Purchases and Sales Made in Q2 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 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 15, 2022 Q2 2022
Keebeck Wealth Management, LLC

Chicago, IL
SELL
 -
-231
- 9.69%
$32.6K - $38.9K
2.15K $417K
Aug 15, 2022 Q2 2022
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-239
- 1.65%
$33.7K - $40.2K
14.3K $2.76M
Aug 15, 2022 Q2 2022
Wintrust Investments LLC

Chicago, IL
SELL
 -
-239
- 2.8%
$33.7K - $40.2K
8.29K $1.6M
Jul 15, 2022 Q2 2022
Foster Dykema Cabot & CO Inc

SELL
 -
-241
- 1.68%
$34K - $40.6K
14.1K $2.74M
Jul 29, 2022 Q2 2022
Merriman Wealth Management, LLC

SELL
 -
-241
- 14.26%
$34K - $40.6K
1.45K $280K
Jul 26, 2022 Q2 2022
Meridian Wealth Advisors, LLC

SELL
 -
-244
- 10.41%
$34.4K - $41.1K
2.1K $406K
Aug 15, 2022 Q2 2022
Segall Bryant & Hamill, LLC

Chicago, IL
SELL
 -
-244
- 0.68%
$34.4K - $41.1K
35.6K $6.9M
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-244
- 2.27%
$34.4K - $41.1K
10.5K $2.03M
Aug 11, 2022 Q2 2022
Monetary Management Group Inc

St Louis, MO
SELL
 -
-250
- 1.05%
$35.2K - $42.1K
23.5K $4.55M
Aug 28, 2024 Q2 2022
Farmers National Bank

Danville, KY
SELL
 -
-250
- 13.64%
$35.2K - $42.1K
1.58K $306K
Jul 19, 2022 Q2 2022
Icon Wealth Partners, LLC

SELL
 -
-264
- 1.61%
$37.2K - $44.5K
16.1K $3.12M
Aug 05, 2022 Q2 2022
Sound View Wealth Advisors Group, LLC

SELL
 -
-264
- 3.43%
$37.2K - $44.5K
7.43K $1.44M
Aug 10, 2022 Q2 2022
Fiera Capital Corp

Montreal, A8
SELL
 -
-265
- 15.7%
$37.4K - $44.6K
1.42K $275K
Jul 20, 2022 Q2 2022
Mc Carthy Asset Management, Inc.

SELL
 -
-271
Closed
$38.2K - $45.6K
0 $0
Jul 13, 2022 Q2 2022
Ullmann Wealth Partners Group, LLC

SELL
 -
-274
- 0.82%
$38.6K - $46.1K
33.2K $6.43M
Jul 22, 2022 Q2 2022
Phillips Financial Management, LLC

SELL
 -
-274
- 2.18%
$38.6K - $46.1K
12.3K $2.37M
Aug 12, 2022 Q2 2022
Corient Capital Partners, LLC

Newport Beach, CA
SELL
 -
-277
- 12.17%
$39.1K - $46.6K
2K $387K
Jul 21, 2022 Q2 2022
American Institute For Advanced Investment Management, LLP

SELL
 -
-279
- 0.83%
$39.3K - $47K
33.4K $6.46M
Jul 07, 2022 Q2 2022
Wipfli Financial Advisors Llc,

SELL
 -
-280
- 13.78%
$39.5K - $47.2K
1.75K $339K
Aug 10, 2022 Q2 2022
Ascent Wealth Partners, LLC

New Hartford, NY
SELL
 -
-284
- 1.17%
$40K - $47.8K
23.9K $4.63M
Aug 04, 2022 Q2 2022
Glassman Wealth Services

SELL
 -
-288
- 7.94%
$40.6K - $48.5K
3.34K $646K
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
SELL
 -
-289
- 1.12%
$40.7K - $48.7K
25.4K $4.92M
Aug 05, 2022 Q2 2022
South State Corp

SELL
 -
-291
- 5.09%
$41K - $49K
5.42K $1.05M
Aug 15, 2022 Q2 2022
Bragg Financial Advisors, Inc

Charlotte, NC
SELL
 -
-297
- 10.12%
$41.9K - $50K
2.64K $510K
Jul 05, 2022 Q2 2022
Future Financial Wealth Managment LLC

SELL
 -
-300
Closed
$42.3K - $50.5K
0 $0
Aug 25, 2022 Q2 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-300
- 10.11%
$42.3K - $50.5K
2.67K $516K
Jul 13, 2022 Q2 2022
Domani Wealth, LLC

SELL
 -
-304
- 0.37%
$42.9K - $51.2K
80.9K $15.7M
Jul 27, 2022 Q2 2022
Live Oak Private Wealth LLC

SELL
 -
-304
- 7.1%
$42.9K - $51.2K
3.98K $770K
Aug 16, 2022 Q2 2022
Mid West One Financial Group, Inc.

Iowa City, IA
SELL
 -
-308
- 7.84%
$43.4K - $51.9K
3.62K $701K
Aug 09, 2022 Q2 2022
Hancock Whitney Investment Services Inc.

New Orleans, LA
SELL
 -
-310
- 3.04%
$43.7K - $52.2K
9.89K $1.91M
Aug 04, 2022 Q2 2022
Addison Advisors LLC

SELL
 -
-316
- 20.18%
$44.6K - $53.2K
1.25K $242K
Jul 28, 2022 Q2 2022
Gen Wealth Group, Inc.

SELL
 -
-319
- 3.02%
$45K - $53.7K
10.2K $1.98M
Aug 03, 2022 Q2 2022
Financial Insights, Inc.

SELL
 -
-322
- 5.22%
$45.4K - $54.2K
5.85K $1.13M
Jul 26, 2022 Q2 2022
S.E.E.D. Planning Group LLC

SELL
 -
-332
- 16.76%
$46.8K - $55.9K
1.65K $319K
Jul 11, 2022 Q2 2022
Avondale Wealth Management

SELL
 -
-335
- 14.75%
$47.2K - $56.4K
1.94K $375K
Jul 18, 2022 Q2 2022
Weatherly Asset Management L. P.

SELL
 -
-341
- 9.02%
$48.1K - $57.4K
3.44K $665K
Jul 11, 2022 Q2 2022
Newton One Investments LLC

SELL
 -
-345
- 0.58%
$48.6K - $58.1K
58.7K $11.4M
Jul 25, 2022 Q2 2022
Old National Bancorp

SELL
 -
-345
- 7.37%
$48.6K - $58.1K
4.34K $839K
Aug 11, 2022 Q2 2022
Sandy Cove Advisors, LLC

Hingham, MA
SELL
 -
-346
Closed
$48.8K - $58.3K
0 $0
Aug 15, 2022 Q2 2022
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-347
- 0.64%
$48.9K - $58.4K
53.5K $10.3M
Aug 03, 2022 Q2 2022
Estate Counselors, LLC

SELL
 -
-360
- 1.37%
$50.8K - $60.6K
26K $5.02M
Jul 21, 2022 Q2 2022
Cra Financial Services, LLC

SELL
 -
-363
- 8.02%
$51.2K - $61.1K
4.16K $806K
Jul 29, 2022 Q2 2022
Gratus Capital LLC

SELL
 -
-364
- 8.11%
$51.3K - $61.3K
4.12K $798K
Aug 02, 2022 Q2 2022
Private Portfolio Partners LLC

SELL
 -
-368
- 4.7%
$51.9K - $62K
7.46K $1.44M
Aug 11, 2022 Q2 2022
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-368
- 50.0%
$51.9K - $62K
368 $71.2K
Mar 14, 2023 Q2 2022
Private Portfolio Partners LLC

SELL
 -
-369
- 4.71%
$52K - $62.1K
7.46K $1.44M
Jul 21, 2022 Q2 2022
Market Street Wealth Management Advisors LLC

SELL
 -
-381
- 3.48%
$53.7K - $64.2K
10.6K $2.05M
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-386
Closed
$54.4K - $65K
0 $0
Jul 18, 2022 Q2 2022
Elm Partners Management LLC

SELL
 -
-387
- 21.58%
$54.6K - $65.2K
1.41K $272K

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