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
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
2KNew |
$309K - $328K
|
2K
$381K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.96K+ 1161.54% |
$304K - $322K
|
2.13K
$406K
|
|
|
Nov 08, 2021
Q3 2021
|
Banco Santander, S.A.
|
BUY
|
- |
1.87KNew |
$290K - $307K
|
1.87K
$357K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.84K+ 2.83% |
$285K - $302K
|
66.9K
$12.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.84K+ 1.52% |
$284K - $301K
|
123K
$23.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
1.8K+ 46.45% |
$278K - $295K
|
5.68K
$1.08M
|
|
|
Oct 29, 2021
Q3 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.8K+ 4.42% |
$278K - $295K
|
42.5K
$8.09M
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.79KNew |
$277K - $294K
|
1.79K
$341K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.74K+ 4.31% |
$270K - $286K
|
42.2K
$8.04M
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
1.71K+ 32.58% |
$265K - $281K
|
6.96K
$1.33M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.69K+ 2.68% |
$262K - $278K
|
64.9K
$12.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.65K+ 35.98% |
$255K - $270K
|
6.22K
$1.18M
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.63KNew |
$252K - $268K
|
1.63K
$310K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
1.6K+ 2.68% |
$248K - $263K
|
61.4K
$11.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.6K+ 36.66% |
$247K - $263K
|
5.96K
$1.14M
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.58K+ 33.26% |
$245K - $260K
|
6.35K
$1.21M
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.58KNew |
$244K - $259K
|
1.58K
$300K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.56K+ 81.28% |
$241K - $256K
|
3.48K
$662K
|
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.56K+ 2.61% |
$241K - $256K
|
61.2K
$11.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
BUY
|
- |
1.56KNew |
$241K - $256K
|
1.56K
$297K
|
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.55KNew |
$240K - $255K
|
1.55K
$295K
|
|
|
Nov 10, 2021
Q3 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.54K+ 3.58% |
$239K - $253K
|
44.6K
$8.49M
|
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
1.52K+ 1.03% |
$234K - $249K
|
148K
$28.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.5K+ 14.23% |
$231K - $245K
|
12K
$2.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 7.13% |
$229K - $243K
|
22.3K
$4.24M
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
1.47K+ 59.62% |
$227K - $241K
|
3.93K
$747K
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.44K+ 31.76% |
$222K - $236K
|
5.96K
$1.13M
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.44K+ 42.19% |
$222K - $236K
|
4.84K
$922K
|
|
|
Nov 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.44K+ 2.67% |
$222K - $235K
|
55.2K
$10.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.38KNew |
$213K - $226K
|
1.38K
$262K
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
1.37K+ 2.62% |
$212K - $225K
|
53.7K
$10.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.36KNew |
$211K - $224K
|
1.36K
$259K
|
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.34KNew |
$207K - $220K
|
1.34K
$255K
|
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.34K+ 4.26% |
$207K - $220K
|
32.8K
$6.24M
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.33K+ 1.24% |
$206K - $219K
|
109K
$20.8M
|
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
1.32K+ 1.19% |
$205K - $217K
|
112K
$21.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.31K+ 17.14% |
$203K - $215K
|
8.96K
$1.71M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
1.3K+ 7.36% |
$201K - $213K
|
19K
$3.61M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.3K+ 23.73% |
$201K - $213K
|
6.77K
$1.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.29KNew |
$199K - $212K
|
1.29K
$246K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.27K+ 22.12% |
$197K - $209K
|
7.02K
$1.34M
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
1.27K+ 37.57% |
$196K - $208K
|
4.64K
$884K
|
|
|
Nov 03, 2021
Q3 2021
|
Evergreen Advisors, LLC
|
BUY
|
- |
1.24K+ 34.56% |
$192K - $204K
|
4.84K
$920K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.24K+ 1.63% |
$191K - $203K
|
77.3K
$14.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
1.22K+ 63.53% |
$189K - $200K
|
3.14K
$598K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.22K+ 5.47% |
$188K - $199K
|
23.4K
$4.46M
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.21K+ 15.36% |
$186K - $198K
|
9.06K
$1.72M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.19K+ 25.46% |
$184K - $195K
|
5.85K
$1.11M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
1.18K+ 1.62% |
$182K - $193K
|
73.9K
$14.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.16K+ 15.36% |
$179K - $190K
|
8.69K
$1.65M
|