Purchases and Sales Made in Q1 2022 in Ishares Russell 1000 Val ETF (IWD)
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
|
Loomis Sayles & CO L P
|
BUY
|
- |
447+ 1.05% |
$70.2K - $76.2K
|
43.1K
$8.33M
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
446+ 5.47% |
$70.1K - $76K
|
8.6K
$1.66M
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
443+ 2.98% |
$69.6K - $75.5K
|
15.3K
$2.96M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
441+ 1.04% |
$69.3K - $75.2K
|
43K
$8.3M
|
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
434+ 3.59% |
$68.2K - $74K
|
12.5K
$2.42M
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
431+ 1.08% |
$67.7K - $73.5K
|
40.4K
$7.8M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
430+ 3.92% |
$67.6K - $73.3K
|
11.4K
$2.2M
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
426+ 4.17% |
$66.9K - $72.6K
|
10.6K
$2.05M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
415+ 22.12% |
$65.2K - $70.8K
|
2.29K
$443K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
410+ 63.66% |
$64.4K - $69.9K
|
1.05K
$204K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
402+ 112.92% |
$63.2K - $68.5K
|
758
$146K
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
398+ 21.57% |
$62.5K - $67.9K
|
2.24K
$433K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
398+ 0.68% |
$62.5K - $67.9K
|
58.9K
$11.4M
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
375+ 5.76% |
$58.9K - $63.9K
|
6.89K
$1.33M
|
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
367+ 9.72% |
$57.7K - $62.6K
|
4.14K
$801K
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
366+ 2.79% |
$57.5K - $62.4K
|
13.5K
$2.6M
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
365+ 2.61% |
$57.4K - $62.2K
|
14.3K
$2.77M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
362+ 2.65% |
$56.9K - $61.7K
|
14K
$2.71M
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
360+ 1.33% |
$56.6K - $61.4K
|
27.4K
$5.3M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
359+ 1.98% |
$56.4K - $61.2K
|
18.5K
$3.57M
|
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
355+ 28.61% |
$55.8K - $60.5K
|
1.6K
$308K
|
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
338+ 8.94% |
$53.1K - $57.6K
|
4.12K
$796K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
337+ 1.77% |
$53K - $57.5K
|
19.4K
$3.75M
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
335+ 2.43% |
$52.6K - $57.1K
|
14.1K
$2.73M
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
333+ 3.7% |
$52.3K - $56.8K
|
9.34K
$1.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
316+ 25.28% |
$49.7K - $53.9K
|
1.57K
$303K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
310+ 9.26% |
$48.7K - $52.9K
|
3.66K
$707K
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
305+ 11.6% |
$47.9K - $52K
|
2.93K
$567K
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
302+ 1.76% |
$47.5K - $51.5K
|
17.5K
$3.37M
|
|
|
May 17, 2022
Q1 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
302+ 6.91% |
$47.5K - $51.5K
|
4.67K
$902K
|
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
BUY
|
- |
300+ 12.0% |
$47.1K - $51.2K
|
2.8K
$541K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
296+ 1.06% |
$46.5K - $50.5K
|
28.3K
$5.48M
|
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
281+ 0.98% |
$44.2K - $47.9K
|
29.1K
$5.62M
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
278+ 14.97% |
$43.7K - $47.4K
|
2.14K
$413K
|
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
274+ 5.07% |
$43.1K - $46.7K
|
5.68K
$1.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
271+ 0.77% |
$42.6K - $46.2K
|
35.4K
$6.84M
|
|
|
May 10, 2022
Q1 2022
|
Campion Asset Management
|
BUY
|
- |
260+ 4.39% |
$40.9K - $44.3K
|
6.18K
$1.19M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
257+ 3.93% |
$40.4K - $43.8K
|
6.8K
$1.31M
|
|
|
Apr 20, 2022
Q1 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
256+ 0.17% |
$40.2K - $43.7K
|
153K
$29.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
BUY
|
- |
254+ 6.0% |
$39.9K - $43.3K
|
4.49K
$867K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
244+ 2.91% |
$38.3K - $41.6K
|
8.62K
$1.67M
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
240+ 2.75% |
$37.7K - $40.9K
|
8.95K
$1.73M
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
227+ 3.37% |
$35.7K - $38.7K
|
6.96K
$1.35M
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
219New |
$34.4K - $37.3K
|
219
$42.3K
|
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
218+ 5.0% |
$34.3K - $37.2K
|
4.58K
$884K
|
|
|
Apr 14, 2022
Q1 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
216+ 10.72% |
$33.9K - $36.8K
|
2.23K
$431K
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
203+ 0.25% |
$31.9K - $34.6K
|
83.1K
$16M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
200New |
$31.4K - $34.1K
|
200
$38.6K
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
194+ 12.75% |
$30.5K - $33.1K
|
1.72K
$331K
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
187+ 2.19% |
$29.4K - $31.9K
|
8.71K
$1.68M
|