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
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
11.1K
+ 1.26%
$1.72M - $1.82M
894K $172M
Nov 01, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
11K
New
$1.7M - $1.8M
11K $2.11M
Nov 12, 2021 Q3 2021
Jones Financial Companies Lllp

BUY
 -
10.5K
+ 0.09%
$1.63M - $1.73M
12.2M $2.34B
Oct 26, 2021 Q3 2021
First Business Financial Services, Inc.

BUY
 -
10.1K
+ 3.56%
$1.56M - $1.66M
294K $56.5M
Nov 15, 2021 Q3 2021
Css LLC

Chicago, IL
BUY
 -
10.1K
+ 56.42%
$1.56M - $1.66M
28K $5.38M
Nov 12, 2021 Q3 2021
Capital Fund Management S.A.

Paris, I0
BUY
 -
10.1K
+ 29.91%
$1.56M - $1.66M
43.8K $8.42M
Nov 05, 2021 Q3 2021
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
10K
+ 4.19%
$1.55M - $1.65M
250K $48M
Nov 12, 2021 Q3 2021
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
9.16K
+ 685.19%
$1.42M - $1.5M
10.5K $2.02M
Nov 09, 2021 Q3 2021
Principal Financial Group Inc

Des Moines, IA
BUY
 -
9.08K
+ 11.67%
$1.4M - $1.49M
86.9K $16.7M
Nov 12, 2021 Q3 2021
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
9.07K
+ 17.75%
$1.4M - $1.49M
60.2K $11.6M
Nov 04, 2021 Q3 2021
Regions Financial Corp

BUY
 -
8.84K
+ 4.47%
$1.37M - $1.45M
207K $39.7M
Nov 15, 2021 Q3 2021
Wellington Management Group LLP

Boston, MA
BUY
 -
8.78K
+ 82.05%
$1.36M - $1.44M
19.5K $3.74M
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
BUY
 -
8.77K
+ 199.25%
$1.36M - $1.44M
13.2K $2.53M
Oct 14, 2021 Q3 2021
Forvis Wealth Advisors, LLC

BUY
 -
8.68K
+ 15.4%
$1.34M - $1.42M
65K $12.5M
Nov 08, 2021 Q3 2021
Montag A & Associates Inc

Atlanta, GA
BUY
 -
8.67K
+ 16.52%
$1.34M - $1.42M
61.1K $11.7M
Oct 19, 2021 Q3 2021
Summit X, LLC

Chesterfield, MO
BUY
 -
8.6K
+ 9.01%
$1.33M - $1.41M
104K $20M
Nov 09, 2021 Q3 2021
Graypoint LLC

BUY
 -
8.56K
+ 14.39%
$1.32M - $1.41M
68.1K $13.1M
Nov 15, 2021 Q3 2021
First Horizon Advisors, Inc.

BUY
 -
8.3K
+ 3.11%
$1.28M - $1.36M
276K $52.9M
Feb 10, 2022 Q3 2021
Cypress Capital, LLC

BUY
 -
8K
New
$1.24M - $1.31M
8K $1.54M
Nov 12, 2021 Q3 2021
Gries Financial LLC

Cleveland, OH
BUY
 -
7.88K
New
$1.22M - $1.29M
7.88K $1.51M
Nov 15, 2021 Q3 2021
Natixis Advisors, L.P.

Boston, MA
BUY
 -
7.83K
+ 11.14%
$1.21M - $1.28M
78.1K $15M
Nov 02, 2021 Q3 2021
Flaharty Asset Management, LLC

BUY
 -
7.39K
+ 4.16%
$1.14M - $1.21M
185K $35.5M
Nov 10, 2021 Q3 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
7.19K
+ 13.37%
$1.11M - $1.18M
60.9K $11.7M
Nov 15, 2021 Q3 2021
Jefferies Group LLC

New York, NY
BUY
 -
7.06K
+ 15.85%
$1.09M - $1.16M
51.6K $9.9M
Sep 21, 2023 Q3 2021
Jefferies Group LLC

New York, NY
BUY
 -
7.05K
+ 15.85%
$1.09M - $1.16M
51.6K $9.9M
Nov 12, 2021 Q3 2021
Monetary Management Group Inc

St Louis, MO
BUY
 -
7.03K
+ 42.67%
$1.09M - $1.15M
23.5K $4.51M
Oct 28, 2021 Q3 2021
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
6.73K
+ 202.56%
$1.04M - $1.1M
10K $1.93M
Nov 08, 2021 Q3 2021
Marcum Wealth, LLC

BUY
 -
6.73K
+ 103.54%
$1.04M - $1.1M
13.2K $2.54M
Nov 15, 2021 Q3 2021
Wealthspire Advisors, LLC

New York, NY
BUY
 -
6.71K
+ 8.21%
$1.04M - $1.1M
88.4K $17M
Nov 04, 2021 Q3 2021
Cullen/Frost Bankers, Inc.

BUY
 -
6.6K
+ 2.64%
$1.02M - $1.08M
256K $49.2M
Oct 22, 2021 Q3 2021
Columbus Macro, LLC

BUY
 -
6.27K
New
$969K - $1.03M
6.27K $1.2M
Nov 12, 2021 Q3 2021
Nfj Investment Group, LLC

Dallas, TX
BUY
 -
6.11K
New
$945K - $1M
6.11K $1.17M
Nov 09, 2021 Q3 2021
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
5.95K
+ 6.36%
$920K - $977K
99.5K $19.1M
Nov 10, 2021 Q3 2021
Vista Capital Partners, Inc.

BUY
 -
5.92K
+ 125.08%
$916K - $972K
10.7K $2.05M
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

BUY
 -
5.9K
+ 1.26%
$912K - $968K
475K $91.3M
Nov 16, 2021 Q3 2021
Advisor Resource Council

BUY
 -
5.77K
+ 73.08%
$891K - $946K
13.7K $2.62M
Nov 22, 2021 Q3 2021
Legacy Wealth Planning, LLC

BUY
 -
5.73K
+ 674.79%
$886K - $940K
6.58K $1.26M
Oct 28, 2021 Q3 2021
Amg National Trust Bank

BUY
 -
5.7K
+ 5.13%
$881K - $935K
117K $22.4M
Nov 12, 2021 Q3 2021
Gryphon Financial Partners LLC

BUY
 -
5.67K
New
$877K - $930K
5.67K $1.09M
Nov 12, 2021 Q3 2021
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
5.57K
+ 24.5%
$862K - $914K
28.3K $5.44M
Oct 26, 2021 Q3 2021
Moody Lynn & Lieberson, LLC

BUY
 -
5.54K
New
$857K - $909K
5.54K $1.06M
Nov 04, 2021 Q3 2021
Brighton Jones LLC

BUY
 -
5.04K
+ 22.04%
$780K - $827K
27.9K $5.36M
Nov 15, 2021 Q3 2021
Fsa Wealth Management LLC

Needham, MA
BUY
 -
5.03K
+ 2.7%
$778K - $825K
191K $36.7M
Oct 22, 2021 Q3 2021
Arbor Investment Advisors, LLC

BUY
 -
5K
+ 15.75%
$774K - $821K
36.8K $7.06M
Nov 15, 2021 Q3 2021
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
4.78K
+ 4.52%
$739K - $784K
110K $21.2M
Nov 09, 2021 Q3 2021
Rothschild & CO Asset Management Us Inc.

New York, NY
BUY
 -
4.75K
+ 340.85%
$734K - $779K
6.14K $1.18M
Nov 15, 2021 Q3 2021
Meristem Family Wealth, LLC

Minnetonka, MN
BUY
 -
4.63K
+ 89.95%
$715K - $759K
9.77K $1.88M
Nov 08, 2021 Q3 2021
Meeder Asset Management Inc

BUY
 -
4.53K
+ 3.33%
$701K - $744K
141K $27M
Jan 13, 2022 Q3 2021
Diversified Trust CO

BUY
 -
4.38K
+ 4.43%
$678K - $719K
103K $19.9M

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