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
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
2.1K
+ 57.3%
$330K - $358K
5.76K $1.08M
Apr 29, 2022 Q1 2022
Whittier Trust CO

BUY
 -
2.08K
+ 5.25%
$327K - $355K
41.7K $7.84M
May 09, 2022 Q1 2022
Trustcore Financial Services, LLC

BUY
 -
2.08K
+ 85.7%
$327K - $354K
4.51K $847K
Apr 15, 2022 Q1 2022
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
2.06K
New
$323K - $351K
2.06K $387K
May 09, 2022 Q1 2022
Doliver Advisors, LP

Houston, TX
BUY
 -
2.04K
New
$320K - $347K
2.04K $383K
Apr 22, 2022 Q1 2022
Wipfli Financial Advisors Llc,

BUY
 -
2.03K
New
$319K - $346K
2.03K $382K
Apr 21, 2022 Q1 2022
Stillwater Capital Advisors, LLC

BUY
 -
2.03K
+ 17.48%
$318K - $345K
13.6K $2.56M
May 16, 2022 Q1 2022
Independent Family Office, LLC

BUY
 -
2.02K
+ 3.01%
$318K - $345K
69.2K $13M
Aug 05, 2022 Q1 2022
Forum Private Client Group LLC

BUY
 -
2.01K
New
$315K - $342K
2.01K $377K
May 13, 2022 Q1 2022
Rmr Wealth Builders

BUY
 -
2K
+ 1.86%
$314K - $340K
109K $20.5M
May 16, 2022 Q1 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.98K
+ 30.55%
$311K - $337K
8.45K $1.59M
May 09, 2022 Q1 2022
Capital Advisors, Ltd. LLC

BUY
 -
1.96K
+ 1.58%
$308K - $334K
126K $23.7M
Feb 13, 2025 Q1 2022
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
1.94K
New
$305K - $331K
1.94K $365K
Apr 18, 2022 Q1 2022
Clarity Financial LLC

BUY
 -
1.92K
New
$301K - $327K
1.92K $360K
Jun 17, 2024 Q1 2022
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
1.91K
New
$300K - $325K
1.91K $359K
May 10, 2022 Q1 2022
Cornercap Investment Counsel Inc

Atlanta, GA
BUY
 -
1.89K
New
$297K - $322K
1.89K $355K
May 16, 2022 Q1 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
1.89K
New
$296K - $321K
1.89K $354K
May 05, 2022 Q1 2022
Noesis Capital Mangement Corp

BUY
 -
1.88K
New
$296K - $321K
1.88K $354K
May 02, 2022 Q1 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
1.84K
New
$290K - $314K
1.84K $347K
May 04, 2022 Q1 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.84K
+ 14.54%
$288K - $313K
14.5K $2.72M
Apr 14, 2022 Q1 2022
Northstar Advisory Group, LLC

BUY
 -
1.79K
+ 12.65%
$281K - $305K
15.9K $2.99M
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.79K
+ 0.21%
$281K - $304K
865K $163M
Apr 20, 2022 Q1 2022
Great Valley Advisor Group, Inc.

BUY
 -
1.75K
+ 7.12%
$275K - $299K
26.4K $4.95M
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.73K
+ 2.73%
$272K - $295K
65.2K $12.3M
Apr 19, 2022 Q1 2022
Platte River Wealth Advisors, LLC

BUY
 -
1.72K
+ 3.15%
$270K - $293K
56.3K $10.6M
May 10, 2022 Q1 2022
Westshore Wealth, LLC

BUY
 -
1.72K
+ 3.47%
$270K - $293K
51.2K $9.62M
May 05, 2022 Q1 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
1.71K
New
$269K - $291K
1.71K $321K
Apr 12, 2022 Q1 2022
Brookstone Capital Management

BUY
 -
1.71K
+ 18.71%
$268K - $291K
10.8K $2.04M
Oct 03, 2022 Q1 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.67K
New
$263K - $285K
1.67K $314K
May 05, 2022 Q1 2022
Community Bank, N.A.

BUY
 -
1.65K
+ 7.22%
$259K - $281K
24.5K $4.6M
May 16, 2022 Q1 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.63K
+ 8.44%
$257K - $279K
21K $3.95M
May 16, 2022 Q1 2022
Wolverine Trading, LLC

Chicago, IL
BUY
 -
1.62K
+ 60.5%
$254K - $276K
4.3K $807K
May 16, 2022 Q1 2022
Beacon Capital Management, LLC

BUY
 -
1.6K
New
$252K - $273K
1.6K $302K
May 09, 2023 Q1 2022
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
1.6K
New
$251K - $273K
1.6K $301K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
1.6K
+ 33.95%
$251K - $272K
6.29K $1.18M
May 16, 2022 Q1 2022
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
1.58K
New
$248K - $269K
1.58K $297K
Apr 14, 2022 Q1 2022
Independence Bank Of Kentucky

BUY
 -
1.55K
+ 66.34%
$243K - $264K
3.88K $729K
Apr 20, 2022 Q1 2022
American Institute For Advanced Investment Management, LLP

BUY
 -
1.54K
+ 4.78%
$241K - $262K
33.7K $6.33M
May 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.53K
+ 10.98%
$240K - $260K
15.4K $2.9M
Apr 19, 2022 Q1 2022
Foundations Investment Advisors, LLC

BUY
 -
1.52K
New
$239K - $259K
1.52K $286K
May 12, 2022 Q1 2022
Edgemoor Investment Advisors, Inc.

BUY
 -
1.51K
New
$237K - $257K
1.51K $283K
May 13, 2022 Q1 2022
Total Wealth Planning, LLC

BUY
 -
1.49K
New
$234K - $254K
1.49K $280K
May 16, 2022 Q1 2022
True Link Financial Advisors, LLC

BUY
 -
1.49K
+ 408.79%
$234K - $254K
1.85K $348K
May 05, 2022 Q1 2022
Gyl Financial Synergies, LLC

BUY
 -
1.48K
+ 90.61%
$232K - $252K
3.11K $584K
Apr 08, 2022 Q1 2022
Blue Zone Wealth Advisors, LLC

BUY
 -
1.47K
New
$231K - $251K
1.47K $276K
Apr 15, 2022 Q1 2022
Regal Wealth Group, Inc.

BUY
 -
1.46K
+ 0.91%
$230K - $249K
163K $30.6M
Apr 12, 2022 Q1 2022
Old Port Advisors

BUY
 -
1.42K
New
$223K - $242K
1.42K $267K
Apr 29, 2022 Q1 2022
West Bancorporation Inc

BUY
 -
1.42K
+ 2.6%
$223K - $242K
56.1K $10.5M
Apr 15, 2022 Q1 2022
Steph & CO

BUY
 -
1.41K
+ 19.99%
$221K - $240K
8.43K $1.59M

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