Purchases and Sales Made in Q3 2021 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
29+ 0.51% |
$4.48K - $4.76K
|
5.73K
$1.12M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
29+ 1.57% |
$4.48K - $4.76K
|
1.88K
$368K
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
28+ 1.55% |
$4.33K - $4.59K
|
1.84K
$360K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
27+ 0.16% |
$4.17K - $4.43K
|
17.4K
$3.4M
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
26New |
$4.02K - $4.27K
|
26
$5.09K
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
23+ 0.3% |
$3.56K - $3.77K
|
7.57K
$1.48M
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
23+ 5.19% |
$3.56K - $3.77K
|
466
$91.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
21+ 0.18% |
$3.25K - $3.45K
|
11.7K
$2.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20+ 0.11% |
$3.09K - $3.28K
|
18.8K
$3.69M
|
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
20+ 0.1% |
$3.09K - $3.28K
|
20.8K
$4.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18+ 0.0% |
$2.78K - $2.95K
|
937K
$183M
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
18+ 0.18% |
$2.78K - $2.95K
|
10.1K
$1.97M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
17+ 0.41% |
$2.63K - $2.79K
|
4.21K
$823K
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15+ 0.61% |
$2.32K - $2.46K
|
2.49K
$487K
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
15+ 3.0% |
$2.32K - $2.46K
|
515
$101K
|
|
|
Oct 13, 2021
Q3 2021
|
Asset Management Corp
|
BUY
|
- |
14+ 0.75% |
$2.16K - $2.3K
|
1.88K
$368K
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
14+ 0.32% |
$2.16K - $2.3K
|
4.44K
$870K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.3% |
$2.01K - $2.13K
|
4.37K
$855K
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
12+ 0.93% |
$1.86K - $1.97K
|
1.31K
$255K
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12+ 0.2% |
$1.86K - $1.97K
|
5.89K
$1.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
12New |
$1.86K - $1.97K
|
12
$2.35K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 0.54% |
$1.7K - $1.8K
|
2.07K
$404K
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
11+ 0.58% |
$1.7K - $1.8K
|
1.9K
$372K
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9+ 0.04% |
$1.39K - $1.48K
|
21.2K
$4.15M
|
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
9+ 0.47% |
$1.39K - $1.48K
|
1.91K
$374K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
8+ 0.34% |
$1.24K - $1.31K
|
2.38K
$466K
|
|
|
Oct 26, 2021
Q3 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
8+ 0.33% |
$1.24K - $1.31K
|
2.43K
$476K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
8New |
$1.24K - $1.31K
|
8
$1.57K
|
|
|
May 19, 2025
Q3 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
7+ 0.28% |
$1.08K - $1.15K
|
2.55K
$499K
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
7+ 0.07% |
$1.08K - $1.15K
|
10.2K
$1.99M
|
|
|
Oct 28, 2021
Q3 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
7+ 0.28% |
$1.08K - $1.15K
|
2.55K
$499K
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
6+ 0.37% |
$928 - $984
|
1.65K
$322K
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
6+ 0.08% |
$928 - $984
|
7.17K
$1.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
6+ 0.13% |
$928 - $984
|
4.46K
$872K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.43% |
$928 - $984
|
1.39K
$272K
|
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
BUY
|
- |
6+ 0.14% |
$928 - $984
|
4.24K
$829K
|
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
6+ 0.04% |
$928 - $984
|
13.9K
$2.73M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6+ 0.2% |
$928 - $984
|
3.01K
$589K
|
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.13% |
$773 - $820
|
3.78K
$740K
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4+ 0.19% |
$618 - $656
|
2.16K
$422K
|
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
4+ 0.24% |
$618 - $656
|
1.66K
$325K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3+ 0.04% |
$464 - $492
|
7.13K
$1.39M
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3+ 0.21% |
$464 - $492
|
1.42K
$277K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2New |
$309 - $328
|
2
$391
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$309 - $328
|
2.06K
$402K
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2+ 0.02% |
$309 - $328
|
11K
$2.15M
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
2+ 0.56% |
$309 - $328
|
361
$70.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2+ 0.05% |
$309 - $328
|
4.1K
$803K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
2+ 0.04% |
$309 - $328
|
5.31K
$1.04M
|
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$155 - $164
|
4.01K
$785K
|