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 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-125- 0.56% |
$19.3K - $20.5K
|
22.3K
$4.21M
|
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-126- 5.57% |
$19.5K - $20.7K
|
2.14K
$403K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-129Closed |
$19.9K - $21.2K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Middleton & CO Inc
|
SELL
|
- |
-130- 2.16% |
$20.1K - $21.3K
|
5.89K
$1.11M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-134- 3.98% |
$20.7K - $22K
|
3.23K
$610K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-135- 0.26% |
$20.9K - $22.1K
|
51.8K
$9.78M
|
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-135- 0.58% |
$20.9K - $22.1K
|
23.3K
$4.4M
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-138- 4.36% |
$21.3K - $22.6K
|
3.03K
$572K
|
|
|
Oct 08, 2021
Q3 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-142- 4.46% |
$22K - $23.3K
|
3.04K
$574K
|
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-145- 1.57% |
$22.4K - $23.8K
|
9.11K
$1.72M
|
|
|
Oct 25, 2021
Q3 2021
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-145- 0.68% |
$22.4K - $23.8K
|
21.2K
$4.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-147- 6.07% |
$22.7K - $24.1K
|
2.27K
$429K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-150- 1.12% |
$23.2K - $24.6K
|
13.2K
$2.49M
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-150- 7.56% |
$23.2K - $24.6K
|
1.84K
$346K
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-151- 8.72% |
$23.3K - $24.8K
|
1.58K
$298K
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-153- 1.38% |
$23.7K - $25.1K
|
10.9K
$2.07M
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-155- 4.05% |
$24K - $25.4K
|
3.68K
$694K
|
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-157- 2.05% |
$24.3K - $25.8K
|
7.5K
$1.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-163- 0.77% |
$25.2K - $26.7K
|
21K
$3.96M
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-165- 2.4% |
$25.5K - $27.1K
|
6.71K
$1.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-166- 0.83% |
$25.7K - $27.2K
|
19.9K
$3.75M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-166- 4.63% |
$25.7K - $27.2K
|
3.42K
$646K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-167- 2.06% |
$25.8K - $27.4K
|
7.96K
$1.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-167- 2.06% |
$25.8K - $27.4K
|
7.96K
$1.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-170- 5.23% |
$26.3K - $27.9K
|
3.08K
$582K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-170- 4.25% |
$26.3K - $27.9K
|
3.83K
$724K
|
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-171- 6.8% |
$26.4K - $28.1K
|
2.34K
$442K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Family Office, LLC
|
SELL
|
- |
-175- 0.26% |
$27.1K - $28.7K
|
66.8K
$12.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-180- 0.33% |
$27.8K - $29.5K
|
53.6K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-182- 10.62% |
$28.1K - $29.9K
|
1.53K
$289K
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
SELL
|
- |
-184- 67.65% |
$28.5K - $30.2K
|
88
$16.6K
|
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-184- 0.52% |
$28.5K - $30.2K
|
35.1K
$6.63M
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-186- 2.28% |
$28.8K - $30.5K
|
7.98K
$1.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-188- 3.77% |
$29.1K - $30.8K
|
4.8K
$906K
|
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-190- 3.51% |
$29.4K - $31.2K
|
5.23K
$987K
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-192- 1.4% |
$29.7K - $31.5K
|
13.5K
$2.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-194- 3.0% |
$30K - $31.8K
|
6.28K
$1.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Holistic Financial Partners
|
SELL
|
- |
-197- 0.83% |
$30.5K - $32.3K
|
23.4K
$4.42M
|
|
|
Oct 26, 2021
Q3 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-200- 0.68% |
$30.9K - $32.8K
|
29K
$5.48M
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-200- 9.72% |
$30.9K - $32.8K
|
1.86K
$351K
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-200- 0.2% |
$30.9K - $32.8K
|
98.9K
$18.7M
|
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
SELL
|
- |
-209- 1.36% |
$32.3K - $34.3K
|
15.1K
$2.85M
|
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-210- 1.5% |
$32.5K - $34.5K
|
13.8K
$2.6M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-212- 35.45% |
$32.8K - $34.8K
|
386
$72.9K
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
SELL
|
- |
-219- 3.01% |
$33.9K - $35.9K
|
7.06K
$1.33M
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-223- 3.53% |
$34.5K - $36.6K
|
6.09K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-223- 0.37% |
$34.5K - $36.6K
|
60.3K
$11.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
SELL
|
- |
-225- 4.45% |
$34.8K - $36.9K
|
4.83K
$912K
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-228- 0.67% |
$35.3K - $37.4K
|
33.8K
$6.38M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-230- 42.51% |
$35.6K - $37.7K
|
311
$58.7K
|