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 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
11+ 0.14% |
$1.73K - $1.88K
|
7.95K
$1.47M
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
BUY
|
- |
10+ 0.44% |
$1.57K - $1.71K
|
2.26K
$418K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
10+ 0.15% |
$1.57K - $1.71K
|
6.54K
$1.21M
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
9+ 0.17% |
$1.41K - $1.53K
|
5.41K
$999K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9+ 0.02% |
$1.41K - $1.53K
|
52.1K
$9.62M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 0.1% |
$1.41K - $1.53K
|
8.58K
$1.59M
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
9+ 0.52% |
$1.41K - $1.53K
|
1.74K
$322K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8+ 0.26% |
$1.26K - $1.36K
|
3.07K
$568K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.28% |
$1.26K - $1.36K
|
2.85K
$527K
|
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
8+ 0.2% |
$1.26K - $1.36K
|
4.04K
$747K
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.54% |
$1.26K - $1.36K
|
1.49K
$275K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 0.11% |
$1.1K - $1.19K
|
6.24K
$1.15M
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
7+ 1.19% |
$1.1K - $1.19K
|
594
$110K
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
7+ 0.36% |
$1.1K - $1.19K
|
1.93K
$356K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.1% |
$1.1K - $1.19K
|
7.31K
$1.35M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.39% |
$1.1K - $1.19K
|
1.79K
$330K
|
|
|
May 12, 2022
Q1 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
6+ 0.2% |
$943 - $1.02K
|
3.02K
$558K
|
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
5+ 0.15% |
$786 - $853
|
3.23K
$597K
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5+ 0.3% |
$786 - $853
|
1.67K
$309K
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.13% |
$786 - $853
|
3.73K
$690K
|
|
|
Apr 29, 2022
Q1 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.2% |
$786 - $853
|
2.51K
$463K
|
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5+ 0.04% |
$786 - $853
|
14K
$2.58M
|
|
|
May 16, 2022
Q1 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
4+ 0.26% |
$629 - $682
|
1.53K
$282K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
4+ 0.04% |
$629 - $682
|
9.28K
$1.72M
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.19% |
$629 - $682
|
2.08K
$385K
|
|
|
Aug 12, 2022
Q1 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4+ 0.06% |
$629 - $682
|
6.71K
$1.24M
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4+ 0.17% |
$629 - $682
|
2.35K
$435K
|
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
3+ 0.18% |
$471 - $512
|
1.67K
$308K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.13% |
$471 - $512
|
2.34K
$433K
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3+ 0.24% |
$471 - $512
|
1.28K
$236K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.09% |
$314 - $341
|
2.22K
$410K
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$314 - $341
|
2.92K
$539K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2+ 0.03% |
$314 - $341
|
6.85K
$1.26M
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
2+ 0.14% |
$314 - $341
|
1.45K
$268K
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2+ 0.04% |
$314 - $341
|
5.62K
$1.04M
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2+ 0.03% |
$314 - $341
|
6.87K
$1.27M
|
|
|
May 05, 2022
Q1 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$314 - $341
|
7.99K
$1.48M
|
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
2+ 0.13% |
$314 - $341
|
1.56K
$288K
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2New |
$314 - $341
|
2
$370
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$157 - $171
|
10.2K
$1.89M
|
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
BUY
|
- |
1+ 0.04% |
$157 - $171
|
2.74K
$506K
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.28% |
$157 - $171
|
364
$67.3K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.21% |
$157 - $171
|
471
$87K
|
|
|
May 11, 2022
Q1 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
1+ 0.37% |
$157 - $171
|
271
$50.1K
|
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$157 - $171
|
9.18K
$1.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.03% |
$157 - $171
|
3.91K
$721K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.29% |
$157 - $171
|
345
$63.7K
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$157 - $171
|
1.69K
$312K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
BUY
|
- |
1+ 0.04% |
$157 - $171
|
2.84K
$524K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$157 - $171
|
6.02K
$1.11M
|