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
Jan 31, 2022 Q4 2021
Baron Silver Stevens Financial Advisors, LLC

SELL
 -
-300
- 3.16%
$47.1K - $50.4K
9.18K $1.8M
Jan 25, 2022 Q4 2021
Kistler Tiffany Companies, LLC

Berwyn, PA
SELL
 -
-300
- 4.26%
$47.1K - $50.4K
6.74K $1.32M
Jan 26, 2022 Q4 2021
Norris Perne & French LLP

Grand Rapids, MI
SELL
 -
-300
- 12.34%
$47.1K - $50.4K
2.13K $418K
Feb 11, 2022 Q4 2021
Corient Capital Partners, LLC

Newport Beach, CA
SELL
 -
-310
- 11.98%
$48.7K - $52.1K
2.28K $447K
Jan 25, 2022 Q4 2021
Jmg Financial Group, Ltd.

SELL
 -
-312
- 1.38%
$49K - $52.4K
22.3K $4.38M
Feb 11, 2022 Q4 2021
St Germain D J CO Inc

Springfield, MA
SELL
 -
-320
- 16.7%
$50.3K - $53.8K
1.6K $313K
Feb 04, 2022 Q4 2021
Hillcrest Wealth Advisors Ny, LLC

SELL
 -
-325
- 1.12%
$51.1K - $54.6K
28.7K $5.63M
Jan 28, 2022 Q4 2021
James Investment Research Inc

SELL
 -
-332
- 2.35%
$52.2K - $55.8K
13.8K $2.71M
Feb 08, 2022 Q4 2021
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-338
- 9.2%
$53.1K - $56.8K
3.34K $654K
Jan 21, 2022 Q4 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-339
- 0.78%
$53.3K - $57K
42.9K $8.42M
Feb 11, 2022 Q4 2021
Jt Stratford LLC

Gainesville, GA
SELL
 -
-340
- 22.19%
$53.4K - $57.1K
1.19K $234K
Feb 16, 2022 Q4 2021
Covington Capital Management

SELL
 -
-344
- 10.94%
$54K - $57.8K
2.8K $549K
Jan 13, 2022 Q4 2021
Soa Wealth Advisors, Llc.

SELL
 -
-345
- 1.78%
$54.2K - $58K
19.1K $3.74M
Jan 18, 2022 Q4 2021
Yhb Investment Advisors, Inc.

SELL
 -
-357
- 16.92%
$56.1K - $60K
1.75K $344K
Jan 20, 2022 Q4 2021
Hanson & Doremus Investment Management

SELL
 -
-360
- 1.31%
$56.6K - $60.5K
27.1K $5.31M
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-361
Closed
$56.7K - $60.7K
0 $0
Feb 02, 2022 Q4 2021
Sterling Financial Planning, Inc.

SELL
 -
-368
Closed
$57.8K - $61.9K
0 $0
Feb 14, 2022 Q4 2021
Money Concepts Capital Corp

SELL
 -
-386
- 45.73%
$60.6K - $64.9K
458 $89.8K
Jan 13, 2022 Q4 2021
Hemington Wealth Management

SELL
 -
-390
- 9.35%
$61.3K - $65.6K
3.78K $741K
Feb 11, 2022 Q4 2021
Astoria Strategic Wealth, Inc.

SELL
 -
-396
- 1.21%
$62.2K - $66.6K
32.4K $6.36M
Jan 20, 2022 Q4 2021
Sound View Wealth Advisors Group, LLC

SELL
 -
-400
- 4.86%
$62.8K - $67.2K
7.83K $1.53M
Jan 25, 2022 Q4 2021
Signaturefd, LLC

Atlanta, GA
SELL
 -
-400
- 1.03%
$62.8K - $67.2K
38.4K $7.53M
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
SELL
 -
-415
- 0.08%
$65.2K - $69.8K
509K $99.9M
Jan 24, 2022 Q4 2021
Tompkins Financial Corp

SELL
 -
-428
Closed
$67.2K - $71.9K
0 $0
Jan 19, 2022 Q4 2021
Whittier Trust CO

SELL
 -
-435
- 1.09%
$68.3K - $73.1K
39.6K $7.77M
Jan 27, 2022 Q4 2021
Brown Financial Advisory

SELL
 -
-441
- 6.13%
$69.3K - $74.1K
6.75K $1.32M
Feb 09, 2022 Q4 2021
Nicolet Bankshares Inc

Green Bay, WI
SELL
 -
-442
- 2.82%
$69.4K - $74.3K
15.2K $2.99M
Feb 14, 2022 Q4 2021
Legacy Wealth Planning, LLC

SELL
 -
-445
- 6.76%
$69.9K - $74.8K
6.13K $1.2M
Jan 28, 2022 Q4 2021
Ironwood Financial, LLC

SELL
 -
-445
Closed
$69.9K - $74.8K
0 $0
Jan 25, 2022 Q4 2021
Integrated Capital Management, Inc.

SELL
 -
-446
- 0.57%
$70.1K - $75K
77.6K $15.2M
Jan 20, 2022 Q4 2021
First United Bank & Trust

SELL
 -
-449
- 6.07%
$70.5K - $75.5K
6.95K $1.36M
Feb 04, 2022 Q4 2021
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-463
- 14.29%
$72.7K - $77.8K
2.78K $545K
Feb 08, 2022 Q4 2021
Mycio Wealth Partners, LLC

SELL
 -
-472
- 9.23%
$74.2K - $79.3K
4.64K $910K
Feb 08, 2022 Q4 2021
Navalign, LLC

SELL
 -
-475
- 10.64%
$74.6K - $79.8K
3.99K $782K
Jan 19, 2022 Q4 2021
Wealth Management Partners, LLC

SELL
 -
-476
- 19.22%
$74.8K - $80K
2K $392K
Feb 11, 2022 Q4 2021
South State Corp

SELL
 -
-477
- 7.84%
$74.9K - $80.2K
5.61K $1.1M
Feb 15, 2022 Q4 2021
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-480
- 2.42%
$75.4K - $80.7K
19.4K $3.8M
Feb 03, 2022 Q4 2021
Larson Financial Group LLC

SELL
 -
-494
- 5.45%
$77.6K - $83K
8.57K $1.68M
Feb 04, 2022 Q4 2021
Towerpoint Wealth, LLC

Sacramento, CA
SELL
 -
-499
- 1.46%
$78.4K - $83.9K
33.7K $6.61M
Jan 25, 2022 Q4 2021
Montecito Bank & Trust

SELL
 -
-500
- 0.69%
$78.6K - $84K
71.5K $14M
Jan 27, 2022 Q4 2021
Solstein Capital, LLC

Menlo Park, CA
SELL
 -
-500
Closed
$78.6K - $84K
0 $0
Feb 14, 2022 Q4 2021
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-500
- 13.99%
$78.6K - $84K
3.07K $603K
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-502
Closed
$78.9K - $84.4K
0 $0
Jan 31, 2022 Q4 2021
Gratus Capital LLC

SELL
 -
-505
- 10.66%
$79.3K - $84.9K
4.23K $830K
Feb 07, 2022 Q4 2021
Armor Investment Advisors, LLC

SELL
 -
-508
- 77.32%
$79.8K - $85.4K
149 $29.2K
Feb 14, 2022 Q4 2021
Fine Mark National Bank & Trust

Fort Myers, FL
SELL
 -
-513
- 17.97%
$80.6K - $86.2K
2.34K $459K
Feb 14, 2022 Q4 2021
Berkshire Asset Management LLC

Wilkes Barre, PA
SELL
 -
-516
- 2.31%
$81.1K - $86.7K
21.8K $4.27M
Jan 20, 2022 Q4 2021
Patten Group, Inc.

SELL
 -
-524
- 15.52%
$82.3K - $88.1K
2.85K $559K
Feb 09, 2022 Q4 2021
Principal Financial Group Inc

Des Moines, IA
SELL
 -
-526
- 0.61%
$82.6K - $88.4K
86.4K $16.9M

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