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 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
159+ 2.2% |
$43.3K - $46.5K
|
7.39K
$2.73M
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
157+ 0.65% |
$42.7K - $46K
|
24.4K
$9.02M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
154+ 39.69% |
$41.9K - $45.1K
|
542
$200K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
152+ 14.1% |
$41.4K - $44.5K
|
1.23K
$455K
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
150+ 59.76% |
$40.8K - $43.9K
|
401
$148K
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
150+ 2.93% |
$40.8K - $43.9K
|
5.27K
$1.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
150+ 1.55% |
$40.8K - $43.9K
|
9.82K
$3.63M
|
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
149+ 4.99% |
$40.5K - $43.6K
|
3.14K
$1.16M
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
149+ 7.02% |
$40.5K - $43.6K
|
2.27K
$841K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
146+ 0.26% |
$39.7K - $42.7K
|
56K
$20.7M
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
146+ 12.23% |
$39.7K - $42.7K
|
1.34K
$496K
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
140+ 0.32% |
$38.1K - $41K
|
44.5K
$16.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
137+ 12.07% |
$37.3K - $40.1K
|
1.27K
$471K
|
|
|
Nov 02, 2021
Q3 2021
|
Northstar Group, Inc.
|
BUY
|
- |
136+ 0.73% |
$37K - $39.8K
|
18.8K
$6.97M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
135+ 2.38% |
$36.7K - $39.5K
|
5.81K
$2.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
131+ 6.08% |
$35.6K - $38.3K
|
2.29K
$845K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
129+ 0.33% |
$35.1K - $37.8K
|
39.4K
$14.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
128+ 1.51% |
$34.8K - $37.5K
|
8.6K
$3.18M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
127+ 0.63% |
$34.6K - $37.2K
|
20.2K
$7.46M
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
123+ 2.11% |
$33.5K - $36K
|
5.95K
$2.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
120+ 2.61% |
$32.6K - $35.1K
|
4.72K
$1.74M
|
|
|
Nov 10, 2021
Q3 2021
|
Pictet Bank & Trust LTD
|
BUY
|
- |
120+ 1.14% |
$32.6K - $35.1K
|
10.6K
$3.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
118New |
$32.1K - $34.5K
|
118
$43.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
118+ 2.09% |
$32.1K - $34.5K
|
5.77K
$2.14M
|
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
BUY
|
- |
115+ 2.73% |
$31.3K - $33.7K
|
4.34K
$1.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
115New |
$31.3K - $33.7K
|
115
$42.5K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
110+ 2750.0% |
$29.9K - $32.2K
|
114
$42.2K
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
109+ 1.27% |
$29.7K - $31.9K
|
8.68K
$3.21M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
104+ 126.83% |
$28.3K - $30.4K
|
186
$68.8K
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
103+ 4.34% |
$28K - $30.1K
|
2.48K
$917K
|
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
100+ 6.62% |
$27.2K - $29.3K
|
1.61K
$596K
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
100+ 9.84% |
$27.2K - $29.3K
|
1.12K
$413K
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
100+ 3.45% |
$27.2K - $29.3K
|
3K
$1.11M
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
97+ 1.05% |
$26.4K - $28.4K
|
9.3K
$3.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
94+ 2.39% |
$25.6K - $27.5K
|
4.03K
$1.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
93+ 7.06% |
$25.3K - $27.2K
|
1.41K
$522K
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
92+ 2.24% |
$25K - $26.9K
|
4.19K
$1.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
91+ 5.72% |
$24.8K - $26.6K
|
1.68K
$622K
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
90+ 1.52% |
$24.5K - $26.3K
|
6K
$2.22M
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
86+ 7.31% |
$23.4K - $25.2K
|
1.26K
$467K
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
85+ 2.07% |
$23.1K - $24.9K
|
4.2K
$1.55M
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
83+ 0.48% |
$22.6K - $24.3K
|
17.5K
$6.47M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
83+ 1.35% |
$22.6K - $24.3K
|
6.25K
$2.31M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
81+ 1.28% |
$22K - $23.7K
|
6.39K
$2.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
81+ 1.09% |
$22K - $23.7K
|
7.54K
$2.79M
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
79+ 12.95% |
$21.5K - $23.1K
|
689
$255K
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
75+ 4.96% |
$20.4K - $22K
|
1.59K
$587K
|
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
75+ 0.8% |
$20.4K - $22K
|
9.44K
$3.49M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75+ 0.31% |
$20.4K - $22K
|
24.2K
$8.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
75New |
$20.4K - $22K
|
75
$27.7K
|