Purchases and Sales Made in Q2 2022 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.1M+ 2.23% |
$156M - $186M
|
50.7M
$9.41B
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
1.09M+ 58.18% |
$154M - $184M
|
2.98M
$552M
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
615K+ 401.76% |
$86.7M - $104M
|
768K
$143M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
455K+ 24.1% |
$64.1M - $76.6M
|
2.34M
$434M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
419K+ 6.17% |
$59.1M - $70.6M
|
7.21M
$1.34B
|
|
|
Aug 10, 2022
Q2 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
416KNew |
$58.7M - $70.1M
|
416K
$77.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
395K+ 4826.41% |
$55.7M - $66.5M
|
403K
$74.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
355K+ 11.59% |
$50M - $59.7M
|
3.42M
$634M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
350K+ 21.29% |
$49.4M - $59M
|
2M
$370M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
297K+ 1.97% |
$41.9M - $50M
|
15.4M
$2.86B
|
|
|
Aug 15, 2022
Q2 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
288K+ 546.74% |
$40.6M - $48.5M
|
341K
$63.2M
|
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
277K+ 10.36% |
$39M - $46.6M
|
2.95M
$547M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
267K+ 210.9% |
$37.7M - $45M
|
394K
$73.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
242K+ 302.05% |
$34.1M - $40.7M
|
322K
$59.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
221K+ 0.72% |
$31.2M - $37.2M
|
31M
$5.74B
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
221K+ 0.72% |
$31.2M - $37.2M
|
31M
$5.74B
|
|
|
Jul 26, 2022
Q2 2022
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
216KNew |
$30.5M - $36.4M
|
216K
$40.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
211K+ 197.99% |
$29.7M - $35.5M
|
317K
$58.8M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
193K+ 9.27% |
$27.2M - $32.5M
|
2.27M
$422M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
172K+ 9.53% |
$24.2M - $28.9M
|
1.97M
$366M
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
165K+ 1825.14% |
$23.2M - $27.7M
|
174K
$32.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
163K+ 51.87% |
$23M - $27.5M
|
478K
$88.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
162KNew |
$22.8M - $27.2M
|
162K
$30M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
158K+ 2.17% |
$22.2M - $26.5M
|
7.42M
$1.38B
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
152K+ 76.14% |
$21.4M - $25.6M
|
352K
$65.2M
|
|
|
Aug 10, 2022
Q2 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
121KNew |
$17M - $20.3M
|
121K
$22.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
121K+ 39.55% |
$17M - $20.3M
|
426K
$79M
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
117K+ 206.74% |
$16.5M - $19.7M
|
173K
$32.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
114K+ 2.92% |
$16.1M - $19.2M
|
4.03M
$747M
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
114KNew |
$16M - $19.2M
|
114K
$21.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Corundum Group, Inc.
|
BUY
|
- |
111KNew |
$15.7M - $18.7M
|
111K
$20.6M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
109K+ 52.41% |
$15.4M - $18.4M
|
317K
$58.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
105K+ 11.95% |
$14.7M - $17.6M
|
979K
$182M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
99.5K+ 848.91% |
$14M - $16.8M
|
111K
$20.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
95K+ 182.69% |
$13.4M - $16M
|
147K
$27.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
91.4K+ 10.65% |
$12.9M - $15.4M
|
949K
$176M
|
|
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
90.8KNew |
$12.8M - $15.3M
|
90.8K
$16.9M
|
|
|
Aug 15, 2022
Q2 2022
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
87.4K+ 266.55% |
$12.3M - $14.7M
|
120K
$22.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
82.3K+ 16.19% |
$11.6M - $13.9M
|
591K
$110M
|
|
|
Aug 15, 2022
Q2 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
80.3K+ 292.94% |
$11.3M - $13.5M
|
108K
$20M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
77.8K+ 65.27% |
$11M - $13.1M
|
197K
$36.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
77.4K+ 107.19% |
$10.9M - $13M
|
150K
$27.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
76.9K+ 9.68% |
$10.8M - $12.9M
|
871K
$162M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
74.3K+ 8.21% |
$10.5M - $12.5M
|
979K
$182M
|
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
BUY
|
- |
73.2K+ 88.23% |
$10.3M - $12.3M
|
156K
$29M
|
|
|
Aug 15, 2022
Q2 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
67KNew |
$9.45M - $11.3M
|
67K
$12.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
64.2K+ 6.39% |
$9.05M - $10.8M
|
1.07M
$198M
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
64K+ 306.41% |
$9.03M - $10.8M
|
84.9K
$15.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
62.9K+ 1.93% |
$8.87M - $10.6M
|
3.32M
$616M
|
|
|
Jul 20, 2022
Q2 2022
|
Eastern Bank
|
BUY
|
- |
62.8K+ 31.34% |
$8.85M - $10.6M
|
263K
$48.8M
|