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 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1+ 0.08% |
$157 - $171
|
1.2K
$222K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$157 - $171
|
1.89K
$349K
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-2- -0.0% |
$314 - $341
|
373K
$69M
|
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2- 0.09% |
$314 - $341
|
2.23K
$412K
|
|
|
May 13, 2022
Q1 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-3- 0.1% |
$471 - $512
|
3.13K
$578K
|
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-4- 0.14% |
$629 - $682
|
2.94K
$543K
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-4- 0.25% |
$629 - $682
|
1.57K
$291K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-4- 0.32% |
$629 - $682
|
1.24K
$229K
|
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-5- 0.12% |
$786 - $853
|
4.29K
$792K
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.12% |
$786 - $853
|
4.01K
$741K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5- 5.21% |
$786 - $853
|
91
$16.8K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6- 0.06% |
$943 - $1.02K
|
10.9K
$2.01M
|
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
SELL
|
- |
-6- 0.04% |
$943 - $1.02K
|
14K
$2.59M
|
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
SELL
|
- |
-6- -0.0% |
$943 - $1.02K
|
129K
$23.8M
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-6- 0.46% |
$943 - $1.02K
|
1.31K
$241K
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-7- 0.44% |
$1.1K - $1.19K
|
1.58K
$292K
|
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.4% |
$1.26K - $1.36K
|
1.99K
$368K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8- 1.13% |
$1.26K - $1.36K
|
703
$130K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10- 0.63% |
$1.57K - $1.71K
|
1.59K
$293K
|
|
|
May 09, 2022
Q1 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-10- 0.7% |
$1.57K - $1.71K
|
1.42K
$262K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10- 3.11% |
$1.57K - $1.71K
|
312
$57.6K
|
|
|
Oct 04, 2023
Q1 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-11- 0.9% |
$1.73K - $1.88K
|
1.21K
$224K
|
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-12Closed |
$1.89K - $2.05K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-13- 0.85% |
$2.04K - $2.22K
|
1.53K
$282K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-13- 0.24% |
$2.04K - $2.22K
|
5.47K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-13- 0.39% |
$2.04K - $2.22K
|
3.33K
$615K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-13- 0.63% |
$2.04K - $2.22K
|
2.05K
$379K
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-14- 9.4% |
$2.2K - $2.39K
|
135
$24.9K
|
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-15- 0.6% |
$2.36K - $2.56K
|
2.49K
$459K
|
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-16- 0.67% |
$2.51K - $2.73K
|
2.36K
$435K
|
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-16- 0.84% |
$2.51K - $2.73K
|
1.89K
$349K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-18- 0.12% |
$2.83K - $3.07K
|
14.5K
$2.68M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-19- 0.04% |
$2.99K - $3.24K
|
48.2K
$8.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-19- 0.29% |
$2.99K - $3.24K
|
6.43K
$1.19M
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-19- 0.13% |
$2.99K - $3.24K
|
14.5K
$2.68M
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-19Closed |
$2.99K - $3.24K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-20- 0.45% |
$3.14K - $3.41K
|
4.45K
$823K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-22- 0.32% |
$3.46K - $3.75K
|
6.95K
$1.28M
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-23- 0.19% |
$3.61K - $3.92K
|
12.3K
$2.27M
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-23- 17.56% |
$3.61K - $3.92K
|
108
$20K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-23- 0.57% |
$3.61K - $3.92K
|
3.99K
$737K
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-24- 0.19% |
$3.77K - $4.09K
|
12.5K
$2.32M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-24- 0.58% |
$3.77K - $4.09K
|
4.09K
$756K
|
|
|
May 12, 2022
Q1 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-25- 0.11% |
$3.93K - $4.26K
|
23.8K
$4.39M
|
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-27- 1.48% |
$4.24K - $4.6K
|
1.79K
$331K
|
|
|
May 02, 2022
Q1 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-29Closed |
$4.56K - $4.94K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-29- 6.18% |
$4.56K - $4.94K
|
440
$81.3K
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-30- 0.09% |
$4.71K - $5.12K
|
33.5K
$6.19M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-30- 2.12% |
$4.71K - $5.12K
|
1.38K
$256K
|