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
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4.37K+ 13.1% |
$676K - $717K
|
37.7K
$7.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
4.33K+ 0.98% |
$670K - $711K
|
447K
$85.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4.31K+ 1.42% |
$667K - $707K
|
308K
$59.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.28K+ 6.52% |
$662K - $703K
|
70K
$13.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
4.23KNew |
$654K - $694K
|
4.23K
$813K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.13K+ 5.23% |
$638K - $677K
|
83K
$15.9M
|
|
|
Nov 01, 2021
Q3 2021
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4.1K+ 41.42% |
$634K - $673K
|
14K
$2.69M
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.01K+ 281.6% |
$620K - $658K
|
5.43K
$1.04M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.95K+ 0.43% |
$611K - $648K
|
933K
$179M
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
3.92K+ 50.8% |
$607K - $644K
|
11.6K
$2.24M
|
|
|
Nov 15, 2021
Q3 2021
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
3.82KNew |
$591K - $627K
|
3.82K
$734K
|
|
|
Nov 15, 2021
Q3 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.76KNew |
$581K - $617K
|
3.76K
$722K
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.68K+ 99.95% |
$569K - $604K
|
7.36K
$1.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.65K+ 8.8% |
$565K - $599K
|
45.1K
$8.66M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.58K+ 6.78% |
$553K - $587K
|
56.3K
$10.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.49K+ 182.47% |
$539K - $572K
|
5.4K
$1.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.38K+ 92.42% |
$522K - $554K
|
7.03K
$1.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.33K+ 16.35% |
$515K - $547K
|
23.7K
$4.55M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.3KNew |
$510K - $541K
|
3.3K
$633K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.22KNew |
$497K - $527K
|
3.22K
$617K
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
3.19K+ 4.17% |
$494K - $524K
|
79.7K
$15.3M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.16K+ 199.94% |
$488K - $518K
|
4.73K
$909K
|
|
|
Oct 22, 2021
Q3 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.14K+ 2.1% |
$485K - $515K
|
153K
$29.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.11K+ 4.46% |
$481K - $511K
|
72.9K
$14M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.06K+ 1.81% |
$473K - $502K
|
172K
$33.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.91K+ 8.6% |
$450K - $478K
|
36.8K
$7.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2.89K+ 39.34% |
$447K - $474K
|
10.2K
$1.97M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
2.87K+ 14.78% |
$444K - $471K
|
22.3K
$4.28M
|
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
2.84K+ 5.54% |
$439K - $466K
|
54.2K
$10.4M
|
|
|
Jan 28, 2022
Q3 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
2.76K+ 5.34% |
$427K - $453K
|
54.4K
$10.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.74K+ 35.84% |
$424K - $450K
|
10.4K
$1.99M
|
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.67K+ 3.15% |
$413K - $438K
|
87.5K
$16.8M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.59K+ 12.65% |
$400K - $424K
|
23K
$4.42M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.57K+ 7.1% |
$398K - $422K
|
38.8K
$7.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
2.57KNew |
$398K - $422K
|
2.57K
$494K
|
|
|
Oct 21, 2021
Q3 2021
|
Miller Howard Investments Inc
|
BUY
|
- |
2.54KNew |
$392K - $416K
|
2.54K
$487K
|
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
BUY
|
- |
2.48K+ 3.31% |
$384K - $407K
|
77.5K
$14.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
BUY
|
- |
2.4K+ 1.51% |
$371K - $394K
|
161K
$31M
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
2.4K+ 4.36% |
$371K - $393K
|
57.4K
$11M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.38K+ 1.0% |
$368K - $390K
|
241K
$46.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
BUY
|
- |
2.37K+ 13.75% |
$366K - $389K
|
19.6K
$3.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
2.34K+ 1.28% |
$362K - $384K
|
185K
$35.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.3KNew |
$356K - $377K
|
2.3K
$442K
|
|
|
Nov 12, 2021
Q3 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.24K+ 11.16% |
$346K - $367K
|
22.3K
$4.27M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.22KNew |
$343K - $364K
|
2.22K
$426K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.22K+ 118.74% |
$343K - $364K
|
4.09K
$785K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.12K+ 6.73% |
$328K - $348K
|
33.7K
$6.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.12K+ 1.75% |
$328K - $348K
|
123K
$23.6M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.12K+ 35.07% |
$327K - $347K
|
8.15K
$1.56M
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
2.06KNew |
$318K - $337K
|
2.06K
$395K
|