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 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-42- 11.97% |
$5.92K - $7.07K
|
309
$57.3K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-43- 0.47% |
$6.06K - $7.24K
|
9.08K
$1.68M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-43- 1.25% |
$6.06K - $7.24K
|
3.39K
$629K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-43- 0.67% |
$6.06K - $7.24K
|
6.42K
$1.19M
|
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-43- 0.38% |
$6.06K - $7.24K
|
11.2K
$2.07M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-49- 6.65% |
$6.91K - $8.25K
|
688
$128K
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-53- 1.19% |
$7.47K - $8.93K
|
4.4K
$815K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-54- 0.27% |
$7.61K - $9.09K
|
20.1K
$3.74M
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-55- 1.11% |
$7.75K - $9.26K
|
4.89K
$907K
|
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
SELL
|
- |
-55- 1.3% |
$7.75K - $9.26K
|
4.17K
$773K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-56- 0.29% |
$7.9K - $9.43K
|
19.3K
$3.59M
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-62- 6.13% |
$8.74K - $10.4K
|
949
$176K
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-65- 0.79% |
$9.16K - $10.9K
|
8.19K
$1.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-68- 0.99% |
$9.59K - $11.5K
|
6.84K
$1.27M
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-70- 3.31% |
$9.87K - $11.8K
|
2.05K
$380K
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-71- 0.16% |
$10K - $12K
|
43.1K
$8M
|
|
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-71- 2.86% |
$10K - $12K
|
2.42K
$448K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-73- 23.4% |
$10.3K - $12.3K
|
239
$44.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-76- 3.03% |
$10.7K - $12.8K
|
2.43K
$451K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-80- 0.06% |
$11.3K - $13.5K
|
139K
$25.7M
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-82- 1.26% |
$11.6K - $13.8K
|
6.44K
$1.19M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-84- 1.16% |
$11.8K - $14.1K
|
7.19K
$1.33M
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-85- 1.33% |
$12K - $14.3K
|
6.28K
$1.17M
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-86- 0.65% |
$12.1K - $14.5K
|
13.2K
$2.44M
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-86- 7.47% |
$12.1K - $14.5K
|
1.07K
$198K
|
|
|
Aug 01, 2022
Q2 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-86- 0.35% |
$12.1K - $14.5K
|
24.5K
$4.54M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-87- 0.3% |
$12.3K - $14.7K
|
28.7K
$5.33M
|
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-87- 1.33% |
$12.3K - $14.7K
|
6.44K
$1.19M
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
SELL
|
- |
-87- 5.22% |
$12.3K - $14.7K
|
1.58K
$293K
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-89- 4.81% |
$12.5K - $15K
|
1.76K
$327K
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-90- 3.81% |
$12.7K - $15.2K
|
2.27K
$422K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-91- 2.68% |
$12.8K - $15.3K
|
3.3K
$612K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-91- 2.74% |
$12.8K - $15.3K
|
3.24K
$600K
|
|
|
Aug 09, 2022
Q2 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-91- 2.91% |
$12.8K - $15.3K
|
3.04K
$563K
|
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-93- 0.96% |
$13.1K - $15.7K
|
9.55K
$1.77M
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-94- 6.31% |
$13.3K - $15.8K
|
1.4K
$259K
|
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
SELL
|
- |
-95- 3.29% |
$13.4K - $16K
|
2.79K
$518K
|
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-98- 0.74% |
$13.8K - $16.5K
|
13.1K
$2.43M
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-98- 3.69% |
$13.8K - $16.5K
|
2.56K
$475K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-100- 3.26% |
$14.1K - $16.8K
|
2.97K
$550K
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-100- 3.92% |
$14.1K - $16.8K
|
2.45K
$454K
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-100- 2.92% |
$14.1K - $16.8K
|
3.32K
$616K
|
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-100- 0.65% |
$14.1K - $16.8K
|
15.2K
$2.82M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-101- 19.65% |
$14.2K - $17K
|
413
$76.6K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-101- 19.65% |
$14.2K - $17K
|
413
$76.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-109- 6.34% |
$15.4K - $18.4K
|
1.61K
$299K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-115- 5.35% |
$16.2K - $19.4K
|
2.04K
$378K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-117- 1.14% |
$16.5K - $19.7K
|
10.1K
$1.88M
|
|
|
Jul 27, 2022
Q2 2022
|
Braun Stacey Associates Inc
|
SELL
|
- |
-117- 7.39% |
$16.5K - $19.7K
|
1.47K
$272K
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-117- 3.84% |
$16.5K - $19.7K
|
2.93K
$543K
|