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 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
817+ 14.03% |
$221K - $253K
|
6.64K
$2.76M
|
|
Feb 10, 2022
Q4 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
815+ 29.08% |
$221K - $252K
|
3.62K
$1.5M
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
815+ 6.51% |
$221K - $252K
|
13.3K
$5.54M
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
814+ 2.18% |
$221K - $252K
|
38.1K
$15.9M
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
814+ 9.73% |
$221K - $252K
|
9.18K
$3.81M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
812+ 8.85% |
$220K - $251K
|
9.99K
$4.15M
|
|
Feb 14, 2022
Q4 2021
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
807New |
$219K - $250K
|
807
$335K
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
800+ 160.0% |
$217K - $248K
|
1.3K
$540K
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
794+ 0.12% |
$215K - $246K
|
665K
$277M
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
794+ 1.03% |
$215K - $246K
|
77.9K
$32.4M
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
792New |
$215K - $245K
|
792
$329K
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
790New |
$214K - $245K
|
790
$328K
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
790+ 18.04% |
$214K - $245K
|
5.17K
$2.15M
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
782+ 289.63% |
$212K - $242K
|
1.05K
$437K
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
782+ 1.41% |
$212K - $242K
|
56.4K
$23.4M
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
779+ 7.24% |
$211K - $241K
|
11.5K
$4.8M
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
779New |
$211K - $241K
|
779
$324K
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
772+ 53.76% |
$209K - $239K
|
2.21K
$917K
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
759New |
$206K - $235K
|
759
$315K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
752+ 5.19% |
$204K - $233K
|
15.2K
$6.34M
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
746+ 0.86% |
$202K - $231K
|
87.7K
$36.4M
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
741New |
$201K - $229K
|
741
$308K
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
741New |
$201K - $229K
|
741
$308K
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
737New |
$200K - $228K
|
737
$306K
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
732New |
$198K - $227K
|
732
$304K
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
728+ 346.67% |
$197K - $225K
|
938
$390K
|
|
Feb 11, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
728+ 910.0% |
$197K - $225K
|
808
$336K
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
BUY
|
- |
727New |
$197K - $225K
|
727
$302K
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
726New |
$197K - $225K
|
726
$302K
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
723+ 0.43% |
$196K - $224K
|
168K
$69.9M
|
|
Feb 09, 2022
Q4 2021
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
720New |
$195K - $223K
|
720
$299K
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
716New |
$194K - $222K
|
716
$297K
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
716New |
$194K - $222K
|
716
$297K
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
714New |
$193K - $221K
|
714
$297K
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
711New |
$193K - $220K
|
711
$295K
|
|
Feb 04, 2022
Q4 2021
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
711New |
$193K - $220K
|
711
$295K
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
705New |
$191K - $218K
|
705
$293K
|
|
Jan 21, 2022
Q4 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
702New |
$190K - $217K
|
702
$292K
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
701New |
$190K - $217K
|
701
$291K
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
700New |
$190K - $217K
|
700
$291K
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
699New |
$189K - $216K
|
699
$290K
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
697New |
$189K - $216K
|
697
$290K
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
694New |
$188K - $215K
|
694
$288K
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
694New |
$188K - $215K
|
694
$288K
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
693New |
$188K - $214K
|
693
$288K
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
690New |
$187K - $214K
|
690
$287K
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
690+ 1.27% |
$187K - $214K
|
54.9K
$22.8M
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
687New |
$186K - $213K
|
687
$285K
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
685New |
$186K - $212K
|
685
$285K
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
684New |
$185K - $212K
|
684
$284K
|