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 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.86K- 4.33% |
$1.11M - $1.32M
|
174K
$33.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-8.06K- 23.98% |
$1.14M - $1.36M
|
25.5K
$4.89M
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-8.13KClosed |
$1.15M - $1.37M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.22K- 98.15% |
$1.16M - $1.38M
|
155
$29.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.25K- 0.4% |
$1.16M - $1.39M
|
2.06M
$395M
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.28K- 9.91% |
$1.17M - $1.39M
|
75.2K
$14.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.56K- 36.99% |
$1.21M - $1.44M
|
14.6K
$2.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-8.65K- 12.81% |
$1.22M - $1.46M
|
58.9K
$11.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.85K- 28.03% |
$1.25M - $1.49M
|
22.7K
$4.35M
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-9.21K- 13.43% |
$1.3M - $1.55M
|
59.3K
$11.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.25K- 25.2% |
$1.3M - $1.56M
|
27.5K
$5.26M
|
|
|
Jul 08, 2022
Q2 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-9.94K- 17.65% |
$1.4M - $1.67M
|
46.4K
$8.88M
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10K- 7.32% |
$1.42M - $1.69M
|
127K
$24.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Wind River Trust CO
|
SELL
|
- |
-10.2K- 3.88% |
$1.44M - $1.72M
|
253K
$48.5M
|
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
SELL
|
- |
-10.3K- 24.28% |
$1.46M - $1.74M
|
32.3K
$6.18M
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-10.4KClosed |
$1.47M - $1.76M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-10.6K- 6.95% |
$1.5M - $1.79M
|
142K
$27.3M
|
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-10.8K- 3.64% |
$1.52M - $1.82M
|
286K
$54.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-11.2K- 25.63% |
$1.58M - $1.88M
|
32.4K
$6.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11.3K- 1.25% |
$1.59M - $1.9M
|
891K
$171M
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-11.3K- 86.57% |
$1.59M - $1.9M
|
1.75K
$335K
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-11.3K- 11.22% |
$1.6M - $1.91M
|
89.8K
$17.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-11.4K- 3.44% |
$1.61M - $1.92M
|
320K
$61.2M
|
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-11.7K- 3.42% |
$1.65M - $1.97M
|
331K
$63.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-12.2K- 7.51% |
$1.72M - $2.06M
|
151K
$28.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-12.4K- 89.01% |
$1.75M - $2.09M
|
1.53K
$294K
|
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-12.5KClosed |
$1.77M - $2.11M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-12.5KClosed |
$1.77M - $2.11M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.7K- 1.55% |
$1.79M - $2.14M
|
808K
$155M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-13.3K- 95.11% |
$1.88M - $2.24M
|
685
$131K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-14.1KClosed |
$1.99M - $2.37M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14.4K- 25.86% |
$2.03M - $2.42M
|
41.2K
$7.88M
|
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-14.9K- 58.96% |
$2.11M - $2.51M
|
10.4K
$1.99M
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-15.2K- 55.83% |
$2.14M - $2.56M
|
12K
$2.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.3K- 7.38% |
$2.16M - $2.58M
|
192K
$36.8M
|
|
|
Jul 11, 2022
Q2 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-15.9KClosed |
$2.24M - $2.68M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-15.9K- 13.22% |
$2.25M - $2.68M
|
105K
$20M
|
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-16.2K- 57.83% |
$2.28M - $2.72M
|
11.8K
$2.26M
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
SELL
|
- |
-16.8K- 2.86% |
$2.37M - $2.83M
|
570K
$109M
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-18.3K- 17.5% |
$2.58M - $3.09M
|
86.3K
$16.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-18.5K- 20.96% |
$2.6M - $3.11M
|
69.7K
$13.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-18.8K- 5.19% |
$2.64M - $3.16M
|
343K
$65.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-19KClosed |
$2.68M - $3.2M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-19.4K- 45.92% |
$2.73M - $3.26M
|
22.8K
$4.37M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-19.4K- 45.92% |
$2.73M - $3.26M
|
22.8K
$4.37M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-21K- 32.24% |
$2.96M - $3.53M
|
44K
$8.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-21.9K- 89.56% |
$3.09M - $3.69M
|
2.55K
$489K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-22.1KClosed |
$3.12M - $3.73M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-22.6K- 5.06% |
$3.19M - $3.81M
|
424K
$81.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.5K- 28.64% |
$3.32M - $3.96M
|
58.6K
$11.2M
|