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 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-3.74K- 21.3% |
$588K - $638K
|
13.8K
$2.56M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.81K- 3.09% |
$598K - $649K
|
119K
$22.1M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-3.85K- 4.96% |
$605K - $656K
|
73.7K
$13.7M
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.9K- 6.73% |
$613K - $665K
|
54.1K
$10M
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.92K- 5.25% |
$616K - $669K
|
70.8K
$13.1M
|
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.94K- 35.21% |
$620K - $672K
|
7.26K
$1.35M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.96K- 2.49% |
$622K - $675K
|
155K
$28.8M
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-4KClosed |
$628K - $682K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.15K- 3.76% |
$652K - $707K
|
106K
$19.7M
|
|
|
May 16, 2022
Q1 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-4.16KClosed |
$653K - $708K
|
0
$0
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.36K- 56.58% |
$686K - $744K
|
3.35K
$621K
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.45KClosed |
$699K - $759K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-4.6KClosed |
$723K - $784K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-4.67K- 32.61% |
$734K - $797K
|
9.66K
$1.79M
|
|
|
May 13, 2022
Q1 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-4.71K- 61.66% |
$740K - $803K
|
2.93K
$543K
|
|
|
May 05, 2022
Q1 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-4.83K- 31.63% |
$759K - $824K
|
10.4K
$1.94M
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.84KClosed |
$760K - $825K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-5.03KClosed |
$790K - $857K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-5.04KClosed |
$791K - $859K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-5.1K- 49.34% |
$801K - $869K
|
5.23K
$971K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-5.1K- 12.3% |
$802K - $870K
|
36.4K
$6.75M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.3K- 42.52% |
$833K - $904K
|
7.17K
$1.33M
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-5.31K- 14.67% |
$834K - $905K
|
30.9K
$5.73M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-5.31K- 76.86% |
$834K - $905K
|
1.6K
$296K
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-5.42K- 60.02% |
$852K - $925K
|
3.61K
$670K
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-5.47K- 1.35% |
$860K - $933K
|
398K
$73.9M
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.51K- 34.44% |
$866K - $940K
|
10.5K
$1.95M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.57K- 1.43% |
$875K - $949K
|
383K
$71.1M
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.7K- 3.15% |
$895K - $971K
|
175K
$32.5M
|
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-5.85K- 3.68% |
$919K - $997K
|
153K
$28.4M
|
|
|
May 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-5.98K- 44.48% |
$940K - $1.02M
|
7.46K
$1.38M
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-6.05KClosed |
$950K - $1.03M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-6.06KClosed |
$952K - $1.03M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-6.1KClosed |
$958K - $1.04M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-6.12KClosed |
$962K - $1.04M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7.05K- 52.95% |
$1.11M - $1.2M
|
6.27K
$1.16M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.06K- 5.3% |
$1.11M - $1.2M
|
126K
$23.4M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.11K- 50.95% |
$1.12M - $1.21M
|
6.84K
$1.27M
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.15K- 8.85% |
$1.12M - $1.22M
|
73.7K
$13.7M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.31K- 3.24% |
$1.15M - $1.25M
|
218K
$40.5M
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.35K- 4.9% |
$1.16M - $1.25M
|
143K
$26.5M
|
|
|
May 12, 2022
Q1 2022
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-7.39K- 28.01% |
$1.16M - $1.26M
|
19K
$3.53M
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.57K- 28.28% |
$1.19M - $1.29M
|
19.2K
$3.56M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-7.65K- 12.68% |
$1.2M - $1.3M
|
52.7K
$9.77M
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-7.74K- 36.5% |
$1.22M - $1.32M
|
13.5K
$2.5M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.94K- 4.19% |
$1.25M - $1.35M
|
182K
$33.7M
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8.31K- 9.06% |
$1.31M - $1.42M
|
83.4K
$15.5M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8.47K- 11.68% |
$1.33M - $1.44M
|
64.1K
$11.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8.69K- 12.8% |
$1.37M - $1.48M
|
59.2K
$11M
|
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-8.81K- 63.62% |
$1.38M - $1.5M
|
5.04K
$934K
|