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 25, 2022 Q2 2022
Parisi Gray Wealth Management

BUY
 -
292
+ 6.38%
$41.2K - $49.2K
4.87K $903K
Jul 18, 2022 Q2 2022
Investment Advisory Group, LLC

BUY
 -
290
+ 13.63%
$40.9K - $48.8K
2.42K $448K
Aug 02, 2022 Q2 2022
Mount Yale Investment Advisors, LLC

BUY
 -
290
+ 16.91%
$40.9K - $48.8K
2.01K $372K
Jul 13, 2022 Q2 2022
Tsfg, LLC

BUY
 -
287
+ 12.81%
$40.5K - $48.3K
2.53K $469K
Aug 15, 2022 Q2 2022
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
281
+ 4.41%
$39.6K - $47.3K
6.65K $1.23M
Aug 09, 2022 Q2 2022
Central Trust CO

Jefferson City, MO
BUY
 -
279
+ 5.44%
$39.3K - $47K
5.41K $1M
Jul 28, 2022 Q2 2022
Leavell Investment Management, Inc.

BUY
 -
266
+ 9.62%
$37.5K - $44.8K
3.03K $562K
Jul 27, 2022 Q2 2022
Kanawha Capital Management LLC

BUY
 -
263
+ 1.95%
$37.1K - $44.3K
13.7K $2.55M
Aug 09, 2022 Q2 2022
Ballentine Partners, LLC

Waltham, MA
BUY
 -
263
+ 0.95%
$37.1K - $44.3K
28K $5.2M
Aug 04, 2022 Q2 2022
New York State Common Retirement Fund

BUY
 -
262
+ 4.03%
$36.9K - $44.1K
6.76K $1.25M
Aug 11, 2022 Q2 2022
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
251
New
$35.4K - $42.3K
251 $46.6K
Jul 15, 2022 Q2 2022
Transform Wealth, LLC

BUY
 -
240
+ 8.23%
$33.8K - $40.4K
3.16K $586K
Aug 16, 2022 Q2 2022
Chilton Capital Management LLC

Houston, TX
BUY
 -
240
New
$33.8K - $40.4K
240 $44.5K
Jul 07, 2022 Q2 2022
Fulton Bank, N.A.

BUY
 -
236
+ 0.21%
$33.3K - $39.7K
112K $20.8M
Aug 08, 2022 Q2 2022
Townsquare Capital LLC

BUY
 -
234
+ 14.64%
$33K - $39.4K
1.83K $340K
Aug 15, 2022 Q2 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
229
+ 1.8%
$32.3K - $38.6K
13K $2.4M
Aug 17, 2022 Q2 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
226
+ 4.41%
$31.9K - $38.1K
5.36K $994K
Jul 08, 2022 Q2 2022
Apella Capital, LLC

BUY
 -
221
+ 16.59%
$31.2K - $37.2K
1.55K $288K
Aug 15, 2022 Q2 2022
St Germain D J CO Inc

Springfield, MA
BUY
 -
218
+ 14.06%
$30.7K - $36.7K
1.77K $328K
Jul 12, 2022 Q2 2022
Transcend Capital Advisors, LLC

BUY
 -
217
+ 8.67%
$30.6K - $36.5K
2.72K $505K
Aug 10, 2022 Q2 2022
Goldstein Munger & Associates

San Ramon, CA
BUY
 -
214
+ 0.29%
$30.2K - $36K
73.2K $13.6M
Aug 15, 2022 Q2 2022
Balentine LLC

Atlanta, GA
BUY
 -
214
New
$30.2K - $36K
214 $39.7K
Aug 18, 2022 Q2 2022
New Millennium Group LLC

Sandy, UT
BUY
 -
212
New
$29.9K - $35.7K
212 $39.3K
Jul 15, 2022 Q2 2022
Rosenberg Matthew Hamilton

BUY
 -
211
New
$29.7K - $35.5K
211 $39.1K
Jul 21, 2022 Q2 2022
Campion Asset Management

BUY
 -
208
+ 3.37%
$29.3K - $35K
6.39K $1.18M
Jul 22, 2022 Q2 2022
Galvin, Gaustad & Stein, LLC

BUY
 -
205
+ 5.31%
$28.9K - $34.5K
4.06K $754K
Jul 28, 2022 Q2 2022
Farmers & Merchants Investments Inc

BUY
 -
200
+ 2.95%
$28.2K - $33.7K
6.99K $1.3M
Aug 12, 2022 Q2 2022
Robinson Value Management, Ltd.

San Antonio, TX
BUY
 -
200
+ 4.28%
$28.2K - $33.7K
4.87K $904K
Jul 18, 2022 Q2 2022
Davenport & CO LLC

BUY
 -
188
+ 6.88%
$26.5K - $31.7K
2.92K $542K
Aug 04, 2022 Q2 2022
Brighton Jones LLC

BUY
 -
187
+ 0.66%
$26.4K - $31.5K
28.5K $5.29M
Jul 14, 2022 Q2 2022
Adviser Investments LLC

BUY
 -
186
+ 6.63%
$26.2K - $31.3K
2.99K $555K
Jul 06, 2022 Q2 2022
Capital Investment Advisors, LLC

BUY
 -
178
+ 2.62%
$25.1K - $30K
6.97K $1.29M
Aug 10, 2022 Q2 2022
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
176
+ 2.05%
$24.8K - $29.6K
8.78K $1.63M
Jul 11, 2022 Q2 2022
Cooper Financial Group

BUY
 -
171
+ 1.44%
$24.1K - $28.8K
12K $2.23M
Jul 20, 2022 Q2 2022
Fort Pitt Capital Group, LLC

BUY
 -
171
+ 5.65%
$24.1K - $28.8K
3.2K $593K
Jul 26, 2022 Q2 2022
La Fleur & Godfrey LLC

BUY
 -
170
+ 13.74%
$24K - $28.6K
1.41K $261K
Aug 15, 2022 Q2 2022
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
168
+ 0.2%
$23.7K - $28.3K
83.6K $15.5M
Aug 03, 2022 Q2 2022
Tiedemann Advisors, LLC

BUY
 -
166
+ 0.71%
$23.4K - $28K
23.4K $4.35M
Jul 15, 2022 Q2 2022
Activest Wealth Management

BUY
 -
164
+ 45.05%
$23.1K - $27.6K
528 $98K
Aug 10, 2022 Q2 2022
Level Financial Advisors, Inc.

BUY
 -
164
New
$23.1K - $27.6K
164 $30.4K
Jul 27, 2022 Q2 2022
Appleton Group, LLC

BUY
 -
163
+ 2.86%
$23K - $27.5K
5.85K $1.09M
Aug 12, 2022 Q2 2022
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
163
+ 5.9%
$23K - $27.5K
2.93K $543K
Aug 04, 2022 Q2 2022
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
162
+ 736.36%
$22.8K - $27.3K
184 $34.1K
Jul 18, 2022 Q2 2022
Patten Group, Inc.

BUY
 -
161
+ 5.46%
$22.7K - $27.1K
3.11K $577K
Aug 12, 2022 Q2 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
161
+ 6.62%
$22.7K - $27.1K
2.59K $481K
Aug 11, 2022 Q2 2022
Operose Advisors LLC

Milwaukee, WI
BUY
 -
161
+ 61.45%
$22.7K - $27.1K
423 $78.5K
Aug 26, 2022 Q2 2022
W Advisors, LLC

Germantown, TN
BUY
 -
156
+ 1.16%
$22K - $26.3K
13.6K $2.53M
Aug 02, 2022 Q2 2022
Rmr Wealth Builders

BUY
 -
154
+ 0.14%
$21.7K - $25.9K
109K $20.3M
Aug 11, 2022 Q2 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
150
+ 2.18%
$21.1K - $25.3K
7.04K $1.31M

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