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 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
681New |
$185K - $211K
|
681
$271K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
679+ 8.04% |
$184K - $210K
|
9.13K
$3.63M
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
676New |
$183K - $209K
|
676
$269K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
673New |
$182K - $208K
|
673
$268K
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
672New |
$182K - $208K
|
672
$268K
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
670New |
$182K - $207K
|
670
$267K
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
669+ 33.65% |
$181K - $207K
|
2.66K
$1.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
667New |
$181K - $206K
|
667
$266K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
664New |
$180K - $206K
|
664
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
662New |
$179K - $205K
|
662
$264K
|
|
|
Jan 13, 2022
Q4 2021
|
Grassi Investment Management
|
BUY
|
- |
658New |
$178K - $204K
|
658
$262K
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
656New |
$178K - $203K
|
656
$261K
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
655+ 26.8% |
$177K - $203K
|
3.1K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
625+ 16.94% |
$169K - $193K
|
4.31K
$1.72M
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
621+ 17.48% |
$168K - $192K
|
4.17K
$1.66M
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
612New |
$166K - $189K
|
612
$244K
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
600+ 0.45% |
$163K - $186K
|
135K
$53.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Inverness Counsel LLC
|
BUY
|
- |
600+ 22.05% |
$163K - $186K
|
3.32K
$1.32M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
599+ 19.56% |
$162K - $185K
|
3.66K
$1.46M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
598+ 4.11% |
$162K - $185K
|
15.2K
$6.03M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
586+ 46.99% |
$159K - $181K
|
1.83K
$730K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
554+ 4.93% |
$150K - $171K
|
11.8K
$4.7M
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
553+ 41.27% |
$150K - $171K
|
1.89K
$754K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
548+ 3.56% |
$149K - $170K
|
15.9K
$6.34M
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
545+ 11.57% |
$148K - $169K
|
5.26K
$2.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
543+ 6.15% |
$147K - $168K
|
9.37K
$3.73M
|
|
|
Jan 25, 2022
Q4 2021
|
Epiq Partners, LLC
|
BUY
|
- |
537+ 3.46% |
$146K - $166K
|
16K
$6.39M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
537+ 8.59% |
$146K - $166K
|
6.79K
$2.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
533+ 5.24% |
$144K - $165K
|
10.7K
$4.26M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
533+ 5.24% |
$144K - $165K
|
10.7K
$4.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
531+ 2.55% |
$144K - $164K
|
21.4K
$8.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
512+ 11.07% |
$139K - $158K
|
5.14K
$2.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
510+ 9.01% |
$138K - $158K
|
6.17K
$2.46M
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
505+ 1.94% |
$137K - $156K
|
26.6K
$10.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
497+ 7.64% |
$135K - $154K
|
7K
$2.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
496+ 491.09% |
$134K - $154K
|
597
$238K
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
494+ 29.65% |
$134K - $153K
|
2.16K
$860K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
492+ 1.68% |
$133K - $152K
|
29.7K
$11.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
492+ 2.44% |
$133K - $152K
|
20.7K
$8.23M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
488+ 10.97% |
$132K - $151K
|
4.94K
$1.97M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
482New |
$131K - $149K
|
482
$192K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
472New |
$128K - $146K
|
472
$188K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
463+ 1.9% |
$125K - $143K
|
24.8K
$9.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
462+ 18.29% |
$125K - $143K
|
2.99K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
461+ 68.6% |
$125K - $143K
|
1.13K
$451K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
457+ 6.97% |
$124K - $141K
|
7.01K
$2.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
455+ 5.2% |
$123K - $141K
|
9.21K
$3.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
441+ 0.56% |
$120K - $136K
|
79.6K
$31.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
438+ 32.91% |
$119K - $136K
|
1.77K
$704K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
434+ 5.5% |
$118K - $134K
|
8.33K
$3.32M
|