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 13, 2022
Q1 2022
|
Scharf Investments, LLC
|
SELL
|
- |
-35.1KClosed |
$5.52M - $5.99M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-39.2K- 93.09% |
$6.15M - $6.68M
|
2.91K
$557K
|
|
|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-41.2K- 49.3% |
$6.47M - $7.02M
|
42.3K
$8.11M
|
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-42.1K- 8.61% |
$6.61M - $7.17M
|
447K
$85.5M
|
|
|
May 16, 2022
Q1 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-42.5K- 80.66% |
$6.68M - $7.25M
|
10.2K
$1.95M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-43KClosed |
$6.76M - $7.33M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-47.2K- 37.12% |
$7.42M - $8.05M
|
80K
$15.3M
|
|
|
May 10, 2022
Q1 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-49KClosed |
$7.69M - $8.35M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-49.5K- 55.83% |
$7.77M - $8.43M
|
39.1K
$7.49M
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-51.3K- 3.23% |
$8.07M - $8.75M
|
1.54M
$295M
|
|
|
May 10, 2022
Q1 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-53.4K- 51.7% |
$8.4M - $9.11M
|
49.9K
$9.56M
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-55.5K- 11.85% |
$8.73M - $9.47M
|
413K
$79.1M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-56.8K- 45.69% |
$8.93M - $9.68M
|
67.5K
$12.9M
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-58.9K- 35.77% |
$9.25M - $10M
|
106K
$20.2M
|
|
|
May 16, 2022
Q1 2022
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-60.4KClosed |
$9.49M - $10.3M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-61.7K- 22.19% |
$9.69M - $10.5M
|
216K
$41.4M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-62K- 7.03% |
$9.75M - $10.6M
|
821K
$157M
|
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-62.2K- 39.82% |
$9.77M - $10.6M
|
93.9K
$18M
|
|
|
May 05, 2022
Q1 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-62.6K- 95.57% |
$9.83M - $10.7M
|
2.9K
$556K
|
|
|
May 16, 2022
Q1 2022
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-65.2K- 91.06% |
$10.2M - $11.1M
|
6.4K
$1.23M
|
|
|
May 11, 2022
Q1 2022
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-66.7K- 89.07% |
$10.5M - $11.4M
|
8.18K
$1.57M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-68.7K- 90.88% |
$10.8M - $11.7M
|
6.9K
$1.32M
|
|
|
May 12, 2022
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-74KClosed |
$11.6M - $12.6M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-76.8K- 64.37% |
$12.1M - $13.1M
|
42.5K
$8.14M
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-88.3KClosed |
$13.9M - $15M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-100K- 11.2% |
$15.7M - $17.1M
|
794K
$152M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-102K- 58.78% |
$16M - $17.3M
|
71.3K
$13.7M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-105KClosed |
$16.5M - $17.9M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-107K- 70.56% |
$16.9M - $18.3M
|
44.8K
$8.58M
|
|
|
May 13, 2022
Q1 2022
|
Lyrical Asset Management LP
New York, NY |
SELL
|
- |
-110K- 97.78% |
$17.2M - $18.7M
|
2.49K
$476K
|
|
|
May 02, 2022
Q1 2022
|
Corundum Group, Inc.
|
SELL
|
- |
-114KClosed |
$17.9M - $19.5M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-116K- 45.91% |
$18.3M - $19.8M
|
137K
$26.3M
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-118K- 28.3% |
$18.6M - $20.2M
|
299K
$57.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-120K- 52.38% |
$18.8M - $20.4M
|
109K
$20.8M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-124K- 10.96% |
$19.4M - $21.1M
|
1M
$192M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-125K- 2.36% |
$19.7M - $21.4M
|
5.2M
$995M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-127K- 88.4% |
$19.9M - $21.6M
|
16.6K
$3.19M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-136K- 5.2% |
$21.4M - $23.2M
|
2.48M
$474M
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-137K- 5.24% |
$21.5M - $23.3M
|
2.47M
$473M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-152K- 7.46% |
$23.9M - $25.9M
|
1.89M
$361M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-155K- 54.96% |
$24.3M - $26.4M
|
127K
$24.3M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-172K- 16.67% |
$27M - $29.3M
|
858K
$164M
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-177K- 97.0% |
$27.9M - $30.2M
|
5.48K
$1.05M
|
|
|
Jul 22, 2022
Q1 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-184K- 98.09% |
$29M - $31.4M
|
3.6K
$689K
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-192K- 84.6% |
$30.1M - $32.7M
|
34.9K
$6.69M
|
|
|
May 16, 2022
Q1 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-192K- 85.43% |
$30.2M - $32.8M
|
32.8K
$6.28M
|
|
|
May 13, 2022
Q1 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-194K- 15.34% |
$30.5M - $33.1M
|
1.07M
$205M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-208K- 11.24% |
$32.7M - $35.5M
|
1.65M
$315M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-221K- 0.71% |
$34.7M - $37.7M
|
30.7M
$5.88B
|
|
|
May 16, 2022
Q1 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-291K- 91.4% |
$45.7M - $49.6M
|
27.4K
$5.25M
|