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 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.11K- 42.24% |
$174K - $189K
|
1.51K
$290K
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.13KClosed |
$177K - $192K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.13K- 2.89% |
$177K - $192K
|
37.9K
$7.25M
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-1.16K- 8.39% |
$182K - $197K
|
12.6K
$2.42M
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.17K- 4.46% |
$184K - $200K
|
25.1K
$4.81M
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.19KClosed |
$187K - $203K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$189K - $205K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-1.22KClosed |
$192K - $208K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.23KClosed |
$193K - $209K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.24KClosed |
$195K - $212K
|
0
$0
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.25KClosed |
$196K - $213K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.25KClosed |
$196K - $213K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.26K- 6.72% |
$199K - $216K
|
17.6K
$3.36M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.28K- 0.67% |
$201K - $218K
|
189K
$36.1M
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.29KClosed |
$202K - $219K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-1.3KClosed |
$204K - $222K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
SELL
|
- |
-1.32KClosed |
$207K - $224K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.34K- 44.22% |
$210K - $228K
|
1.69K
$323K
|
|
May 12, 2022
Q1 2022
|
River Road Asset Management, LLC
|
SELL
|
- |
-1.35KClosed |
$212K - $230K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.36KClosed |
$214K - $232K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
SELL
|
- |
-1.37K- 12.25% |
$215K - $234K
|
9.81K
$1.88M
|
|
Apr 26, 2022
Q1 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.38K- 41.02% |
$217K - $235K
|
1.98K
$379K
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-1.41K- 10.12% |
$222K - $241K
|
12.5K
$2.4M
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.45K- 24.4% |
$228K - $248K
|
4.5K
$861K
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.46K- 19.99% |
$229K - $248K
|
5.83K
$1.12M
|
|
May 02, 2022
Q1 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-1.47KClosed |
$230K - $250K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-1.47KClosed |
$231K - $251K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.51K- 0.48% |
$237K - $257K
|
315K
$60.3M
|
|
May 03, 2022
Q1 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-1.52KClosed |
$238K - $258K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.58K- 12.9% |
$248K - $269K
|
10.7K
$2.04M
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.6K- 0.37% |
$251K - $272K
|
428K
$82M
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.61K- 4.18% |
$252K - $274K
|
36.8K
$7.05M
|
|
May 12, 2022
Q1 2022
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-1.78K- 39.48% |
$279K - $303K
|
2.72K
$521K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.79K- 1.56% |
$281K - $305K
|
112K
$21.5M
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.8K- 3.52% |
$283K - $307K
|
49.3K
$9.45M
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.85K- 3.61% |
$290K - $315K
|
49.3K
$9.45M
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.86KClosed |
$292K - $316K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.89K- 18.48% |
$297K - $323K
|
8.35K
$1.6M
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.9K- 21.16% |
$298K - $323K
|
7.07K
$1.35M
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.91KClosed |
$300K - $326K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.97K- 55.61% |
$309K - $335K
|
1.57K
$301K
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2K- 15.99% |
$314K - $341K
|
10.5K
$2.01M
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.05KClosed |
$322K - $349K
|
0
$0
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.08K- 36.41% |
$327K - $355K
|
3.64K
$696K
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.1K- 3.46% |
$330K - $358K
|
58.5K
$11.2M
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
SELL
|
- |
-2.12KClosed |
$333K - $361K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-2.15KClosed |
$338K - $367K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
SELL
|
- |
-2.21K- 16.95% |
$347K - $377K
|
10.8K
$2.07M
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.24K- 8.6% |
$352K - $382K
|
23.8K
$4.56M
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.25K- 38.63% |
$354K - $384K
|
3.58K
$685K
|