Purchases and Sales Made in Q1 2022 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 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 23, 2024 Q1 2022
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
66
+ 3.78%
$10.4K - $11.3K
1.81K $352K
Apr 08, 2022 Q1 2022
Beacon Financial Group

BUY
 -
65
+ 0.33%
$10.2K - $11.1K
19.7K $3.81M
Apr 21, 2022 Q1 2022
Leavell Investment Management, Inc.

BUY
 -
65
+ 2.41%
$10.2K - $11.1K
2.76K $536K
May 13, 2022 Q1 2022
Bartlett & Co. LLC

BUY
 -
65
+ 5.1%
$10.2K - $11.1K
1.34K $259K
Apr 21, 2022 Q1 2022
Sja Financial Advisory, LLC

BUY
 -
65
+ 0.24%
$10.2K - $11.1K
27.5K $5.33M
Jun 01, 2022 Q1 2022
City State Bank

Norwalk, IA
BUY
 -
65
+ 4.7%
$10.2K - $11.1K
1.45K $280K
Feb 14, 2024 Q1 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
65
+ 5.1%
$10.2K - $11.1K
1.34K $259K
Apr 28, 2022 Q1 2022
Jackson, Grant Investment Advisers, Inc.

BUY
 -
64
+ 4.59%
$10.1K - $10.9K
1.46K $283K
May 13, 2022 Q1 2022
Aveo Capital Partners, LLC

BUY
 -
63
+ 4.26%
$9.9K - $10.7K
1.54K $299K
May 16, 2022 Q1 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
63
+ 2.11%
$9.9K - $10.7K
3.05K $591K
Apr 22, 2022 Q1 2022
Pacific Financial Group Inc

BUY
 -
56
+ 0.79%
$8.8K - $9.55K
7.13K $1.38M
Apr 21, 2022 Q1 2022
Live Oak Private Wealth LLC

BUY
 -
52
+ 1.23%
$8.17K - $8.87K
4.28K $830K
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

BUY
 -
51
+ 7.43%
$8.01K - $8.7K
737 $143K
Aug 13, 2024 Q1 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
50
+ 8.71%
$7.86K - $8.53K
624 $121K
May 03, 2022 Q1 2022
Ellis Investment Partners, LLC

BUY
 -
46
+ 1.24%
$7.23K - $7.84K
3.76K $728K
May 10, 2022 Q1 2022
Legacy Wealth Planning, LLC

BUY
 -
45
+ 0.73%
$7.07K - $7.67K
6.18K $1.2M
May 04, 2022 Q1 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
44
+ 3.0%
$6.91K - $7.5K
1.51K $293K
May 03, 2022 Q1 2022
Clifford Swan Investment Counsel LLC

BUY
 -
39
+ 2.38%
$6.13K - $6.65K
1.68K $325K
Apr 28, 2022 Q1 2022
Bay Colony Advisory Group, Inc D

BUY
 -
39
+ 3.03%
$6.13K - $6.65K
1.33K $257K
May 11, 2022 Q1 2022
Front Row Advisors LLC

Tiburon, CA
BUY
 -
37
+ 0.9%
$5.81K - $6.31K
4.16K $806K
Apr 05, 2022 Q1 2022
Wedmont Private Capital

BUY
 -
36
+ 1.33%
$5.66K - $6.14K
2.75K $533K
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
36
New
$5.66K - $6.14K
36 $6.98K
Apr 20, 2022 Q1 2022
Harbor Investment Advisory, LLC

BUY
 -
34
+ 0.18%
$5.34K - $5.8K
18.8K $3.63M
May 02, 2022 Q1 2022
Madison Wealth Partners, Inc

BUY
 -
30
+ 1.73%
$4.71K - $5.12K
1.76K $341K
May 11, 2022 Q1 2022
Joseph Group Capital Management

Columbus, OH
BUY
 -
27
New
$4.24K - $4.6K
27 $5.23K
May 09, 2022 Q1 2022
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
27
+ 1.27%
$4.24K - $4.6K
2.16K $419K
Apr 29, 2022 Q1 2022
Gries Financial LLC

Cleveland, OH
BUY
 -
27
+ 0.3%
$4.24K - $4.6K
8.97K $1.74M
Nov 14, 2024 Q1 2022
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
26
+ 0.42%
$4.09K - $4.43K
6.18K $1.2M
May 13, 2022 Q1 2022
Doyle Wealth Management

St. Petersburg, FL
BUY
 -
25
+ 0.32%
$3.93K - $4.26K
7.76K $1.5M
May 10, 2022 Q1 2022
Provence Wealth Management Group

BUY
 -
24
+ 0.32%
$3.77K - $4.09K
7.63K $1.48M
May 13, 2022 Q1 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
24
+ 0.32%
$3.77K - $4.09K
7.49K $1.45M
May 03, 2022 Q1 2022
4 Thought Financial Group Inc.

BUY
 -
23
New
$3.61K - $3.92K
23 $4.46K
May 05, 2022 Q1 2022
Janiczek Wealth Management, LLC

BUY
 -
23
+ 4.97%
$3.61K - $3.92K
486 $94.2K
Apr 15, 2022 Q1 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
23
+ 0.08%
$3.61K - $3.92K
28.7K $5.55M
Apr 29, 2022 Q1 2022
Mitchell Capital Management CO

BUY
 -
21
+ 0.29%
$3.3K - $3.58K
7.19K $1.39M
May 09, 2022 Q1 2022
Dixon Hubard Feinour & Brown Inc

BUY
 -
19
+ 1.59%
$2.99K - $3.24K
1.21K $235K
Apr 28, 2022 Q1 2022
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
19
+ 8.84%
$2.99K - $3.24K
234 $45.3K
Apr 19, 2022 Q1 2022
Bedel Financial Consulting, Inc.

BUY
 -
17
+ 1.14%
$2.67K - $2.9K
1.51K $292K
May 03, 2022 Q1 2022
Rtd Financial Advisors, Inc.

BUY
 -
16
+ 0.02%
$2.51K - $2.73K
86.2K $16.7M
May 16, 2022 Q1 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
16
+ 0.74%
$2.51K - $2.73K
2.18K $422K
Apr 22, 2022 Q1 2022
Benchmark Financial Wealth Advisors, LLC

BUY
 -
15
+ 0.4%
$2.36K - $2.56K
3.8K $737K
May 05, 2022 Q1 2022
Guidance Point Advisors, LLC

BUY
 -
15
+ 0.36%
$2.36K - $2.56K
4.24K $821K
May 09, 2022 Q1 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
15
+ 0.57%
$2.36K - $2.56K
2.66K $516K
Apr 13, 2022 Q1 2022
Annex Advisory Services, LLC

BUY
 -
14
+ 0.22%
$2.2K - $2.39K
6.41K $1.24M
May 09, 2022 Q1 2022
Mycio Wealth Partners, LLC

BUY
 -
14
+ 0.3%
$2.2K - $2.39K
4.65K $902K
May 04, 2022 Q1 2022
Avion Wealth

The Woodlands, TX
BUY
 -
14
+ 7.73%
$2.2K - $2.39K
195 $37.8K
May 13, 2022 Q1 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
14
+ 0.72%
$2.2K - $2.39K
1.97K $381K
May 10, 2022 Q1 2022
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
13
+ 0.44%
$2.04K - $2.22K
3K $581K
May 16, 2022 Q1 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
12
+ 0.42%
$1.89K - $2.05K
2.87K $555K

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