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
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-19- 0.04% |
$5.15K - $5.88K
|
50.8K
$20M
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-19- 0.69% |
$5.15K - $5.88K
|
2.75K
$1.08M
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19- 0.17% |
$5.15K - $5.88K
|
11.4K
$4.48M
|
|
Jan 14, 2022
Q4 2021
|
Baugh & Associates, LLC
|
SELL
|
- |
-20- 2.15% |
$5.42K - $6.19K
|
912
$359K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 3.69% |
$5.42K - $6.19K
|
522
$206K
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-20- 0.35% |
$5.42K - $6.19K
|
5.76K
$2.27M
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-20- 1.07% |
$5.42K - $6.19K
|
1.85K
$727K
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-20- 1.58% |
$5.42K - $6.19K
|
1.25K
$492K
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-20Closed |
$5.42K - $6.19K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
SELL
|
- |
-21- 0.07% |
$5.69K - $6.5K
|
29.9K
$11.8M
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-21- 0.98% |
$5.69K - $6.5K
|
2.12K
$836K
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-21- 0.19% |
$5.69K - $6.5K
|
11.2K
$4.43M
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-22- 0.26% |
$5.96K - $6.81K
|
8.32K
$3.28M
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-22- 1.37% |
$5.96K - $6.81K
|
1.59K
$625K
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-23- 0.31% |
$6.23K - $7.12K
|
7.44K
$2.93M
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-23- 1.79% |
$6.23K - $7.12K
|
1.26K
$496K
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-24- 1.0% |
$6.5K - $7.43K
|
2.38K
$938K
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-24- 2.71% |
$6.5K - $7.43K
|
862
$339K
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-25- 1.38% |
$6.77K - $7.74K
|
1.79K
$706K
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-25- 3.11% |
$6.77K - $7.74K
|
780
$307K
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-25- 16.67% |
$6.77K - $7.74K
|
125
$49.2K
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-25- 0.09% |
$6.77K - $7.74K
|
28.6K
$11.3M
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-25- 0.92% |
$6.77K - $7.74K
|
2.69K
$1.06M
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-26- 1.74% |
$7.05K - $8.05K
|
1.47K
$579K
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-27- 0.1% |
$7.32K - $8.36K
|
27.3K
$10.8M
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-27- 0.77% |
$7.32K - $8.36K
|
3.47K
$1.37M
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-28- 0.45% |
$7.59K - $8.67K
|
6.2K
$2.44M
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-28- 0.09% |
$7.59K - $8.67K
|
29.6K
$11.6M
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-29- 0.64% |
$7.86K - $8.98K
|
4.47K
$1.76M
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-29- 2.24% |
$7.86K - $8.98K
|
1.27K
$499K
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-30- 0.13% |
$8.13K - $9.29K
|
22.4K
$8.8M
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-30- 2.01% |
$8.13K - $9.29K
|
1.46K
$576K
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-30- 0.85% |
$8.13K - $9.29K
|
3.48K
$1.37M
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-31- 1.44% |
$8.4K - $9.6K
|
2.12K
$833K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-31- 0.74% |
$8.4K - $9.6K
|
4.15K
$1.64M
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-31- 0.84% |
$8.4K - $9.6K
|
3.65K
$1.44M
|
|
Feb 14, 2022
Q4 2021
|
Jentner Corp
|
SELL
|
- |
-32- 1.45% |
$8.67K - $9.9K
|
2.17K
$856K
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-32- 3.71% |
$8.67K - $9.9K
|
830
$327K
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-33- 1.56% |
$8.94K - $10.2K
|
2.09K
$822K
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-33- 0.19% |
$8.94K - $10.2K
|
16.9K
$6.67M
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-33- 1.03% |
$8.94K - $10.2K
|
3.17K
$1.25M
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-33- 4.48% |
$8.94K - $10.2K
|
704
$277K
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-34- 0.7% |
$9.21K - $10.5K
|
4.79K
$1.89M
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-35- 1.98% |
$9.48K - $10.8K
|
1.73K
$682K
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-35- 0.72% |
$9.48K - $10.8K
|
4.83K
$1.9M
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-35- 2.36% |
$9.48K - $10.8K
|
1.45K
$571K
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-35- 3.83% |
$9.48K - $10.8K
|
878
$346K
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
SELL
|
- |
-36- 3.83% |
$9.76K - $11.1K
|
904
$356K
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-36- 0.31% |
$9.76K - $11.1K
|
11.5K
$4.55M
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-37- 2.49% |
$10K - $11.5K
|
1.45K
$571K
|