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 21, 2022
Q2 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-1.36KClosed |
$192K - $230K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.36KClosed |
$192K - $230K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.37KClosed |
$193K - $230K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.37K- 1.93% |
$193K - $230K
|
69.4K
$13.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.37K- 6.24% |
$193K - $230K
|
20.5K
$3.98M
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
SELL
|
- |
-1.38KClosed |
$194K - $232K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.38KClosed |
$194K - $232K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-1.38K- 0.85% |
$195K - $233K
|
161K
$31.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.38KClosed |
$195K - $233K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.38K- 1.1% |
$195K - $233K
|
125K
$24.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.39KClosed |
$196K - $234K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-1.39K- 38.19% |
$196K - $234K
|
2.25K
$435K
|
|
|
Jul 08, 2022
Q2 2022
|
Nkcfo LLC
|
SELL
|
- |
-1.4KClosed |
$197K - $236K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.42K- 46.75% |
$200K - $239K
|
1.62K
$314K
|
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.42KClosed |
$201K - $240K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
SELL
|
- |
-1.43K- 21.26% |
$201K - $240K
|
5.28K
$1.02M
|
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.44KClosed |
$202K - $242K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.44K- 90.09% |
$202K - $242K
|
158
$30.6K
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.44KClosed |
$202K - $242K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.45K- 25.67% |
$204K - $244K
|
4.19K
$811K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.45K- 1.1% |
$204K - $244K
|
130K
$25.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.47KClosed |
$207K - $248K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.49KClosed |
$210K - $251K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.5K- 13.71% |
$211K - $253K
|
9.44K
$1.83M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.51KClosed |
$213K - $255K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.52KClosed |
$214K - $256K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.53K- 24.76% |
$216K - $258K
|
4.66K
$901K
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.54KClosed |
$217K - $260K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-1.55KClosed |
$218K - $261K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.57K- 2.82% |
$221K - $264K
|
54K
$10.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.57KClosed |
$222K - $265K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.58KClosed |
$222K - $266K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.6KClosed |
$225K - $269K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.66K- 50.52% |
$234K - $280K
|
1.63K
$315K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.69K- 4.47% |
$239K - $285K
|
36.2K
$7M
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.7K- 0.36% |
$240K - $287K
|
468K
$90.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.75K- 15.28% |
$247K - $295K
|
9.72K
$1.88M
|
|
|
Jul 15, 2022
Q2 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.78KClosed |
$251K - $300K
|
0
$0
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.78KClosed |
$251K - $300K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-1.79K- 3.99% |
$253K - $302K
|
43.1K
$8.34M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.79K- 2.43% |
$253K - $302K
|
71.9K
$13.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-1.81KClosed |
$255K - $304K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.82K- 18.08% |
$256K - $306K
|
8.23K
$1.59M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.82K- 9.19% |
$257K - $307K
|
18K
$3.49M
|
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.83K- 2.39% |
$258K - $309K
|
74.8K
$14.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.84K- 4.26% |
$259K - $309K
|
41.3K
$7.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.89K- 3.26% |
$266K - $318K
|
56K
$10.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.89KClosed |
$266K - $318K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.89KClosed |
$266K - $318K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.92K- 21.06% |
$270K - $323K
|
7.18K
$1.39M
|