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 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
257+ 19.32% |
$39.7K - $42.2K
|
1.59K
$305K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
256+ 7.55% |
$39.6K - $42K
|
3.65K
$700K
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
255+ 134.21% |
$39.4K - $41.8K
|
445
$85.4K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
251+ 1.3% |
$38.8K - $41.2K
|
19.6K
$3.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
246+ 3.7% |
$38K - $40.4K
|
6.9K
$1.32M
|
|
|
Oct 13, 2021
Q3 2021
|
Churchill Management Corp
|
BUY
|
- |
244+ 0.25% |
$37.7K - $40K
|
98.9K
$19M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
234+ 2.02% |
$36.2K - $38.4K
|
11.8K
$2.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
233+ 1.63% |
$36K - $38.2K
|
14.6K
$2.79M
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
229+ 10.41% |
$35.4K - $37.6K
|
2.43K
$466K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
227+ 10.64% |
$35.1K - $37.2K
|
2.36K
$453K
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
225+ 4.57% |
$34.8K - $36.9K
|
5.15K
$989K
|
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
216+ 1.13% |
$33.4K - $35.4K
|
19.4K
$3.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
215New |
$33.2K - $35.3K
|
215
$41.3K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
214+ 59.44% |
$33.1K - $35.1K
|
574
$110K
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
214+ 7.36% |
$33.1K - $35.1K
|
3.12K
$599K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
208+ 2.43% |
$32.2K - $34.1K
|
8.76K
$1.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
206+ 28.85% |
$31.9K - $33.8K
|
920
$177K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
203+ 2.53% |
$31.4K - $33.3K
|
8.23K
$1.58M
|
|
|
Nov 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
203+ 5.12% |
$31.4K - $33.3K
|
4.17K
$801K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
200+ 28.57% |
$30.9K - $32.8K
|
900
$173K
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
192+ 2.75% |
$29.7K - $31.5K
|
7.17K
$1.38M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
190+ 69.6% |
$29.4K - $31.2K
|
463
$88.9K
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
BUY
|
- |
190+ 12.58% |
$29.4K - $31.2K
|
1.7K
$326K
|
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
185+ 4.32% |
$28.6K - $30.4K
|
4.47K
$859K
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
181+ 2.52% |
$28K - $29.7K
|
7.38K
$1.42M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
181+ 3.0% |
$28K - $29.7K
|
6.22K
$1.19M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
180+ 12.73% |
$27.8K - $29.5K
|
1.59K
$306K
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
176New |
$27.2K - $28.9K
|
176
$33.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
174+ 2.01% |
$26.9K - $28.5K
|
8.84K
$1.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
174+ 0.29% |
$26.9K - $28.5K
|
60.4K
$11.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
168+ 0.84% |
$26K - $27.6K
|
20.1K
$3.86M
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
167+ 4.68% |
$25.8K - $27.4K
|
3.73K
$717K
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
162+ 1.4% |
$25K - $26.6K
|
11.7K
$2.25M
|
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
160+ 0.92% |
$24.7K - $26.3K
|
17.6K
$3.37M
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
160+ 2.52% |
$24.7K - $26.3K
|
6.51K
$1.25M
|
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
BUY
|
- |
154+ 0.57% |
$23.8K - $25.3K
|
27.2K
$5.23M
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
153New |
$23.7K - $25.1K
|
153
$29.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
152+ 0.6% |
$23.5K - $24.9K
|
25.5K
$4.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
152+ 0.8% |
$23.5K - $24.9K
|
19.1K
$3.66M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
151+ 2.2% |
$23.3K - $24.8K
|
7K
$1.34M
|
|
|
Nov 08, 2021
Q3 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
144+ 3.57% |
$22.3K - $23.6K
|
4.18K
$803K
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
143+ 4.58% |
$22.1K - $23.5K
|
3.27K
$628K
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
140+ 3.54% |
$21.6K - $23K
|
4.09K
$786K
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
138+ 6.9% |
$21.3K - $22.6K
|
2.14K
$411K
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
137+ 4.84% |
$21.2K - $22.5K
|
2.97K
$570K
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
134+ 0.29% |
$20.7K - $22K
|
46K
$8.84M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
130+ 1.02% |
$20.1K - $21.3K
|
12.9K
$2.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
129+ 2.85% |
$19.9K - $21.2K
|
4.65K
$893K
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
126New |
$19.5K - $20.7K
|
126
$24.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Next Capital Management LLC
|
BUY
|
- |
125+ 1.4% |
$19.3K - $20.5K
|
9.06K
$1.74M
|