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 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
35.9KNew |
$5.64M - $6.12M
|
35.9K
$6.74M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
34.9KNew |
$5.48M - $5.94M
|
34.9K
$6.55M
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
33.7K+ 11.79% |
$5.29M - $5.74M
|
319K
$60M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
33.1K+ 3.79% |
$5.2M - $5.64M
|
905K
$170M
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
32.8K+ 17.38% |
$5.15M - $5.58M
|
221K
$41.6M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
32.3K+ 31.57% |
$5.07M - $5.5M
|
134K
$25.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Eastern Bank
|
BUY
|
- |
31K+ 18.31% |
$4.87M - $5.28M
|
200K
$37.7M
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
30.6K+ 33.8% |
$4.8M - $5.21M
|
121K
$22.7M
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
29.2K+ 9.62% |
$4.58M - $4.97M
|
332K
$62.5M
|
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
29.1K+ 35.57% |
$4.57M - $4.96M
|
111K
$20.8M
|
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
28.8KNew |
$4.52M - $4.91M
|
28.8K
$5.41M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
28.5K+ 126.81% |
$4.49M - $4.87M
|
51.1K
$9.6M
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
27.7K+ 711.15% |
$4.35M - $4.72M
|
31.6K
$5.94M
|
|
|
May 16, 2022
Q1 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
27.4KNew |
$4.31M - $4.67M
|
27.4K
$5.15M
|
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
27.1K+ 52.14% |
$4.25M - $4.61M
|
78.9K
$14.8M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.9K+ 24.09% |
$4.23M - $4.59M
|
139K
$26.1M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
26.3K+ 10.59% |
$4.13M - $4.48M
|
274K
$51.6M
|
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
25.7KNew |
$4.03M - $4.38M
|
25.7K
$4.82M
|
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
25.3KNew |
$3.98M - $4.32M
|
25.3K
$4.76M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25.2K+ 117.69% |
$3.96M - $4.3M
|
46.7K
$8.77M
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
25.1K+ 28.01% |
$3.94M - $4.28M
|
115K
$21.6M
|
|
|
May 06, 2022
Q1 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
24.7K+ 122.33% |
$3.89M - $4.22M
|
44.9K
$8.45M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
24K+ 155.45% |
$3.77M - $4.09M
|
39.4K
$7.41M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
22.5K+ 5.52% |
$3.53M - $3.83M
|
430K
$80.8M
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
22.1KNew |
$3.48M - $3.78M
|
22.1K
$4.16M
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
21.9K+ 3.87% |
$3.43M - $3.73M
|
587K
$110M
|
|
|
Feb 07, 2023
Q1 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
21.1K+ 600.77% |
$3.32M - $3.6M
|
24.6K
$4.63M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20.9K+ 263.47% |
$3.28M - $3.56M
|
28.8K
$5.42M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.5K+ 17.63% |
$3.22M - $3.49M
|
137K
$25.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
19.2K+ 54.97% |
$3.01M - $3.27M
|
54.1K
$10.2M
|
|
|
May 16, 2022
Q1 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
18.5K+ 173.15% |
$2.91M - $3.16M
|
29.2K
$5.49M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18K+ 5.24% |
$2.83M - $3.07M
|
361K
$67.9M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18K+ 47.84% |
$2.82M - $3.06M
|
55.5K
$10.4M
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
17.3KNew |
$2.71M - $2.94M
|
17.3K
$3.25M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.2K+ 0.43% |
$2.7M - $2.93M
|
3.98M
$748M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
16.7K+ 283.14% |
$2.63M - $2.85M
|
22.7K
$4.26M
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
16.7K+ 655.38% |
$2.62M - $2.85M
|
19.2K
$3.62M
|
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
15.7K+ 8.04% |
$2.47M - $2.68M
|
211K
$39.7M
|
|
|
May 16, 2022
Q1 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
15.7KNew |
$2.47M - $2.68M
|
15.7K
$2.95M
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
15.7K+ 38.46% |
$2.47M - $2.68M
|
56.5K
$10.6M
|
|
|
Mar 22, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
15.5K+ 16.74% |
$2.44M - $2.64M
|
108K
$20.3M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.5KNew |
$2.43M - $2.64M
|
15.5K
$2.91M
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
15.2KNew |
$2.39M - $2.6M
|
15.2K
$2.86M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
14.9K+ 45.54% |
$2.34M - $2.54M
|
47.6K
$8.94M
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
14.3KNew |
$2.25M - $2.44M
|
14.3K
$2.69M
|
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
14.3KNew |
$2.25M - $2.44M
|
14.3K
$2.69M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13.9K+ 0.67% |
$2.18M - $2.36M
|
2.08M
$391M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.8K+ 7.77% |
$2.17M - $2.35M
|
191K
$36M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.6K+ 234.21% |
$2.13M - $2.31M
|
19.4K
$3.64M
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
13.6K+ 9.08% |
$2.13M - $2.31M
|
163K
$30.6M
|