Purchases and Sales Made in Q2 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 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 08, 2022 Q2 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
642
+ 3.18%
$90.5K - $108K
20.8K $4.03M
Aug 15, 2022 Q2 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
628
+ 20.83%
$88.5K - $106K
3.64K $705K
Jul 20, 2022 Q2 2022
Trust CO Of Vermont

BUY
 -
625
New
$88.1K - $105K
625 $121K
Aug 01, 2022 Q2 2022
Essex Financial Services, Inc.

BUY
 -
615
+ 7.46%
$86.7K - $104K
8.86K $1.71M
Aug 24, 2022 Q2 2022
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
614
+ 3.38%
$86.6K - $103K
18.8K $3.63M
Aug 15, 2022 Q2 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
612
+ 5.39%
$86.3K - $103K
12K $2.32M
Jul 27, 2022 Q2 2022
Vontobel Holding Ltd.

BUY
 -
607
+ 10.12%
$85.6K - $102K
6.61K $1.28M
Aug 11, 2022 Q2 2022
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
591
+ 10.36%
$83.3K - $99.5K
6.3K $1.22M
Jan 02, 2024 Q2 2022
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
571
+ 6.75%
$80.5K - $96.2K
9.04K $1.75M
Jul 08, 2022 Q2 2022
Covington Capital Management

BUY
 -
562
+ 20.08%
$79.2K - $94.6K
3.36K $651K
Aug 01, 2022 Q2 2022
Valmark Advisers, Inc.

BUY
 -
546
+ 5.7%
$77K - $92K
10.1K $1.96M
Jul 14, 2022 Q2 2022
Vista Wealth Management Group, LLC

BUY
 -
524
+ 5.75%
$73.9K - $88.2K
9.64K $1.87M
Aug 15, 2022 Q2 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
522
+ 16.51%
$73.6K - $87.9K
3.68K $713K
Aug 04, 2022 Q2 2022
Cornerstone Wealth Management, LLC

BUY
 -
514
+ 12.9%
$72.5K - $86.6K
4.5K $871K
Jul 07, 2022 Q2 2022
Crestwood Advisors Group LLC

BUY
 -
513
+ 9.74%
$72.3K - $86.4K
5.78K $1.12M
Oct 11, 2022 Q2 2022
Wealth Alliance

Mellville, NY
BUY
 -
509
+ 2.18%
$71.8K - $85.7K
23.8K $4.61M
Jul 29, 2022 Q2 2022
Mitchell Capital Management CO

BUY
 -
508
+ 7.06%
$71.6K - $85.6K
7.7K $1.49M
Aug 12, 2022 Q2 2022
Little House Capital LLC

Braintree, MA
BUY
 -
501
+ 24.29%
$70.6K - $84.4K
2.56K $496K
Feb 07, 2023 Q2 2022
Riverview Capital Advisers, LLC

Boston, MA
BUY
 -
485
+ 1.97%
$68.4K - $81.7K
25.1K $4.86M
Aug 01, 2022 Q2 2022
Calamos Wealth Management LLC

BUY
 -
473
+ 11.93%
$66.7K - $79.7K
4.44K $859K
Aug 12, 2022 Q2 2022
First Western Trust Bank

Denver, CO
BUY
 -
448
+ 1.56%
$63.2K - $75.4K
29.2K $5.66M
Jul 11, 2022 Q2 2022
Fc Advisory LLC

BUY
 -
438
+ 1.48%
$61.8K - $73.8K
30K $5.81M
Jul 18, 2022 Q2 2022
Field & Main Bank

BUY
 -
433
New
$61K - $72.9K
433 $83.8K
Aug 09, 2022 Q2 2022
Unionview, LLC

Seattle, WA
BUY
 -
431
+ 4.61%
$60.8K - $72.6K
9.77K $1.89M
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
429
+ 0.54%
$60.5K - $72.2K
79.9K $15.5M
Aug 15, 2022 Q2 2022
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
426
+ 20.72%
$60.1K - $71.7K
2.48K $480K
Aug 16, 2022 Q2 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
424
+ 2.03%
$59.8K - $71.4K
21.3K $4.13M
Jul 19, 2022 Q2 2022
Good Life Advisors, LLC

BUY
 -
414
+ 21.9%
$58.4K - $69.7K
2.3K $446K
Jul 22, 2022 Q2 2022
Savant Capital, LLC

BUY
 -
409
+ 2.82%
$57.7K - $68.9K
14.9K $2.89M
Jul 29, 2022 Q2 2022
Colorado Capital Management, Inc.

BUY
 -
401
+ 2.57%
$56.5K - $67.5K
16K $3.1M
Aug 15, 2022 Q2 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
396
New
$55.8K - $66.7K
396 $76.6K
Aug 11, 2022 Q2 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
392
+ 4.64%
$55.3K - $66K
8.84K $1.71M
Aug 11, 2022 Q2 2022
Madison Wealth Management

Cincinnati, OH
BUY
 -
387
+ 23.84%
$54.6K - $65.2K
2.01K $389K
Aug 09, 2022 Q2 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
385
+ 7.32%
$54.3K - $64.8K
5.64K $1.09M
Jul 28, 2022 Q2 2022
Fulton Breakefield Broenniman LLC

BUY
 -
378
+ 22.58%
$53.3K - $63.7K
2.05K $397K
Jul 21, 2022 Q2 2022
Sol Capital Management CO

BUY
 -
375
+ 1.06%
$52.9K - $63.2K
35.8K $6.92M
Aug 16, 2022 Q2 2022
Colony Group LLC

Boston, MA
BUY
 -
367
+ 0.9%
$51.7K - $61.8K
41.3K $7.99M
Aug 05, 2022 Q2 2022
Topel & Distasi Wealth Management, LLC

BUY
 -
360
+ 1.69%
$50.8K - $60.6K
21.7K $4.19M
Aug 01, 2022 Q2 2022
Tranquility Partners, LLC

BUY
 -
358
+ 4.37%
$50.5K - $60.3K
8.55K $1.65M
Jul 12, 2022 Q2 2022
Connecticut Wealth Management, LLC

BUY
 -
349
+ 6.45%
$49.2K - $58.8K
5.76K $1.11M
Jul 19, 2022 Q2 2022
Lehman & Derafelo Financial Resources LLC

BUY
 -
348
New
$49.1K - $58.6K
348 $67.4K
Aug 03, 2022 Q2 2022
Sonata Capital Group Inc

BUY
 -
337
+ 0.59%
$47.5K - $56.8K
57.2K $11.1M
Jul 15, 2022 Q2 2022
Atlas Brown,Inc.

BUY
 -
336
+ 2.39%
$47.4K - $56.6K
14.4K $2.78M
Jul 27, 2022 Q2 2022
V Wealth Advisors LLC

BUY
 -
333
+ 2.47%
$46.9K - $56.1K
13.8K $2.67M
Jul 29, 2022 Q2 2022
Aptus Capital Advisors, LLC

BUY
 -
330
+ 9.84%
$46.5K - $55.6K
3.68K $713K
Aug 10, 2022 Q2 2022
Associated Banc Corp

Green Bay, WI
BUY
 -
324
+ 0.8%
$45.7K - $54.6K
40.7K $7.87M
Aug 10, 2022 Q2 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
323
+ 1.13%
$45.5K - $54.4K
28.9K $5.59M
Aug 10, 2022 Q2 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
317
+ 11.91%
$44.7K - $53.4K
2.98K $576K
Jul 20, 2022 Q2 2022
Harbour Capital Advisors, LLC

BUY
 -
310
+ 0.98%
$43.7K - $52.2K
32K $6.2M

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