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 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.9K- 8.76% |
$786K - $898K
|
30.2K
$11.9M
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.96K- 0.7% |
$802K - $916K
|
419K
$165M
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.97K- 15.73% |
$805K - $920K
|
15.9K
$6.27M
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-2.97K- 8.63% |
$806K - $921K
|
31.5K
$12.4M
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3KClosed |
$813K - $929K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3K- 4.15% |
$814K - $929K
|
69.4K
$27.3M
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-3.01K- 2.67% |
$815K - $931K
|
109K
$43.1M
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-3.08K- 2.15% |
$834K - $952K
|
140K
$55M
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-3.12K- 17.84% |
$845K - $965K
|
14.4K
$5.66M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.13K- 29.93% |
$848K - $968K
|
7.32K
$2.88M
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-3.21K- 53.41% |
$869K - $993K
|
2.8K
$1.1M
|
|
Feb 11, 2022
Q4 2021
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-3.23KClosed |
$874K - $998K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.31K- 1.96% |
$898K - $1.03M
|
166K
$65.2M
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.35K- 13.73% |
$907K - $1.04M
|
21K
$8.28M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.4K- 1.46% |
$921K - $1.05M
|
229K
$90.2M
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-3.56K- 2.41% |
$964K - $1.1M
|
144K
$56.7M
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-3.69K- 3.65% |
$999K - $1.14M
|
97.3K
$38.3M
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.74K- 5.1% |
$1.01M - $1.16M
|
69.4K
$27.3M
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
SELL
|
- |
-3.74K- 60.8% |
$1.01M - $1.16M
|
2.41K
$950K
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.76K- 8.83% |
$1.02M - $1.16M
|
38.8K
$15.3M
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-3.76K- 49.99% |
$1.02M - $1.16M
|
3.76K
$1.48M
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.9KClosed |
$1.06M - $1.21M
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-3.92K- 45.14% |
$1.06M - $1.21M
|
4.76K
$1.87M
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.97K- 30.0% |
$1.08M - $1.23M
|
9.27K
$3.65M
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-3.98K- 1.11% |
$1.08M - $1.23M
|
353K
$139M
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-4.07K- 10.8% |
$1.1M - $1.26M
|
33.6K
$13.2M
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-4.15K- 18.36% |
$1.12M - $1.28M
|
18.5K
$7.26M
|
|
Jun 06, 2022
Q4 2021
|
Aries Wealth Management
|
SELL
|
- |
-4.29K- 85.71% |
$1.16M - $1.33M
|
715
$282K
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.3K- 28.51% |
$1.16M - $1.33M
|
10.8K
$4.24M
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
SELL
|
- |
-4.35KClosed |
$1.18M - $1.35M
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-4.38K- 11.86% |
$1.19M - $1.35M
|
32.5K
$12.8M
|
|
Feb 14, 2022
Q4 2021
|
Man Group PLC
London, X0 |
SELL
|
- |
-4.43K- 36.09% |
$1.2M - $1.37M
|
7.84K
$3.09M
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.44K- 5.27% |
$1.2M - $1.38M
|
79.8K
$31.4M
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.58K- 14.96% |
$1.24M - $1.42M
|
26K
$10.2M
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-4.71K- 3.86% |
$1.28M - $1.46M
|
117K
$46.2M
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-4.8K- 6.86% |
$1.3M - $1.49M
|
65.2K
$25.7M
|
|
Feb 08, 2022
Q4 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-5.11K- 1.03% |
$1.39M - $1.58M
|
489K
$193M
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-5.34K- 4.84% |
$1.45M - $1.65M
|
105K
$41.3M
|
|
Nov 16, 2023
Q4 2021
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-5.35K- 67.08% |
$1.45M - $1.66M
|
2.63K
$1.03M
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.46K- 7.3% |
$1.48M - $1.69M
|
69.4K
$27.3M
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5.69K- 3.58% |
$1.54M - $1.76M
|
153K
$60.3M
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
SELL
|
- |
-5.83K- 20.87% |
$1.58M - $1.81M
|
22.1K
$8.71M
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
SELL
|
- |
-5.98K- 7.7% |
$1.62M - $1.85M
|
71.7K
$28.2M
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-6KClosed |
$1.63M - $1.86M
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.06K- 49.12% |
$1.64M - $1.88M
|
6.28K
$2.47M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.11KClosed |
$1.66M - $1.89M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.33K- 3.23% |
$1.72M - $1.96M
|
190K
$74.7M
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.68K- 1.9% |
$1.81M - $2.07M
|
346K
$136M
|
|
Jan 20, 2022
Q4 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-6.92K- 5.49% |
$1.87M - $2.14M
|
119K
$46.8M
|
|
Feb 09, 2022
Q4 2021
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-7.35K- 54.77% |
$1.99M - $2.28M
|
6.07K
$2.39M
|