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
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-241- 0.79% |
$37.3K - $39.5K
|
30.4K
$5.74M
|
|
|
Dec 01, 2021
Q3 2021
|
Braun Stacey Associates Inc
|
SELL
|
- |
-243- 12.99% |
$37.6K - $39.9K
|
1.63K
$307K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-246- 4.84% |
$38K - $40.4K
|
4.84K
$913K
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-249- 2.42% |
$38.5K - $40.9K
|
10K
$1.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-250- 12.16% |
$38.7K - $41K
|
1.81K
$341K
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-253- 16.11% |
$39.1K - $41.5K
|
1.32K
$249K
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-255- 8.26% |
$39.4K - $41.8K
|
2.83K
$534K
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-257- 6.12% |
$39.7K - $42.2K
|
3.94K
$744K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-257- 3.18% |
$39.7K - $42.2K
|
7.83K
$1.48M
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
SELL
|
- |
-283- 4.89% |
$43.8K - $46.4K
|
5.5K
$1.04M
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-285- 3.97% |
$44.1K - $46.8K
|
6.89K
$1.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-295- 2.29% |
$45.6K - $48.4K
|
12.6K
$2.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-299- 2.17% |
$46.2K - $49.1K
|
13.5K
$2.55M
|
|
|
Oct 22, 2021
Q3 2021
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-315- 1.3% |
$48.7K - $51.7K
|
23.8K
$4.5M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-316- 3.63% |
$48.9K - $51.8K
|
8.39K
$1.58M
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-330- 2.28% |
$51K - $54.1K
|
14.1K
$2.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-335- 1.5% |
$51.8K - $55K
|
22K
$4.14M
|
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-338- 2.6% |
$52.3K - $55.5K
|
12.7K
$2.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-353Closed |
$54.6K - $57.9K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-366- 2.2% |
$56.6K - $60K
|
16.2K
$3.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-375- 2.04% |
$58K - $61.5K
|
18K
$3.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-375- 1.08% |
$58K - $61.5K
|
34.2K
$6.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-388- 0.89% |
$60K - $63.7K
|
43.4K
$8.2M
|
|
|
Oct 25, 2021
Q3 2021
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-411- 2.77% |
$63.5K - $67.4K
|
14.4K
$2.72M
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-421- 10.84% |
$65.1K - $69.1K
|
3.46K
$653K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-430- 3.78% |
$66.5K - $70.6K
|
10.9K
$2.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-432- 0.55% |
$66.8K - $70.9K
|
78.1K
$14.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-440- 1.36% |
$68K - $72.2K
|
31.8K
$6M
|
|
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-441- 1.28% |
$68.2K - $72.4K
|
34K
$6.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-461- 2.0% |
$71.3K - $75.6K
|
22.6K
$4.27M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-494- 6.46% |
$76.4K - $81.1K
|
7.15K
$1.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-496- 0.5% |
$76.7K - $81.4K
|
99.1K
$18.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-503- 2.17% |
$77.8K - $82.5K
|
22.6K
$4.27M
|
|
|
Nov 09, 2021
Q3 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-510- 5.02% |
$78.9K - $83.7K
|
9.66K
$1.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-514- 16.35% |
$79.5K - $84.3K
|
2.63K
$496K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-516- 13.35% |
$79.8K - $84.7K
|
3.35K
$632K
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-532- 6.59% |
$82.3K - $87.3K
|
7.54K
$1.42M
|
|
|
Jun 16, 2022
Q3 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-540- 0.74% |
$83.5K - $88.6K
|
72.3K
$13.7M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-569- 8.55% |
$88K - $93.4K
|
6.09K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-584- 7.28% |
$90.3K - $95.8K
|
7.44K
$1.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-600- 4.69% |
$92.8K - $98.4K
|
12.2K
$2.3M
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-607Closed |
$93.9K - $99.6K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-608- 1.43% |
$94K - $99.8K
|
42K
$7.93M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-608- 1.43% |
$94K - $99.8K
|
42K
$7.93M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-612- 15.36% |
$94.6K - $100K
|
3.37K
$637K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-624- 6.13% |
$96.5K - $102K
|
9.56K
$1.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-629- 5.39% |
$97.3K - $103K
|
11K
$2.08M
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-653- 10.28% |
$101K - $107K
|
5.7K
$1.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-656Closed |
$101K - $108K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-672Closed |
$104K - $110K
|
0
$0
|