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 04, 2022
Q2 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-117- 1.47% |
$16.5K - $19.7K
|
7.87K
$1.52M
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-120- 2.59% |
$16.9K - $20.2K
|
4.51K
$873K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-120- 2.87% |
$16.9K - $20.2K
|
4.06K
$786K
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-121- 2.71% |
$17.1K - $20.4K
|
4.34K
$842K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-121- 1.4% |
$17.1K - $20.4K
|
8.5K
$1.65M
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
SELL
|
- |
-125- 1.44% |
$17.6K - $21.1K
|
8.57K
$1.66M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-125- 0.33% |
$17.6K - $21.1K
|
38K
$7.35M
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-131- 1.18% |
$18.5K - $22.1K
|
11K
$2.13M
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-131- 1.75% |
$18.5K - $22.1K
|
7.35K
$1.42M
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-132- 4.04% |
$18.6K - $22.2K
|
3.14K
$608K
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-134- 0.19% |
$18.9K - $22.6K
|
71.3K
$13.8M
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-134- 1.56% |
$18.9K - $22.6K
|
8.45K
$1.64M
|
|
Aug 05, 2022
Q2 2022
|
Hourglass Capital, LLC
|
SELL
|
- |
-135- 5.18% |
$19K - $22.7K
|
2.47K
$478K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-138- 2.81% |
$19.5K - $23.2K
|
4.77K
$924K
|
|
Aug 05, 2022
Q2 2022
|
Sicart Associates LLC
|
SELL
|
- |
-146- 6.55% |
$20.6K - $24.6K
|
2.08K
$403K
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
SELL
|
- |
-147- 1.23% |
$20.7K - $24.8K
|
11.8K
$2.28M
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-147- 1.64% |
$20.7K - $24.8K
|
8.82K
$1.71M
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-148- 0.57% |
$20.9K - $24.9K
|
25.7K
$4.98M
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-150- 5.27% |
$21.1K - $25.3K
|
2.69K
$522K
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-150- 0.86% |
$21.1K - $25.3K
|
17.4K
$3.37M
|
|
Aug 19, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-150- 21.9% |
$21.1K - $25.3K
|
535
$104K
|
|
Aug 12, 2022
Q2 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-158- 2.65% |
$22.3K - $26.6K
|
5.8K
$1.12M
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-159- 7.97% |
$22.4K - $26.8K
|
1.84K
$356K
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-161- 0.92% |
$22.7K - $27.1K
|
17.3K
$3.35M
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-163- 1.01% |
$23K - $27.5K
|
15.9K
$3.08M
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-167- 7.96% |
$23.5K - $28.1K
|
1.93K
$374K
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-168- 3.75% |
$23.7K - $28.3K
|
4.32K
$836K
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
SELL
|
- |
-168- 0.72% |
$23.7K - $28.3K
|
23.1K
$4.47M
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-176- 3.69% |
$24.8K - $29.6K
|
4.6K
$891K
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-180- 1.13% |
$25.4K - $30.3K
|
15.8K
$3.06M
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
SELL
|
- |
-188- 8.38% |
$26.5K - $31.7K
|
2.06K
$398K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-188- 8.02% |
$26.5K - $31.7K
|
2.16K
$418K
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-190- 7.08% |
$26.8K - $32K
|
2.5K
$483K
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-191- 1.43% |
$26.9K - $32.2K
|
13.2K
$2.56M
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-191- 8.72% |
$26.9K - $32.2K
|
2K
$387K
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-192- 4.48% |
$27.1K - $32.3K
|
4.1K
$794K
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
SELL
|
- |
-200- 7.27% |
$28.2K - $33.7K
|
2.55K
$494K
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-200- 0.88% |
$28.2K - $33.7K
|
22.5K
$4.35M
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-204- 1.15% |
$28.8K - $34.4K
|
17.6K
$3.4M
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-212- 2.38% |
$29.9K - $35.7K
|
8.71K
$1.69M
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-213- 0.42% |
$30K - $35.9K
|
50.8K
$9.85M
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-217- 12.08% |
$30.6K - $36.5K
|
1.58K
$306K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-218- 0.32% |
$30.7K - $36.7K
|
67.3K
$13M
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-219Closed |
$30.9K - $36.9K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-220- 11.63% |
$31K - $37.1K
|
1.67K
$324K
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-224- 2.68% |
$31.6K - $37.7K
|
8.13K
$1.58M
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-224- 6.54% |
$31.6K - $37.7K
|
3.2K
$620K
|
|
Jul 18, 2022
Q2 2022
|
Brown Financial Advisory
|
SELL
|
- |
-225- 3.43% |
$31.7K - $37.9K
|
6.33K
$1.23M
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-225- 1.79% |
$31.7K - $37.9K
|
12.3K
$2.39M
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-227- 11.06% |
$32K - $38.2K
|
1.83K
$354K
|