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 05, 2022 Q2 2022
Wrapmanager Inc

SELL
 -
-787
- 13.28%
$111K - $133K
5.14K $995K
Aug 15, 2022 Q2 2022
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-800
- 19.51%
$113K - $135K
3.3K $639K
Aug 09, 2022 Q2 2022
Wade G W & Inc

Wellesley, MA
SELL
 -
-803
- 0.23%
$113K - $135K
343K $66.4M
Jul 19, 2022 Q2 2022
Cahaba Wealth Management, Inc.

SELL
 -
-831
- 5.9%
$117K - $140K
13.2K $2.56M
Aug 08, 2022 Q2 2022
Towerpoint Wealth, LLC

Sacramento, CA
SELL
 -
-874
- 2.64%
$123K - $147K
32.3K $6.25M
Jul 06, 2022 Q2 2022
Vigilant Capital Management, LLC

SELL
 -
-878
- 31.4%
$124K - $148K
1.92K $371K
Aug 15, 2022 Q2 2022
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-883
- 23.57%
$124K - $149K
2.86K $554K
Jul 15, 2022 Q2 2022
Miracle Mile Advisors, LLC

SELL
 -
-886
- 20.8%
$125K - $149K
3.37K $653K
Aug 01, 2022 Q2 2022
James Investment Research Inc

SELL
 -
-966
- 7.64%
$136K - $163K
11.7K $2.26M
Jul 28, 2022 Q2 2022
Monumental Financial Group Inc.

SELL
 -
-971
Closed
$137K - $164K
0 $0
Jul 13, 2022 Q2 2022
Alamar Capital Management, LLC

SELL
 -
-1.03K
- 11.74%
$145K - $173K
7.74K $1.5M
Jul 11, 2022 Q2 2022
Brookstone Capital Management

SELL
 -
-1.04K
- 9.56%
$146K - $174K
9.8K $1.9M
Aug 05, 2022 Q2 2022
Zions Bancorporation, N.A.

SELL
 -
-1.07K
- 5.71%
$150K - $180K
17.6K $3.41M
Jul 21, 2022 Q2 2022
Round Table Services, LLC

SELL
 -
-1.07K
- 0.49%
$151K - $181K
220K $42.6M
Aug 08, 2022 Q2 2022
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-1.1K
- 27.59%
$155K - $185K
2.89K $559K
Aug 08, 2022 Q2 2022
Nicolet Bankshares Inc

Green Bay, WI
SELL
 -
-1.12K
- 7.08%
$157K - $188K
14.6K $2.83M
Jul 18, 2022 Q2 2022
Avantax Planning Partners, Inc.

SELL
 -
-1.13K
- 1.83%
$159K - $189K
60.3K $11.7M
Aug 12, 2022 Q2 2022
Smith, Moore & Co.

Clayton, MO
SELL
 -
-1.15K
- 5.39%
$162K - $194K
20.2K $3.91M
Jul 12, 2022 Q2 2022
Calton & Associates, Inc.

SELL
 -
-1.16K
- 19.82%
$163K - $195K
4.67K $904K
Jul 26, 2022 Q2 2022
Northwest Wealth Management, LLC

SELL
 -
-1.16K
- 37.64%
$163K - $195K
1.92K $371K
Aug 09, 2022 Q2 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-1.16K
- 17.68%
$164K - $196K
5.42K $1.05M
Aug 09, 2022 Q2 2022
Eudaimonia Advisors LLC

Winchester, TN
SELL
 -
-1.2K
- 44.53%
$169K - $201K
1.49K $288K
Aug 09, 2022 Q2 2022
Commons Capital, LLC

Needham, MA
SELL
 -
-1.2K
Closed
$169K - $202K
0 $0
Aug 10, 2022 Q2 2022
Wsfs Capital Management, LLC

Philadelphia, PA
SELL
 -
-1.21K
- 6.32%
$170K - $204K
17.9K $3.47M
Oct 04, 2023 Q2 2022
Financial Advisory Partners, LLC

Winter Park, FL
SELL
 -
-1.21K
Closed
$171K - $204K
0 $0
Jul 22, 2022 Q2 2022
Dixon Hubard Feinour & Brown Inc

SELL
 -
-1.21K
Closed
$171K - $204K
0 $0
Aug 22, 2022 Q2 2022
Beach Investment Counsel Inc/Pa

West Conshohocken, PA
SELL
 -
-1.22K
Closed
$172K - $206K
0 $0
Aug 05, 2022 Q2 2022
Iowa State Bank

SELL
 -
-1.23K
Closed
$174K - $207K
0 $0
Jul 18, 2022 Q2 2022
Willis Johnson & Associates, Inc.

SELL
 -
-1.25K
- 1.5%
$176K - $210K
81.8K $15.8M
Aug 04, 2022 Q2 2022
Ironwood Investment Counsel, LLC

SELL
 -
-1.25K
- 8.99%
$177K - $211K
12.7K $2.46M
Jul 22, 2022 Q2 2022
Alpha Cubed Investments, LLC

SELL
 -
-1.26K
Closed
$178K - $212K
0 $0
Jul 19, 2022 Q2 2022
Stone Point Wealth LLC

SELL
 -
-1.27K
Closed
$178K - $213K
0 $0
Aug 15, 2022 Q2 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-1.27K
Closed
$178K - $213K
0 $0
Jul 21, 2022 Q2 2022
Winthrop Advisory Group LLC

SELL
 -
-1.27K
- 8.15%
$179K - $214K
14.3K $2.78M
Aug 05, 2022 Q2 2022
Halbert Hargrove Global Advisors, LLC

SELL
 -
-1.28K
Closed
$180K - $215K
0 $0
Aug 01, 2022 Q2 2022
Smith, Salley & Associates

SELL
 -
-1.29K
Closed
$181K - $217K
0 $0
Jul 01, 2022 Q2 2022
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-1.31K
Closed
$184K - $220K
0 $0
Aug 16, 2022 Q2 2022
Formidable Asset Management, LLC

Cincinnati, OH
SELL
 -
-1.31K
Closed
$184K - $220K
0 $0
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-1.31K
- 22.78%
$185K - $221K
4.45K $861K
Aug 04, 2022 Q2 2022
Berkeley Capital Partners, LLC

SELL
 -
-1.31K
Closed
$185K - $221K
0 $0
Jul 22, 2022 Q2 2022
Sequoia Financial Advisors, LLC

SELL
 -
-1.32K
- 5.45%
$186K - $222K
22.9K $4.43M
Aug 15, 2022 Q2 2022
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-1.33K
Closed
$188K - $224K
0 $0
Jul 28, 2022 Q2 2022
Apexium Financial, LP

SELL
 -
-1.33K
Closed
$188K - $224K
0 $0
Aug 12, 2022 Q2 2022
Rex Capital Advisors, LLC

Providence, RI
SELL
 -
-1.35K
Closed
$190K - $227K
0 $0
Aug 04, 2022 Q2 2022
Beaumont Financial Partners, LLC

SELL
 -
-1.35K
- 24.14%
$190K - $227K
4.24K $820K
Aug 10, 2022 Q2 2022
Signaturefd, LLC

Atlanta, GA
SELL
 -
-1.35K
- 3.66%
$190K - $227K
35.5K $6.86M
Jul 22, 2022 Q2 2022
Thompson Siegel & Walmsley LLC

SELL
 -
-1.35K
- 11.66%
$191K - $228K
10.3K $1.99M
Aug 01, 2022 Q2 2022
Grandfield & Dodd, LLC

SELL
 -
-1.36K
Closed
$191K - $228K
0 $0
Jul 06, 2022 Q2 2022
Lbj Family Wealth Advisors, Ltd.

SELL
 -
-1.36K
- 0.7%
$192K - $229K
194K $37.6M

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