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 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.41K+ 666.13% |
$1.47M - $1.67M
|
6.22K
$2.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.34K+ 9.42% |
$1.45M - $1.65M
|
62K
$24.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Kearns & Associates LLC
|
BUY
|
- |
5.26KNew |
$1.42M - $1.63M
|
5.26K
$2.09M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.12K+ 2.84% |
$1.39M - $1.59M
|
185K
$73.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
5.02KNew |
$1.36M - $1.55M
|
5.02K
$2M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
5.01KNew |
$1.36M - $1.55M
|
5.01K
$1.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.99KNew |
$1.35M - $1.55M
|
4.99K
$1.99M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.92K+ 5.55% |
$1.33M - $1.52M
|
93.7K
$37.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.91KNew |
$1.33M - $1.52M
|
4.91K
$1.95M
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
4.91KNew |
$1.33M - $1.52M
|
4.91K
$1.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.87K+ 18.5% |
$1.32M - $1.51M
|
31.2K
$12.4M
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
4.8KNew |
$1.3M - $1.49M
|
4.8K
$1.91M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.77KNew |
$1.29M - $1.48M
|
4.77K
$1.9M
|
|
|
Feb 16, 2023
Q4 2021
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.75KNew |
$1.29M - $1.47M
|
4.75K
$1.89M
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.64K+ 110.73% |
$1.26M - $1.44M
|
8.84K
$3.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
4.62KNew |
$1.25M - $1.43M
|
4.62K
$1.84M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.62KNew |
$1.25M - $1.43M
|
4.62K
$1.84M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.59K+ 102.5% |
$1.24M - $1.42M
|
9.07K
$3.61M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.51K+ 12.31% |
$1.22M - $1.4M
|
41.1K
$16.4M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.45K+ 25.31% |
$1.21M - $1.38M
|
22K
$8.77M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.44K+ 54.77% |
$1.2M - $1.38M
|
12.6K
$5M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
4.41K+ 27.62% |
$1.2M - $1.37M
|
20.4K
$8.12M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.32KNew |
$1.17M - $1.34M
|
4.32K
$1.72M
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
BUY
|
- |
4.25KNew |
$1.15M - $1.32M
|
4.25K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.18KNew |
$1.13M - $1.29M
|
4.18K
$1.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
4.16KNew |
$1.13M - $1.29M
|
4.16K
$1.66M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4.12K+ 5.38% |
$1.12M - $1.27M
|
80.6K
$32.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.1KNew |
$1.11M - $1.27M
|
4.1K
$1.63M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.1KNew |
$1.11M - $1.27M
|
4.1K
$1.63M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.02K+ 175.89% |
$1.09M - $1.24M
|
6.3K
$2.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.99K+ 339.91% |
$1.08M - $1.24M
|
5.17K
$2.06M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.87K+ 12.99% |
$1.05M - $1.2M
|
33.7K
$13.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
3.83K+ 160.71% |
$1.04M - $1.18M
|
6.21K
$2.47M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
3.75KNew |
$1.02M - $1.16M
|
3.75K
$1.49M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.73KNew |
$1.01M - $1.15M
|
3.73K
$1.48M
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.72K+ 80.7% |
$1.01M - $1.15M
|
8.33K
$3.32M
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.67K+ 30.18% |
$995K - $1.14M
|
15.8K
$6.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
3.66K+ 6.58% |
$992K - $1.13M
|
59.3K
$23.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.59K+ 30.23% |
$973K - $1.11M
|
15.5K
$6.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
3.56K+ 10.72% |
$965K - $1.1M
|
36.8K
$14.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.54K+ 34.0% |
$960K - $1.1M
|
14K
$5.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.52KNew |
$954K - $1.09M
|
3.52K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.51K+ 13.19% |
$951K - $1.09M
|
30.1K
$12M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
3.48K+ 64.86% |
$944K - $1.08M
|
8.85K
$3.52M
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.47K+ 2.79% |
$941K - $1.07M
|
128K
$51M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
3.42K+ 9.76% |
$927K - $1.06M
|
38.5K
$15.3M
|
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.41KNew |
$924K - $1.05M
|
3.41K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
3.38KNew |
$916K - $1.05M
|
3.38K
$1.35M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.35K+ 26.48% |
$909K - $1.04M
|
16K
$6.38M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
3.3KNew |
$893K - $1.02M
|
3.3K
$1.31M
|