Purchases and Sales Made in Q2 2022 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
58.9K+ 27.22% |
$8.3M - $9.91M
|
275K
$53.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.2K+ 2.22% |
$8.2M - $9.8M
|
2.68M
$518M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
55.8K+ 37.73% |
$7.87M - $9.4M
|
204K
$39.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
53.1K+ 110.22% |
$7.48M - $8.94M
|
101K
$19.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
52.6K+ 41.7% |
$7.41M - $8.85M
|
179K
$34.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
50.2K+ 92.88% |
$7.08M - $8.45M
|
104K
$20.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
46.1K+ 218.25% |
$6.49M - $7.76M
|
67.2K
$13M
|
|
|
Aug 12, 2022
Q2 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
44.6K+ 438.1% |
$6.29M - $7.52M
|
54.8K
$10.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Cambiar Investors LLC
|
BUY
|
- |
42.4K+ 39.01% |
$5.98M - $7.14M
|
151K
$29.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
41.9K+ 9.79% |
$5.91M - $7.06M
|
470K
$90.8M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
40.8K+ 9.88% |
$5.75M - $6.87M
|
454K
$87.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
40.2K+ 67003.33% |
$5.67M - $6.77M
|
40.3K
$7.78M
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
40.1K+ 202.21% |
$5.66M - $6.76M
|
60K
$11.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
38.9K+ 1.57% |
$5.49M - $6.56M
|
2.52M
$486M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
37.9K+ 11.41% |
$5.35M - $6.39M
|
370K
$71.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
36.2K+ 0.7% |
$5.1M - $6.1M
|
5.23M
$1.01B
|
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
33.3K+ 78.53% |
$4.69M - $5.6M
|
75.6K
$14.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
32.8K+ 65.7% |
$4.63M - $5.52M
|
82.7K
$16M
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
32.6K+ 32.59% |
$4.6M - $5.49M
|
133K
$25.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
32.5K+ 73.83% |
$4.58M - $5.47M
|
76.5K
$14.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.5K+ 3.64% |
$4.44M - $5.31M
|
897K
$173M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.9K+ 16.25% |
$4.35M - $5.2M
|
221K
$42.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
30.4K+ 16.79% |
$4.29M - $5.13M
|
212K
$40.9M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
30.2K+ 181.41% |
$4.26M - $5.08M
|
46.8K
$9.05M
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
30K+ 2.85% |
$4.23M - $5.05M
|
1.08M
$209M
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
30K+ 63.09% |
$4.23M - $5.05M
|
77.6K
$15M
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
29.4K+ 75.04% |
$4.14M - $4.95M
|
68.5K
$13.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
27.4K+ 57.35% |
$3.86M - $4.61M
|
75.2K
$14.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
27.2K+ 33.76% |
$3.84M - $4.59M
|
108K
$20.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
27.1K+ 126.98% |
$3.83M - $4.57M
|
48.5K
$9.38M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.1K+ 11.97% |
$3.68M - $4.4M
|
244K
$47.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
24.2K+ 1937.58% |
$3.41M - $4.07M
|
25.4K
$4.91M
|
|
|
Aug 15, 2022
Q2 2022
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
23.8KNew |
$3.36M - $4.01M
|
23.8K
$4.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
23.3KNew |
$3.28M - $3.92M
|
23.3K
$4.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
23.1K+ 14.28% |
$3.26M - $3.89M
|
185K
$35.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
22.7K+ 43.48% |
$3.2M - $3.82M
|
74.9K
$14.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
22.4K+ 18.62% |
$3.16M - $3.77M
|
143K
$27.6M
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
BUY
|
- |
22.4KNew |
$3.16M - $3.77M
|
22.4K
$4.33M
|
|
|
Aug 05, 2022
Q2 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
22.3K+ 102.25% |
$3.15M - $3.76M
|
44.2K
$8.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
21.6KNew |
$3.04M - $3.63M
|
21.6K
$4.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.5K+ 0.54% |
$3.03M - $3.62M
|
4M
$772M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.4K+ 5.33% |
$2.88M - $3.44M
|
404K
$78M
|
|
|
Aug 15, 2022
Q2 2022
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
19.8KNew |
$2.79M - $3.34M
|
19.8K
$3.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
19.7K+ 37.5% |
$2.78M - $3.33M
|
72.4K
$14M
|
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
19.7K+ 306.33% |
$2.78M - $3.32M
|
26.2K
$5.06M
|
|
|
Aug 09, 2022
Q2 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
19.7K+ 377.03% |
$2.78M - $3.32M
|
25K
$4.82M
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
19.4KNew |
$2.74M - $3.27M
|
19.4K
$3.75M
|
|
|
Aug 09, 2022
Q2 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
19.3K+ 6.27% |
$2.72M - $3.25M
|
327K
$63.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Lyrical Asset Management LP
New York, NY |
BUY
|
- |
18.7K+ 751.73% |
$2.64M - $3.15M
|
21.2K
$4.09M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
18.5KNew |
$2.61M - $3.12M
|
18.5K
$3.58M
|