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 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
17.4K+ 8.93% |
$4.72M - $5.39M
|
212K
$84.6M
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
17.1KNew |
$4.63M - $5.29M
|
17.1K
$6.8M
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.1K+ 178.34% |
$4.63M - $5.29M
|
26.7K
$10.6M
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
17K+ 40.2% |
$4.62M - $5.27M
|
59.4K
$23.7M
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
17K+ 5.67% |
$4.62M - $5.27M
|
317K
$126M
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
16.4KNew |
$4.44M - $5.07M
|
16.4K
$6.52M
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
16.1KNew |
$4.37M - $4.99M
|
16.1K
$6.42M
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
BUY
|
- |
16.1KNew |
$4.36M - $4.98M
|
16.1K
$6.41M
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
15.8K+ 19.87% |
$4.27M - $4.88M
|
95.1K
$37.9M
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
15.5KNew |
$4.2M - $4.8M
|
15.5K
$6.17M
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
14.4KNew |
$3.9M - $4.46M
|
14.4K
$5.74M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.9K+ 3.77% |
$3.76M - $4.29M
|
382K
$152M
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
13.3K+ 112.39% |
$3.61M - $4.13M
|
25.2K
$10M
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13KNew |
$3.51M - $4.01M
|
13K
$5.16M
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
12.7KNew |
$3.44M - $3.93M
|
12.7K
$5.05M
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
12.5KNew |
$3.4M - $3.88M
|
12.5K
$4.99M
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
12.5K+ 1074.74% |
$3.38M - $3.86M
|
13.6K
$5.43M
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
12.4KNew |
$3.37M - $3.85M
|
12.4K
$4.96M
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
12.4KNew |
$3.36M - $3.84M
|
12.4K
$4.94M
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.2KNew |
$3.29M - $3.76M
|
12.2K
$4.84M
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
12.1K+ 4304.96% |
$3.29M - $3.76M
|
12.4K
$4.95M
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
12K+ 90.84% |
$3.25M - $3.71M
|
25.2K
$10M
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.7K+ 13.73% |
$3.17M - $3.62M
|
96.8K
$38.5M
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.6K+ 13.64% |
$3.14M - $3.59M
|
96.7K
$38.5M
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.5K+ 104.19% |
$3.13M - $3.57M
|
22.6K
$9M
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
11.3KNew |
$3.07M - $3.51M
|
11.3K
$4.51M
|
|
Feb 14, 2022
Q4 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
11K+ 130.98% |
$2.99M - $3.42M
|
19.5K
$7.75M
|
|
Feb 10, 2022
Q4 2021
|
Ithaka Group LLC
Bethesda, MD |
BUY
|
- |
10.9KNew |
$2.97M - $3.39M
|
10.9K
$4.36M
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.9K+ 600.0% |
$2.96M - $3.39M
|
12.8K
$5.08M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$2.95M - $3.37M
|
10.9K
$4.34M
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
10.8K+ 600.0% |
$2.92M - $3.34M
|
12.6K
$5.01M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
10.4K+ 179.24% |
$2.82M - $3.22M
|
16.2K
$6.46M
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
10.4K+ 26.49% |
$2.81M - $3.21M
|
49.4K
$19.7M
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10.1KNew |
$2.73M - $3.12M
|
10.1K
$4.02M
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
9.88KNew |
$2.68M - $3.06M
|
9.88K
$3.93M
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
9.88KNew |
$2.68M - $3.06M
|
9.88K
$3.93M
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9.78KNew |
$2.65M - $3.03M
|
9.78K
$3.89M
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
9.71KNew |
$2.63M - $3M
|
9.71K
$3.86M
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9.65KNew |
$2.61M - $2.99M
|
9.65K
$3.84M
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
9.63K+ 1.8% |
$2.61M - $2.98M
|
544K
$216M
|
|
Feb 14, 2022
Q4 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
9.54K+ 333.52% |
$2.59M - $2.95M
|
12.4K
$4.94M
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
9.46KNew |
$2.56M - $2.93M
|
9.46K
$3.77M
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.45K+ 42.52% |
$2.56M - $2.93M
|
31.7K
$12.6M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9.39K+ 302.45% |
$2.55M - $2.91M
|
12.5K
$4.98M
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
9.35KNew |
$2.53M - $2.89M
|
9.35K
$3.72M
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
9.3KNew |
$2.52M - $2.88M
|
9.3K
$3.7M
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.28KNew |
$2.51M - $2.87M
|
9.28K
$3.69M
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
9.11KNew |
$2.47M - $2.82M
|
9.11K
$3.63M
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.06KNew |
$2.45M - $2.8M
|
9.06K
$3.61M
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
8.92KNew |
$2.42M - $2.76M
|
8.92K
$3.55M
|