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 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-88- 17.36% |
$13.8K - $15K
|
419
$81.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-89- 2.18% |
$14K - $15.2K
|
3.99K
$772K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-90- 5.47% |
$14.1K - $15.3K
|
1.55K
$301K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-91- 25.35% |
$14.3K - $15.5K
|
268
$51.9K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-96- 2.25% |
$15.1K - $16.4K
|
4.18K
$809K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-99- 3.73% |
$15.6K - $16.9K
|
2.56K
$496K
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-101- 6.57% |
$15.9K - $17.2K
|
1.44K
$278K
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-102- 6.04% |
$16K - $17.4K
|
1.59K
$307K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-102- 12.91% |
$16K - $17.4K
|
688
$133K
|
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-102- 1.95% |
$16K - $17.4K
|
5.13K
$994K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-105- 1.79% |
$16.5K - $17.9K
|
5.76K
$1.12M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-106- 3.06% |
$16.7K - $18.1K
|
3.35K
$650K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-107- 7.91% |
$16.8K - $18.2K
|
1.25K
$241K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-111- 7.63% |
$17.4K - $18.9K
|
1.34K
$260K
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-112- 0.16% |
$17.6K - $19.1K
|
71.4K
$13.8M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-112- 4.86% |
$17.6K - $19.1K
|
2.19K
$425K
|
|
|
Apr 20, 2022
Q1 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-115- 1.47% |
$18.1K - $19.6K
|
7.73K
$1.5M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-116- 0.5% |
$18.2K - $19.8K
|
23.1K
$4.48M
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-117- 1.2% |
$18.4K - $19.9K
|
9.61K
$1.86M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-121- 3.41% |
$19K - $20.6K
|
3.43K
$665K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-122- 5.17% |
$19.2K - $20.8K
|
2.24K
$434K
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-126Closed |
$19.8K - $21.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-130- 33.16% |
$20.4K - $22.2K
|
262
$50.8K
|
|
|
May 16, 2022
Q1 2022
|
Jentner Corp
|
SELL
|
- |
-132- 5.12% |
$20.7K - $22.5K
|
2.45K
$474K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-138- 1.76% |
$21.7K - $23.5K
|
7.69K
$1.49M
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-138- 1.89% |
$21.7K - $23.5K
|
7.15K
$1.38M
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-139- 4.74% |
$21.8K - $23.7K
|
2.79K
$541K
|
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-150- 2.28% |
$23.6K - $25.6K
|
6.43K
$1.25M
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-151Closed |
$23.7K - $25.7K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-152- 2.53% |
$23.9K - $25.9K
|
5.86K
$1.14M
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-153- 4.23% |
$24K - $26.1K
|
3.46K
$671K
|
|
|
May 16, 2022
Q1 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-154Closed |
$24.2K - $26.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-160- 1.67% |
$25.1K - $27.3K
|
9.45K
$1.83M
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-160Closed |
$25.1K - $27.3K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-161- 0.59% |
$25.3K - $27.5K
|
27.1K
$5.24M
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-167- 1.87% |
$26.2K - $28.5K
|
8.78K
$1.7M
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-167- 15.42% |
$26.2K - $28.5K
|
916
$178K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-168Closed |
$26.4K - $28.6K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-169Closed |
$26.6K - $28.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
SELL
|
- |
-169- 0.72% |
$26.6K - $28.8K
|
23.2K
$4.5M
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-172- 3.72% |
$27K - $29.3K
|
4.45K
$862K
|
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-177Closed |
$27.8K - $30.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-178Closed |
$28K - $30.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-181- 10.02% |
$28.4K - $30.9K
|
1.63K
$315K
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-184- 0.88% |
$28.9K - $31.4K
|
20.8K
$4.02M
|
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-189- 4.09% |
$29.7K - $32.2K
|
4.43K
$858K
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-193- 0.96% |
$30.3K - $32.9K
|
19.8K
$3.85M
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-195- 5.53% |
$30.6K - $33.2K
|
3.33K
$646K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-195- 2.25% |
$30.6K - $33.2K
|
8.46K
$1.64M
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-197- 74.34% |
$31K - $33.6K
|
68
$13.2K
|