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 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-317- 2.21% |
$49.8K - $54.1K
|
14K
$2.69M
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-324- 0.31% |
$50.9K - $55.2K
|
105K
$20.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-326- 81.5% |
$51.2K - $55.6K
|
74
$14.2K
|
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-330- 1.02% |
$51.9K - $56.3K
|
31.9K
$6.11M
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-330- 2.85% |
$51.9K - $56.3K
|
11.2K
$2.15M
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-330- 1.56% |
$51.9K - $56.3K
|
20.9K
$4M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-330- 5.91% |
$51.9K - $56.3K
|
5.26K
$1.01M
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-334- 17.91% |
$52.5K - $57K
|
1.53K
$293K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-335- 1.03% |
$52.6K - $57.1K
|
32.3K
$6.19M
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-335Closed |
$52.6K - $57.1K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-350- 10.96% |
$55K - $59.7K
|
2.84K
$545K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-350- 0.35% |
$55K - $59.7K
|
99.9K
$19.1M
|
|
|
May 06, 2022
Q1 2022
|
Sicart Associates LLC
|
SELL
|
- |
-370- 14.24% |
$58.1K - $63.1K
|
2.23K
$427K
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-373- 8.6% |
$58.6K - $63.6K
|
3.97K
$759K
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-378- 4.17% |
$59.4K - $64.5K
|
8.7K
$1.67M
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-380- 2.31% |
$59.7K - $64.8K
|
16.1K
$3.08M
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-391Closed |
$61.4K - $66.7K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-396- 21.76% |
$62.2K - $67.5K
|
1.42K
$273K
|
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-400- 2.74% |
$62.9K - $68.2K
|
14.2K
$2.72M
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-411- 15.84% |
$64.6K - $70.1K
|
2.18K
$418K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-415- 5.17% |
$65.2K - $70.8K
|
7.62K
$1.46M
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-416- 12.92% |
$65.4K - $70.9K
|
2.8K
$537K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-427- 22.1% |
$67.1K - $72.8K
|
1.51K
$288K
|
|
|
Apr 13, 2022
Q1 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-439- 2.74% |
$69K - $74.9K
|
15.6K
$2.99M
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-440- 8.36% |
$69.1K - $75K
|
4.83K
$924K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-440- 3.34% |
$69.1K - $75K
|
12.7K
$2.43M
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-445- 6.39% |
$69.9K - $75.9K
|
6.52K
$1.25M
|
|
|
May 12, 2022
Q1 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-448- 12.44% |
$70.4K - $76.4K
|
3.15K
$604K
|
|
|
Apr 15, 2022
Q1 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-450- 2.8% |
$70.7K - $76.7K
|
15.6K
$2.99M
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-454Closed |
$71.3K - $77.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-470- 27.09% |
$73.9K - $80.1K
|
1.27K
$242K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-471- 1.69% |
$74K - $80.3K
|
27.4K
$5.25M
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-472- 1.34% |
$74.2K - $80.5K
|
34.6K
$6.63M
|
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-475- 21.22% |
$74.6K - $81K
|
1.76K
$338K
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
SELL
|
- |
-476- 16.77% |
$74.8K - $81.2K
|
2.36K
$452K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-478- 1.93% |
$75.1K - $81.5K
|
24.3K
$4.65M
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-480- 4.2% |
$75.4K - $81.8K
|
11K
$2.1M
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-486- 10.48% |
$76.4K - $82.9K
|
4.15K
$795K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-497- 0.56% |
$78.1K - $84.7K
|
87.9K
$16.8M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-520- 50.34% |
$81.7K - $88.7K
|
513
$98.2K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-534- 21.17% |
$83.9K - $91.1K
|
1.99K
$381K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-537- 2.14% |
$84.4K - $91.6K
|
24.6K
$4.7M
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
SELL
|
- |
-538- 1.79% |
$84.5K - $91.7K
|
29.6K
$5.66M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-540- 2.06% |
$84.9K - $92.1K
|
25.7K
$4.91M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-543- 1.09% |
$85.3K - $92.6K
|
49.5K
$9.48M
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-552- 1.64% |
$86.7K - $94.1K
|
33.1K
$6.35M
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-554- 0.55% |
$87.1K - $94.5K
|
100K
$19.1M
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-562- 7.57% |
$88.3K - $95.8K
|
6.86K
$1.31M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-563- 14.24% |
$88.5K - $96K
|
3.39K
$649K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-579- 1.57% |
$91K - $98.7K
|
36.4K
$6.97M
|