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 09, 2022 Q2 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
8.17K
+ 11.08%
$1.15M - $1.38M
81.9K $15.7M
Aug 15, 2022 Q2 2022
Guggenheim Capital LLC

Chicago, IL
BUY
 -
8K
+ 36.98%
$1.13M - $1.35M
29.6K $5.67M
Aug 16, 2022 Q2 2022
Svb Wealth LLC

Boston, MA
BUY
 -
7.95K
+ 16.11%
$1.12M - $1.34M
57.3K $11M
Jul 25, 2022 Q2 2022
Defined Wealth Management, LLC

BUY
 -
7.61K
New
$1.07M - $1.28M
7.61K $1.46M
Jul 19, 2022 Q2 2022
Great Valley Advisor Group, Inc.

BUY
 -
7.6K
+ 28.84%
$1.07M - $1.28M
34K $6.5M
Aug 15, 2022 Q2 2022
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
7.39K
+ 47.02%
$1.04M - $1.24M
23.1K $4.42M
Aug 12, 2022 Q2 2022
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
7.27K
+ 100.21%
$1.02M - $1.22M
14.5K $2.78M
Jul 12, 2022 Q2 2022
Hamlin Capital Management, LLC

BUY
 -
7.11K
New
$1M - $1.2M
7.11K $1.36M
Aug 15, 2022 Q2 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
7.11K
+ 15.4%
$1M - $1.2M
53.3K $10.2M
Aug 10, 2022 Q2 2022
Strong Tower Advisory Services

Minneapolis, MN
BUY
 -
6.65K
+ 105.89%
$937K - $1.12M
12.9K $2.47M
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
6.41K
+ 13.91%
$903K - $1.08M
52.5K $10M
Jul 26, 2022 Q2 2022
Miller Howard Investments Inc

BUY
 -
6.31K
New
$890K - $1.06M
6.31K $1.21M
Aug 15, 2022 Q2 2022
Voya Investment Management LLC

Atlanta, GA
BUY
 -
6.18K
+ 5.11%
$872K - $1.04M
127K $24.3M
Jul 29, 2022 Q2 2022
Beck Bode, LLC

BUY
 -
6.13K
New
$864K - $1.03M
6.13K $1.17M
Aug 05, 2022 Q2 2022
Smith & Howard Wealth Management, LLC

BUY
 -
6.09K
+ 22.86%
$858K - $1.03M
32.7K $6.27M
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
5.98K
+ 66.44%
$843K - $1.01M
15K $2.87M
Jul 27, 2022 Q2 2022
Annex Advisory Services, LLC

BUY
 -
5.88K
+ 91.71%
$829K - $990K
12.3K $2.35M
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
5.61K
+ 0.59%
$791K - $945K
956K $183M
Jul 06, 2022 Q2 2022
Farmer Steven Patrick

BUY
 -
5.5K
New
$776K - $927K
5.5K $1.05M
Jul 15, 2022 Q2 2022
First Financial Corp

BUY
 -
5.34K
+ 128.12%
$753K - $899K
9.51K $1.82M
Jul 15, 2022 Q2 2022
Westshore Wealth, LLC

BUY
 -
5.27K
+ 10.29%
$742K - $887K
56.5K $10.8M
Aug 05, 2022 Q2 2022
Epic Trust Investment Advisors, LLC

BUY
 -
5.18K
New
$731K - $873K
5.18K $992K
Jul 26, 2022 Q2 2022
Trustcore Financial Services, LLC

BUY
 -
5.18K
+ 114.92%
$730K - $872K
9.68K $1.85M
Jul 15, 2022 Q2 2022
Mc Adam, LLC

BUY
 -
5.15K
New
$726K - $867K
5.15K $986K
Jul 06, 2022 Q2 2022
Parsec Financial Management, Inc.

BUY
 -
5.08K
+ 3.12%
$716K - $856K
168K $32.2M
Aug 01, 2022 Q2 2022
Independent Family Office, LLC

BUY
 -
5.07K
+ 7.32%
$715K - $854K
74.3K $14.2M
Aug 15, 2022 Q2 2022
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
5.06K
+ 6.61%
$713K - $852K
81.5K $15.6M
Aug 12, 2022 Q2 2022
Grant Street Asset Management, Inc.

Canonsburg, PA
BUY
 -
5.04K
+ 3.84%
$711K - $849K
136K $26.1M
May 09, 2023 Q2 2022
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
4.94K
New
$696K - $832K
4.94K $946K
Jul 14, 2022 Q2 2022
Cedar Mountain Advisors, LLC

BUY
 -
4.81K
+ 1.27%
$678K - $810K
383K $73.4M
Aug 15, 2022 Q2 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
4.69K
+ 32.74%
$662K - $790K
19K $3.64M
Aug 10, 2022 Q2 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
4.67K
+ 9.46%
$658K - $786K
54K $10.3M
Jul 27, 2022 Q2 2022
Covenant Partners, LLC

BUY
 -
4.64K
+ 5.13%
$654K - $781K
95K $18.2M
Aug 12, 2022 Q2 2022
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
4.61K
+ 48.87%
$650K - $777K
14K $2.69M
Aug 03, 2022 Q2 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
4.54K
+ 5.26%
$640K - $764K
90.8K $17.4M
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
4.54K
+ 21.67%
$639K - $764K
25.5K $4.88M
Aug 15, 2022 Q2 2022
Zacks Investment Management

Chicago, IL
BUY
 -
4.52K
+ 82.58%
$638K - $762K
10K $1.92M
Aug 15, 2022 Q2 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
4.4K
+ 161.93%
$620K - $741K
7.11K $1.36M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
4.39K
+ 1.75%
$619K - $740K
255K $48.9M
Aug 01, 2022 Q2 2022
Goelzer Investment Management, Inc.

BUY
 -
4.39K
+ 4.95%
$619K - $739K
93K $17.8M
Aug 03, 2022 Q2 2022
F Dx Advisors, Inc.

BUY
 -
4.36K
+ 2.7%
$615K - $734K
166K $31.7M
Aug 03, 2022 Q2 2022
Encompass Wealth Advisors, LLC

BUY
 -
4.32K
New
$609K - $728K
4.32K $828K
Aug 02, 2022 Q2 2022
Summit Wealth & Retirement Planning, Inc.

BUY
 -
4.23K
+ 9.28%
$596K - $712K
49.8K $9.53M
Aug 09, 2022 Q2 2022
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
4.19K
New
$590K - $705K
4.19K $802K
Aug 10, 2022 Q2 2022
Manchester Capital Management LLC

Manchester, VT
BUY
 -
4.15K
+ 49.23%
$585K - $698K
12.6K $2.41M
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
4.03K
+ 15.49%
$568K - $678K
30K $5.75M
Jul 25, 2022 Q2 2022
Jmac Enterprises LLC

BUY
 -
4.03K
+ 2.48%
$567K - $678K
167K $31.9M
Aug 15, 2022 Q2 2022
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
4K
New
$564K - $674K
4K $766K
Jul 25, 2022 Q2 2022
Gfg Capital, LLC

BUY
 -
3.98K
New
$561K - $670K
3.98K $761K

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