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
Sep 07, 2022 Q1 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
3.22K
New
$505K - $548K
3.22K $616K
May 09, 2022 Q1 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
3.2K
+ 1428.13%
$503K - $545K
3.42K $655K
Apr 19, 2022 Q1 2022
Relyea Zuckerberg Hanson LLC

BUY
 -
3.18K
+ 17.95%
$500K - $542K
20.9K $4M
May 13, 2022 Q1 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
3.15K
+ 26.08%
$494K - $536K
15.2K $2.91M
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
3.1K
+ 93.52%
$487K - $529K
6.42K $1.23M
May 10, 2022 Q1 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
3.1K
+ 4.56%
$487K - $528K
71K $13.6M
May 05, 2022 Q1 2022
Haverford Trust CO

Radnor, PA
BUY
 -
3.06K
+ 3.69%
$481K - $522K
86K $16.5M
May 02, 2022 Q1 2022
Texas Capital Bank Wealth Management Services Inc

BUY
 -
3.03K
+ 25.82%
$476K - $517K
14.8K $2.83M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
2.96K
+ 54.67%
$465K - $505K
8.37K $1.6M
Apr 05, 2022 Q1 2022
Fulton Bank, N.A.

BUY
 -
2.94K
+ 2.7%
$462K - $501K
112K $21.4M
May 11, 2022 Q1 2022
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
2.88K
+ 35987.5%
$452K - $491K
2.89K $553K
May 13, 2022 Q1 2022
Beaumont Capital Management, LLC

Boston, MA
BUY
 -
2.86K
New
$449K - $487K
2.86K $547K
May 13, 2022 Q1 2022
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
2.85K
+ 2.56%
$448K - $486K
114K $21.9M
May 06, 2022 Q1 2022
Bernardo Wealth Planning LLC

BUY
 -
2.83K
New
$444K - $482K
2.83K $541K
May 03, 2022 Q1 2022
Sandy Spring Bank

BUY
 -
2.82K
+ 18.85%
$443K - $480K
17.8K $3.4M
Apr 21, 2022 Q1 2022
Keystone Wealth Services, LLC

BUY
 -
2.8K
+ 43.73%
$440K - $477K
9.2K $1.76M
Aug 07, 2024 Q1 2022
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
2.8K
+ 81.78%
$439K - $477K
6.22K $1.19M
May 13, 2022 Q1 2022
Natixis

Paris, I0
BUY
 -
2.76K
+ 6.9%
$434K - $471K
42.7K $8.19M
May 16, 2022 Q1 2022
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
2.76K
+ 76.29%
$433K - $470K
6.37K $1.22M
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

BUY
 -
2.73K
+ 4.39%
$430K - $466K
65K $12.4M
May 12, 2022 Q1 2022
Mount Lucas Management LP

Newtown, PA
BUY
 -
2.7K
+ 110.0%
$424K - $460K
5.15K $985K
May 10, 2022 Q1 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
2.66K
New
$418K - $453K
2.66K $509K
May 10, 2022 Q1 2022
Goelzer Investment Management, Inc.

BUY
 -
2.65K
+ 3.08%
$416K - $452K
88.6K $17M
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
2.64K
+ 575.55%
$414K - $449K
3.09K $592K
May 16, 2022 Q1 2022
Hrt Financial LP

New York, NY
BUY
 -
2.63K
+ 91.93%
$413K - $448K
5.49K $1.05M
May 09, 2022 Q1 2022
Beaumont Financial Partners, LLC

BUY
 -
2.59K
+ 86.73%
$408K - $442K
5.59K $1.07M
Apr 19, 2022 Q1 2022
Waypoint Capital Advisors, LLC

BUY
 -
2.59K
New
$407K - $441K
2.59K $496K
May 16, 2022 Q1 2022
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
2.59K
+ 28.34%
$407K - $441K
11.7K $2.24M
May 03, 2022 Q1 2022
Smith & Howard Wealth Management, LLC

BUY
 -
2.56K
+ 10.61%
$402K - $436K
26.6K $5.1M
May 13, 2022 Q1 2022
Ignite Planners, LLC

BUY
 -
2.54K
New
$399K - $433K
2.54K $486K
May 10, 2022 Q1 2022
O'Brien Wealth Partners LLC

BUY
 -
2.48K
New
$389K - $423K
2.48K $474K
Apr 25, 2022 Q1 2022
Segment Wealth Management, LLC

BUY
 -
2.48K
+ 4.71%
$389K - $422K
55K $10.5M
Apr 11, 2022 Q1 2022
Stone Asset Management Inc.

BUY
 -
2.45K
+ 5.78%
$385K - $418K
44.9K $8.59M
Apr 08, 2022 Q1 2022
Summit Financial Group, Inc.

BUY
 -
2.45K
+ 26.55%
$385K - $418K
11.7K $2.24M
May 10, 2022 Q1 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
2.43K
New
$382K - $415K
2.43K $465K
May 16, 2022 Q1 2022
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
2.37K
+ 70.94%
$372K - $404K
5.71K $1.09M
May 13, 2022 Q1 2022
Shore Haven Wealth Partners, LLC

BUY
 -
2.35K
+ 3.8%
$370K - $401K
64.2K $12.3M
Apr 22, 2022 Q1 2022
Investment Partners, Ltd.

BUY
 -
2.35K
+ 3.24%
$369K - $400K
74.8K $14.3M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
2.3K
+ 27.52%
$361K - $392K
10.6K $2.04M
May 02, 2022 Q1 2022
Arkadios Wealth Advisors

BUY
 -
2.25K
+ 22.65%
$353K - $383K
12.2K $2.33M
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
2.24K
+ 70.47%
$352K - $382K
5.41K $1.04M
May 16, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
2.23K
+ 18.04%
$351K - $381K
14.6K $2.8M
May 16, 2022 Q1 2022
Covenant Partners, LLC

BUY
 -
2.23K
+ 2.53%
$350K - $380K
90.4K $17.3M
Sep 20, 2022 Q1 2022
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
2.23K
New
$350K - $380K
2.23K $427K
May 02, 2022 Q1 2022
Xml Financial, LLC

BUY
 -
2.22K
+ 4.02%
$349K - $379K
57.5K $11M
May 03, 2022 Q1 2022
Leo Brokerage, LLC

BUY
 -
2.2K
New
$346K - $376K
2.2K $422K
May 09, 2022 Q1 2022
Old National Bancorp

BUY
 -
2.13K
+ 83.78%
$335K - $364K
4.68K $896K
May 13, 2022 Q1 2022
Plancorp, LLC

BUY
 -
2.11K
+ 156.1%
$332K - $360K
3.47K $663K
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
2.1K
+ 57.3%
$330K - $358K
5.76K $1.1M

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