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
Jasper Ridge Partners, L.P.

Menlo Park, CA
BUY
 -
18.5K
+ 1.73%
$2.61M - $3.12M
1.09M $209M
Aug 11, 2022 Q2 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
18.3K
+ 33.57%
$2.58M - $3.08M
72.7K $13.9M
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
18K
+ 2.72%
$2.54M - $3.03M
681K $130M
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
17.9K
+ 13.11%
$2.53M - $3.02M
155K $29.6M
Aug 12, 2022 Q2 2022
First Trust Advisors LP

Wheaton, IL
BUY
 -
17.8K
+ 116.69%
$2.51M - $2.99M
33K $6.32M
Aug 04, 2022 Q2 2022
Anchor Capital Advisors LLC

BUY
 -
17.7K
+ 41.66%
$2.5M - $2.98M
60.2K $11.5M
Aug 08, 2022 Q2 2022
Simon Quick Advisors, LLC

BUY
 -
17.7K
+ 208.61%
$2.49M - $2.98M
26.1K $5.01M
Aug 01, 2022 Q2 2022
Castle Wealth Management LLC

BUY
 -
17.5K
New
$2.47M - $2.95M
17.5K $3.35M
Aug 08, 2022 Q2 2022
Rock Creek Group, LP

BUY
 -
17.4K
+ 14.15%
$2.45M - $2.93M
140K $26.9M
Aug 02, 2022 Q2 2022
Lake Street Advisors Group, LLC

BUY
 -
16.2K
New
$2.28M - $2.73M
16.2K $3.1M
Aug 02, 2022 Q2 2022
Carnegie Capital Asset Management, LLC

BUY
 -
15.6K
+ 892.84%
$2.2M - $2.63M
17.3K $3.32M
Jul 13, 2022 Q2 2022
Beirne Wealth Consulting Services, LLC

BUY
 -
15.3K
+ 17.65%
$2.16M - $2.58M
102K $19.6M
Aug 12, 2022 Q2 2022
New York Life Investment Management LLC

New York, NY
BUY
 -
15.3K
+ 9.45%
$2.15M - $2.57M
177K $33.9M
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
14.5K
New
$2.04M - $2.44M
14.5K $2.78M
Aug 11, 2022 Q2 2022
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
BUY
 -
14.5K
+ 76.32%
$2.04M - $2.44M
33.5K $6.41M
Aug 15, 2022 Q2 2022
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
14.3K
New
$2.02M - $2.41M
14.3K $2.75M
Aug 11, 2022 Q2 2022
Clearbridge Investments, LLC

New York, NY
BUY
 -
14.2K
New
$2M - $2.39M
14.2K $2.71M
Aug 10, 2022 Q2 2022
Telemus Capital, LLC

BUY
 -
14.1K
+ 8.24%
$1.99M - $2.38M
185K $35.5M
Jul 22, 2022 Q2 2022
Stratos Wealth Advisors, LLC

BUY
 -
14.1K
+ 72.8%
$1.99M - $2.37M
33.5K $6.41M
Aug 09, 2022 Q2 2022
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
13.5K
New
$1.91M - $2.28M
13.5K $2.59M
Aug 15, 2022 Q2 2022
Vulcan Value Partners, LLC

Birmingham, AL
BUY
 -
13.2K
New
$1.86M - $2.22M
13.2K $2.52M
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
12.8K
+ 19.6%
$1.8M - $2.15M
78K $14.9M
Aug 15, 2022 Q2 2022
Macquarie Group LTD

Australia, C3
BUY
 -
12.7K
+ 436.11%
$1.79M - $2.14M
15.6K $2.99M
Aug 15, 2022 Q2 2022
Putnam Investments LLC

Boston, MA
BUY
 -
12.5K
+ 11.9%
$1.76M - $2.11M
118K $22.5M
Jul 26, 2022 Q2 2022
Bouchey Financial Group LTD

BUY
 -
11.8K
New
$1.66M - $1.99M
11.8K $2.26M
Aug 08, 2022 Q2 2022
Quent Capital, LLC

BUY
 -
11.6K
+ 59.49%
$1.63M - $1.95M
31K $5.94M
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
11.5K
+ 44.8%
$1.62M - $1.94M
37.2K $7.11M
Jul 19, 2022 Q2 2022
Tcw Group Inc

BUY
 -
11.3K
New
$1.59M - $1.9M
11.3K $2.16M
Aug 07, 2024 Q2 2022
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
11.1K
+ 179.15%
$1.57M - $1.88M
17.3K $3.32M
Jul 27, 2022 Q2 2022
Fifth Third Securities, Inc.

BUY
 -
11.1K
New
$1.57M - $1.87M
11.1K $2.13M
Jul 20, 2022 Q2 2022
First Pacific Financial

BUY
 -
10.2K
New
$1.43M - $1.71M
10.2K $1.95M
Jul 25, 2022 Q2 2022
Allspring Global Investments Holdings, LLC

BUY
 -
10.1K
+ 10.79%
$1.43M - $1.71M
104K $19.9M
Aug 12, 2022 Q2 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
10.1K
+ 14.21%
$1.43M - $1.7M
81.4K $15.6M
Aug 04, 2022 Q2 2022
Fifth Third Bancorp

BUY
 -
9.96K
+ 1.34%
$1.4M - $1.68M
752K $144M
Aug 05, 2022 Q2 2022
Amg National Trust Bank

BUY
 -
9.86K
+ 7.94%
$1.39M - $1.66M
134K $25.7M
Aug 08, 2022 Q2 2022
Hancock Whitney Corp

BUY
 -
9.81K
+ 34.33%
$1.38M - $1.65M
38.4K $7.35M
Aug 02, 2022 Q2 2022
Lincoln National Corp

BUY
 -
9.56K
+ 7.11%
$1.35M - $1.61M
144K $27.6M
Jul 20, 2022 Q2 2022
Crescent Grove Advisors, LLC

BUY
 -
9.23K
+ 75.13%
$1.3M - $1.55M
21.5K $4.12M
Aug 05, 2022 Q2 2022
Personal Cfo Solutions, LLC

BUY
 -
9.18K
+ 253.02%
$1.29M - $1.55M
12.8K $2.45M
Aug 12, 2022 Q2 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
9.13K
+ 40.36%
$1.29M - $1.54M
31.7K $6.08M
Aug 15, 2022 Q2 2022
Gyon Technologies Capital Management, LP

Denville, NJ
BUY
 -
9.13K
New
$1.29M - $1.54M
9.13K $1.75M
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

BUY
 -
8.89K
+ 24.95%
$1.25M - $1.5M
44.5K $8.53M
Aug 11, 2022 Q2 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
8.78K
+ 22.65%
$1.24M - $1.48M
47.5K $9.1M
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

BUY
 -
8.7K
+ 5.16%
$1.23M - $1.47M
177K $34M
Aug 10, 2022 Q2 2022
Mount Lucas Management LP

Newtown, PA
BUY
 -
8.53K
+ 165.75%
$1.2M - $1.44M
13.7K $2.62M
Jul 19, 2022 Q2 2022
Mai Capital Management

BUY
 -
8.53K
+ 4.25%
$1.2M - $1.44M
209K $40M
Aug 15, 2022 Q2 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
8.36K
+ 443.24%
$1.18M - $1.41M
10.2K $1.96M
Jul 12, 2022 Q2 2022
Webster Bank, N. A.

BUY
 -
8.24K
+ 26.1%
$1.16M - $1.39M
39.8K $7.62M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
8.22K
+ 5302.58%
$1.16M - $1.38M
8.37K $1.6M

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