Purchases and Sales Made in Q2 2022 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
150+ 28.04% |
$21.1K - $25.3K
|
685
$133K
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
BUY
|
- |
142+ 1.68% |
$20K - $23.9K
|
8.58K
$1.66M
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
141+ 3.33% |
$19.9K - $23.7K
|
4.37K
$847K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
139+ 15.58% |
$19.6K - $23.4K
|
1.03K
$200K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
139+ 1.36% |
$19.6K - $23.4K
|
10.4K
$2.01M
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
132New |
$18.6K - $22.2K
|
132
$25.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
131+ 13.82% |
$18.5K - $22.1K
|
1.08K
$209K
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
130+ 50.0% |
$18.3K - $21.9K
|
390
$75.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
128+ 2.42% |
$18K - $21.6K
|
5.41K
$1.05M
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
128+ 4.92% |
$18K - $21.6K
|
2.73K
$529K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
126+ 0.21% |
$17.8K - $21.2K
|
59.4K
$11.5M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
125+ 4.54% |
$17.6K - $21.1K
|
2.88K
$557K
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
118+ 4.91% |
$16.6K - $19.9K
|
2.52K
$488K
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
111+ 0.93% |
$15.6K - $18.7K
|
12K
$2.32M
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
111+ 2.4% |
$15.6K - $18.7K
|
4.73K
$917K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
110+ 1.76% |
$15.5K - $18.5K
|
6.37K
$1.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
110+ 0.45% |
$15.5K - $18.5K
|
24.8K
$4.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
108+ 3.54% |
$15.2K - $18.2K
|
3.16K
$612K
|
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
107+ 5.34% |
$15.1K - $18K
|
2.11K
$409K
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
106+ 1.18% |
$14.9K - $17.9K
|
9.06K
$1.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
103+ 2.25% |
$14.5K - $17.3K
|
4.69K
$908K
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
95+ 0.3% |
$13.4K - $16K
|
32K
$6.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
94+ 61.44% |
$13.3K - $15.8K
|
247
$47.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
92New |
$13K - $15.5K
|
92
$17.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
90+ 3.93% |
$12.7K - $15.2K
|
2.38K
$461K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
90+ 30.0% |
$12.7K - $15.2K
|
390
$75.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
89New |
$12.5K - $15K
|
89
$17.2K
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
89+ 19.22% |
$12.5K - $15K
|
552
$107K
|
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
88+ 5.0% |
$12.4K - $14.8K
|
1.85K
$358K
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
88+ 0.66% |
$12.4K - $14.8K
|
13.4K
$2.59M
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
86+ 4.52% |
$12.1K - $14.5K
|
1.99K
$386K
|
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
86+ 1.51% |
$12.1K - $14.5K
|
5.76K
$1.12M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
84+ 0.52% |
$11.8K - $14.1K
|
16.3K
$3.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
84+ 1.12% |
$11.8K - $14.1K
|
7.58K
$1.47M
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
81+ 1.96% |
$11.4K - $13.6K
|
4.22K
$819K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
80New |
$11.3K - $13.5K
|
80
$15.5K
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
77+ 2.53% |
$10.9K - $13K
|
3.12K
$605K
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
75+ 2.01% |
$10.6K - $12.6K
|
3.8K
$737K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
72+ 1.0% |
$10.2K - $12.1K
|
7.24K
$1.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
67+ 0.15% |
$9.45K - $11.3K
|
45K
$8.72M
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
65+ 1.43% |
$9.16K - $10.9K
|
4.62K
$894K
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
64+ 0.31% |
$9.02K - $10.8K
|
20.8K
$4.03M
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
62+ 1.65% |
$8.74K - $10.4K
|
3.82K
$740K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
61+ 1.12% |
$8.6K - $10.3K
|
5.53K
$1.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
61+ 1.49% |
$8.6K - $10.3K
|
4.15K
$805K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
59+ 22.26% |
$8.32K - $9.94K
|
324
$62.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
59+ 2.11% |
$8.32K - $9.94K
|
2.85K
$553K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
55+ 0.5% |
$7.75K - $9.26K
|
11K
$2.13M
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
54New |
$7.61K - $9.09K
|
54
$10.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
54+ 0.96% |
$7.61K - $9.09K
|
5.7K
$1.1M
|