Purchases and Sales Made in Q4 2021 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 Q4 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
Feb 14, 2022 Q4 2021
Asset Management Group, Inc.

Stamford, CT
SELL
 -
-131
- 0.53%
$20.6K - $22K
24.5K $4.81M
Feb 08, 2022 Q4 2021
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-131
- 5.38%
$20.6K - $22K
2.3K $452K
Feb 17, 2022 Q4 2021
Hwg Holdings LP

Houston, TX
SELL
 -
-133
Closed
$20.9K - $22.4K
0 $0
Jan 19, 2022 Q4 2021
Sol Capital Management CO

SELL
 -
-135
- 0.38%
$21.2K - $22.7K
35.1K $6.89M
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-135
Closed
$21.2K - $22.7K
0 $0
Jan 10, 2022 Q4 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-137
- 2.83%
$21.5K - $23K
4.7K $921K
Feb 11, 2022 Q4 2021
Personal Capital Advisors Corp

SELL
 -
-138
- 2.97%
$21.7K - $23.2K
4.51K $884K
Feb 10, 2022 Q4 2021
Alterna Wealth Management, Inc

Houston, TX
SELL
 -
-145
- 7.25%
$22.8K - $24.4K
1.86K $364K
Jan 07, 2022 Q4 2021
Beacon Financial Group

SELL
 -
-146
- 0.74%
$22.9K - $24.5K
19.6K $3.85M
Jan 24, 2022 Q4 2021
Tci Wealth Advisors, Inc.

SELL
 -
-147
- 1.49%
$23.1K - $24.7K
9.73K $1.91M
Feb 14, 2022 Q4 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-148
- 1.59%
$23.3K - $24.9K
9.13K $1.79M
Jan 18, 2022 Q4 2021
Atlas Brown,Inc.

SELL
 -
-151
- 1.04%
$23.7K - $25.4K
14.3K $2.81M
Jan 21, 2022 Q4 2021
Asset Dedication, LLC

SELL
 -
-159
- 2.27%
$25K - $26.7K
6.84K $1.34M
Feb 11, 2022 Q4 2021
Northeast Financial Consultants Inc

Westport, CT
SELL
 -
-161
- 1.37%
$25.3K - $27.1K
11.6K $2.27M
Feb 14, 2022 Q4 2021
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-164
- 6.1%
$25.8K - $27.6K
2.52K $495K
Feb 14, 2022 Q4 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-170
- 0.56%
$26.7K - $28.6K
30.2K $5.93M
Aug 13, 2024 Q4 2021
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-170
- 22.85%
$26.7K - $28.6K
574 $113K
Jan 31, 2022 Q4 2021
Accredited Investors Inc.

SELL
 -
-178
- 1.32%
$28K - $29.9K
13.3K $2.61M
Feb 11, 2022 Q4 2021
Cooper Financial Group

SELL
 -
-186
- 1.44%
$29.2K - $31.3K
12.7K $2.49M
Jan 26, 2022 Q4 2021
Aprio Wealth Management, LLC

SELL
 -
-193
- 1.1%
$30.3K - $32.4K
17.4K $3.41M
Jan 27, 2022 Q4 2021
Community Bank, N.A.

SELL
 -
-198
- 0.86%
$31.1K - $33.3K
22.8K $4.48M
Jan 14, 2022 Q4 2021
Stratos Wealth Partners, Ltd.

SELL
 -
-199
- 0.32%
$31.3K - $33.4K
62.3K $12.2M
Jan 28, 2022 Q4 2021
Dubuque Bank & Trust CO

SELL
 -
-200
- 9.9%
$31.4K - $33.6K
1.82K $357K
Feb 04, 2022 Q4 2021
Joseph P. Lucia & Associates, LLC

SELL
 -
-200
Closed
$31.4K - $33.6K
0 $0
Feb 11, 2022 Q4 2021
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-200
- 6.25%
$31.4K - $33.6K
3K $588K
Jan 18, 2022 Q4 2021
Echo Wealth Management, LLC

SELL
 -
-201
- 2.95%
$31.6K - $33.8K
6.61K $1.3M
Jan 27, 2022 Q4 2021
Ascent Wealth Partners, LLC

New Hartford, NY
SELL
 -
-204
- 0.98%
$32.1K - $34.3K
20.6K $4.05M
Feb 08, 2022 Q4 2021
Front Barnett Associates LLC

Chicago, IL
SELL
 -
-210
- 3.7%
$33K - $35.3K
5.46K $1.07M
Jan 24, 2022 Q4 2021
Sage Financial Group Inc

SELL
 -
-212
- 0.99%
$33.3K - $35.6K
21.2K $4.17M
Feb 09, 2022 Q4 2021
Baron Financial Group, LLC

Fair Lawn, NJ
SELL
 -
-215
- 1.19%
$33.8K - $36.1K
17.8K $3.49M
Jan 31, 2022 Q4 2021
Affinity Capital Advisors, LLC

SELL
 -
-221
- 1.27%
$34.7K - $37.1K
17.2K $3.37M
Jan 18, 2022 Q4 2021
Soundmark Wealth Management, LLC

SELL
 -
-224
- 3.63%
$35.2K - $37.6K
5.95K $1.17M
Feb 11, 2022 Q4 2021
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-246
- 0.66%
$38.7K - $41.3K
37K $7.25M
Jan 31, 2022 Q4 2021
Veracity Capital LLC

SELL
 -
-248
- 6.64%
$39K - $41.7K
3.49K $683K
Jan 24, 2022 Q4 2021
Secure Asset Management, LLC

SELL
 -
-250
- 8.93%
$39.3K - $42K
2.55K $500K
Feb 14, 2022 Q4 2021
Alta Wealth Advisors LLC

SELL
 -
-250
- 0.92%
$39.3K - $42K
27K $5.29M
Feb 14, 2022 Q4 2021
Assetmark, Inc

SELL
 -
-254
- 74.49%
$39.9K - $42.7K
87 $17.1K
Feb 14, 2022 Q4 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-259
- 2.37%
$40.7K - $43.5K
10.7K $2.1M
Feb 14, 2022 Q4 2021
Cary Street Partners Asset Management LLC

Richmond, VA
SELL
 -
-263
- 7.3%
$41.3K - $44.2K
3.34K $655K
Jan 06, 2022 Q4 2021
Tarbox Family Office, Inc.

SELL
 -
-265
- 3.72%
$41.6K - $44.5K
6.86K $1.35M
Jan 26, 2022 Q4 2021
Ullmann Wealth Partners Group, LLC

SELL
 -
-273
- 0.81%
$42.9K - $45.9K
33.5K $6.57M
Feb 11, 2022 Q4 2021
Surevest, LLC

Los Angeles, CA
SELL
 -
-273
- 9.52%
$42.9K - $45.9K
2.59K $509K
Feb 10, 2022 Q4 2021
Great Valley Advisor Group, Inc.

SELL
 -
-280
- 1.13%
$44K - $47.1K
24.6K $4.83M
Jan 19, 2022 Q4 2021
Marquette Asset Management, LLC

SELL
 -
-285
- 0.41%
$44.8K - $47.9K
69.6K $13.6M
Feb 14, 2022 Q4 2021
State Street Corp

Boston, MA
SELL
 -
-285
- 0.38%
$44.8K - $47.9K
74.7K $14.7M
Feb 11, 2022 Q4 2021
True North Advisors, LLC

SELL
 -
-287
- 3.07%
$45.1K - $48.2K
9.07K $1.78M
Feb 10, 2022 Q4 2021
Lumature Wealth Partners, LLC

Alpharetta, GA
SELL
 -
-296
Closed
$46.5K - $49.8K
0 $0
Feb 11, 2022 Q4 2021
Phoenix Wealth Advisors

SELL
 -
-297
Closed
$46.7K - $49.9K
0 $0
Jan 24, 2022 Q4 2021
Connecticut Wealth Management, LLC

SELL
 -
-299
- 5.25%
$47K - $50.3K
5.4K $1.06M

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