Purchases and Sales Made in Q3 2021 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Northstar Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$155 - $164
|
6.27K
$1.18M
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.05% |
$155 - $164
|
2.2K
$415K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.27% |
$155 - $164
|
368
$69.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
1+ 0.02% |
$155 - $164
|
5.36K
$1.01M
|
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
SELL
|
- |
-1- 0.82% |
$155 - $164
|
121
$22.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1- 0.05% |
$155 - $164
|
1.97K
$371K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1- 0.04% |
$155 - $164
|
2.6K
$491K
|
|
|
Oct 22, 2021
Q3 2021
|
Narwhal Capital Management
|
SELL
|
- |
-1- 0.03% |
$155 - $164
|
2.97K
$561K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.03% |
$155 - $164
|
3.95K
$746K
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.14% |
$309 - $328
|
1.45K
$273K
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-4- 0.05% |
$618 - $656
|
8.1K
$1.53M
|
|
|
Oct 19, 2021
Q3 2021
|
Farmers Trust CO
|
SELL
|
- |
-5- 0.16% |
$773 - $820
|
3.18K
$600K
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-7- 0.04% |
$1.08K - $1.15K
|
17.9K
$3.37M
|
|
|
Nov 09, 2021
Q3 2021
|
Curran Financial Partners, LLC
|
SELL
|
- |
-10- 0.69% |
$1.55K - $1.64K
|
1.44K
$272K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-10- 0.12% |
$1.55K - $1.64K
|
8.31K
$1.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-10- 0.33% |
$1.55K - $1.64K
|
3.05K
$577K
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
SELL
|
- |
-11- 0.45% |
$1.7K - $1.8K
|
2.43K
$458K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-11- 0.47% |
$1.7K - $1.8K
|
2.35K
$444K
|
|
|
Nov 04, 2021
Q3 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-12- 0.21% |
$1.86K - $1.97K
|
5.67K
$1.07M
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-13- 0.18% |
$2.01K - $2.13K
|
7.04K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13- 0.06% |
$2.01K - $2.13K
|
23.6K
$4.45M
|
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-13- 0.08% |
$2.01K - $2.13K
|
17.1K
$3.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-15- 0.52% |
$2.32K - $2.46K
|
2.86K
$540K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-16- 0.11% |
$2.47K - $2.63K
|
15.1K
$2.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-16Closed |
$2.47K - $2.63K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17- 0.08% |
$2.63K - $2.79K
|
20.2K
$3.81M
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-19- 0.24% |
$2.94K - $3.12K
|
8.02K
$1.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-19- 0.49% |
$2.94K - $3.12K
|
3.87K
$731K
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-20- 0.48% |
$3.09K - $3.28K
|
4.13K
$781K
|
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-20- 0.99% |
$3.09K - $3.28K
|
1.99K
$377K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-21- 0.41% |
$3.25K - $3.45K
|
5.15K
$973K
|
|
|
Oct 18, 2021
Q3 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-22Closed |
$3.4K - $3.61K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-22- 0.38% |
$3.4K - $3.61K
|
5.7K
$1.08M
|
|
|
Nov 03, 2021
Q3 2021
|
Navalign, LLC
|
SELL
|
- |
-24- 0.53% |
$3.71K - $3.94K
|
4.47K
$843K
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
SELL
|
- |
-25- 0.85% |
$3.87K - $4.1K
|
2.9K
$548K
|
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
SELL
|
- |
-25- 0.91% |
$3.87K - $4.1K
|
2.74K
$516K
|
|
|
Oct 14, 2021
Q3 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-26- 1.42% |
$4.02K - $4.27K
|
1.8K
$340K
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-26- 0.39% |
$4.02K - $4.27K
|
6.63K
$1.25M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-26- 0.73% |
$4.02K - $4.27K
|
3.54K
$669K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-28- 1.44% |
$4.33K - $4.59K
|
1.91K
$361K
|
|
|
Nov 15, 2021
Q3 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-28- 0.28% |
$4.33K - $4.59K
|
10K
$1.89M
|
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
SELL
|
- |
-30- 0.71% |
$4.64K - $4.92K
|
4.17K
$787K
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-31- 0.32% |
$4.79K - $5.09K
|
9.77K
$1.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-32- 0.12% |
$4.95K - $5.25K
|
26.3K
$4.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-32- 1.49% |
$4.95K - $5.25K
|
2.11K
$399K
|
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
SELL
|
- |
-32- 0.68% |
$4.95K - $5.25K
|
4.64K
$877K
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-33- 0.12% |
$5.1K - $5.41K
|
27.4K
$5.18M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-33- 0.31% |
$5.1K - $5.41K
|
10.7K
$2.01M
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
SELL
|
- |
-35- 11.29% |
$5.41K - $5.74K
|
275
$51.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-35- 1.39% |
$5.41K - $5.74K
|
2.48K
$469K
|