Purchases and Sales Made in Q3 2021 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 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
Oct 08, 2021 Q3 2021
F Dx Advisors, Inc.

SELL
 -
-3.06K
- 1.61%
$473K - $502K
188K $35.4M
Oct 15, 2021 Q3 2021
Cahaba Wealth Management, Inc.

SELL
 -
-3.08K
- 14.17%
$476K - $505K
18.6K $3.52M
Nov 04, 2021 Q3 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-3.23K
- 16.4%
$499K - $530K
16.5K $3.11M
Nov 16, 2021 Q3 2021
Westshore Wealth, LLC

SELL
 -
-3.23K
- 6.43%
$500K - $531K
47.1K $8.89M
Nov 03, 2021 Q3 2021
Nwam LLC

Mercer Island, WA
SELL
 -
-3.31K
- 5.0%
$512K - $544K
62.9K $11.9M
Nov 12, 2021 Q3 2021
Old Mission Capital LLC

SELL
 -
-3.52K
Closed
$543K - $577K
0 $0
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

SELL
 -
-3.58K
- 29.26%
$554K - $587K
8.65K $1.63M
Oct 27, 2021 Q3 2021
Aspiriant, LLC

SELL
 -
-3.85K
- 8.68%
$596K - $632K
40.6K $7.66M
Nov 24, 2021 Q3 2021
Mcdonald Partners LLC

SELL
 -
-3.93K
- 33.74%
$608K - $645K
7.72K $1.46M
Nov 15, 2021 Q3 2021
Lake Street Advisors Group, LLC

SELL
 -
-4K
Closed
$619K - $657K
0 $0
Nov 12, 2021 Q3 2021
Brown Advisory Securities, LLC

SELL
 -
-4.09K
- 52.0%
$632K - $671K
3.77K $712K
Nov 12, 2021 Q3 2021
Magnus Financial Group LLC

New York, NY
SELL
 -
-4.16K
- 16.45%
$643K - $682K
21.1K $3.99M
Nov 12, 2021 Q3 2021
Covenant Partners, LLC

SELL
 -
-4.16K
- 4.45%
$643K - $683K
89.3K $16.9M
Nov 03, 2021 Q3 2021
Estate Counselors, LLC

SELL
 -
-4.19K
- 12.21%
$648K - $687K
30.1K $5.69M
Oct 26, 2021 Q3 2021
Balasa Dinverno & Foltz LLC

Itasca, IL
SELL
 -
-4.2K
- 1.02%
$649K - $689K
407K $76.8M
Nov 15, 2021 Q3 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-4.22K
- 7.51%
$652K - $692K
52K $9.81M
Nov 08, 2021 Q3 2021
Keybank National Association

SELL
 -
-4.24K
- 1.88%
$655K - $695K
221K $41.7M
Nov 12, 2021 Q3 2021
Oppenheimer & CO Inc

New York, NY
SELL
 -
-4.32K
- 17.02%
$668K - $709K
21.1K $3.98M
Nov 02, 2021 Q3 2021
Victory Capital Management Inc

SELL
 -
-4.49K
- 54.85%
$695K - $737K
3.7K $698K
Nov 10, 2021 Q3 2021
Smart Portfolios, LLC

Seattle, WA
SELL
 -
-4.53K
Closed
$701K - $744K
0 $0
Oct 13, 2021 Q3 2021
Nadler Financial Group, Inc.

SELL
 -
-4.63K
- 1.86%
$716K - $760K
245K $46.2M
Nov 08, 2021 Q3 2021
Sage Financial Group Inc

SELL
 -
-4.77K
- 18.2%
$738K - $783K
21.5K $4.05M
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-5.32K
- 24.46%
$822K - $873K
16.4K $3.1M
Nov 12, 2021 Q3 2021
Bridges Investment Management Inc

SELL
 -
-5.57K
- 1.62%
$861K - $914K
339K $63.9M
Oct 14, 2021 Q3 2021
Procyon Advisors, LLC

SELL
 -
-5.62K
- 18.67%
$868K - $921K
24.5K $4.62M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

SELL
 -
-5.81K
- 2.2%
$898K - $953K
258K $48.7M
Nov 12, 2021 Q3 2021
Sei Investments CO

Oaks, PA
SELL
 -
-5.88K
- 6.7%
$909K - $964K
81.9K $15.5M
Nov 12, 2021 Q3 2021
Legacy Wealth Planning, LLC

SELL
 -
-5.91K
- 87.44%
$914K - $970K
849 $160K
Nov 08, 2021 Q3 2021
Choreo, LLC

Minneapolis, MN
SELL
 -
-6.11K
- 1.87%
$944K - $1M
320K $60.5M
Nov 02, 2021 Q3 2021
Parallel Advisors, LLC

SELL
 -
-6.16K
- 13.14%
$953K - $1.01M
40.7K $7.69M
Oct 28, 2021 Q3 2021
Community Bank, N.A.

SELL
 -
-6.27K
- 21.4%
$970K - $1.03M
23K $4.35M
Nov 09, 2021 Q3 2021
Keebeck Alpha, LP

Stamford, CT
SELL
 -
-6.3K
- 40.68%
$973K - $1.03M
9.18K $1.73M
Mar 22, 2023 Q3 2021
Met Life Investment Management, LLC

Whippany, NJ
SELL
 -
-6.3K
- 6.37%
$974K - $1.03M
92.6K $17.5M
Nov 03, 2021 Q3 2021
Van Eck Associates Corp

SELL
 -
-6.59K
- 10.43%
$1.02M - $1.08M
56.6K $10.7M
Nov 15, 2021 Q3 2021
Putnam Investments LLC

Boston, MA
SELL
 -
-6.87K
- 9.06%
$1.06M - $1.13M
69K $13M
Oct 18, 2021 Q3 2021
Exchange Traded Concepts, LLC

SELL
 -
-6.9K
Closed
$1.07M - $1.13M
0 $0
Nov 02, 2021 Q3 2021
Anchor Capital Advisors LLC

SELL
 -
-7.48K
- 39.16%
$1.16M - $1.23M
11.6K $2.19M
Nov 12, 2021 Q3 2021
Brandywine Global Investment Management, LLC

Philadelphia, PA
SELL
 -
-7.67K
- 3.13%
$1.19M - $1.26M
237K $44.8M
Nov 03, 2021 Q3 2021
Beaumont Capital Management, LLC

Boston, MA
SELL
 -
-7.71K
Closed
$1.19M - $1.26M
0 $0
Nov 12, 2021 Q3 2021
Drexel Morgan & Co.

Radnor, PA
SELL
 -
-8.16K
Closed
$1.26M - $1.34M
0 $0
Oct 26, 2021 Q3 2021
Pinnacle Financial Partners Inc

SELL
 -
-8.32K
- 4.99%
$1.29M - $1.36M
158K $29.9M
Oct 26, 2021 Q3 2021
Fc Advisory LLC

SELL
 -
-8.39K
- 20.87%
$1.3M - $1.38M
31.8K $6.01M
Nov 10, 2021 Q3 2021
Roman Butler Fullerton & CO

SELL
 -
-8.59K
Closed
$1.33M - $1.41M
0 $0
Oct 29, 2021 Q3 2021
Goelzer Investment Management, Inc.

SELL
 -
-8.95K
- 9.01%
$1.38M - $1.47M
90.4K $17.1M
Nov 15, 2021 Q3 2021
Aristotle Capital Management, LLC

Los Angeles, CA
SELL
 -
-8.98K
- 10.85%
$1.39M - $1.47M
73.7K $13.9M
Nov 12, 2021 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-9.32K
- 42.28%
$1.44M - $1.53M
12.7K $2.4M
Nov 08, 2021 Q3 2021
Midwest Professional Planners, Ltd.

Wausau, WI
SELL
 -
-9.96K
Closed
$1.54M - $1.63M
0 $0
Nov 15, 2021 Q3 2021
Childress Capital Advisors, LLC

Houston, TX
SELL
 -
-10.6K
Closed
$1.64M - $1.74M
0 $0
Nov 15, 2021 Q3 2021
Hrt Financial LP

New York, NY
SELL
 -
-10.7K
- 72.77%
$1.66M - $1.76M
4.02K $758K

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