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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Brown Financial Advisory
|
SELL
|
- |
-200- 2.96% |
$31.4K - $34.1K
|
6.55K
$1.25M
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-200- 13.85% |
$31.4K - $34.1K
|
1.24K
$238K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-202- 28.17% |
$31.7K - $34.4K
|
515
$98.6K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-202- 2.52% |
$31.7K - $34.4K
|
7.83K
$1.5M
|
|
|
May 12, 2022
Q1 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-202- 0.95% |
$31.7K - $34.4K
|
21K
$4.02M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-202- 2.52% |
$31.7K - $34.4K
|
7.83K
$1.5M
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-205- 2.36% |
$32.2K - $35K
|
8.47K
$1.62M
|
|
|
May 12, 2022
Q1 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-211- 1.45% |
$33.2K - $36K
|
14.3K
$2.74M
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-212- 11.78% |
$33.3K - $36.1K
|
1.59K
$304K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-212Closed |
$33.3K - $36.1K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-212- 1.24% |
$33.3K - $36.1K
|
16.9K
$3.23M
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-217- 9.12% |
$34.1K - $37K
|
2.16K
$414K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-220- 2.15% |
$34.6K - $37.5K
|
9.99K
$1.91M
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-220- 32.21% |
$34.6K - $37.5K
|
463
$88.7K
|
|
|
May 03, 2022
Q1 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-222- 7.69% |
$34.9K - $37.9K
|
2.67K
$510K
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-222Closed |
$34.9K - $37.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-224- 6.92% |
$35.2K - $38.2K
|
3.02K
$577K
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-225- 3.61% |
$35.4K - $38.4K
|
6K
$1.15M
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-226- 9.65% |
$35.5K - $38.5K
|
2.12K
$405K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-227- 2.88% |
$35.7K - $38.7K
|
7.67K
$1.47M
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-229- 3.69% |
$36K - $39K
|
5.98K
$1.14M
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
SELL
|
- |
-231- 4.12% |
$36.3K - $39.4K
|
5.38K
$1.03M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-231- 0.2% |
$36.3K - $39.4K
|
113K
$21.7M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-237- 0.78% |
$37.2K - $40.4K
|
30.1K
$5.77M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-237- 0.78% |
$37.2K - $40.4K
|
30.1K
$5.77M
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-238- 2.37% |
$37.4K - $40.6K
|
9.82K
$1.88M
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-238- 8.41% |
$37.4K - $40.6K
|
2.59K
$496K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-240- 7.65% |
$37.7K - $40.9K
|
2.9K
$555K
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-240Closed |
$37.7K - $40.9K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
SELL
|
- |
-244- 14.91% |
$38.3K - $41.6K
|
1.39K
$267K
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-245- 3.53% |
$38.5K - $41.8K
|
6.7K
$1.28M
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-252- 2.1% |
$39.6K - $43K
|
11.8K
$2.25M
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-255- 91.07% |
$40.1K - $43.5K
|
25
$4.79K
|
|
|
Apr 19, 2022
Q1 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-257- 1.23% |
$40.4K - $43.8K
|
20.7K
$3.96M
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-258- 1.34% |
$40.5K - $44K
|
19K
$3.64M
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-260Closed |
$40.9K - $44.3K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-264- 2.38% |
$41.5K - $45K
|
10.8K
$2.07M
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-266- 1.4% |
$41.8K - $45.4K
|
18.7K
$3.58M
|
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-270- 1.52% |
$42.4K - $46K
|
17.5K
$3.35M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-274- 5.07% |
$43.1K - $46.7K
|
5.13K
$982K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-279- 76.65% |
$43.8K - $47.6K
|
85
$16.3K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-280Closed |
$44K - $47.7K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-281- 3.34% |
$44.2K - $47.9K
|
8.13K
$1.56M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-286- 8.29% |
$44.9K - $48.8K
|
3.16K
$605K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-288- 6.06% |
$45.3K - $49.1K
|
4.46K
$855K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-299- 0.48% |
$47K - $51K
|
61.4K
$11.8M
|
|
|
Apr 05, 2022
Q1 2022
|
Farmers Trust CO
|
SELL
|
- |
-300- 8.67% |
$47.1K - $51.2K
|
3.16K
$605K
|
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-301- 13.86% |
$47.3K - $51.3K
|
1.87K
$358K
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-312- 15.14% |
$49K - $53.2K
|
1.75K
$335K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-316- 0.5% |
$49.7K - $53.9K
|
63.1K
$12.1M
|