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 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
13K
+ 3.4%
$2.04M - $2.21M
395K $75.6M
May 16, 2022 Q1 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
12.9K
+ 419.29%
$2.03M - $2.2M
16K $3.06M
May 16, 2022 Q1 2022
Poehling Capital Management, Inc.

Madison, WI
BUY
 -
12.4K
+ 821.58%
$1.96M - $2.12M
14K $2.67M
May 10, 2022 Q1 2022
Forvis Wealth Advisors, LLC

BUY
 -
12.4K
+ 18.11%
$1.94M - $2.11M
80.7K $15.5M
Apr 29, 2022 Q1 2022
Bg Investment Services, Inc.

BUY
 -
11.7K
New
$1.84M - $2M
11.7K $2.24M
May 16, 2022 Q1 2022
Saxon Interests, Inc.

BUY
 -
11.5K
+ 141.03%
$1.81M - $1.96M
19.7K $3.77M
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
11.2K
+ 59.98%
$1.76M - $1.91M
29.9K $5.73M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
11.2K
+ 4.76%
$1.76M - $1.9M
246K $47.1M
Feb 01, 2023 Q1 2022
Keebeck Alpha, LP

Stamford, CT
BUY
 -
10.7K
+ 316.04%
$1.69M - $1.83M
14.1K $2.71M
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

BUY
 -
10.7K
+ 4108.46%
$1.68M - $1.82M
10.9K $2.1M
Apr 15, 2022 Q1 2022
Atticus Wealth Management, LLC

BUY
 -
10.2K
+ 440.51%
$1.6M - $1.74M
12.5K $2.39M
May 09, 2022 Q1 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
9.87K
+ 49.53%
$1.55M - $1.68M
29.8K $5.71M
Apr 07, 2022 Q1 2022
Diversified Trust CO

BUY
 -
9.73K
+ 9.52%
$1.53M - $1.66M
112K $21.4M
May 02, 2022 Q1 2022
Simplex Trading, LLC

BUY
 -
9.69K
+ 220.39%
$1.52M - $1.65M
14.1K $2.7M
May 09, 2022 Q1 2022
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
9.44K
New
$1.48M - $1.61M
9.44K $1.81M
May 10, 2022 Q1 2022
Mai Capital Management

BUY
 -
9.39K
+ 4.91%
$1.48M - $1.6M
200K $38.4M
May 13, 2022 Q1 2022
Mma Asset Management LLC

New York, NY
BUY
 -
9.22K
+ 72.62%
$1.45M - $1.57M
21.9K $4.2M
Apr 05, 2022 Q1 2022
Centric Wealth Management

BUY
 -
9.12K
New
$1.43M - $1.56M
9.12K $1.75M
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
9.09K
New
$1.43M - $1.55M
9.09K $1.74M
Apr 14, 2022 Q1 2022
Cfm Wealth Partners LLC

BUY
 -
9.07K
+ 78.65%
$1.43M - $1.55M
20.6K $3.94M
May 06, 2022 Q1 2022
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
8.95K
+ 8.6%
$1.41M - $1.53M
113K $21.7M
May 13, 2022 Q1 2022
Parkside Financial Bank & Trust

BUY
 -
8.93K
+ 5.07%
$1.4M - $1.52M
185K $35.4M
May 09, 2022 Q1 2022
Mv Capital Management, Inc.

BUY
 -
8.78K
+ 2.72%
$1.38M - $1.5M
331K $63.4M
May 06, 2022 Q1 2022
Camden Capital, LLC

BUY
 -
8.77K
+ 11.05%
$1.38M - $1.5M
88.1K $16.9M
Apr 21, 2022 Q1 2022
Stairway Partners, LLC

BUY
 -
8.75K
+ 0.96%
$1.38M - $1.49M
925K $177M
May 09, 2022 Q1 2022
True Private Wealth Advisors

BUY
 -
8.7K
+ 3.88%
$1.37M - $1.48M
233K $44.6M
May 12, 2022 Q1 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
8.51K
+ 13.57%
$1.34M - $1.45M
71.2K $13.6M
May 12, 2022 Q1 2022
Hancock Whitney Corp

BUY
 -
8.4K
+ 41.63%
$1.32M - $1.43M
28.6K $5.47M
May 16, 2022 Q1 2022
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
8.23K
+ 1048.41%
$1.29M - $1.4M
9.02K $1.73M
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
8.21K
+ 17.86%
$1.29M - $1.4M
54.1K $10.4M
Apr 28, 2022 Q1 2022
Prw Wealth Management LLC

BUY
 -
8.16K
+ 41.21%
$1.28M - $1.39M
28K $5.35M
Apr 13, 2022 Q1 2022
Transparent Wealth Partners LLC

Little Rock, AR
BUY
 -
8.13K
New
$1.28M - $1.39M
8.13K $1.56M
Apr 13, 2022 Q1 2022
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
8.13K
New
$1.28M - $1.39M
8.13K $1.56M
Apr 25, 2022 Q1 2022
Cornerstone Wealth Group, LLC

BUY
 -
7.83K
+ 12.51%
$1.23M - $1.33M
70.4K $13.5M
Apr 27, 2022 Q1 2022
Tru Wealth Advisors, LLC

BUY
 -
7.8K
+ 19.52%
$1.23M - $1.33M
47.8K $9.15M
Apr 26, 2022 Q1 2022
Columbus Macro, LLC

BUY
 -
7.75K
New
$1.22M - $1.32M
7.75K $1.48M
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
7.68K
+ 110.49%
$1.21M - $1.31M
14.6K $2.8M
May 09, 2022 Q1 2022
Cx Institutional

BUY
 -
7.65K
+ 9.79%
$1.2M - $1.3M
85.8K $16.4M
Apr 27, 2022 Q1 2022
Virginia National Bank

BUY
 -
7.59K
New
$1.19M - $1.29M
7.59K $1.45M
May 16, 2022 Q1 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
7.58K
+ 53.39%
$1.19M - $1.29M
21.8K $4.17M
May 13, 2022 Q1 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
7.3K
+ 135.24%
$1.15M - $1.24M
12.7K $2.43M
Apr 07, 2022 Q1 2022
Fieldpoint Private Securities, LLC

BUY
 -
7.16K
+ 30.11%
$1.12M - $1.22M
30.9K $5.92M
May 10, 2022 Q1 2022
Keebeck Alpha, LP

Stamford, CT
BUY
 -
6.92K
+ 95.97%
$1.09M - $1.18M
14.1K $2.71M
Apr 26, 2022 Q1 2022
Norris Perne & French LLP

Grand Rapids, MI
BUY
 -
6.44K
+ 302.06%
$1.01M - $1.1M
8.57K $1.64M
May 12, 2022 Q1 2022
Pitcairn CO

Jenkintown, PA
BUY
 -
6.35K
New
$998K - $1.08M
6.35K $1.22M
Apr 14, 2022 Q1 2022
Strong Tower Advisory Services

Minneapolis, MN
BUY
 -
6.28K
New
$986K - $1.07M
6.28K $1.2M
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
6.23K
+ 28.01%
$979K - $1.06M
28.5K $5.45M
Apr 14, 2022 Q1 2022
Cedar Mountain Advisors, LLC

BUY
 -
5.94K
+ 1.6%
$934K - $1.01M
378K $72.5M
May 02, 2022 Q1 2022
Sage Financial Group Inc

BUY
 -
5.81K
+ 27.35%
$913K - $990K
27.1K $5.18M

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