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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-11- 0.11% |
$1.55K - $1.85K
|
10K
$1.94M
|
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
SELL
|
- |
-11- 0.01% |
$1.55K - $1.85K
|
129K
$24.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-11- 0.08% |
$1.55K - $1.85K
|
14.6K
$2.83M
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-12- 0.15% |
$1.69K - $2.02K
|
8.11K
$1.57M
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-13- 0.19% |
$1.83K - $2.19K
|
6.84K
$1.32M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-13- 1.89% |
$1.83K - $2.19K
|
675
$131K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14- 1.04% |
$1.97K - $2.36K
|
1.33K
$257K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-16- 0.69% |
$2.26K - $2.69K
|
2.3K
$445K
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-17- 0.1% |
$2.4K - $2.86K
|
17.4K
$3.36M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-18- 0.26% |
$2.54K - $3.03K
|
6.93K
$1.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-18- 13.53% |
$2.54K - $3.03K
|
115
$22.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-19- 0.05% |
$2.68K - $3.2K
|
39.4K
$7.63M
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-19- 0.39% |
$2.68K - $3.2K
|
4.91K
$950K
|
|
|
Jul 29, 2022
Q2 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-19- 0.52% |
$2.68K - $3.2K
|
3.66K
$709K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-19- 8.12% |
$2.68K - $3.2K
|
215
$41.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20- 0.56% |
$2.82K - $3.37K
|
3.56K
$688K
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-20- 0.52% |
$2.82K - $3.37K
|
3.86K
$747K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-22- 0.82% |
$3.1K - $3.71K
|
2.68K
$518K
|
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-22- 0.85% |
$3.1K - $3.71K
|
2.57K
$498K
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-23- 0.36% |
$3.24K - $3.87K
|
6.41K
$1.24M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-23- 0.15% |
$3.24K - $3.87K
|
15.4K
$2.99M
|
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-23Closed |
$3.24K - $3.87K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-24Closed |
$3.38K - $4.04K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-24- 0.92% |
$3.38K - $4.04K
|
2.59K
$502K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 1.12% |
$3.52K - $4.21K
|
2.21K
$428K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25Closed |
$3.52K - $4.21K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-25- 0.7% |
$3.52K - $4.21K
|
3.56K
$690K
|
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
SELL
|
- |
-26- 8.07% |
$3.67K - $4.38K
|
296
$57.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-26- 0.07% |
$3.67K - $4.38K
|
36.4K
$7.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-26- 0.12% |
$3.67K - $4.38K
|
22.2K
$4.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-27- 1.43% |
$3.81K - $4.55K
|
1.86K
$360K
|
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-27Closed |
$3.81K - $4.55K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-27- 0.79% |
$3.81K - $4.55K
|
3.38K
$655K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-28- 0.29% |
$3.95K - $4.72K
|
9.58K
$1.85M
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
SELL
|
- |
-28- 0.59% |
$3.95K - $4.72K
|
4.76K
$920K
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-28- 0.12% |
$3.95K - $4.72K
|
23.8K
$4.61M
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-29- 0.03% |
$4.09K - $4.88K
|
91.4K
$17.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-29- 1.87% |
$4.09K - $4.88K
|
1.53K
$295K
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-30- 2.07% |
$4.23K - $5.05K
|
1.42K
$275K
|
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-31- 1.13% |
$4.37K - $5.22K
|
2.71K
$524K
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-33- 0.85% |
$4.65K - $5.56K
|
3.87K
$749K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-34Closed |
$4.79K - $5.73K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-36Closed |
$5.08K - $6.06K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-37- 1.47% |
$5.22K - $6.23K
|
2.49K
$481K
|
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
SELL
|
- |
-38- 2.5% |
$5.36K - $6.4K
|
1.48K
$287K
|
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-39- 0.87% |
$5.5K - $6.57K
|
4.42K
$856K
|
|
|
Jul 29, 2022
Q2 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-40- 2.13% |
$5.64K - $6.74K
|
1.84K
$357K
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-40- 1.99% |
$5.64K - $6.74K
|
1.98K
$382K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-40- 0.57% |
$5.64K - $6.74K
|
6.92K
$1.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-41- 1.14% |
$5.78K - $6.9K
|
3.57K
$691K
|