272+ 5.53% |
$73.7K - $84.2K
|
5.2K
$2.04M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
270+ 2.16% |
$73.2K - $83.6K
|
12.8K
$5.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
270+ 4.6% |
$73.2K - $83.6K
|
6.14K
$2.41M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
261+ 8.06% |
$70.7K - $80.8K
|
3.5K
$1.38M
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
259+ 5.61% |
$70.2K - $80.2K
|
4.88K
$1.91M
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
258+ 15.33% |
$69.9K - $79.9K
|
1.94K
$762K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
256New |
$69.4K - $79.2K
|
256
$101K
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
254+ 12.07% |
$68.8K - $78.6K
|
2.36K
$926K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
240+ 7.66% |
$65K - $74.3K
|
3.37K
$1.32M
|