Purchases and Sales Made in Q1 2022 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 1000 VAL ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
17.9M+ 16639.45% |
$2.82B - $3.06B
|
18.1M
$3.35B
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.61M+ 13165.61% |
$410M - $444M
|
2.63M
$487M
|
|
|
Apr 26, 2022
Q1 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.91M+ 90.18% |
$301M - $326M
|
4.03M
$748M
|
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.28M+ 91.33% |
$200M - $217M
|
2.67M
$496M
|
|
|
May 16, 2022
Q1 2022
|
Unc Management Company, Inc.
Chapel Hill, NC |
BUY
|
- |
1.19M+ 193.18% |
$187M - $203M
|
1.81M
$336M
|
|
|
May 02, 2022
Q1 2022
|
Forward Management, LLC
|
BUY
|
- |
712KNew |
$112M - $121M
|
712K
$132M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
523K+ 3.58% |
$82.2M - $89.2M
|
15.1M
$2.8B
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
513K+ 24.31% |
$80.6M - $87.4M
|
2.62M
$486M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
392K+ 26.36% |
$61.7M - $66.9M
|
1.88M
$349M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
321K+ 32.14% |
$50.4M - $54.7M
|
1.32M
$245M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
311K+ 11.3% |
$48.9M - $53M
|
3.06M
$568M
|
|
|
May 11, 2022
Q1 2022
|
Broadmark Asset Management LLC
|
BUY
|
- |
295KNew |
$46.3M - $50.3M
|
295K
$54.7M
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
243K+ 30.03% |
$38.2M - $41.4M
|
1.05M
$195M
|
|
|
May 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
161KNew |
$25.3M - $27.5M
|
161K
$29.9M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
158K+ 255.26% |
$24.8M - $26.9M
|
219K
$40.7M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
152KNew |
$23.8M - $25.8M
|
152K
$28.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
142K+ 23.59% |
$22.3M - $24.1M
|
742K
$138M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
140K+ 68.33% |
$22M - $23.8M
|
344K
$63.8M
|
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
136K+ 284.44% |
$21.4M - $23.2M
|
184K
$34.2M
|
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
BUY
|
- |
123KNew |
$19.3M - $21M
|
123K
$22.8M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
117K+ 89.53% |
$18.4M - $20M
|
248K
$46M
|
|
|
May 10, 2024
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
111KNew |
$17.4M - $18.9M
|
111K
$20.6M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
109K+ 1.52% |
$17.1M - $18.6M
|
7.26M
$1.35B
|
|
|
May 12, 2022
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
108KNew |
$17M - $18.4M
|
108K
$20.1M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
100K+ 123.62% |
$15.8M - $17.1M
|
181K
$33.6M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
89.7K+ 81.61% |
$14.1M - $15.3M
|
200K
$37M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
82.1KNew |
$12.9M - $14M
|
82.1K
$15.2M
|
|
|
May 13, 2022
Q1 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
77.7K+ 27.89% |
$12.2M - $13.3M
|
356K
$66.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
72.1K+ 17.3% |
$11.3M - $12.3M
|
489K
$90.7M
|
|
|
Apr 26, 2022
Q1 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
64.3K+ 65.98% |
$10.1M - $11M
|
162K
$30M
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
59.7KNew |
$9.39M - $10.2M
|
59.7K
$11.1M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
54.1K+ 10.3% |
$8.51M - $9.23M
|
580K
$108M
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
53.6K+ 55839.58% |
$8.42M - $9.14M
|
53.7K
$9.96M
|
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
52KNew |
$8.17M - $8.87M
|
52K
$9.65M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
51.4K+ 6.25% |
$8.07M - $8.76M
|
873K
$162M
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
49.6K+ 279.13% |
$7.79M - $8.45M
|
67.3K
$12.5M
|
|
|
May 13, 2022
Q1 2022
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
48.3K+ 2415.0% |
$7.59M - $8.24M
|
50.3K
$9.33M
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
48.1K+ 55.63% |
$7.55M - $8.19M
|
134K
$24.9M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
46KNew |
$7.24M - $7.85M
|
46K
$8.54M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
45.8K+ 16.35% |
$7.19M - $7.8M
|
326K
$60.4M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45.3K+ 5.78% |
$7.12M - $7.73M
|
830K
$154M
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
44.8K+ 38.32% |
$7.05M - $7.64M
|
162K
$30M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
42.4K+ 54.19% |
$6.66M - $7.23M
|
121K
$22.4M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39.8K+ 26.5% |
$6.26M - $6.79M
|
190K
$35.3M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
39.5K+ 1.08% |
$6.2M - $6.73M
|
3.69M
$684M
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
38.7KNew |
$6.09M - $6.61M
|
38.7K
$7.19M
|
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
37.6K+ 45.48% |
$5.91M - $6.41M
|
120K
$22.3M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
36.5K+ 1.13% |
$5.74M - $6.23M
|
3.26M
$605M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.2K+ 21.13% |
$5.7M - $6.18M
|
208K
$38.5M
|
|
|
May 16, 2022
Q1 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
36K+ 59.02% |
$5.66M - $6.14M
|
97K
$18M
|