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 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
232+ 27.46% |
$62.9K - $71.8K
|
1.08K
$424K
|
|
Feb 03, 2022
Q4 2021
|
Pictet Bank & Trust LTD
|
BUY
|
- |
230+ 2.16% |
$62.3K - $71.2K
|
10.9K
$4.28M
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
226+ 16.92% |
$61.2K - $70K
|
1.56K
$616K
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
218+ 26.27% |
$59.1K - $67.5K
|
1.05K
$413K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
217+ 2.76% |
$58.8K - $67.2K
|
8.07K
$3.18M
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
214+ 2.66% |
$58K - $66.2K
|
8.26K
$3.26M
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
212New |
$57.4K - $65.6K
|
212
$83.6K
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
211+ 2.8% |
$57.2K - $65.3K
|
7.74K
$3.05M
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
209+ 11.88% |
$56.6K - $64.7K
|
1.97K
$776K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
206+ 0.22% |
$55.8K - $63.8K
|
94.9K
$37.4M
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
BUY
|
- |
202+ 1.57% |
$54.7K - $62.5K
|
13.1K
$5.15M
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
202New |
$54.7K - $62.5K
|
202
$79.6K
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
200+ 10.77% |
$54.2K - $61.9K
|
2.06K
$811K
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
200+ 21.74% |
$54.2K - $61.9K
|
1.12K
$441K
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
199+ 6.35% |
$53.9K - $61.6K
|
3.33K
$1.31M
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
191New |
$51.8K - $59.1K
|
191
$75.3K
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
190+ 190.0% |
$51.5K - $58.8K
|
290
$114K
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
189+ 2.61% |
$51.2K - $58.5K
|
7.43K
$2.93M
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
182+ 1.88% |
$49.3K - $56.3K
|
9.86K
$3.88M
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
181+ 2.14% |
$49K - $56K
|
8.62K
$3.4M
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
179+ 3.69% |
$48.5K - $55.4K
|
5.02K
$1.98M
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
177+ 3.28% |
$48K - $54.8K
|
5.57K
$2.19M
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
176+ 8.16% |
$47.7K - $54.5K
|
2.33K
$919K
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
175+ 5.79% |
$47.4K - $54.2K
|
3.2K
$1.26M
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
174New |
$47.2K - $53.9K
|
174
$68.6K
|
|
Feb 01, 2022
Q4 2021
|
Oak Ridge Investments LLC
|
BUY
|
- |
173+ 12.62% |
$46.9K - $53.5K
|
1.54K
$609K
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
165New |
$44.7K - $51.1K
|
165
$65K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
163+ 4.83% |
$44.2K - $50.5K
|
3.54K
$1.39M
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
160New |
$43.4K - $49.5K
|
160
$63.1K
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
160+ 16.19% |
$43.4K - $49.5K
|
1.15K
$452K
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
158+ 6.39% |
$42.8K - $48.9K
|
2.63K
$1.04M
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
155+ 0.25% |
$42K - $48K
|
61.9K
$24.4M
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
154New |
$41.7K - $47.7K
|
154
$60.7K
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
154+ 18.55% |
$41.7K - $47.7K
|
984
$388K
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
152+ 8.23% |
$41.2K - $47K
|
2K
$788K
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
152New |
$41.2K - $47K
|
152
$59.9K
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
148+ 0.11% |
$40.1K - $45.8K
|
136K
$53.8M
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
147+ 1.6% |
$39.8K - $45.5K
|
9.35K
$3.69M
|
|
Feb 14, 2022
Q4 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
147+ 0.46% |
$39.8K - $45.5K
|
32.2K
$12.7M
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
147+ 1.39% |
$39.8K - $45.5K
|
10.7K
$4.23M
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
145+ 6.73% |
$39.3K - $44.9K
|
2.3K
$907K
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
132New |
$35.8K - $40.9K
|
132
$52K
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
131+ 8.44% |
$35.5K - $40.5K
|
1.68K
$664K
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
124+ 1.92% |
$33.6K - $38.4K
|
6.57K
$2.59M
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
123New |
$33.3K - $38.1K
|
123
$48.5K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
121+ 605.0% |
$32.8K - $37.5K
|
141
$55.6K
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
117+ 140.96% |
$31.7K - $36.2K
|
200
$78.8K
|
|
Feb 28, 2022
Q4 2021
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
115New |
$31.2K - $35.6K
|
115
$45.3K
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
113+ 18.68% |
$30.6K - $35K
|
718
$283K
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
113+ 0.11% |
$30.6K - $35K
|
107K
$42.1M
|