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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8New |
$1.13K - $1.35K
|
8
$1.48K
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
BUY
|
- |
7+ 0.4% |
$987 - $1.18K
|
1.76K
$326K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7+ 0.04% |
$987 - $1.18K
|
19.3K
$3.57M
|
|
|
Jul 25, 2022
Q2 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
7+ 0.36% |
$987 - $1.18K
|
1.93K
$359K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
7+ 8.24% |
$987 - $1.18K
|
92
$17.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6+ 0.36% |
$846 - $1.01K
|
1.68K
$311K
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
6+ 0.16% |
$846 - $1.01K
|
3.74K
$694K
|
|
|
Aug 04, 2022
Q2 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
6+ 0.24% |
$846 - $1.01K
|
2.51K
$466K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 0.08% |
$846 - $1.01K
|
7.31K
$1.36M
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.34% |
$705 - $842
|
1.46K
$271K
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5+ 0.32% |
$705 - $842
|
1.59K
$295K
|
|
|
Aug 09, 2022
Q2 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
5+ 0.03% |
$705 - $842
|
14.3K
$2.65M
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
4+ 0.24% |
$564 - $674
|
1.67K
$310K
|
|
|
Jul 13, 2022
Q2 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
4+ 0.26% |
$564 - $674
|
1.53K
$284K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
4+ 0.01% |
$564 - $674
|
32.3K
$6M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
4+ 1.05% |
$564 - $674
|
385
$71.4K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4+ 0.27% |
$564 - $674
|
1.51K
$280K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 37.5% |
$423 - $505
|
11
$2.04K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3+ 0.14% |
$423 - $505
|
2.22K
$413K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.58% |
$423 - $505
|
518
$96.1K
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.04% |
$423 - $505
|
7.15K
$1.33M
|
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2+ 0.04% |
$282 - $337
|
5.62K
$1.04M
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.42% |
$282 - $337
|
473
$87.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2+ 0.04% |
$282 - $337
|
4.52K
$839K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2+ 0.02% |
$282 - $337
|
9.66K
$1.79M
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.58% |
$282 - $337
|
347
$64.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
2+ 0.13% |
$282 - $337
|
1.59K
$294K
|
|
|
Aug 12, 2022
Q2 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
2+ 0.13% |
$282 - $337
|
1.56K
$289K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
1+ 3.85% |
$141 - $168
|
27
$5.01K
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.04% |
$141 - $168
|
2.64K
$490K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1+ 0.01% |
$141 - $168
|
6.87K
$1.27M
|
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
BUY
|
- |
1+ 0.06% |
$141 - $168
|
1.69K
$313K
|
|
|
Jul 27, 2022
Q2 2022
|
Northstar Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$141 - $168
|
6.37K
$1.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$141 - $168
|
1
$186
|
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.06% |
$141 - $168
|
1.82K
$337K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 1.1% |
$141 - $168
|
92
$17.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1- 0.04% |
$141 - $168
|
2.35K
$436K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1- 0.06% |
$141 - $168
|
1.67K
$310K
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2Closed |
$282 - $337
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2- 0.01% |
$282 - $337
|
22.1K
$4.09M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-3- 0.02% |
$423 - $505
|
12.7K
$2.36M
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-4- 1.55% |
$564 - $674
|
254
$47.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4- 0.57% |
$564 - $674
|
699
$130K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5- 0.21% |
$705 - $842
|
2.42K
$449K
|
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-5- 0.15% |
$705 - $842
|
3.23K
$599K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-6- 0.02% |
$846 - $1.01K
|
28.5K
$5.28M
|
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-8- 0.1% |
$1.13K - $1.35K
|
7.62K
$1.41M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-9- 0.44% |
$1.27K - $1.52K
|
2.05K
$380K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-10- 0.81% |
$1.41K - $1.68K
|
1.23K
$228K
|