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 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
614+ 3.3% |
$94.9K - $101K
|
19.2K
$3.69M
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
604+ 4.04% |
$93.4K - $99.1K
|
15.6K
$2.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
600+ 4.39% |
$92.8K - $98.4K
|
14.3K
$2.74M
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
600+ 11.46% |
$92.8K - $98.4K
|
5.84K
$1.12M
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
591New |
$91.4K - $97K
|
591
$113K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
580+ 1.87% |
$89.7K - $95.2K
|
31.7K
$6.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
565+ 2.05% |
$87.4K - $92.7K
|
28.1K
$5.4M
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
562+ 0.5% |
$86.9K - $92.2K
|
114K
$21.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
514+ 1.75% |
$79.5K - $84.3K
|
29.8K
$5.73M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
514+ 1.75% |
$79.5K - $84.3K
|
29.8K
$5.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
505+ 29.74% |
$78.1K - $82.9K
|
2.2K
$423K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
502New |
$77.6K - $82.4K
|
502
$96.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
500+ 7.56% |
$77.3K - $82K
|
7.12K
$1.37M
|
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
490+ 2.87% |
$75.8K - $80.4K
|
17.6K
$3.38M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
471+ 6.15% |
$72.8K - $77.3K
|
8.14K
$1.56M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
466+ 5.42% |
$72.1K - $76.5K
|
9.07K
$1.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
466+ 114.22% |
$72.1K - $76.5K
|
874
$168K
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
463+ 16.67% |
$71.6K - $76K
|
3.24K
$622K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
444+ 16.43% |
$68.7K - $72.8K
|
3.15K
$604K
|
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
443+ 1.64% |
$68.5K - $72.7K
|
27.4K
$5.26M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
438+ 13.9% |
$67.7K - $71.9K
|
3.59K
$689K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
434+ 2.21% |
$67.1K - $71.2K
|
20.1K
$3.85M
|
|
|
Oct 12, 2021
Q3 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
432+ 1.04% |
$66.8K - $70.9K
|
42.1K
$8.09M
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
406+ 6.25% |
$62.8K - $66.6K
|
6.9K
$1.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
405+ 10.17% |
$62.6K - $66.4K
|
4.39K
$842K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
400+ 13.96% |
$61.8K - $65.6K
|
3.27K
$627K
|
|
|
Nov 09, 2021
Q3 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
392+ 0.51% |
$60.6K - $64.3K
|
76.8K
$14.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
385+ 28.6% |
$59.5K - $63.2K
|
1.73K
$332K
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
375+ 2.99% |
$58K - $61.5K
|
12.9K
$2.48M
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
374+ 14.56% |
$57.8K - $61.4K
|
2.94K
$565K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
372+ 4.29% |
$57.5K - $61K
|
9.05K
$1.74M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
370+ 0.88% |
$57.2K - $60.7K
|
42.5K
$8.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
365+ 14.89% |
$56.4K - $59.9K
|
2.82K
$541K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
363+ 21.18% |
$56.1K - $59.6K
|
2.08K
$399K
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
BUY
|
- |
360+ 204.55% |
$55.7K - $59.1K
|
536
$103K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
360+ 1.33% |
$55.7K - $59.1K
|
27.4K
$5.27M
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
352+ 0.1% |
$54.4K - $57.8K
|
367K
$70.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
340+ 19.94% |
$52.6K - $55.8K
|
2.05K
$393K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
319+ 11.15% |
$49.3K - $52.3K
|
3.18K
$610K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
300+ 7.61% |
$46.4K - $49.2K
|
4.24K
$814K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
296+ 0.71% |
$45.8K - $48.6K
|
41.7K
$8.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
296+ 12.44% |
$45.8K - $48.6K
|
2.68K
$514K
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
BUY
|
- |
290+ 2.5% |
$44.8K - $47.6K
|
11.9K
$2.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
288+ 6.09% |
$44.5K - $47.3K
|
5.02K
$964K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
285+ 6.41% |
$44.1K - $46.8K
|
4.73K
$908K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
283New |
$43.8K - $46.4K
|
283
$54.3K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
269+ 8.1% |
$41.6K - $44.1K
|
3.59K
$689K
|
|
|
Oct 04, 2021
Q3 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
268+ 21.14% |
$41.4K - $44K
|
1.54K
$295K
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
266+ 2.35% |
$41.1K - $43.6K
|
11.6K
$2.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
265+ 4.19% |
$41K - $43.5K
|
6.59K
$1.27M
|