Purchases and Sales Made in Q1 2022 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
185+ 7.36% |
$29.1K - $31.5K
|
2.7K
$523K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
178+ 204.6% |
$28K - $30.4K
|
265
$51.4K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
174New |
$27.3K - $29.7K
|
174
$33.7K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
172+ 8.52% |
$27K - $29.3K
|
2.19K
$424K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
170+ 0.39% |
$26.7K - $29K
|
43.8K
$8.49M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
166+ 0.42% |
$26.1K - $28.3K
|
39.3K
$7.62M
|
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
163+ 9.43% |
$25.6K - $27.8K
|
1.89K
$366K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
160+ 4.79% |
$25.1K - $27.3K
|
3.5K
$678K
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
157+ 3.4% |
$24.7K - $26.8K
|
4.77K
$925K
|
|
|
Apr 19, 2022
Q1 2022
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
150+ 11.96% |
$23.6K - $25.6K
|
1.4K
$272K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
150+ 0.64% |
$23.6K - $25.6K
|
23.6K
$4.58M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
150New |
$23.6K - $25.6K
|
150
$29.1K
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
149+ 1.36% |
$23.4K - $25.4K
|
11.1K
$2.15M
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
146+ 11.87% |
$22.9K - $24.9K
|
1.38K
$267K
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
142+ 2.77% |
$22.3K - $24.2K
|
5.27K
$1.02M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
140+ 3.09% |
$22K - $23.9K
|
4.66K
$904K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
132+ 9.61% |
$20.7K - $22.5K
|
1.51K
$292K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
127+ 3.51% |
$20K - $21.7K
|
3.75K
$726K
|
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
125+ 0.04% |
$19.6K - $21.3K
|
343K
$66.4M
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
121+ 4.25% |
$19K - $20.6K
|
2.97K
$575K
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
121+ 1.9% |
$19K - $20.6K
|
6.47K
$1.25M
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
118+ 11.17% |
$18.5K - $20.1K
|
1.17K
$227K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
114+ 6.43% |
$17.9K - $19.4K
|
1.89K
$366K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
111+ 1.1% |
$17.4K - $18.9K
|
10.2K
$1.99M
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
109New |
$17.1K - $18.6K
|
109
$21.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
108+ 6.9% |
$17K - $18.4K
|
1.67K
$324K
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
105New |
$16.5K - $17.9K
|
105
$20.3K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
104+ 1.85% |
$16.3K - $17.7K
|
5.71K
$1.11M
|
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
BUY
|
- |
102+ 1.63% |
$16K - $17.4K
|
6.37K
$1.23M
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
102+ 3.47% |
$16K - $17.4K
|
3.05K
$590K
|
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
101+ 2.27% |
$15.9K - $17.2K
|
4.55K
$882K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
101+ 24.46% |
$15.9K - $17.2K
|
514
$99.6K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
101+ 24.46% |
$15.9K - $17.2K
|
514
$99.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100+ 5.7% |
$15.7K - $17.1K
|
1.85K
$359K
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100New |
$15.7K - $17.1K
|
100
$19.4K
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
100+ 0.41% |
$15.7K - $17.1K
|
24.6K
$4.78M
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
97+ 3.4% |
$15.2K - $16.5K
|
2.95K
$571K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
90+ 6.2% |
$14.1K - $15.3K
|
1.54K
$299K
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
87+ 5.5% |
$13.7K - $14.8K
|
1.67K
$323K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
86+ 8.08% |
$13.5K - $14.7K
|
1.15K
$223K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
81+ 0.4% |
$12.7K - $13.8K
|
20.2K
$3.91M
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
80+ 0.36% |
$12.6K - $13.6K
|
22.1K
$4.27M
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
78+ 1.05% |
$12.3K - $13.3K
|
7.48K
$1.45M
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
77+ 1.21% |
$12.1K - $13.1K
|
6.46K
$1.25M
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
BUY
|
- |
77+ 0.44% |
$12.1K - $13.1K
|
17.4K
$3.38M
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
75New |
$11.8K - $12.8K
|
75
$14.5K
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
75+ 2.46% |
$11.8K - $12.8K
|
3.12K
$605K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
75+ 4.56% |
$11.8K - $12.8K
|
1.72K
$333K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
70+ 3.08% |
$11K - $11.9K
|
2.34K
$454K
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
68+ 2.91% |
$10.7K - $11.6K
|
2.4K
$465K
|