Purchases and Sales Made in Q1 2022 in Ishares Russell 1000 Val ETF (IWD)

IWD Quotes by TradingView

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 10, 2022 Q1 2022
Wellspring Financial Advisors, LLC

Cleveland, OH
SELL
 -
-2.24K
- 8.6%
$352K - $382K
23.8K $4.61M
May 16, 2022 Q1 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-2.25K
- 38.63%
$354K - $384K
3.58K $692K
Apr 27, 2022 Q1 2022
Gfg Capital, LLC

SELL
 -
-2.29K
Closed
$359K - $390K
0 $0
May 09, 2022 Q1 2022
Lwm Advisory Services, LLC

Plantation, FL
SELL
 -
-2.3K
Closed
$362K - $393K
0 $0
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-2.35K
- 15.93%
$369K - $400K
12.4K $2.39M
May 06, 2022 Q1 2022
Empirical Asset Management, LLC

SELL
 -
-2.36K
Closed
$370K - $402K
0 $0
May 09, 2022 Q1 2022
Estate Counselors, LLC

SELL
 -
-2.37K
- 8.26%
$372K - $404K
26.3K $5.09M
May 02, 2022 Q1 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-2.37K
- 29.6%
$372K - $404K
5.64K $1.09M
Apr 22, 2022 Q1 2022
Farmers & Merchants Trust CO Of Long Beach

SELL
 -
-2.39K
- 34.63%
$376K - $408K
4.52K $875K
Apr 20, 2022 Q1 2022
Marcum Wealth, LLC

SELL
 -
-2.43K
- 16.78%
$382K - $415K
12.1K $2.33M
May 12, 2022 Q1 2022
Antonetti Capital Management LLC

SELL
 -
-2.47K
Closed
$388K - $421K
0 $0
May 16, 2022 Q1 2022
Css LLC

Chicago, IL
SELL
 -
-2.5K
Closed
$393K - $426K
0 $0
Apr 28, 2022 Q1 2022
Arcadia Investment Management Corp

SELL
 -
-2.52K
- 46.04%
$396K - $430K
2.95K $572K
May 13, 2022 Q1 2022
High Net Worth Advisory Group LLC

Naples, FL
SELL
 -
-2.57K
- 71.74%
$403K - $438K
1.01K $196K
May 16, 2022 Q1 2022
One Wealth Advisors, LLC

San Francisco, CA
SELL
 -
-2.58K
- 43.27%
$405K - $439K
3.38K $653K
Apr 13, 2022 Q1 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-2.62K
- 12.97%
$411K - $446K
17.6K $3.4M
Apr 27, 2022 Q1 2022
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-2.68K
- 3.11%
$421K - $457K
83.5K $16.2M
May 12, 2022 Q1 2022
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-2.69K
- 19.55%
$423K - $459K
11.1K $2.15M
Apr 12, 2022 Q1 2022
Churchill Management Corp

SELL
 -
-2.74K
- 2.82%
$431K - $468K
94.6K $18.3M
May 12, 2022 Q1 2022
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-2.85K
- 9.07%
$448K - $486K
28.5K $5.52M
May 05, 2022 Q1 2022
Rgt Wealth Advisors, LLC

SELL
 -
-2.87K
- 7.38%
$451K - $489K
36K $6.96M
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-2.92K
- 12.15%
$459K - $498K
21.1K $4.08M
May 12, 2022 Q1 2022
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-2.93K
- 22.57%
$460K - $499K
10K $1.94M
May 16, 2022 Q1 2022
Source Financial Advisors LLC

New York, NY
SELL
 -
-2.96K
Closed
$465K - $504K
0 $0
May 16, 2022 Q1 2022
Magnolia Capital Advisors LLC

Jackson, MS
SELL
 -
-2.96K
- 49.12%
$466K - $505K
3.07K $594K
Apr 26, 2022 Q1 2022
Narwhal Capital Management

SELL
 -
-2.97K
Closed
$467K - $506K
0 $0
May 16, 2022 Q1 2022
Bluefin Capital Management, LLC

New York, NY
SELL
 -
-3K
Closed
$471K - $512K
0 $0
May 06, 2022 Q1 2022
Independent Advisor Alliance

SELL
 -
-3K
Closed
$472K - $512K
0 $0
Apr 19, 2022 Q1 2022
Polaris Wealth Advisory Group, LLC

SELL
 -
-3.01K
Closed
$472K - $512K
0 $0
Apr 21, 2022 Q1 2022
Gfs Advisors, LLC

SELL
 -
-3.04K
- 18.52%
$478K - $519K
13.4K $2.59M
May 13, 2022 Q1 2022
Pictet Asset Management Sa

Geneva 73, V8
SELL
 -
-3.06K
- 12.32%
$480K - $521K
21.8K $4.21M
Apr 13, 2022 Q1 2022
Lbj Family Wealth Advisors, Ltd.

SELL
 -
-3.09K
- 1.56%
$485K - $527K
195K $37.8M
Apr 28, 2022 Q1 2022
Keybank National Association

SELL
 -
-3.14K
- 1.45%
$494K - $536K
213K $41.2M
May 09, 2022 Q1 2022
Commerce Bank

Kansas City, MO
SELL
 -
-3.15K
- 0.35%
$495K - $537K
902K $175M
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

SELL
 -
-3.15K
- 8.13%
$496K - $538K
35.6K $6.9M
Apr 28, 2022 Q1 2022
Parallel Advisors, LLC

SELL
 -
-3.16K
- 7.66%
$497K - $539K
38.1K $7.37M
May 05, 2022 Q1 2022
Washington Trust Advisors, Inc.

SELL
 -
-3.2K
- 14.63%
$503K - $546K
18.7K $3.61M
May 16, 2022 Q1 2022
Integrated Investment Consultants, LLC

SELL
 -
-3.22K
- 2.47%
$505K - $548K
127K $24.6M
Apr 27, 2022 Q1 2022
Tiedemann Advisors, LLC

SELL
 -
-3.23K
- 12.19%
$507K - $551K
23.3K $4.5M
May 04, 2022 Q1 2022
Waldron Private Wealth LLC

SELL
 -
-3.33K
- 0.38%
$523K - $567K
875K $169M
Apr 14, 2022 Q1 2022
Financial Planners Of Cleveland, Inc.

Mayfield Heights, OH
SELL
 -
-3.42K
- 53.88%
$537K - $582K
2.92K $566K
May 05, 2022 Q1 2022
Mc Ginn Investment Management, Inc.

SELL
 -
-3.45K
Closed
$542K - $588K
0 $0
May 09, 2022 Q1 2022
Hillcrest Wealth Advisors Ny, LLC

SELL
 -
-3.45K
- 12.01%
$542K - $588K
25.3K $4.89M
May 10, 2022 Q1 2022
Nottingham Advisors, Inc.

Amherst, NY
SELL
 -
-3.48K
- 4.35%
$548K - $594K
76.6K $14.8M
Apr 25, 2022 Q1 2022
Miracle Mile Advisors, LLC

SELL
 -
-3.5K
- 45.07%
$549K - $596K
4.26K $824K
May 12, 2022 Q1 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-3.51K
- 34.78%
$551K - $598K
6.58K $1.27M
Apr 29, 2022 Q1 2022
Lake Street Financial LLC

SELL
 -
-3.53K
Closed
$554K - $602K
0 $0
May 05, 2022 Q1 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-3.6K
- 58.16%
$566K - $614K
2.59K $501K
May 11, 2022 Q1 2022
Meristem Family Wealth, LLC

Minnetonka, MN
SELL
 -
-3.63K
- 37.11%
$570K - $618K
6.14K $1.19M

Track Institutional and Insider Activities on IWD

Follow ISHARES RUSSELL 1000 VAL ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IWD shares.

Notify only if

Insider Trading

Get notified when an Ishares Russell 1000 Val ETF insider buys or sells IWD shares.

Notify only if

News

Receive news related to ISHARES RUSSELL 1000 VAL ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on IWD