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
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.38KNew |
$217K - $236K
|
1.38K
$256K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.36K+ 19.7% |
$213K - $231K
|
8.24K
$1.53M
|
|
|
Apr 19, 2022
Q1 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.36KNew |
$213K - $231K
|
1.36K
$251K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.35K+ 3.81% |
$212K - $230K
|
36.7K
$6.81M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
1.34K+ 13.94% |
$211K - $229K
|
11K
$2.03M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$207K - $224K
|
1.32K
$244K
|
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.31KNew |
$206K - $224K
|
1.31K
$244K
|
|
|
Apr 22, 2022
Q1 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.31KNew |
$206K - $223K
|
1.31K
$243K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.27K+ 54.86% |
$200K - $217K
|
3.59K
$666K
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.26K+ 24.67% |
$198K - $215K
|
6.37K
$1.18M
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.26K+ 20.12% |
$198K - $215K
|
7.52K
$1.4M
|
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.25KNew |
$196K - $213K
|
1.25K
$232K
|
|
|
May 02, 2022
Q1 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.24K+ 4.67% |
$195K - $212K
|
27.9K
$5.18M
|
|
|
May 03, 2022
Q1 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.24KNew |
$194K - $211K
|
1.24K
$230K
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.22K+ 31.27% |
$192K - $208K
|
5.13K
$952K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.21K+ 5.12% |
$190K - $206K
|
24.8K
$4.6M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.2K+ 80.27% |
$188K - $204K
|
2.69K
$498K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.17K+ 28.51% |
$184K - $200K
|
5.28K
$979K
|
|
|
May 13, 2022
Q1 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.17K+ 2.52% |
$183K - $199K
|
47.5K
$8.81M
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.13K+ 7.41% |
$178K - $193K
|
16.4K
$3.04M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.13K+ 2.5% |
$177K - $192K
|
46.2K
$8.56M
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
1.12KNew |
$176K - $191K
|
1.12K
$208K
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.1K+ 36.67% |
$173K - $188K
|
4.1K
$761K
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.09K+ 4.68% |
$172K - $186K
|
24.5K
$4.54M
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
1.08K+ 50.37% |
$169K - $184K
|
3.22K
$596K
|
|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.06K+ 0.36% |
$166K - $180K
|
297K
$55.1M
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
1.03K+ 11.25% |
$162K - $176K
|
10.2K
$1.89M
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.03K+ 8.59% |
$162K - $175K
|
13K
$2.41M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.02K+ 6.99% |
$160K - $174K
|
15.6K
$2.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
1.02K+ 42.5% |
$160K - $174K
|
3.42K
$635K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1K+ 29.85% |
$158K - $171K
|
4.37K
$810K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
986+ 16.78% |
$155K - $168K
|
6.86K
$1.27M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
977+ 10.1% |
$154K - $167K
|
10.7K
$1.98M
|
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
971New |
$153K - $166K
|
971
$180K
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
944New |
$148K - $161K
|
944
$175K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
944+ 8.01% |
$148K - $161K
|
12.7K
$2.36M
|
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
BUY
|
- |
931+ 2.23% |
$146K - $159K
|
42.6K
$7.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
915+ 10.49% |
$144K - $156K
|
9.64K
$1.79M
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
907+ 1333.82% |
$143K - $155K
|
975
$181K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
904+ 22.28% |
$142K - $154K
|
4.96K
$921K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
904+ 10.43% |
$142K - $154K
|
9.57K
$1.78M
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
891+ 2.91% |
$140K - $152K
|
31.5K
$5.84M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
889+ 4.44% |
$140K - $152K
|
20.9K
$3.88M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
867+ 3.03% |
$136K - $148K
|
29.5K
$5.48M
|
|
|
Apr 21, 2022
Q1 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
861+ 0.94% |
$135K - $147K
|
92.9K
$17.2M
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
860+ 2.1% |
$135K - $147K
|
41.8K
$7.76M
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
855+ 0.91% |
$134K - $146K
|
95.3K
$17.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
845+ 3.78% |
$133K - $144K
|
23.2K
$4.3M
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
825+ 10.86% |
$130K - $141K
|
8.42K
$1.56M
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
803+ 4.38% |
$126K - $137K
|
19.1K
$3.55M
|