Purchases and Sales Made in Q2 2022 in Ishares Russell 1000 Val ETF (IWD)

IWD Quotes by TradingView

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
Jul 26, 2022 Q2 2022
Bt Wealth Management LLC

SELL
 -
-1.93K
- 17.06%
$271K - $324K
9.36K $1.73M
Jul 20, 2022 Q2 2022
Nadler Financial Group, Inc.

SELL
 -
-1.95K
- 0.8%
$275K - $329K
241K $44.6M
Aug 15, 2022 Q2 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-1.96K
- 5.37%
$276K - $329K
34.4K $6.37M
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

SELL
 -
-1.96K
- 6.65%
$277K - $331K
27.6K $5.1M
Jul 15, 2022 Q2 2022
Capital Advisors Inc

SELL
 -
-1.99K
Closed
$281K - $335K
0 $0
Aug 09, 2022 Q2 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-2K
- 11.36%
$281K - $336K
15.6K $2.88M
Aug 12, 2022 Q2 2022
Mario Gabelli Gamco Investors, Inc. Et Al | Rye, Ny
SELL
 -
-2K
Closed
$282K - $337K
0 $0
Aug 10, 2022 Q2 2022
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-2.02K
- 32.99%
$285K - $340K
4.1K $760K
Aug 10, 2022 Q2 2022
Eagle Strategies LLC

New York, NY
SELL
 -
-2.05K
- 20.04%
$289K - $345K
8.17K $1.51M
Aug 11, 2022 Q2 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
SELL
 -
-2.08K
Closed
$294K - $351K
0 $0
Aug 11, 2022 Q2 2022
Bryn Mawr Trust CO

Bryn Mawr, PA
SELL
 -
-2.11K
- 11.07%
$297K - $355K
16.9K $3.13M
Jul 12, 2022 Q2 2022
Financial Management Professionals, Inc.

SELL
 -
-2.15K
- 3.99%
$302K - $361K
51.6K $9.54M
Aug 05, 2022 Q2 2022
Investment Partners, Ltd.

SELL
 -
-2.18K
- 2.91%
$307K - $366K
72.7K $13.5M
Jul 14, 2022 Q2 2022
Marcum Wealth, LLC

SELL
 -
-2.19K
- 18.14%
$309K - $369K
9.88K $1.83M
Jul 13, 2022 Q2 2022
Atticus Wealth Management, LLC

SELL
 -
-2.19K
- 17.53%
$309K - $369K
10.3K $1.91M
Jul 11, 2022 Q2 2022
Leo Brokerage, LLC

SELL
 -
-2.2K
Closed
$311K - $371K
0 $0
Aug 15, 2022 Q2 2022
First Manhattan CO

New York, NY
SELL
 -
-2.23K
- 14.57%
$314K - $375K
13.1K $2.42M
Jul 26, 2022 Q2 2022
Caprock Group, Inc.

SELL
 -
-2.27K
- 13.4%
$320K - $383K
14.7K $2.72M
Jul 22, 2022 Q2 2022
Coastline Trust CO

SELL
 -
-2.3K
- 15.2%
$324K - $387K
12.8K $2.37M
Sep 08, 2022 Q2 2022
Francis Financial, Inc.

New York, NY
SELL
 -
-2.34K
Closed
$330K - $394K
0 $0
Aug 08, 2022 Q2 2022
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-2.4K
- 22.83%
$338K - $403K
8.1K $1.5M
Dec 18, 2023 Q2 2022
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-2.46K
- 52.39%
$346K - $413K
2.23K $413K
Jul 22, 2022 Q2 2022
O'Brien Wealth Partners LLC

SELL
 -
-2.48K
Closed
$349K - $417K
0 $0
Aug 12, 2022 Q2 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-2.48K
- 42.39%
$349K - $417K
3.37K $624K
Aug 15, 2022 Q2 2022
West Michigan Advisors, LLC

Holland, MI
SELL
 -
-2.49K
- 25.23%
$351K - $419K
7.37K $1.36M
Jul 15, 2022 Q2 2022
Ignite Planners, LLC

SELL
 -
-2.54K
Closed
$358K - $428K
0 $0
Aug 12, 2022 Q2 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-2.55K
- 17.42%
$359K - $429K
12.1K $2.24M
Jul 15, 2022 Q2 2022
Mayflower Financial Advisors, LLC

SELL
 -
-2.56K
Closed
$361K - $431K
0 $0
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-2.59K
- 83.65%
$365K - $436K
506 $93.7K
Jul 18, 2022 Q2 2022
Waypoint Capital Advisors, LLC

SELL
 -
-2.59K
Closed
$365K - $436K
0 $0
Jul 08, 2022 Q2 2022
Churchill Management Corp

SELL
 -
-2.61K
- 2.76%
$368K - $440K
92K $17M
Jul 28, 2022 Q2 2022
Benedict Financial Advisors Inc

SELL
 -
-2.65K
- 19.22%
$374K - $447K
11.2K $2.07M
Jul 14, 2022 Q2 2022
Raymond James Trust N.A.

SELL
 -
-2.68K
- 3.05%
$378K - $452K
85.2K $15.8M
Aug 15, 2022 Q2 2022
Chartist Inc

Seal Beach, CA
SELL
 -
-2.72K
Closed
$384K - $458K
0 $0
Jul 29, 2022 Q2 2022
Bernardo Wealth Planning LLC

SELL
 -
-2.83K
Closed
$398K - $476K
0 $0
Jul 22, 2022 Q2 2022
Brand Asset Management Group, Inc.

SELL
 -
-2.83K
- 8.17%
$399K - $476K
31.8K $5.89M
Aug 10, 2022 Q2 2022
Beaumont Capital Management, LLC

Boston, MA
SELL
 -
-2.86K
Closed
$403K - $481K
0 $0
Jul 19, 2022 Q2 2022
Comerica Securities,Inc.

SELL
 -
-2.87K
- 5.53%
$404K - $483K
49K $9.07M
Jul 11, 2022 Q2 2022
Resource Consulting Group Inc

SELL
 -
-2.89K
Closed
$407K - $486K
0 $0
Jul 20, 2022 Q2 2022
Green Square Capital Advisors LLC

SELL
 -
-2.9K
Closed
$409K - $489K
0 $0
Aug 10, 2022 Q2 2022
Financial Planners Of Cleveland, Inc.

Mayfield Heights, OH
SELL
 -
-2.92K
Closed
$412K - $492K
0 $0
Jul 25, 2022 Q2 2022
Saxon Interests, Inc.

SELL
 -
-2.98K
- 15.13%
$420K - $501K
16.7K $3.09M
Aug 08, 2022 Q2 2022
Financial Services Advisory Inc

SELL
 -
-3.02K
Closed
$426K - $508K
0 $0
Aug 15, 2022 Q2 2022
Magnolia Capital Advisors LLC

Jackson, MS
SELL
 -
-3.07K
Closed
$433K - $517K
0 $0
Jul 12, 2022 Q2 2022
Parkside Advisors LLC

SELL
 -
-3.11K
- 19.92%
$438K - $523K
12.5K $2.31M
Aug 19, 2022 Q2 2022
Eagle Bay Advisors LLC

New York, NY
SELL
 -
-3.12K
Closed
$439K - $525K
0 $0
Aug 12, 2022 Q2 2022
Cpwm, LLC

Seattle, WA
SELL
 -
-3.28K
- 21.4%
$462K - $552K
12K $2.23M
Sep 06, 2022 Q2 2022
Fundamentun, LLC

Beachwood, OH
SELL
 -
-3.29K
- 4.95%
$463K - $554K
63.1K $11.7M
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-3.29K
- 51.25%
$464K - $554K
3.13K $579K

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