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 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
897+ 3.91% |
$244K - $263K
|
23.9K
$9.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
883+ 12.67% |
$240K - $258K
|
7.85K
$2.98M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
881+ 20.76% |
$240K - $258K
|
5.13K
$1.94M
|
|
|
Nov 04, 2021
Q3 2021
|
Portfolio Strategies, Inc.
|
BUY
|
- |
860New |
$234K - $252K
|
860
$326K
|
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
860+ 29.78% |
$234K - $252K
|
3.75K
$1.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
822+ 16.93% |
$224K - $241K
|
5.68K
$2.15M
|
|
|
Oct 13, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
814+ 100.25% |
$221K - $238K
|
1.63K
$616K
|
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
808New |
$220K - $236K
|
808
$306K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
808+ 1469.09% |
$220K - $236K
|
863
$327K
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
803+ 3.48% |
$218K - $235K
|
23.9K
$9.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
791+ 27.29% |
$215K - $232K
|
3.69K
$1.4M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
788New |
$214K - $231K
|
788
$299K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
786+ 3.8% |
$214K - $230K
|
21.5K
$8.13M
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
BUY
|
- |
781+ 6.86% |
$212K - $229K
|
12.2K
$4.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
773New |
$210K - $226K
|
773
$293K
|
|
|
Oct 13, 2021
Q3 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
772New |
$210K - $226K
|
772
$293K
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
767+ 9.33% |
$209K - $224K
|
8.99K
$3.41M
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
760New |
$207K - $222K
|
760
$288K
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
760New |
$207K - $222K
|
760
$288K
|
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
750New |
$204K - $220K
|
750
$284K
|
|
|
Nov 12, 2021
Q3 2021
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
749+ 720.19% |
$204K - $219K
|
853
$323K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
735New |
$200K - $215K
|
735
$279K
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
729+ 25.78% |
$198K - $213K
|
3.56K
$1.35M
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
725+ 29.65% |
$197K - $212K
|
3.17K
$1.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
707+ 0.31% |
$192K - $207K
|
232K
$88M
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
705+ 72.09% |
$192K - $206K
|
1.68K
$638K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
678+ 1.24% |
$184K - $198K
|
55.5K
$21M
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
664New |
$181K - $194K
|
664
$252K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
661+ 5.4% |
$180K - $193K
|
12.9K
$4.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
659+ 56.91% |
$179K - $193K
|
1.82K
$689K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
657+ 2.21% |
$179K - $192K
|
30.3K
$11.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
640+ 5.7% |
$174K - $187K
|
11.9K
$4.5M
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
612+ 2.04% |
$167K - $179K
|
30.6K
$11.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
610+ 18.9% |
$166K - $179K
|
3.84K
$1.45M
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
609+ 12.74% |
$166K - $178K
|
5.39K
$2.04M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
600+ 1.56% |
$163K - $176K
|
39.1K
$14.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
592+ 3.57% |
$161K - $173K
|
17.2K
$6.52M
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
587+ 0.7% |
$160K - $172K
|
84.3K
$31.9M
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
587+ 19.79% |
$160K - $172K
|
3.55K
$1.35M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
581+ 5.15% |
$158K - $170K
|
11.9K
$4.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
579+ 6.43% |
$158K - $169K
|
9.58K
$3.63M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
572+ 30.64% |
$156K - $167K
|
2.44K
$925K
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
566+ 0.15% |
$154K - $166K
|
387K
$147M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
553+ 0.93% |
$150K - $162K
|
60.2K
$22.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
552+ 10.0% |
$150K - $162K
|
6.07K
$2.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
551+ 6.71% |
$150K - $161K
|
8.76K
$3.32M
|
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
545+ 55.84% |
$148K - $160K
|
1.52K
$577K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
544+ 3.21% |
$148K - $159K
|
17.5K
$6.62M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
539+ 29.25% |
$147K - $158K
|
2.38K
$903K
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
530+ 32.6% |
$144K - $155K
|
2.16K
$817K
|