Purchases and Sales Made in Q1 2022 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 Q1 2022. 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
May 13, 2022 Q1 2022
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
803
+ 4.38%
$126K - $137K
19.1K $3.69M
Apr 27, 2022 Q1 2022
West Hill Financial Advisors, Inc.

BUY
 -
798
+ 7.66%
$125K - $136K
11.2K $2.17M
May 12, 2022 Q1 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
792
+ 1.85%
$124K - $135K
43.7K $8.45M
May 12, 2022 Q1 2022
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
787
+ 3.67%
$124K - $134K
22.3K $4.3M
Apr 28, 2022 Q1 2022
Element Wealth, LLC

BUY
 -
761
New
$120K - $130K
761 $147K
Apr 05, 2022 Q1 2022
Adirondack Trust CO

BUY
 -
743
+ 118.69%
$117K - $127K
1.37K $265K
Apr 18, 2022 Q1 2022
Rothschild Investment Corp

BUY
 -
743
+ 2.96%
$117K - $127K
25.8K $4.99M
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
743
+ 2.98%
$117K - $127K
25.7K $4.97M
May 04, 2022 Q1 2022
Coastline Trust CO

BUY
 -
715
+ 4.97%
$112K - $122K
15.1K $2.92M
Apr 13, 2022 Q1 2022
Traverso Chambers Private Wealth Management, LLC

BUY
 -
700
+ 1.98%
$110K - $119K
36.1K $6.98M
May 04, 2022 Q1 2022
Ifg Advisory, LLC

BUY
 -
691
+ 23.32%
$109K - $118K
3.65K $706K
Apr 14, 2022 Q1 2022
First Financial Corp

BUY
 -
672
+ 19.22%
$106K - $115K
4.17K $805K
May 13, 2022 Q1 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
661
+ 6.18%
$104K - $113K
11.4K $2.19M
May 11, 2022 Q1 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
650
+ 6.43%
$102K - $111K
10.8K $2.08M
Apr 26, 2022 Q1 2022
Landmark Wealth Management, LLC

BUY
 -
642
New
$101K - $109K
642 $124K
May 05, 2022 Q1 2022
Evergreen Advisors, LLC

BUY
 -
627
+ 14.77%
$98.5K - $107K
4.87K $942K
May 04, 2022 Q1 2022
Darwin Advisors, LLC

BUY
 -
604
+ 9.56%
$94.9K - $103K
6.92K $1.34M
May 10, 2022 Q1 2022
Beirne Wealth Consulting Services, LLC

BUY
 -
602
+ 0.7%
$94.6K - $103K
86.8K $16.8M
Apr 13, 2022 Q1 2022
Freedman Financial Associates, Inc.

Peabody, MA
BUY
 -
600
+ 14.1%
$94.3K - $102K
4.85K $938K
May 03, 2022 Q1 2022
Venture Visionary Partners LLC

BUY
 -
590
+ 27.3%
$92.7K - $101K
2.75K $532K
Apr 25, 2022 Q1 2022
Sharkey, Howes & Javer

BUY
 -
588
+ 8.81%
$92.4K - $100K
7.26K $1.4M
Apr 14, 2022 Q1 2022
Minot Wealth Management LLC

BUY
 -
579
+ 7.52%
$91K - $98.7K
8.28K $1.6M
May 13, 2022 Q1 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
577
+ 18.55%
$90.7K - $98.4K
3.69K $712K
Jun 30, 2022 Q1 2022
Amalgamated Bank

New York, NY
BUY
 -
569
+ 4.75%
$89.4K - $97K
12.5K $2.42M
Apr 20, 2022 Q1 2022
Private Capital Management LLC

BUY
 -
567
+ 27.13%
$89.1K - $96.7K
2.66K $513K
Dec 19, 2024 Q1 2022
Arcadia Investment Advisors LLC

Eagle, ID
BUY
 -
565
New
$88.8K - $96.3K
565 $109K
Apr 15, 2022 Q1 2022
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
547
+ 24.66%
$86K - $93.3K
2.77K $534K
Apr 28, 2022 Q1 2022
Bcs Wealth Management

BUY
 -
546
+ 41.84%
$85.8K - $93.1K
1.85K $358K
May 05, 2022 Q1 2022
National Bank Of Canada

BUY
 -
542
+ 13.27%
$85.2K - $92.4K
4.63K $894K
May 13, 2022 Q1 2022
West Michigan Advisors, LLC

Holland, MI
BUY
 -
537
+ 5.76%
$84.4K - $91.6K
9.86K $1.91M
May 26, 2022 Q1 2022
Gradient Investments LLC

BUY
 -
529
+ 65.71%
$83.1K - $90.2K
1.33K $258K
Apr 29, 2022 Q1 2022
Tranquility Partners, LLC

BUY
 -
517
+ 6.74%
$81.2K - $88.2K
8.19K $1.58M
May 10, 2022 Q1 2022
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
517
+ 3.39%
$81.2K - $88.2K
15.8K $3.04M
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
512
+ 228.57%
$80.5K - $87.3K
736 $142K
Apr 28, 2022 Q1 2022
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
509
+ 2.89%
$80K - $86.8K
18.1K $3.51M
May 05, 2022 Q1 2022
Nadler Financial Group, Inc.

BUY
 -
507
+ 0.21%
$79.7K - $86.4K
243K $46.9M
May 11, 2022 Q1 2022
Front Barnett Associates LLC

Chicago, IL
BUY
 -
503
+ 9.21%
$79K - $85.8K
5.96K $1.15M
May 11, 2022 Q1 2022
Tctc Holdings, LLC

Dallas, TX
BUY
 -
500
+ 38.31%
$78.6K - $85.3K
1.81K $349K
Apr 12, 2022 Q1 2022
Savior LLC

BUY
 -
495
+ 3.81%
$77.8K - $84.4K
13.5K $2.61M
May 10, 2022 Q1 2022
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
495
+ 1.14%
$77.8K - $84.4K
44K $8.5M
May 12, 2022 Q1 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
492
+ 22.44%
$77.3K - $83.9K
2.69K $519K
May 12, 2022 Q1 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
491
+ 7.26%
$77.2K - $83.7K
7.25K $1.4M
May 12, 2022 Q1 2022
Meridian Wealth Management, LLC

BUY
 -
486
+ 10.0%
$76.4K - $82.9K
5.34K $1.03M
May 16, 2022 Q1 2022
Ars Investment Partners, LLC

BUY
 -
484
+ 37.29%
$76.1K - $82.5K
1.78K $344K
Apr 15, 2022 Q1 2022
Cra Financial Services, LLC

BUY
 -
484
+ 11.97%
$76.1K - $82.5K
4.53K $875K
May 12, 2022 Q1 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
464
+ 2.22%
$72.9K - $79.1K
21.3K $4.12M
May 09, 2022 Q1 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
456
+ 15.92%
$71.7K - $77.8K
3.32K $641K
May 03, 2022 Q1 2022
Investmark Advisory Group LLC

BUY
 -
450
+ 8.73%
$70.7K - $76.7K
5.6K $1.08M
Apr 21, 2022 Q1 2022
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
449
+ 20.93%
$70.6K - $76.6K
2.59K $501K

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