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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-201- 7.46% |
$54.5K - $62.2K
|
2.49K
$981K
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-208- 0.82% |
$56.4K - $64.4K
|
25.3K
$9.95M
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-210- 1.12% |
$56.9K - $65K
|
18.6K
$7.32M
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-210- 1.15% |
$56.9K - $65K
|
18.1K
$7.13M
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-211- 6.54% |
$57.2K - $65.3K
|
3.01K
$1.19M
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
SELL
|
- |
-213- 23.2% |
$57.7K - $65.9K
|
705
$278K
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
SELL
|
- |
-216- 3.2% |
$58.5K - $66.9K
|
6.53K
$2.57M
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
SELL
|
- |
-220- 0.65% |
$59.6K - $68.1K
|
33.4K
$13.1M
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-223Closed |
$60.4K - $69K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-231- 4.82% |
$62.6K - $71.5K
|
4.57K
$1.8M
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
SELL
|
- |
-234- 5.98% |
$63.4K - $72.4K
|
3.68K
$1.45M
|
|
Feb 14, 2022
Q4 2021
|
Hilton Capital Management, LLC
|
SELL
|
- |
-235- 16.92% |
$63.7K - $72.7K
|
1.15K
$454K
|
|
Feb 01, 2022
Q4 2021
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-242- 8.87% |
$65.6K - $74.9K
|
2.49K
$979K
|
|
Feb 14, 2022
Q4 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-244- 1.98% |
$66.1K - $75.5K
|
12.1K
$4.76M
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-250Closed |
$67.7K - $77.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-251- 2.46% |
$68K - $77.7K
|
9.97K
$3.92M
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-251- 1.98% |
$68K - $77.7K
|
12.4K
$4.88M
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-253- 6.02% |
$68.6K - $78.3K
|
3.95K
$1.55M
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-258- 4.44% |
$69.9K - $79.9K
|
5.55K
$2.19M
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-259- 2.24% |
$70.2K - $80.2K
|
11.3K
$4.44M
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-259- 13.48% |
$70.2K - $80.2K
|
1.66K
$655K
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-260- 19.17% |
$70.5K - $80.5K
|
1.1K
$432K
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-261- 9.84% |
$70.7K - $80.8K
|
2.39K
$942K
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-265- 3.02% |
$71.8K - $82K
|
8.51K
$3.35M
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-272- 1.37% |
$73.7K - $84.2K
|
19.6K
$7.7M
|
|
Jan 03, 2022
Q4 2021
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-275- 6.59% |
$74.5K - $85.1K
|
3.9K
$1.53M
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-279- 1.56% |
$75.6K - $86.4K
|
17.6K
$6.91M
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
SELL
|
- |
-280- 8.27% |
$75.9K - $86.7K
|
3.11K
$1.22M
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-287- 2.35% |
$77.8K - $88.8K
|
11.9K
$4.7M
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-287- 3.06% |
$77.8K - $88.8K
|
9.1K
$3.58M
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-295- 29.32% |
$79.9K - $91.3K
|
711
$280K
|
|
Feb 14, 2022
Q4 2021
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-296- 30.52% |
$80.2K - $91.6K
|
674
$265K
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-297- 1.33% |
$80.5K - $91.9K
|
22.1K
$8.7M
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-299Closed |
$81K - $92.5K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-302- 2.19% |
$81.8K - $93.5K
|
13.5K
$5.31M
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-303- 4.1% |
$82.1K - $93.8K
|
7.09K
$2.79M
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-305- 0.85% |
$82.7K - $94.4K
|
35.5K
$14M
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-310- 2.74% |
$84K - $96K
|
11K
$4.33M
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-310- 2.97% |
$84K - $96K
|
10.1K
$3.98M
|
|
Jan 19, 2022
Q4 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-311- 7.32% |
$84.3K - $96.3K
|
3.94K
$1.55M
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-314- 5.03% |
$85.1K - $97.2K
|
5.93K
$2.33M
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-315- 14.4% |
$85.4K - $97.5K
|
1.87K
$737K
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-319- 7.27% |
$86.4K - $98.7K
|
4.07K
$1.6M
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-320- 6.62% |
$86.7K - $99K
|
4.51K
$1.78M
|
|
Feb 14, 2022
Q4 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-320- 17.99% |
$86.7K - $99K
|
1.46K
$574K
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-321- 2.37% |
$87K - $99.4K
|
13.2K
$5.21M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-322- 0.09% |
$87.3K - $99.7K
|
350K
$138M
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-327- 1.72% |
$88.6K - $101K
|
18.7K
$7.35M
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-328- 3.8% |
$88.9K - $102K
|
8.31K
$3.27M
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-330- 4.4% |
$89.4K - $102K
|
7.17K
$2.82M
|