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 20, 2021
Q3 2021
|
Brown Financial Advisory
|
SELL
|
- |
-37- 0.51% |
$5.72K - $6.07K
|
7.19K
$1.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-39- 0.34% |
$6.03K - $6.4K
|
11.5K
$2.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-40- 1.17% |
$6.18K - $6.56K
|
3.38K
$667K
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-42- 1.32% |
$6.49K - $6.89K
|
3.14K
$622K
|
|
|
Nov 01, 2021
Q3 2021
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-48- 0.6% |
$7.42K - $7.88K
|
7.98K
$1.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-48- 2.37% |
$7.42K - $7.88K
|
1.98K
$391K
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-49- 0.38% |
$7.58K - $8.04K
|
12.7K
$2.51M
|
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
SELL
|
- |
-50- 1.27% |
$7.73K - $8.2K
|
3.88K
$767K
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-52- 3.81% |
$8.04K - $8.53K
|
1.31K
$259K
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
SELL
|
- |
-52- 2.43% |
$8.04K - $8.53K
|
2.09K
$413K
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-52- 0.5% |
$8.04K - $8.53K
|
10.3K
$2.03M
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-54- 1.95% |
$8.35K - $8.86K
|
2.72K
$537K
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-60- 30.61% |
$9.28K - $9.84K
|
136
$26.9K
|
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-60- 2.61% |
$9.28K - $9.84K
|
2.24K
$442K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-60- 2.78% |
$9.28K - $9.84K
|
2.1K
$415K
|
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-60- 1.37% |
$9.28K - $9.84K
|
4.33K
$857K
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-62- 1.5% |
$9.59K - $10.2K
|
4.07K
$804K
|
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-63- 0.38% |
$9.74K - $10.3K
|
16.7K
$3.3M
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-64- 2.32% |
$9.9K - $10.5K
|
2.69K
$532K
|
|
|
Oct 22, 2021
Q3 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-70- 1.02% |
$10.8K - $11.5K
|
6.81K
$1.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-71- 4.52% |
$11K - $11.6K
|
1.5K
$297K
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-74- 0.19% |
$11.4K - $12.1K
|
39.8K
$7.88M
|
|
|
Nov 12, 2021
Q3 2021
|
S&T Bank
Indiana, PA |
SELL
|
- |
-76- 5.05% |
$11.8K - $12.5K
|
1.43K
$283K
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-76- 0.18% |
$11.8K - $12.5K
|
43.1K
$8.52M
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-77- 0.6% |
$11.9K - $12.6K
|
12.8K
$2.52M
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-78- 0.6% |
$12.1K - $12.8K
|
12.9K
$2.55M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-81- 7.03% |
$12.5K - $13.3K
|
1.07K
$212K
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-82- 0.45% |
$12.7K - $13.5K
|
17.9K
$3.55M
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-85- 4.2% |
$13.1K - $13.9K
|
1.94K
$383K
|
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-86- 0.99% |
$13.3K - $14.1K
|
8.63K
$1.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-90- 0.99% |
$13.9K - $14.8K
|
8.99K
$1.78M
|
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-91- 2.14% |
$14.1K - $14.9K
|
4.17K
$824K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-92- 1.84% |
$14.2K - $15.1K
|
4.9K
$969K
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
SELL
|
- |
-94- 6.74% |
$14.5K - $15.4K
|
1.3K
$257K
|
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-94- 3.5% |
$14.5K - $15.4K
|
2.59K
$512K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-96- 0.71% |
$14.8K - $15.8K
|
13.4K
$2.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-99- 0.14% |
$15.3K - $16.2K
|
73K
$14.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-100- 17.57% |
$15.5K - $16.4K
|
469
$92.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-100- 5.12% |
$15.5K - $16.4K
|
1.85K
$367K
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-100- 2.38% |
$15.5K - $16.4K
|
4.09K
$809K
|
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-104- 0.1% |
$16.1K - $17.1K
|
102K
$20.3M
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-104- 0.9% |
$16.1K - $17.1K
|
11.5K
$2.27M
|
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-114- 1.81% |
$17.6K - $18.7K
|
6.17K
$1.22M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-116- 1.16% |
$17.9K - $19K
|
9.87K
$1.95M
|
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-117- 0.8% |
$18.1K - $19.2K
|
14.5K
$2.87M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-121- 0.77% |
$18.7K - $19.9K
|
15.7K
$3.1M
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
SELL
|
- |
-122- 0.89% |
$18.9K - $20K
|
13.7K
$2.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-125- 4.81% |
$19.3K - $20.5K
|
2.48K
$490K
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
SELL
|
- |
-125- 0.32% |
$19.3K - $20.5K
|
39.4K
$7.79M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-125- 1.24% |
$19.3K - $20.5K
|
9.97K
$1.97M
|