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
Aug 12, 2022 Q2 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
1.18K
New
$166K - $199K
1.18K $219K
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

BUY
 -
1.18K
+ 2.26%
$166K - $198K
53.2K $9.88M
Jul 26, 2022 Q2 2022
Community Bank, N.A.

BUY
 -
1.16K
+ 4.74%
$164K - $196K
25.6K $4.76M
Jul 26, 2022 Q2 2022
Capital Directions Investment Advisors, LLC

BUY
 -
1.13K
+ 2.88%
$160K - $191K
40.5K $7.5M
Jul 28, 2022 Q2 2022
Alta Wealth Advisors LLC

BUY
 -
1.13K
+ 4.28%
$159K - $189K
27.4K $5.09M
Aug 05, 2022 Q2 2022
Fieldpoint Private Securities, LLC

BUY
 -
1.13K
+ 3.64%
$159K - $189K
32.1K $5.95M
Jul 13, 2022 Q2 2022
Stillwater Capital Advisors, LLC

BUY
 -
1.12K
+ 8.22%
$158K - $189K
14.7K $2.73M
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

BUY
 -
1.11K
+ 32.99%
$156K - $187K
4.47K $830K
Aug 11, 2022 Q2 2022
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
1.11K
+ 23.57%
$156K - $187K
5.82K $1.08M
Jul 28, 2022 Q2 2022
True Private Wealth Advisors

BUY
 -
1.09K
+ 0.47%
$154K - $183K
234K $43.4M
Jul 18, 2022 Q2 2022
Wesbanco Bank Inc

BUY
 -
1.07K
+ 15.87%
$150K - $179K
7.77K $1.44M
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
BUY
 -
1.05K
+ 0.56%
$148K - $176K
190K $35.2M
Aug 12, 2022 Q2 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.05K
+ 4.99%
$148K - $176K
22.1K $4.09M
Aug 12, 2022 Q2 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
1.05K
+ 13.64%
$147K - $176K
8.71K $1.62M
Aug 12, 2022 Q2 2022
Haverford Trust CO

Radnor, PA
BUY
 -
1.02K
+ 1.19%
$144K - $172K
87.1K $16.2M
Aug 04, 2022 Q2 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
1.02K
+ 34.63%
$144K - $172K
3.97K $736K
Jul 22, 2022 Q2 2022
Capital Investment Advisory Services, LLC

BUY
 -
995
+ 28.44%
$140K - $168K
4.49K $834K
Aug 10, 2022 Q2 2022
Glenview Trust CO

Louisville, KY
BUY
 -
991
+ 5.87%
$140K - $167K
17.9K $3.32M
Aug 11, 2022 Q2 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
969
+ 3.25%
$137K - $163K
30.8K $5.71M
Aug 12, 2022 Q2 2022
Kestra Private Wealth Services, LLC

BUY
 -
965
+ 10.06%
$136K - $163K
10.6K $1.96M
Aug 08, 2022 Q2 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
959
+ 9.0%
$135K - $162K
11.6K $2.15M
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
943
New
$133K - $159K
943 $175K
Aug 26, 2022 Q2 2022
Pointe Capital Management LLC

BUY
 -
942
+ 21.27%
$133K - $159K
5.37K $996K
Aug 10, 2022 Q2 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
936
+ 48.6%
$132K - $158K
2.86K $531K
Aug 11, 2022 Q2 2022
Naples Global Advisors, LLC

Naples, FL
BUY
 -
906
+ 9.07%
$128K - $153K
10.9K $2.02M
Jul 18, 2022 Q2 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
898
+ 29.22%
$127K - $151K
3.97K $737K
Aug 11, 2022 Q2 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
872
+ 0.87%
$123K - $147K
101K $18.7M
Aug 15, 2022 Q2 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
863
+ 5.04%
$122K - $145K
18K $3.34M
Aug 08, 2022 Q2 2022
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
851
New
$120K - $143K
851 $158K
Jul 29, 2022 Q2 2022
Evergreen Advisors, LLC

BUY
 -
849
+ 17.42%
$120K - $143K
5.72K $1.06M
Aug 01, 2022 Q2 2022
Badgley Phelps Wealth Managers, LLC

BUY
 -
848
+ 0.57%
$120K - $143K
149K $27.6M
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

BUY
 -
845
+ 1.75%
$119K - $142K
49.2K $9.12M
Jul 11, 2022 Q2 2022
Flaharty Asset Management, LLC

BUY
 -
828
+ 0.39%
$117K - $139K
212K $39.3M
Jul 20, 2022 Q2 2022
Next Capital Management LLC

BUY
 -
824
+ 7.61%
$116K - $139K
11.6K $2.16M
Jul 25, 2022 Q2 2022
Brightworth

BUY
 -
810
+ 5.79%
$114K - $136K
14.8K $2.75M
Aug 09, 2022 Q2 2022
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
786
+ 2.82%
$111K - $132K
28.7K $5.32M
Aug 15, 2022 Q2 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
778
+ 5.33%
$110K - $131K
15.4K $2.85M
Jul 21, 2022 Q2 2022
Arcadia Investment Management Corp

BUY
 -
775
+ 26.24%
$109K - $131K
3.73K $692K
Jul 26, 2022 Q2 2022
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
758
+ 8.26%
$107K - $128K
9.94K $1.84M
Aug 12, 2022 Q2 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
749
+ 1.71%
$106K - $126K
44.5K $8.25M
Jul 13, 2022 Q2 2022
Traverso Chambers Private Wealth Management, LLC

BUY
 -
734
+ 2.03%
$103K - $124K
36.9K $6.84M
Aug 12, 2024 Q2 2022
Abound Wealth Management

Franklin, TN
BUY
 -
722
+ 372.16%
$102K - $122K
916 $170K
Aug 15, 2022 Q2 2022
Hm Payson & CO

Portland, ME
BUY
 -
695
New
$98K - $117K
695 $129K
Jul 25, 2022 Q2 2022
Institute For Wealth Management, Llc.

BUY
 -
693
+ 18.94%
$97.7K - $117K
4.35K $807K
Aug 15, 2022 Q2 2022
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
683
+ 22.77%
$96.3K - $115K
3.68K $683K
Aug 16, 2022 Q2 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
667
+ 0.7%
$94K - $112K
96K $17.8M
Jul 13, 2022 Q2 2022
Orgel Wealth Management, LLC

BUY
 -
663
+ 34.57%
$93.5K - $112K
2.58K $479K
Aug 01, 2022 Q2 2022
Busey Wealth Management

BUY
 -
661
+ 3.53%
$93.2K - $111K
19.4K $3.59M
Jul 18, 2022 Q2 2022
Ellevest, Inc.

BUY
 -
651
+ 7.01%
$91.8K - $110K
9.93K $1.84M

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