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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.14K+ 21.15% |
$176K - $187K
|
6.53K
$1.28M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.13K+ 15.33% |
$175K - $186K
|
8.53K
$1.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.12K+ 12.79% |
$173K - $184K
|
9.88K
$1.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.11K+ 5.81% |
$172K - $183K
|
20.3K
$3.97M
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.08K+ 14.26% |
$167K - $177K
|
8.63K
$1.69M
|
|
|
Oct 14, 2021
Q3 2021
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
1.05K+ 0.28% |
$163K - $173K
|
381K
$74.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.01K+ 0.89% |
$156K - $166K
|
115K
$22.6M
|
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.01K+ 19.52% |
$156K - $165K
|
6.17K
$1.21M
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
1.01K+ 3.18% |
$155K - $165K
|
32.6K
$6.4M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1K+ 1409.86% |
$155K - $164K
|
1.07K
$210K
|
|
|
Nov 12, 2021
Q3 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
996+ 2.72% |
$154K - $163K
|
37.7K
$7.38M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
996+ 0.5% |
$154K - $163K
|
200K
$39.2M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
996+ 4.68% |
$154K - $163K
|
22.3K
$4.37M
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
995+ 16.5% |
$154K - $163K
|
7.02K
$1.38M
|
|
|
Nov 16, 2021
Q3 2021
|
Campion Asset Management
|
BUY
|
- |
990+ 45.06% |
$153K - $162K
|
3.19K
$625K
|
|
|
Oct 29, 2021
Q3 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
960+ 9.73% |
$148K - $158K
|
10.8K
$2.12M
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
956+ 22.51% |
$148K - $157K
|
5.2K
$1.02M
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
955+ 9.99% |
$148K - $157K
|
10.5K
$2.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
943+ 68.63% |
$146K - $155K
|
2.32K
$454K
|
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
BUY
|
- |
938+ 4.05% |
$145K - $154K
|
24.1K
$4.72M
|
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
906+ 1.54% |
$140K - $149K
|
59.7K
$11.7M
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
903+ 13.91% |
$140K - $148K
|
7.4K
$1.45M
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
892+ 1.32% |
$138K - $146K
|
68.5K
$13.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
887+ 63.0% |
$137K - $146K
|
2.3K
$450K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
869+ 44.47% |
$134K - $143K
|
2.82K
$554K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
864New |
$134K - $142K
|
864
$169K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
847+ 3.6% |
$131K - $139K
|
24.4K
$4.78M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
844+ 1.37% |
$130K - $138K
|
62.5K
$12.3M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
839+ 0.77% |
$130K - $138K
|
109K
$21.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
836+ 21.53% |
$129K - $137K
|
4.72K
$925K
|
|
|
Nov 04, 2021
Q3 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
826+ 161.96% |
$128K - $136K
|
1.34K
$262K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
794+ 29.66% |
$123K - $130K
|
3.47K
$681K
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
792+ 0.96% |
$122K - $130K
|
83.6K
$16.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
786+ 3.62% |
$122K - $129K
|
22.5K
$4.41M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
786+ 6.01% |
$122K - $129K
|
13.9K
$2.72M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
778+ 154.67% |
$120K - $128K
|
1.28K
$251K
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
775+ 5.82% |
$120K - $127K
|
14.1K
$2.76M
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
765+ 6.27% |
$118K - $126K
|
13K
$2.54M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
745+ 16.12% |
$115K - $122K
|
5.37K
$1.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
735+ 47.73% |
$114K - $121K
|
2.28K
$446K
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
730+ 1.94% |
$113K - $120K
|
38.3K
$7.51M
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
727+ 6.25% |
$112K - $119K
|
12.4K
$2.42M
|
|
|
Oct 13, 2021
Q3 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
698+ 32.18% |
$108K - $115K
|
2.87K
$562K
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
697+ 1.81% |
$108K - $114K
|
39.3K
$7.71M
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
694+ 18.48% |
$107K - $114K
|
4.45K
$873K
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
691+ 0.91% |
$107K - $113K
|
76.9K
$15.1M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
672+ 0.8% |
$104K - $110K
|
84.2K
$16.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
637+ 43.25% |
$98.5K - $105K
|
2.11K
$414K
|
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
628New |
$97.1K - $103K
|
628
$123K
|
|
|
Oct 08, 2021
Q3 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
614+ 1.81% |
$94.9K - $101K
|
34.5K
$6.77M
|