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 |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.29KNew |
$891K - $1.02M
|
3.29K
$1.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.29KNew |
$890K - $1.02M
|
3.29K
$1.29M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.28K+ 26.08% |
$888K - $1.01M
|
15.8K
$6.22M
|
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
3.25K+ 22.6% |
$882K - $1.01M
|
17.6K
$6.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.25K+ 141.9% |
$881K - $1.01M
|
5.54K
$2.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3.22K+ 20.45% |
$873K - $997K
|
19K
$7.45M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.19K+ 53.66% |
$864K - $987K
|
9.14K
$3.59M
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.18KNew |
$862K - $985K
|
3.18K
$1.25M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.16K+ 19.85% |
$857K - $978K
|
19.1K
$7.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.16K+ 51.27% |
$856K - $977K
|
9.31K
$3.66M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.15K+ 7.37% |
$853K - $974K
|
45.8K
$18M
|
|
|
Mar 24, 2022
Q4 2021
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
3.14K+ 5.11% |
$850K - $971K
|
64.5K
$25.3M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.1K+ 0.81% |
$840K - $959K
|
386K
$152M
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3.1K+ 53.66% |
$839K - $959K
|
8.87K
$3.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.09K+ 23.16% |
$837K - $956K
|
16.4K
$6.45M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
3.04K+ 5.48% |
$824K - $942K
|
58.6K
$23M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.99K+ 23.96% |
$810K - $925K
|
15.5K
$6.07M
|
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.95KNew |
$799K - $912K
|
2.95K
$1.16M
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
2.89KNew |
$784K - $896K
|
2.89K
$1.14M
|
|
|
Jan 18, 2022
Q4 2021
|
Stairway Partners, LLC
|
BUY
|
- |
2.88K+ 1.17% |
$781K - $892K
|
249K
$97.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
2.86K+ 0.56% |
$774K - $884K
|
514K
$202M
|
|
|
Jan 28, 2022
Q4 2021
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
2.83K+ 331.54% |
$766K - $875K
|
3.68K
$1.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.78KNew |
$754K - $861K
|
2.78K
$1.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
2.72K+ 2361.74% |
$736K - $841K
|
2.83K
$1.11M
|
|
|
Feb 17, 2022
Q4 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
2.62K+ 18.26% |
$710K - $811K
|
17K
$6.66M
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.59KNew |
$703K - $803K
|
2.59K
$1.02M
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.58KNew |
$699K - $798K
|
2.58K
$1.01M
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
2.54K+ 71.52% |
$689K - $787K
|
6.1K
$2.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.52K+ 14.57% |
$684K - $781K
|
19.8K
$7.79M
|
|
|
Feb 03, 2022
Q4 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.44K+ 129.85% |
$660K - $754K
|
4.31K
$1.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
2.44KNew |
$660K - $754K
|
2.44K
$956K
|
|
|
Jan 19, 2022
Q4 2021
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.41K+ 3.22% |
$654K - $747K
|
77.2K
$30.3M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.4K+ 11.37% |
$651K - $743K
|
23.5K
$9.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.39KNew |
$647K - $739K
|
2.39K
$938K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
2.37K+ 105.67% |
$641K - $733K
|
4.61K
$1.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.37KNew |
$641K - $732K
|
2.37K
$929K
|
|
|
Jan 14, 2022
Q4 2021
|
Riverbridge Partners LLC
|
BUY
|
- |
2.34KNew |
$634K - $725K
|
2.34K
$919K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.25K+ 20.34% |
$608K - $695K
|
13.3K
$5.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.24KNew |
$608K - $694K
|
2.24K
$881K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.2K+ 5.09% |
$597K - $682K
|
45.4K
$17.8M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.18KNew |
$592K - $676K
|
2.18K
$857K
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2.16KNew |
$586K - $669K
|
2.16K
$849K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.16KNew |
$584K - $667K
|
2.16K
$847K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.15K+ 22.3% |
$584K - $667K
|
11.8K
$4.64M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.14KNew |
$581K - $664K
|
2.14K
$842K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
2.12K+ 0.94% |
$574K - $656K
|
227K
$89.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.12KNew |
$574K - $655K
|
2.12K
$831K
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.11KNew |
$571K - $652K
|
2.11K
$828K
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.09KNew |
$566K - $647K
|
2.09K
$820K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.05K+ 1.76% |
$557K - $636K
|
119K
$46.6M
|