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 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
507+ 6.45% |
$138K - $148K
|
8.36K
$3.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
500New |
$136K - $146K
|
500
$197K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
492+ 6.76% |
$134K - $144K
|
7.77K
$3.07M
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
BUY
|
- |
485+ 48.99% |
$132K - $142K
|
1.48K
$582K
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
483+ 4.72% |
$131K - $141K
|
10.7K
$4.23M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
479+ 22.4% |
$130K - $140K
|
2.62K
$1.03M
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
477+ 2.6% |
$130K - $140K
|
18.8K
$7.44M
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
474+ 5.36% |
$129K - $139K
|
9.32K
$3.68M
|
|
|
Nov 10, 2021
Q3 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
469+ 1.49% |
$128K - $137K
|
32K
$12.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
463+ 8.63% |
$126K - $136K
|
5.83K
$2.3M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
462+ 2.19% |
$126K - $135K
|
21.6K
$8.51M
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
449+ 8.22% |
$122K - $131K
|
5.91K
$2.33M
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
433+ 21.03% |
$118K - $127K
|
2.49K
$983K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
433+ 0.08% |
$118K - $127K
|
544K
$215M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
431+ 8.53% |
$117K - $126K
|
5.48K
$2.16M
|
|
|
Oct 12, 2021
Q3 2021
|
17 Capital Partners, LLC
|
BUY
|
- |
427+ 54.46% |
$116K - $125K
|
1.21K
$478K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
427+ 7.08% |
$116K - $125K
|
6.46K
$2.55M
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
427New |
$116K - $125K
|
427
$168K
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
422+ 49.3% |
$115K - $124K
|
1.28K
$504K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
421New |
$115K - $123K
|
421
$166K
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
416+ 33.28% |
$113K - $122K
|
1.67K
$657K
|
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
416+ 2.03% |
$113K - $122K
|
20.9K
$8.23M
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
407+ 3.6% |
$111K - $119K
|
11.7K
$4.63M
|
|
|
Oct 29, 2021
Q3 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
405+ 7.41% |
$110K - $119K
|
5.87K
$2.32M
|
|
|
Jan 28, 2022
Q3 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
402+ 1.34% |
$109K - $118K
|
30.4K
$12M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
401+ 29.53% |
$109K - $117K
|
1.76K
$694K
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
399+ 4.38% |
$109K - $117K
|
9.5K
$3.75M
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
397New |
$108K - $116K
|
397
$157K
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
397+ 1.71% |
$108K - $116K
|
23.6K
$9.33M
|
|
|
Nov 09, 2021
Q3 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
393+ 0.68% |
$107K - $115K
|
57.8K
$22.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
375New |
$102K - $110K
|
375
$148K
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
369+ 1.44% |
$100K - $108K
|
25.9K
$10.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
BUY
|
- |
368+ 2.61% |
$100K - $108K
|
14.5K
$5.71M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
368+ 3.54% |
$100K - $108K
|
10.8K
$4.25M
|
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
357+ 0.95% |
$97.1K - $104K
|
38.1K
$15M
|
|
|
Nov 04, 2021
Q3 2021
|
Esl Trust Services, LLC
|
BUY
|
- |
355+ 20.18% |
$96.6K - $104K
|
2.11K
$834K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
353+ 5.29% |
$96K - $103K
|
7.03K
$2.77M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
351+ 1.49% |
$95.5K - $103K
|
24K
$9.46M
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
338+ 11.07% |
$92K - $98.9K
|
3.39K
$1.34M
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
336+ 40.1% |
$91.4K - $98.3K
|
1.17K
$463K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
319+ 1.36% |
$86.8K - $93.4K
|
23.8K
$9.39M
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
313+ 3.7% |
$85.2K - $91.6K
|
8.78K
$3.46M
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
310+ 1.94% |
$84.3K - $90.7K
|
16.3K
$6.43M
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
310+ 3.76% |
$84.3K - $90.7K
|
8.56K
$3.38M
|
|
|
Nov 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
310+ 0.79% |
$84.3K - $90.7K
|
39.4K
$15.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
308+ 2.28% |
$83.8K - $90.1K
|
13.8K
$5.45M
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
302+ 36.47% |
$82.2K - $88.4K
|
1.13K
$446K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
292+ 3.48% |
$79.4K - $85.5K
|
8.67K
$3.42M
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
290+ 15.63% |
$78.9K - $84.9K
|
2.15K
$847K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
287+ 1.64% |
$78.1K - $84K
|
17.8K
$7.04M
|