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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-31- 1.61% |
$4.87K - $5.29K
|
1.89K
$349K
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-31- 0.27% |
$4.87K - $5.29K
|
11.6K
$2.15M
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-31- 0.46% |
$4.87K - $5.29K
|
6.72K
$1.24M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-32- 0.24% |
$5.03K - $5.46K
|
13.5K
$2.49M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-34- 1.34% |
$5.34K - $5.8K
|
2.5K
$462K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-36- 0.72% |
$5.66K - $6.14K
|
4.94K
$913K
|
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-41- 1.8% |
$6.44K - $6.99K
|
2.23K
$412K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-41- 1.23% |
$6.44K - $6.99K
|
3.3K
$609K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-43- 4.86% |
$6.76K - $7.33K
|
842
$156K
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-43- 0.42% |
$6.76K - $7.33K
|
10.2K
$1.89M
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-43- 4.34% |
$6.76K - $7.33K
|
948
$175K
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-45- 2.82% |
$7.07K - $7.67K
|
1.55K
$287K
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-46- 1.47% |
$7.23K - $7.84K
|
3.07K
$568K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-46- 4.3% |
$7.23K - $7.84K
|
1.03K
$189K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-47- 2.42% |
$7.39K - $8.01K
|
1.9K
$351K
|
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-47- 0.79% |
$7.39K - $8.01K
|
5.9K
$1.09M
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-48- 0.99% |
$7.54K - $8.18K
|
4.78K
$884K
|
|
|
Apr 27, 2022
Q1 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-50- 1.48% |
$7.86K - $8.53K
|
3.32K
$613K
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-50- 2.99% |
$7.86K - $8.53K
|
1.62K
$300K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-51- 0.53% |
$8.01K - $8.7K
|
9.6K
$1.77M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-51- 0.12% |
$8.01K - $8.7K
|
42.2K
$7.8M
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-51- 1.69% |
$8.01K - $8.7K
|
2.97K
$548K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-51- 0.12% |
$8.01K - $8.7K
|
42.2K
$7.8M
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-52- 1.21% |
$8.17K - $8.87K
|
4.23K
$782K
|
|
|
May 10, 2022
Q1 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-53- 0.37% |
$8.33K - $9.04K
|
14.4K
$2.66M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-53- 4.04% |
$8.33K - $9.04K
|
1.26K
$233K
|
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-53- 1.14% |
$8.33K - $9.04K
|
4.59K
$847K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-57- 74.03% |
$8.96K - $9.72K
|
20
$3.7K
|
|
|
May 06, 2022
Q1 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-58- 0.18% |
$9.11K - $9.89K
|
32.4K
$5.98M
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-60- 0.72% |
$9.43K - $10.2K
|
8.25K
$1.52M
|
|
|
Apr 28, 2022
Q1 2022
|
Braun Stacey Associates Inc
|
SELL
|
- |
-62- 3.77% |
$9.74K - $10.6K
|
1.58K
$292K
|
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
SELL
|
- |
-62- 3.0% |
$9.74K - $10.6K
|
2.01K
$370K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-63- 0.47% |
$9.9K - $10.7K
|
13.3K
$2.45M
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-64- 2.92% |
$10.1K - $10.9K
|
2.13K
$393K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-68- 2.62% |
$10.7K - $11.6K
|
2.52K
$466K
|
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-70- 0.22% |
$11K - $11.9K
|
31.7K
$5.86M
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-71- 1.57% |
$11.2K - $12.1K
|
4.44K
$820K
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-74- 3.54% |
$11.6K - $12.6K
|
2.02K
$372K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-75- 0.07% |
$11.8K - $12.8K
|
105K
$19.3M
|
|
|
May 02, 2022
Q1 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-75- 1.79% |
$11.8K - $12.8K
|
4.11K
$760K
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-75- 2.4% |
$11.8K - $12.8K
|
3.05K
$563K
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-76- 1.93% |
$11.9K - $13K
|
3.86K
$713K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-81Closed |
$12.7K - $13.8K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-81- 0.89% |
$12.7K - $13.8K
|
9K
$1.66M
|
|
|
Apr 22, 2022
Q1 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-82- 3.04% |
$12.9K - $14K
|
2.62K
$484K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-85- 2.7% |
$13.4K - $14.5K
|
3.07K
$567K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-85Closed |
$13.4K - $14.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-85- 1.29% |
$13.4K - $14.5K
|
6.52K
$1.21M
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-87- 4.95% |
$13.7K - $14.8K
|
1.67K
$309K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-88- 17.36% |
$13.8K - $15K
|
419
$77.4K
|