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 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-588- 0.06% |
$92.4K - $100K
|
951K
$182M
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-589- 8.28% |
$92.6K - $100K
|
6.53K
$1.25M
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-613- 9.37% |
$96.3K - $105K
|
5.93K
$1.13M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-617- 33.44% |
$97K - $105K
|
1.23K
$235K
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
SELL
|
- |
-620- 4.31% |
$97.4K - $106K
|
13.8K
$2.63M
|
|
|
Apr 25, 2022
Q1 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-625- 0.93% |
$98.2K - $107K
|
66.9K
$12.8M
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-625Closed |
$98.2K - $107K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-636- 0.11% |
$99.9K - $108K
|
573K
$110M
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-657- 4.72% |
$103K - $112K
|
13.3K
$2.54M
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-681- 19.59% |
$107K - $116K
|
2.8K
$535K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-685- 3.85% |
$108K - $117K
|
17.1K
$3.28M
|
|
|
May 03, 2022
Q1 2022
|
Appleton Group, LLC
|
SELL
|
- |
-691- 10.83% |
$109K - $118K
|
5.69K
$1.09M
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-702- 21.64% |
$110K - $120K
|
2.54K
$487K
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-710- 7.13% |
$112K - $121K
|
9.25K
$1.77M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-711- 2.92% |
$112K - $121K
|
23.6K
$4.53M
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-712- 2.64% |
$112K - $121K
|
26.3K
$5.03M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-729- 21.06% |
$115K - $124K
|
2.73K
$523K
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-732- 3.32% |
$115K - $125K
|
21.3K
$4.08M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-746- 3.57% |
$117K - $127K
|
20.2K
$3.86M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-759- 18.42% |
$119K - $129K
|
3.36K
$644K
|
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-772- 14.76% |
$121K - $132K
|
4.46K
$854K
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-777- 6.11% |
$122K - $132K
|
11.9K
$2.29M
|
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-791- 20.72% |
$124K - $135K
|
3.03K
$580K
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-799- 1.38% |
$126K - $136K
|
56.9K
$10.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-806- 1.43% |
$127K - $137K
|
55.6K
$10.6M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-812- 2.69% |
$128K - $138K
|
29.4K
$5.63M
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-824- 1.07% |
$129K - $141K
|
76.5K
$14.6M
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-833- 34.9% |
$131K - $142K
|
1.55K
$298K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-846- 10.92% |
$133K - $144K
|
6.9K
$1.32M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-850- 2.72% |
$134K - $145K
|
30.4K
$5.83M
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-854- 6.73% |
$134K - $146K
|
11.8K
$2.27M
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-894- 3.66% |
$140K - $152K
|
23.5K
$4.5M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-894- 0.18% |
$140K - $152K
|
508K
$97.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Newton One Investments LLC
|
SELL
|
- |
-895- 1.49% |
$141K - $153K
|
59K
$11.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
SELL
|
- |
-927- 23.23% |
$146K - $158K
|
3.06K
$587K
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
SELL
|
- |
-939- 7.3% |
$148K - $160K
|
11.9K
$2.28M
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-940- 20.58% |
$148K - $160K
|
3.63K
$694K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-943Closed |
$148K - $161K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-963- 0.59% |
$151K - $164K
|
162K
$31.1M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-976- 4.06% |
$153K - $166K
|
23.1K
$4.42M
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-983- 6.53% |
$154K - $168K
|
14.1K
$2.7M
|
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-995- 1.85% |
$156K - $170K
|
52.8K
$10.1M
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1K- 1.87% |
$158K - $171K
|
52.8K
$10.1M
|
|
|
May 16, 2022
Q1 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.01K- 3.25% |
$159K - $172K
|
30.1K
$5.76M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.02K- 32.1% |
$160K - $173K
|
2.15K
$412K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.02K- 18.21% |
$160K - $174K
|
4.57K
$875K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.04K- 1.49% |
$163K - $177K
|
68.5K
$13.1M
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.04K- 4.74% |
$164K - $178K
|
20.9K
$4M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.06KClosed |
$167K - $181K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.08K- 22.41% |
$169K - $183K
|
3.73K
$713K
|