Purchases and Sales Made in Q4 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 Q4 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
Feb 14, 2022 Q4 2021
Asset Management Group, Inc.

Stamford, CT
SELL
 -
-131
- 0.53%
$20.6K - $22K
24.5K $4.55M
Feb 08, 2022 Q4 2021
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-131
- 5.38%
$20.6K - $22K
2.3K $427K
Feb 17, 2022 Q4 2021
Hwg Holdings LP

Houston, TX
SELL
 -
-133
Closed
$20.9K - $22.4K
0 $0
Jan 19, 2022 Q4 2021
Sol Capital Management CO

SELL
 -
-135
- 0.38%
$21.2K - $22.7K
35.1K $6.52M
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-135
Closed
$21.2K - $22.7K
0 $0
Jan 10, 2022 Q4 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-137
- 2.83%
$21.5K - $23K
4.7K $872K
Feb 11, 2022 Q4 2021
Personal Capital Advisors Corp

SELL
 -
-138
- 2.97%
$21.7K - $23.2K
4.51K $837K
Feb 10, 2022 Q4 2021
Alterna Wealth Management, Inc

Houston, TX
SELL
 -
-145
- 7.25%
$22.8K - $24.4K
1.86K $344K
Jan 07, 2022 Q4 2021
Beacon Financial Group

SELL
 -
-146
- 0.74%
$22.9K - $24.5K
19.6K $3.64M
Jan 24, 2022 Q4 2021
Tci Wealth Advisors, Inc.

SELL
 -
-147
- 1.49%
$23.1K - $24.7K
9.73K $1.8M
Feb 14, 2022 Q4 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-148
- 1.59%
$23.3K - $24.9K
9.13K $1.69M
Jan 18, 2022 Q4 2021
Atlas Brown,Inc.

SELL
 -
-151
- 1.04%
$23.7K - $25.4K
14.3K $2.66M
Jan 21, 2022 Q4 2021
Asset Dedication, LLC

SELL
 -
-159
- 2.27%
$25K - $26.7K
6.84K $1.27M
Feb 11, 2022 Q4 2021
Northeast Financial Consultants Inc

Westport, CT
SELL
 -
-161
- 1.37%
$25.3K - $27.1K
11.6K $2.15M
Feb 14, 2022 Q4 2021
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-164
- 6.1%
$25.8K - $27.6K
2.52K $468K
Feb 14, 2022 Q4 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-170
- 0.56%
$26.7K - $28.6K
30.2K $5.61M
Aug 13, 2024 Q4 2021
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-170
- 22.85%
$26.7K - $28.6K
574 $106K
Jan 31, 2022 Q4 2021
Accredited Investors Inc.

SELL
 -
-178
- 1.32%
$28K - $29.9K
13.3K $2.47M
Feb 11, 2022 Q4 2021
Cooper Financial Group

SELL
 -
-186
- 1.44%
$29.2K - $31.3K
12.7K $2.36M
Jan 26, 2022 Q4 2021
Aprio Wealth Management, LLC

SELL
 -
-193
- 1.1%
$30.3K - $32.4K
17.4K $3.23M
Jan 27, 2022 Q4 2021
Community Bank, N.A.

SELL
 -
-198
- 0.86%
$31.1K - $33.3K
22.8K $4.24M
Jan 14, 2022 Q4 2021
Stratos Wealth Partners, Ltd.

SELL
 -
-199
- 0.32%
$31.3K - $33.4K
62.3K $11.6M
Jan 28, 2022 Q4 2021
Dubuque Bank & Trust CO

SELL
 -
-200
- 9.9%
$31.4K - $33.6K
1.82K $338K
Feb 04, 2022 Q4 2021
Joseph P. Lucia & Associates, LLC

SELL
 -
-200
Closed
$31.4K - $33.6K
0 $0
Feb 11, 2022 Q4 2021
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-200
- 6.25%
$31.4K - $33.6K
3K $557K
Jan 18, 2022 Q4 2021
Echo Wealth Management, LLC

SELL
 -
-201
- 2.95%
$31.6K - $33.8K
6.61K $1.23M
Jan 27, 2022 Q4 2021
Ascent Wealth Partners, LLC

New Hartford, NY
SELL
 -
-204
- 0.98%
$32.1K - $34.3K
20.6K $3.83M
Feb 08, 2022 Q4 2021
Front Barnett Associates LLC

Chicago, IL
SELL
 -
-210
- 3.7%
$33K - $35.3K
5.46K $1.01M
Jan 24, 2022 Q4 2021
Sage Financial Group Inc

SELL
 -
-212
- 0.99%
$33.3K - $35.6K
21.2K $3.94M
Feb 09, 2022 Q4 2021
Baron Financial Group, LLC

Fair Lawn, NJ
SELL
 -
-215
- 1.19%
$33.8K - $36.1K
17.8K $3.3M
Jan 31, 2022 Q4 2021
Affinity Capital Advisors, LLC

SELL
 -
-221
- 1.27%
$34.7K - $37.1K
17.2K $3.18M
Jan 18, 2022 Q4 2021
Soundmark Wealth Management, LLC

SELL
 -
-224
- 3.63%
$35.2K - $37.6K
5.95K $1.1M
Feb 11, 2022 Q4 2021
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-246
- 0.66%
$38.7K - $41.3K
37K $6.86M
Jan 31, 2022 Q4 2021
Veracity Capital LLC

SELL
 -
-248
- 6.64%
$39K - $41.7K
3.49K $647K
Jan 24, 2022 Q4 2021
Secure Asset Management, LLC

SELL
 -
-250
- 8.93%
$39.3K - $42K
2.55K $473K
Feb 14, 2022 Q4 2021
Alta Wealth Advisors LLC

SELL
 -
-250
- 0.92%
$39.3K - $42K
27K $5.01M
Feb 14, 2022 Q4 2021
Assetmark, Inc

SELL
 -
-254
- 74.49%
$39.9K - $42.7K
87 $16.1K
Feb 14, 2022 Q4 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-259
- 2.37%
$40.7K - $43.5K
10.7K $1.98M
Feb 14, 2022 Q4 2021
Cary Street Partners Asset Management LLC

Richmond, VA
SELL
 -
-263
- 7.3%
$41.3K - $44.2K
3.34K $620K
Jan 06, 2022 Q4 2021
Tarbox Family Office, Inc.

SELL
 -
-265
- 3.72%
$41.6K - $44.5K
6.86K $1.27M
Jan 26, 2022 Q4 2021
Ullmann Wealth Partners Group, LLC

SELL
 -
-273
- 0.81%
$42.9K - $45.9K
33.5K $6.22M
Feb 11, 2022 Q4 2021
Surevest, LLC

Los Angeles, CA
SELL
 -
-273
- 9.52%
$42.9K - $45.9K
2.59K $481K
Feb 10, 2022 Q4 2021
Great Valley Advisor Group, Inc.

SELL
 -
-280
- 1.13%
$44K - $47.1K
24.6K $4.56M
Jan 19, 2022 Q4 2021
Marquette Asset Management, LLC

SELL
 -
-285
- 0.41%
$44.8K - $47.9K
69.6K $12.9M
Feb 14, 2022 Q4 2021
State Street Corp

Boston, MA
SELL
 -
-285
- 0.38%
$44.8K - $47.9K
74.7K $13.9M
Feb 11, 2022 Q4 2021
True North Advisors, LLC

SELL
 -
-287
- 3.07%
$45.1K - $48.2K
9.07K $1.68M
Feb 10, 2022 Q4 2021
Lumature Wealth Partners, LLC

Alpharetta, GA
SELL
 -
-296
Closed
$46.5K - $49.8K
0 $0
Feb 11, 2022 Q4 2021
Phoenix Wealth Advisors

SELL
 -
-297
Closed
$46.7K - $49.9K
0 $0
Jan 24, 2022 Q4 2021
Connecticut Wealth Management, LLC

SELL
 -
-299
- 5.25%
$47K - $50.3K
5.4K $1M

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