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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
42+ 0.76% |
$11.4K - $13K
|
5.55K
$2.18M
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
41+ 0.61% |
$11.1K - $12.7K
|
6.75K
$2.66M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
41+ 1.72% |
$11.1K - $12.7K
|
2.42K
$954K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40+ 1.28% |
$10.8K - $12.4K
|
3.16K
$1.24M
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
40+ 1.21% |
$10.8K - $12.4K
|
3.33K
$1.31M
|
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
40+ 0.07% |
$10.8K - $12.4K
|
57.9K
$22.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
40+ 4.95% |
$10.8K - $12.4K
|
848
$334K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
40New |
$10.8K - $12.4K
|
40
$15.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
39+ 1.87% |
$10.6K - $12.1K
|
2.13K
$837K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
37+ 0.32% |
$10K - $11.5K
|
11.4K
$4.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
36+ 2.23% |
$9.76K - $11.1K
|
1.65K
$648K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
36+ 3.02% |
$9.76K - $11.1K
|
1.23K
$484K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
36New |
$9.76K - $11.1K
|
36
$14.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
35+ 1.2% |
$9.48K - $10.8K
|
2.96K
$1.17M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
33+ 1.96% |
$8.94K - $10.2K
|
1.71K
$675K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
33New |
$8.94K - $10.2K
|
33
$13K
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
32+ 1.01% |
$8.67K - $9.9K
|
3.21K
$1.27M
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
30New |
$8.13K - $9.29K
|
30
$11.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
30+ 0.32% |
$8.13K - $9.29K
|
9.47K
$3.73M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
29+ 1.21% |
$7.86K - $8.98K
|
2.43K
$956K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
28New |
$7.59K - $8.67K
|
28
$11K
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
BUY
|
- |
26+ 0.43% |
$7.05K - $8.05K
|
6.01K
$2.37M
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
25+ 0.43% |
$6.77K - $7.74K
|
5.88K
$2.32M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
23+ 0.03% |
$6.23K - $7.12K
|
88.1K
$34.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
23+ 0.13% |
$6.23K - $7.12K
|
18.4K
$7.25M
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
22+ 0.04% |
$5.96K - $6.81K
|
60.2K
$23.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
22+ 0.58% |
$5.96K - $6.81K
|
3.84K
$1.51M
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
21+ 0.98% |
$5.69K - $6.5K
|
2.17K
$853K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
21+ 1.61% |
$5.69K - $6.5K
|
1.33K
$523K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
21+ 38.89% |
$5.69K - $6.5K
|
75
$29.5K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
20New |
$5.42K - $6.19K
|
20
$7.87K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
18+ 1.32% |
$4.88K - $5.57K
|
1.38K
$545K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
18+ 1.32% |
$4.88K - $5.57K
|
1.38K
$545K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
16+ 0.13% |
$4.34K - $4.95K
|
12K
$4.74M
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
15+ 1.72% |
$4.06K - $4.64K
|
888
$350K
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
15+ 0.09% |
$4.06K - $4.64K
|
16.3K
$6.4M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
15New |
$4.06K - $4.64K
|
15
$5.91K
|
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
14+ 1.08% |
$3.79K - $4.33K
|
1.31K
$515K
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
10+ 0.16% |
$2.71K - $3.1K
|
6.24K
$2.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
BUY
|
- |
10+ 0.25% |
$2.71K - $3.1K
|
4.06K
$1.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
9New |
$2.44K - $2.79K
|
9
$3.54K
|
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
BUY
|
- |
8+ 0.31% |
$2.17K - $2.48K
|
2.59K
$1.02M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8+ 0.47% |
$2.17K - $2.48K
|
1.7K
$669K
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7+ 0.31% |
$1.9K - $2.17K
|
2.29K
$901K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
7+ 0.13% |
$1.9K - $2.17K
|
5.54K
$2.18M
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
7New |
$1.9K - $2.17K
|
7
$2.76K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6+ 0.09% |
$1.63K - $1.86K
|
6.46K
$2.54M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
6+ 0.24% |
$1.63K - $1.86K
|
2.48K
$978K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
6+ 0.04% |
$1.63K - $1.86K
|
14K
$5.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6+ 0.1% |
$1.63K - $1.86K
|
5.96K
$2.34M
|