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
|
Personal Capital Advisors Corp
|
SELL
|
- |
-396- 8.92% |
$55.8K - $66.7K
|
4.04K
$774K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-397- 3.58% |
$56K - $66.9K
|
10.7K
$2.05M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-399- 52.64% |
$56.3K - $67.2K
|
359
$68.7K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-404- 20.31% |
$57K - $68K
|
1.59K
$303K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-410- 38.9% |
$57.8K - $69K
|
644
$123K
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-420- 18.98% |
$59.2K - $70.7K
|
1.79K
$343K
|
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-425- 4.1% |
$59.9K - $71.6K
|
9.94K
$1.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-439- 6.16% |
$61.9K - $73.9K
|
6.69K
$1.28M
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-446- 23.5% |
$62.9K - $75.1K
|
1.45K
$278K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-460- 13.86% |
$64.9K - $77.5K
|
2.86K
$548K
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-463- 14.92% |
$65.3K - $78K
|
2.64K
$506K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-471- 2.52% |
$66.4K - $79.3K
|
18.2K
$3.48M
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-488- 1.36% |
$68.8K - $82.2K
|
35.5K
$6.79M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-488- 17.21% |
$68.8K - $82.2K
|
2.35K
$449K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-492- 36.88% |
$69.4K - $82.9K
|
842
$161K
|
|
|
Jul 29, 2022
Q2 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-500- 18.75% |
$70.5K - $84.2K
|
2.17K
$415K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-513Closed |
$72.3K - $86.4K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-515- 2.93% |
$72.6K - $86.7K
|
17K
$3.26M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-517- 0.46% |
$72.9K - $87.1K
|
113K
$21.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-528- 2.1% |
$74.4K - $88.9K
|
24.6K
$4.71M
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-532- 7.02% |
$75K - $89.6K
|
7.05K
$1.35M
|
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-533- 18.27% |
$75.1K - $89.8K
|
2.38K
$456K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-541- 5.07% |
$76.3K - $91.1K
|
10.1K
$1.94M
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-549- 2.03% |
$77.4K - $92.5K
|
26.5K
$5.07M
|
|
|
Dec 19, 2024
Q2 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-565Closed |
$79.7K - $95.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-577- 15.65% |
$81.4K - $97.2K
|
3.11K
$596K
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-579- 7.6% |
$81.6K - $97.5K
|
7.04K
$1.35M
|
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-585- 13.13% |
$82.5K - $98.5K
|
3.87K
$741K
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-588- 22.71% |
$82.9K - $99K
|
2K
$383K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-591- 3.83% |
$83.3K - $99.5K
|
14.8K
$2.84M
|
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-599- 13.87% |
$84.5K - $101K
|
3.72K
$712K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-600- 2.04% |
$84.6K - $101K
|
28.8K
$5.52M
|
|
|
Aug 26, 2022
Q2 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-602- 23.5% |
$84.9K - $101K
|
1.96K
$375K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-616- 5.24% |
$86.8K - $104K
|
11.1K
$2.13M
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-625- 53.24% |
$88.1K - $105K
|
549
$105K
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-652- 6.65% |
$91.9K - $110K
|
9.16K
$1.75M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-657- 1.33% |
$92.6K - $111K
|
48.8K
$9.35M
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-671- 0.5% |
$94.6K - $113K
|
134K
$25.6M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-672- 0.23% |
$94.7K - $113K
|
293K
$56M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-679Closed |
$95.7K - $114K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-685- 21.31% |
$96.6K - $115K
|
2.53K
$484K
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-689- 12.29% |
$97.1K - $116K
|
4.92K
$941K
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-715- 20.63% |
$101K - $120K
|
2.75K
$527K
|
|
|
Aug 05, 2022
Q2 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-725- 0.78% |
$102K - $122K
|
92.1K
$17.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-749- 1.35% |
$106K - $126K
|
54.6K
$10.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-755- 8.2% |
$106K - $127K
|
8.45K
$1.62M
|
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-761- 10.2% |
$107K - $128K
|
6.7K
$1.28M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-762- 3.22% |
$107K - $128K
|
22.9K
$4.38M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-762- 13.01% |
$107K - $128K
|
5.1K
$976K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-772- 2.54% |
$109K - $130K
|
29.7K
$5.68M
|