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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6+ 0.1% |
$1.63K - $1.86K
|
5.96K
$2.34M
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
5+ 0.14% |
$1.35K - $1.55K
|
3.68K
$1.45M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5+ 0.05% |
$1.35K - $1.55K
|
11K
$4.32M
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.36% |
$813 - $929
|
829
$326K
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3+ 0.14% |
$813 - $929
|
2.11K
$832K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
3+ 0.93% |
$813 - $929
|
327
$129K
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
3+ 0.3% |
$813 - $929
|
1.01K
$396K
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3+ 0.02% |
$813 - $929
|
15.5K
$6.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
2+ 0.14% |
$542 - $619
|
1.47K
$580K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
2+ 0.26% |
$542 - $619
|
762
$300K
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
BUY
|
- |
2+ 0.17% |
$542 - $619
|
1.19K
$467K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.26% |
$542 - $619
|
780
$307K
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
2+ 0.16% |
$542 - $619
|
1.28K
$504K
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$542 - $619
|
2.4K
$945K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.37% |
$542 - $619
|
543
$214K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
2+ 0.06% |
$542 - $619
|
3.18K
$1.25M
|
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2+ 0.11% |
$542 - $619
|
1.81K
$712K
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2+ 0.06% |
$542 - $619
|
3.57K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.13% |
$542 - $619
|
1.51K
$593K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2+ 0.04% |
$542 - $619
|
4.95K
$1.95M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2+ 0.08% |
$542 - $619
|
2.63K
$1.04M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$271 - $310
|
3.01K
$1.18M
|
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
BUY
|
- |
1+ 0.12% |
$271 - $310
|
810
$319K
|
|
|
Feb 10, 2022
Q4 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$271 - $310
|
2.47K
$974K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1+ 0.13% |
$271 - $310
|
779
$307K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.04% |
$271 - $310
|
2.4K
$947K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.3% |
$271 - $310
|
332
$131K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.48% |
$271 - $310
|
208
$81.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
1+ 0.02% |
$271 - $310
|
5.16K
$2.03M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$271 - $310
|
887
$349K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$271 - $310
|
4.67K
$1.84M
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.08% |
$271 - $310
|
1.33K
$522K
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
BUY
|
- |
1+ 0.03% |
$271 - $310
|
3.73K
$1.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$271 - $310
|
2.57K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.07% |
$271 - $310
|
1.53K
$601K
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$271 - $310
|
1.58K
$623K
|
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1+ 0.1% |
$271 - $310
|
1.02K
$400K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1+ 0.13% |
$271 - $310
|
760
$299K
|
|
|
Feb 11, 2022
Q4 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1+ 0.07% |
$271 - $310
|
1.44K
$566K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
1+ 0.08% |
$271 - $310
|
1.26K
$498K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1+ 0.07% |
$271 - $310
|
1.38K
$543K
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$271 - $310
|
6.16K
$2.42M
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1- 0.05% |
$271 - $310
|
1.85K
$729K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.03% |
$271 - $310
|
2.99K
$1.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1- 0.01% |
$271 - $310
|
12.4K
$4.88M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$271 - $310
|
16.4K
$6.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 2.56% |
$271 - $310
|
38
$15K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1- 0.15% |
$271 - $310
|
688
$271K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2- 0.14% |
$542 - $619
|
1.46K
$573K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2- 0.06% |
$542 - $619
|
3.21K
$1.26M
|