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
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
113+ 0.11% |
$30.6K - $35K
|
107K
$42.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
111+ 4.79% |
$30.1K - $34.4K
|
2.43K
$968K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
109+ 2.05% |
$29.5K - $33.7K
|
5.42K
$2.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
107New |
$29K - $33.1K
|
107
$42.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
106+ 5.81% |
$28.7K - $32.8K
|
1.93K
$769K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
102New |
$27.6K - $31.6K
|
102
$40.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
102New |
$27.6K - $31.6K
|
102
$40.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
100+ 1.9% |
$27.1K - $31K
|
5.37K
$2.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
100New |
$27.1K - $31K
|
100
$39.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
100New |
$27.1K - $31K
|
100
$39.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
99+ 5.62% |
$26.8K - $30.6K
|
1.86K
$741K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
98+ 6.13% |
$26.6K - $30.3K
|
1.7K
$676K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
94+ 4.64% |
$25.5K - $29.1K
|
2.12K
$843K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
92+ 10.04% |
$24.9K - $28.5K
|
1.01K
$401K
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
92+ 2.44% |
$24.9K - $28.5K
|
3.87K
$1.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
92+ 6.55% |
$24.9K - $28.5K
|
1.5K
$596K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
91+ 2.12% |
$24.7K - $28.2K
|
4.38K
$1.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
87+ 2.74% |
$23.6K - $26.9K
|
3.26K
$1.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
86+ 2.16% |
$23.3K - $26.6K
|
4.07K
$1.62M
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
85+ 2.57% |
$23K - $26.3K
|
3.4K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
85+ 6.68% |
$23K - $26.3K
|
1.36K
$540K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
84+ 0.87% |
$22.8K - $26K
|
9.7K
$3.86M
|
|
|
Jan 14, 2022
Q4 2021
|
17 Capital Partners, LLC
|
BUY
|
- |
80+ 6.61% |
$21.7K - $24.8K
|
1.29K
$514K
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
80New |
$21.7K - $24.8K
|
80
$31.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
80New |
$21.7K - $24.8K
|
80
$31.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
80+ 0.34% |
$21.7K - $24.8K
|
23.7K
$9.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
77+ 5.08% |
$20.9K - $23.8K
|
1.59K
$634K
|
|
|
Feb 10, 2022
Q4 2021
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
75+ 4.69% |
$20.3K - $23.2K
|
1.68K
$667K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
74+ 2.22% |
$20.1K - $22.9K
|
3.41K
$1.36M
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
73+ 486.67% |
$19.8K - $22.6K
|
88
$35K
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
73+ 1.04% |
$19.8K - $22.6K
|
7.09K
$2.82M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
73+ 0.06% |
$19.8K - $22.6K
|
125K
$49.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
73+ 0.48% |
$19.8K - $22.6K
|
15.3K
$6.08M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
70+ 0.41% |
$19K - $21.7K
|
17.3K
$6.87M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
64New |
$17.3K - $19.8K
|
64
$25.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
59+ 8.89% |
$16K - $18.3K
|
723
$288K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
58+ 1.4% |
$15.7K - $18K
|
4.2K
$1.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
55New |
$14.9K - $17K
|
55
$21.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
53New |
$14.4K - $16.4K
|
53
$21.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
51New |
$13.8K - $15.8K
|
51
$20.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
50+ 2.77% |
$13.5K - $15.5K
|
1.86K
$739K
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
49+ 0.29% |
$13.3K - $15.2K
|
16.9K
$6.75M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
48+ 2.3% |
$13K - $14.9K
|
2.13K
$849K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
48+ 0.56% |
$13K - $14.9K
|
8.61K
$3.43M
|
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
46+ 3.66% |
$12.5K - $14.2K
|
1.3K
$518K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
46+ 3.5% |
$12.5K - $14.2K
|
1.36K
$541K
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
45+ 0.19% |
$12.2K - $13.9K
|
24.3K
$9.69M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
45New |
$12.2K - $13.9K
|
45
$17.9K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
44New |
$11.9K - $13.6K
|
44
$17.5K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
43+ 2.18% |
$11.7K - $13.3K
|
2.02K
$804K
|