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 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
54+ 0.29% |
$7.61K - $9.09K
|
18.6K
$3.59M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
53+ 3.38% |
$7.47K - $8.93K
|
1.62K
$314K
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
53+ 2.04% |
$7.47K - $8.93K
|
2.65K
$512K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
53+ 3.1% |
$7.47K - $8.93K
|
1.76K
$341K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
52+ 0.28% |
$7.33K - $8.76K
|
18.8K
$3.64M
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
50+ 2.24% |
$7.05K - $8.42K
|
2.29K
$443K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
50+ 2.3% |
$7.05K - $8.42K
|
2.23K
$431K
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
49+ 1.02% |
$6.91K - $8.25K
|
4.85K
$938K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
47+ 0.82% |
$6.63K - $7.92K
|
5.81K
$1.12M
|
|
|
Jul 15, 2022
Q2 2022
|
Capital City Trust CO
|
BUY
|
- |
46+ 1.46% |
$6.49K - $7.75K
|
3.2K
$620K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
44+ 0.15% |
$6.2K - $7.41K
|
30.2K
$5.84M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
44+ 0.15% |
$6.2K - $7.41K
|
30.2K
$5.84M
|
|
|
Aug 10, 2022
Q2 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
42+ 3.42% |
$5.92K - $7.07K
|
1.27K
$246K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
41+ 3.09% |
$5.78K - $6.9K
|
1.37K
$265K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
38+ 1.28% |
$5.36K - $6.4K
|
3K
$581K
|
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
34+ 0.25% |
$4.79K - $5.73K
|
13.8K
$2.67M
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
34New |
$4.79K - $5.73K
|
34
$6.58K
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
BUY
|
- |
33+ 1.26% |
$4.65K - $5.56K
|
2.66K
$514K
|
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
32+ 1.09% |
$4.51K - $5.39K
|
2.97K
$575K
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
31+ 0.8% |
$4.37K - $5.22K
|
3.91K
$757K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
30+ 1.95% |
$4.23K - $5.05K
|
1.57K
$304K
|
|
|
Aug 12, 2022
Q2 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
30+ 0.45% |
$4.23K - $5.05K
|
6.74K
$1.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
29New |
$4.09K - $4.88K
|
29
$5.61K
|
|
|
Nov 14, 2024
Q2 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
28+ 0.45% |
$3.95K - $4.72K
|
6.21K
$1.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
26+ 0.09% |
$3.67K - $4.38K
|
28.7K
$5.55M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24+ 0.38% |
$3.38K - $4.04K
|
6.32K
$1.22M
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
21+ 0.89% |
$2.96K - $3.54K
|
2.38K
$460K
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
21+ 0.5% |
$2.96K - $3.54K
|
4.26K
$824K
|
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
19+ 0.84% |
$2.68K - $3.2K
|
2.28K
$441K
|
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
19+ 0.07% |
$2.68K - $3.2K
|
27.5K
$5.33M
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
19+ 0.24% |
$2.68K - $3.2K
|
7.78K
$1.5M
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
17+ 0.19% |
$2.4K - $2.86K
|
8.8K
$1.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
16+ 0.37% |
$2.26K - $2.69K
|
4.38K
$848K
|
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
BUY
|
- |
16+ 0.8% |
$2.26K - $2.69K
|
2.02K
$391K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
16+ 0.35% |
$2.26K - $2.69K
|
4.59K
$888K
|
|
|
Aug 02, 2022
Q2 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
14+ 0.3% |
$1.97K - $2.36K
|
4.67K
$903K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
13+ 0.45% |
$1.83K - $2.19K
|
2.88K
$557K
|
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
13+ 0.21% |
$1.83K - $2.19K
|
6.23K
$1.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
12+ 0.15% |
$1.69K - $2.02K
|
7.96K
$1.54M
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
10+ 0.15% |
$1.41K - $1.68K
|
6.55K
$1.27M
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 9.17% |
$1.41K - $1.68K
|
119
$23K
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
BUY
|
- |
9+ 0.63% |
$1.27K - $1.52K
|
1.43K
$277K
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
9+ 0.29% |
$1.27K - $1.52K
|
3.11K
$603K
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
9+ 0.22% |
$1.27K - $1.52K
|
4.05K
$784K
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9+ 0.46% |
$1.27K - $1.52K
|
1.97K
$382K
|
|
|
Jul 18, 2022
Q2 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.04% |
$1.13K - $1.35K
|
20.7K
$4.01M
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.28% |
$1.13K - $1.35K
|
2.86K
$553K
|
|
|
Aug 08, 2022
Q2 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
8+ 0.37% |
$1.13K - $1.35K
|
2.17K
$420K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.45% |
$1.13K - $1.35K
|
1.8K
$347K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
8+ 0.48% |
$1.13K - $1.35K
|
1.68K
$325K
|