Purchases and Sales Made in Q3 2021 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
30.5K+ 138.15% |
$8.31M - $8.94M
|
52.7K
$20.8M
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
29.8KNew |
$8.11M - $8.73M
|
29.8K
$11.8M
|
|
Nov 15, 2021
Q3 2021
|
Amundi
Paris, I0 |
BUY
|
- |
28.8K+ 150.62% |
$7.83M - $8.42M
|
47.9K
$18.9M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26K+ 1.28% |
$7.08M - $7.62M
|
2.07M
$815M
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
25.4KNew |
$6.92M - $7.44M
|
25.4K
$10M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.4K+ 19.82% |
$6.9M - $7.43M
|
153K
$60.5M
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
24.2K+ 33.49% |
$6.59M - $7.09M
|
96.6K
$38.1M
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
22.4K+ 14.4% |
$6.08M - $6.54M
|
178K
$70.1M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
21.2KNew |
$5.76M - $6.2M
|
21.2K
$8.36M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
21K+ 123.36% |
$5.7M - $6.14M
|
38K
$15M
|
|
Nov 10, 2021
Q3 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
20.2K+ 33.63% |
$5.5M - $5.92M
|
80.4K
$31.7M
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
17.8K+ 2.82% |
$4.84M - $5.21M
|
648K
$256M
|
|
Oct 26, 2021
Q3 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
17.5K+ 5.9% |
$4.75M - $5.11M
|
314K
$124M
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17.4K+ 25.8% |
$4.75M - $5.11M
|
85.1K
$33.6M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
16.4K+ 38.41% |
$4.47M - $4.81M
|
59.2K
$23.4M
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.2K+ 59.65% |
$4.4M - $4.73M
|
43.3K
$17.1M
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
15K+ 13.5% |
$4.08M - $4.38M
|
126K
$49.7M
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
14.8K+ 425.3% |
$4.02M - $4.32M
|
18.2K
$7.2M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.7K+ 86.29% |
$4.01M - $4.31M
|
31.8K
$12.5M
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
14.7KNew |
$4M - $4.3M
|
14.7K
$5.8M
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14.7K+ 10.09% |
$3.99M - $4.29M
|
160K
$63.1M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.6K+ 3.88% |
$3.98M - $4.28M
|
391K
$154M
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
14.6K+ 4.25% |
$3.96M - $4.26M
|
357K
$141M
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
14.5KNew |
$3.96M - $4.26M
|
14.5K
$5.74M
|
|
Nov 10, 2021
Q3 2021
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
14.5KNew |
$3.95M - $4.24M
|
14.5K
$5.72M
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13.1K+ 311.6% |
$3.57M - $3.84M
|
17.3K
$6.83M
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
13.1K+ 2.01% |
$3.56M - $3.83M
|
665K
$262M
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
12.4K+ 80.2% |
$3.38M - $3.64M
|
27.9K
$11M
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
BUY
|
- |
12.4K+ 50.29% |
$3.37M - $3.63M
|
37K
$14.6M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.3K+ 30.58% |
$3.34M - $3.59M
|
52.4K
$20.7M
|
|
Nov 09, 2021
Q3 2021
|
Jennison Associates LLC
|
BUY
|
- |
12.1KNew |
$3.29M - $3.54M
|
12.1K
$4.77M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.9K+ 4.65% |
$3.23M - $3.47M
|
267K
$105M
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11.5K+ 29.41% |
$3.14M - $3.38M
|
50.8K
$20M
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
11.1K+ 3.5% |
$3.03M - $3.26M
|
329K
$130M
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
BUY
|
- |
10.9K+ 8.08% |
$2.97M - $3.19M
|
146K
$57.5M
|
|
Nov 01, 2021
Q3 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
10.8K+ 14.1% |
$2.93M - $3.15M
|
87.1K
$34.4M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 1302.71% |
$2.88M - $3.1M
|
11.4K
$4.49M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.4K+ 27.48% |
$2.83M - $3.04M
|
48.2K
$19M
|
|
Nov 03, 2021
Q3 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
9.45K+ 5.83% |
$2.57M - $2.76M
|
171K
$67.6M
|
|
Oct 22, 2021
Q3 2021
|
Ami Asset Management Corp
|
BUY
|
- |
9.42K+ 888.87% |
$2.56M - $2.76M
|
10.5K
$4.14M
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
9.42KNew |
$2.56M - $2.76M
|
9.42K
$3.72M
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
9.39K+ 29.44% |
$2.56M - $2.75M
|
41.3K
$16.3M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.29K+ 68.54% |
$2.53M - $2.72M
|
22.8K
$9.01M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.99K+ 889.12% |
$2.45M - $2.63M
|
10K
$3.95M
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
8.83K+ 10.45% |
$2.4M - $2.58M
|
93.4K
$36.8M
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
8.65K+ 190.2% |
$2.35M - $2.53M
|
13.2K
$5.21M
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
8.59K+ 250.86% |
$2.34M - $2.51M
|
12K
$4.74M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
8.51K+ 2.92% |
$2.32M - $2.49M
|
300K
$119M
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
8.41K+ 60.14% |
$2.29M - $2.46M
|
22.4K
$8.84M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.75K+ 0.65% |
$2.11M - $2.27M
|
1.21M
$477M
|