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
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.48KNew |
$400K - $457K
|
1.48K
$588K
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.46K+ 1849.37% |
$396K - $452K
|
1.54K
$613K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.45KNew |
$394K - $450K
|
1.45K
$579K
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
1.44K+ 13.72% |
$391K - $447K
|
12K
$4.77M
|
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
BUY
|
- |
1.44K+ 5.98% |
$389K - $444K
|
25.5K
$10.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.42K+ 5.6% |
$386K - $441K
|
26.9K
$10.7M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.42KNew |
$383K - $438K
|
1.42K
$563K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.41K+ 133.55% |
$382K - $436K
|
2.46K
$981K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.41K+ 2.16% |
$381K - $435K
|
66.5K
$26.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
1.39KNew |
$377K - $431K
|
1.39K
$554K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.38K+ 0.8% |
$374K - $427K
|
174K
$69.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.38K+ 14.81% |
$374K - $427K
|
10.7K
$4.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
1.37K+ 9.46% |
$371K - $424K
|
15.8K
$6.31M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.36K+ 98.2% |
$369K - $422K
|
2.75K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.36K+ 5.23% |
$368K - $420K
|
27.3K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
1.35KNew |
$365K - $417K
|
1.35K
$536K
|
|
|
Feb 09, 2022
Q4 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.35K+ 40.63% |
$365K - $417K
|
4.66K
$1.85M
|
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1.33KNew |
$361K - $412K
|
1.33K
$530K
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.31KNew |
$356K - $406K
|
1.31K
$522K
|
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.31KNew |
$354K - $405K
|
1.31K
$521K
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.28KNew |
$347K - $396K
|
1.28K
$510K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.28KNew |
$346K - $396K
|
1.28K
$509K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.25K+ 539.83% |
$338K - $386K
|
1.48K
$588K
|
|
|
Jan 20, 2022
Q4 2021
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.24KNew |
$336K - $384K
|
1.24K
$494K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.24K+ 1.61% |
$335K - $383K
|
78.2K
$31.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.23KNew |
$334K - $382K
|
1.23K
$491K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.23K+ 9.79% |
$333K - $381K
|
13.8K
$5.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.23K+ 39.41% |
$333K - $380K
|
4.34K
$1.73M
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.23KNew |
$332K - $379K
|
1.23K
$488K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.22K+ 20.68% |
$331K - $379K
|
7.14K
$2.84M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.2KNew |
$325K - $371K
|
1.2K
$477K
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
1.19KNew |
$322K - $368K
|
1.19K
$473K
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.17KNew |
$318K - $363K
|
1.17K
$467K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.17K+ 4.73% |
$317K - $362K
|
25.9K
$10.3M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.15KNew |
$311K - $356K
|
1.15K
$457K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.14K+ 1.42% |
$309K - $353K
|
81.7K
$32.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
1.14KNew |
$308K - $352K
|
1.14K
$453K
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.14KNew |
$308K - $352K
|
1.14K
$452K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.13KNew |
$306K - $349K
|
1.13K
$449K
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.12K+ 0.36% |
$303K - $346K
|
315K
$125M
|
|
|
Jan 25, 2022
Q4 2021
|
Surience Private Wealth LLC
|
BUY
|
- |
1.11KNew |
$301K - $343K
|
1.11K
$442K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.11K+ 15.32% |
$300K - $343K
|
8.34K
$3.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.1KNew |
$299K - $342K
|
1.1K
$440K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.1K+ 8.53% |
$298K - $341K
|
14K
$5.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.09K+ 2.66% |
$296K - $338K
|
42.1K
$16.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.08K+ 176.89% |
$292K - $334K
|
1.69K
$672K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.07K+ 1.86% |
$291K - $332K
|
58.6K
$23.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.07KNew |
$289K - $330K
|
1.07K
$424K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
1.06K+ 12.43% |
$288K - $329K
|
9.62K
$3.83M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.06KNew |
$286K - $327K
|
1.06K
$420K
|