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
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-332- 6.17% |
$90K - $103K
|
5.05K
$1.99M
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-343- 0.8% |
$92.9K - $106K
|
42.4K
$16.7M
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-344- 2.32% |
$93.2K - $106K
|
14.5K
$5.71M
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-347Closed |
$94K - $107K
|
0
$0
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-349- 1.77% |
$94.6K - $108K
|
19.4K
$7.65M
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-353- 2.21% |
$95.7K - $109K
|
15.6K
$6.14M
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-355- 11.85% |
$96.2K - $110K
|
2.64K
$1.04M
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-355- 5.87% |
$96.2K - $110K
|
5.69K
$2.24M
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-357- 1.46% |
$96.7K - $110K
|
24.1K
$9.51M
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-363- 2.3% |
$98.4K - $112K
|
15.4K
$6.07M
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-372- 0.25% |
$101K - $115K
|
149K
$58.7M
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-373- 4.8% |
$101K - $115K
|
7.4K
$2.91M
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-377- 22.86% |
$102K - $117K
|
1.27K
$501K
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-390- 2.92% |
$106K - $121K
|
12.9K
$5.1M
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-390- 1.22% |
$106K - $121K
|
31.5K
$12.4M
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-395- 1.86% |
$107K - $122K
|
20.8K
$8.19M
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-396- 0.67% |
$107K - $123K
|
58.7K
$23.1M
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-397- 1.23% |
$108K - $123K
|
32K
$12.6M
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-398- 4.07% |
$108K - $123K
|
9.38K
$3.69M
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-401- 7.72% |
$109K - $124K
|
4.79K
$1.89M
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-405- 27.46% |
$110K - $125K
|
1.07K
$421K
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-411- 3.87% |
$111K - $127K
|
10.2K
$4.01M
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-414- 3.8% |
$112K - $128K
|
10.5K
$4.13M
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-414- 1.34% |
$112K - $128K
|
30.4K
$12M
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-416- 0.42% |
$113K - $129K
|
98.5K
$38.8M
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-417Closed |
$113K - $129K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-419- 0.94% |
$114K - $130K
|
44.1K
$17.3M
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-427- 1.08% |
$116K - $132K
|
39.2K
$15.4M
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-427Closed |
$116K - $132K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-431- 3.26% |
$117K - $133K
|
12.8K
$5.03M
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-436- 3.29% |
$118K - $135K
|
12.8K
$5.04M
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-439- 14.86% |
$119K - $136K
|
2.52K
$991K
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
SELL
|
- |
-442- 10.82% |
$120K - $137K
|
3.64K
$1.43M
|
|
Feb 15, 2022
Q4 2021
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-444- 26.37% |
$120K - $137K
|
1.24K
$488K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-449- 9.74% |
$122K - $139K
|
4.16K
$1.64M
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-449- 4.13% |
$122K - $139K
|
10.4K
$4.1M
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-450- 2.42% |
$122K - $139K
|
18.2K
$7.15M
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-458- 3.63% |
$124K - $142K
|
12.2K
$4.78M
|
|
Jan 25, 2022
Q4 2021
|
First National Bank Sioux Falls
|
SELL
|
- |
-461- 5.8% |
$125K - $143K
|
7.48K
$2.95M
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-466- 7.52% |
$126K - $144K
|
5.73K
$2.26M
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-472- 2.21% |
$128K - $146K
|
20.9K
$8.22M
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-479- 4.05% |
$130K - $148K
|
11.3K
$4.47M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-479- 18.3% |
$130K - $148K
|
2.14K
$842K
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-483- 1.8% |
$131K - $149K
|
26.3K
$10.3M
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-496- 5.24% |
$134K - $154K
|
8.96K
$3.53M
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-497- 22.12% |
$135K - $154K
|
1.75K
$689K
|
|
Feb 14, 2022
Q4 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-500- 6.69% |
$135K - $155K
|
6.97K
$2.74M
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-511- 0.4% |
$138K - $158K
|
127K
$50.2M
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
SELL
|
- |
-513- 1.98% |
$139K - $159K
|
25.5K
$10M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-515- 1.79% |
$140K - $159K
|
28.2K
$11.1M
|