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 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
122+ 1.33% |
$18.9K - $20K
|
9.28K
$1.82M
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
118+ 0.43% |
$18.2K - $19.4K
|
27.2K
$5.33M
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
116+ 1.35% |
$17.9K - $19K
|
8.71K
$1.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
108+ 3.75% |
$16.7K - $17.7K
|
2.99K
$585K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
108+ 1.38% |
$16.7K - $17.7K
|
7.96K
$1.56M
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
106New |
$16.4K - $17.4K
|
106
$20.7K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
97+ 0.19% |
$15K - $15.9K
|
50.3K
$9.84M
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
96New |
$14.8K - $15.8K
|
96
$18.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
95+ 1.01% |
$14.7K - $15.6K
|
9.48K
$1.85M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
94+ 0.49% |
$14.5K - $15.4K
|
19.4K
$3.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
90+ 5.85% |
$13.9K - $14.8K
|
1.63K
$319K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
86+ 1.6% |
$13.3K - $14.1K
|
5.45K
$1.07M
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
85+ 4.87% |
$13.1K - $13.9K
|
1.83K
$358K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
85+ 1.67% |
$13.1K - $13.9K
|
5.18K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
81New |
$12.5K - $13.3K
|
81
$15.8K
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
79+ 2.45% |
$12.2K - $13K
|
3.31K
$647K
|
|
|
Nov 16, 2021
Q3 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
77+ 3.03% |
$11.9K - $12.6K
|
2.62K
$512K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
75+ 3.68% |
$11.6K - $12.3K
|
2.11K
$413K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
75+ 2.08% |
$11.6K - $12.3K
|
3.68K
$719K
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
71+ 5.46% |
$11K - $11.6K
|
1.37K
$268K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
71+ 1.46% |
$11K - $11.6K
|
4.92K
$963K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
67+ 2.34% |
$10.4K - $11K
|
2.93K
$574K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
67+ 3.26% |
$10.4K - $11K
|
2.12K
$415K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
67+ 5.71% |
$10.4K - $11K
|
1.24K
$243K
|
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
66+ 5.1% |
$10.2K - $10.8K
|
1.36K
$266K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
65+ 0.1% |
$10.1K - $10.7K
|
67.9K
$13.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
61+ 4.81% |
$9.43K - $10K
|
1.33K
$260K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
59+ 2.77% |
$9.12K - $9.68K
|
2.19K
$428K
|
|
|
Oct 21, 2021
Q3 2021
|
Financial Services Advisory Inc
|
BUY
|
- |
56+ 1.86% |
$8.66K - $9.19K
|
3.06K
$599K
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
53+ 0.77% |
$8.19K - $8.7K
|
6.95K
$1.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
50+ 1.86% |
$7.73K - $8.2K
|
2.74K
$535K
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
50+ 1.59% |
$7.73K - $8.2K
|
3.2K
$626K
|
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
50+ 0.73% |
$7.73K - $8.2K
|
6.93K
$1.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
50+ 16.08% |
$7.73K - $8.2K
|
361
$70.6K
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
49+ 0.24% |
$7.58K - $8.04K
|
20.7K
$4.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
49+ 0.15% |
$7.58K - $8.04K
|
32.8K
$6.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
47+ 0.05% |
$7.27K - $7.71K
|
91.3K
$17.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
43+ 0.17% |
$6.65K - $7.06K
|
24.9K
$4.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
43+ 0.64% |
$6.65K - $7.06K
|
6.72K
$1.31M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
42+ 1.66% |
$6.49K - $6.89K
|
2.57K
$503K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
41+ 3.33% |
$6.34K - $6.73K
|
1.27K
$249K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
41+ 3.33% |
$6.34K - $6.73K
|
1.27K
$249K
|
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
BUY
|
- |
40+ 0.85% |
$6.18K - $6.56K
|
4.74K
$927K
|
|
|
Nov 15, 2021
Q3 2021
|
Appleton Group, LLC
|
BUY
|
- |
39+ 0.61% |
$6.03K - $6.4K
|
6.38K
$1.25M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
38+ 2.69% |
$5.88K - $6.23K
|
1.45K
$284K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
35+ 1.65% |
$5.41K - $5.74K
|
2.16K
$422K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
34New |
$5.26K - $5.58K
|
34
$6.65K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
33+ 6.64% |
$5.1K - $5.41K
|
530
$104K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
31+ 0.16% |
$4.79K - $5.09K
|
19.8K
$3.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
29+ 0.39% |
$4.48K - $4.76K
|
7.44K
$1.46M
|