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 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.05KNew |
$556K - $635K
|
2.05K
$816K
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2.05KNew |
$554K - $633K
|
2.05K
$814K
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.04KNew |
$554K - $633K
|
2.04K
$814K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
2KNew |
$543K - $620K
|
2K
$798K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2KNew |
$542K - $619K
|
2K
$796K
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1.99KNew |
$539K - $616K
|
1.99K
$792K
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.97KNew |
$534K - $609K
|
1.97K
$784K
|
|
|
Feb 14, 2022
Q4 2021
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
1.97K+ 238.26% |
$533K - $609K
|
2.79K
$1.11M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
1.96K+ 98.79% |
$531K - $606K
|
3.94K
$1.57M
|
|
|
Feb 09, 2022
Q4 2021
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.93KNew |
$524K - $599K
|
1.93K
$770K
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.93KNew |
$523K - $597K
|
1.93K
$768K
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.92KNew |
$521K - $596K
|
1.92K
$766K
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.92KNew |
$520K - $594K
|
1.92K
$764K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.89K+ 4.59% |
$513K - $586K
|
43.2K
$17.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
1.89KNew |
$512K - $585K
|
1.89K
$753K
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.89KNew |
$512K - $585K
|
1.89K
$753K
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.85K+ 7.76% |
$502K - $573K
|
25.7K
$10.2M
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
1.84K+ 0.28% |
$499K - $570K
|
650K
$259M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.84KNew |
$498K - $569K
|
1.84K
$732K
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.84K+ 113.25% |
$498K - $569K
|
3.46K
$1.38M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.82K+ 1.26% |
$493K - $564K
|
146K
$58.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.82KNew |
$493K - $563K
|
1.82K
$724K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.81KNew |
$490K - $560K
|
1.81K
$720K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.81K+ 19.69% |
$490K - $560K
|
11K
$4.38M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.81KNew |
$489K - $559K
|
1.81K
$719K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.8KNew |
$489K - $558K
|
1.8K
$718K
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.79KNew |
$485K - $554K
|
1.79K
$712K
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.79KNew |
$485K - $553K
|
1.79K
$712K
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.76KNew |
$477K - $544K
|
1.76K
$700K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
1.74KNew |
$471K - $538K
|
1.74K
$692K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.72K+ 15.24% |
$466K - $533K
|
13K
$5.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.71K+ 28.18% |
$463K - $529K
|
7.78K
$3.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.69KNew |
$459K - $524K
|
1.69K
$674K
|
|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.69KNew |
$459K - $524K
|
1.69K
$674K
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.68KNew |
$454K - $519K
|
1.68K
$667K
|
|
|
May 11, 2022
Q4 2021
|
Asset Management Resources, LLC
|
BUY
|
- |
1.67KNew |
$452K - $517K
|
1.67K
$665K
|
|
|
Feb 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.66KNew |
$448K - $512K
|
1.66K
$659K
|
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
1.64K+ 5.41% |
$446K - $509K
|
32.1K
$12.8M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
1.64K+ 43.42% |
$445K - $508K
|
5.42K
$2.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1.63K+ 37.09% |
$443K - $506K
|
6.04K
$2.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.63K+ 6.75% |
$442K - $505K
|
25.8K
$10.3M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
1.62KNew |
$439K - $502K
|
1.62K
$645K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
1.61K+ 40.17% |
$435K - $497K
|
5.6K
$2.23M
|
|
|
Mar 01, 2022
Q4 2021
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.58KNew |
$428K - $488K
|
1.58K
$628K
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.57K+ 4.75% |
$425K - $486K
|
34.6K
$13.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.57KNew |
$425K - $485K
|
1.57K
$624K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
1.55K+ 139.4% |
$419K - $479K
|
2.66K
$1.06M
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
1.54KNew |
$417K - $476K
|
1.54K
$612K
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.54K+ 49.18% |
$417K - $476K
|
4.67K
$1.86M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.53K+ 169.66% |
$415K - $474K
|
2.44K
$969K
|