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 12, 2021
Q3 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
42.9K+ 699.27% |
$6.63M - $7.04M
|
49K
$9.42M
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
42.3K+ 5.79% |
$6.54M - $6.93M
|
773K
$148M
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
39.3KNew |
$6.08M - $6.45M
|
39.3K
$7.55M
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
38.8KNew |
$6M - $6.36M
|
38.8K
$7.45M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
38.7K+ 371.23% |
$5.99M - $6.36M
|
49.2K
$9.44M
|
|
|
Oct 25, 2021
Q3 2021
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
37.9K+ 150.4% |
$5.86M - $6.22M
|
63.1K
$12.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
37.5K+ 304.55% |
$5.81M - $6.16M
|
49.9K
$9.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
37.2KNew |
$5.75M - $6.11M
|
37.2K
$7.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.2K+ 4.08% |
$5.6M - $5.94M
|
923K
$177M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
36K+ 909.85% |
$5.57M - $5.91M
|
40K
$7.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
35.6K+ 131.12% |
$5.51M - $5.84M
|
62.8K
$12.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
35.3K+ 22.34% |
$5.46M - $5.79M
|
193K
$37.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Boston Partners
Boston, MA |
BUY
|
- |
34.9K+ 354.06% |
$5.4M - $5.73M
|
44.8K
$8.61M
|
|
|
Nov 10, 2021
Q3 2021
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
33.4K+ 356.76% |
$5.17M - $5.48M
|
42.8K
$8.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
33.4K+ 4.05% |
$5.16M - $5.47M
|
857K
$165M
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
31.5K+ 18.11% |
$4.87M - $5.17M
|
205K
$39.4M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
27.9K+ 1.93% |
$4.32M - $4.58M
|
1.47M
$283M
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
26.1K+ 114.9% |
$4.04M - $4.29M
|
48.9K
$9.38M
|
|
|
Nov 03, 2021
Q3 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
25.8K+ 64.48% |
$3.99M - $4.23M
|
65.8K
$12.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.6K+ 581.09% |
$3.8M - $4.03M
|
28.8K
$5.53M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.3K+ 183.36% |
$3.61M - $3.83M
|
36.1K
$6.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
23.3K+ 31.06% |
$3.6M - $3.82M
|
98.3K
$18.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
23KNew |
$3.56M - $3.78M
|
23K
$4.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
21.9K+ 1484.05% |
$3.38M - $3.59M
|
23.3K
$4.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.5K+ 3.87% |
$3.32M - $3.53M
|
577K
$111M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
20.8K+ 0.81% |
$3.22M - $3.42M
|
2.59M
$497M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
19.9K+ 13.55% |
$3.08M - $3.27M
|
167K
$32M
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
18.2K+ 973.68% |
$2.81M - $2.99M
|
20.1K
$3.85M
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
17.7K+ 2.12% |
$2.74M - $2.91M
|
855K
$164M
|
|
|
Oct 04, 2021
Q3 2021
|
Stairway Partners, LLC
|
BUY
|
- |
17.1K+ 1.94% |
$2.65M - $2.81M
|
898K
$172M
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
16.7K+ 26.99% |
$2.58M - $2.74M
|
78.7K
$15.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
16.7K+ 10.91% |
$2.58M - $2.74M
|
170K
$32.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
16.1K+ 6.51% |
$2.49M - $2.64M
|
263K
$50.5M
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16K+ 139.13% |
$2.47M - $2.63M
|
27.5K
$5.28M
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
15.8K+ 12.18% |
$2.44M - $2.59M
|
145K
$27.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Fiducient Advisors LLC
|
BUY
|
- |
15.6KNew |
$2.42M - $2.56M
|
15.6K
$3M
|
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
15.3KNew |
$2.37M - $2.52M
|
15.3K
$2.95M
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
15.2K+ 25.34% |
$2.35M - $2.49M
|
75K
$14.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
14.9K+ 5.05% |
$2.3M - $2.44M
|
309K
$59.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
14.2K+ 5.17% |
$2.19M - $2.32M
|
288K
$55.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.7KNew |
$2.12M - $2.25M
|
13.7K
$2.63M
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
13.5K+ 2.5% |
$2.08M - $2.21M
|
553K
$106M
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
13.2K+ 7.7% |
$2.04M - $2.16M
|
184K
$35.4M
|
|
|
Nov 12, 2021
Q3 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
13.1KNew |
$2.03M - $2.15M
|
13.1K
$2.52M
|
|
|
Nov 04, 2021
Q3 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
12.7K+ 8.06% |
$1.96M - $2.08M
|
170K
$32.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
12.5K+ 365.37% |
$1.93M - $2.05M
|
15.9K
$3.05M
|
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
12.4K+ 92.82% |
$1.92M - $2.04M
|
25.8K
$4.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.4K+ 6.63% |
$1.91M - $2.03M
|
199K
$38.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.1K+ 0.69% |
$1.88M - $1.99M
|
1.78M
$341M
|
|
|
Nov 05, 2021
Q3 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
11.4KNew |
$1.77M - $1.87M
|
11.4K
$2.19M
|