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
Feb 14, 2022 Q4 2021
Aristotle Capital Management, LLC

Los Angeles, CA
BUY
 -
12.1K
+ 16.35%
$1.89M - $2.03M
85.8K $16.6M
Feb 18, 2022 Q4 2021
Forum Financial Management, LP

Lombard, IL
BUY
 -
11.8K
New
$1.85M - $1.98M
11.8K $2.28M
Feb 03, 2022 Q4 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
11.6K
+ 5.18%
$1.82M - $1.94M
235K $45.4M
Feb 11, 2022 Q4 2021
Meeder Asset Management Inc

BUY
 -
11.5K
+ 8.18%
$1.81M - $1.93M
152K $29.5M
Feb 08, 2022 Q4 2021
Seizert Capital Partners, LLC

BUY
 -
11.4K
+ 558.86%
$1.79M - $1.92M
13.5K $2.61M
Apr 19, 2024 Q4 2021
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
11.2K
+ 58.54%
$1.76M - $1.88M
30.3K $5.87M
Aug 02, 2022 Q4 2021
Easterly Investment Partners LLC

BUY
 -
11.1K
New
$1.75M - $1.87M
11.1K $2.15M
Feb 09, 2022 Q4 2021
Tiedemann Advisors, LLC

BUY
 -
11.1K
+ 72.1%
$1.74M - $1.87M
26.5K $5.13M
Jan 26, 2022 Q4 2021
Tcw Group Inc

BUY
 -
11.1K
New
$1.74M - $1.86M
11.1K $2.14M
Feb 09, 2022 Q4 2021
Wade G W & Inc

Wellesley, MA
BUY
 -
11K
+ 5.7%
$1.73M - $1.85M
204K $39.6M
Feb 11, 2022 Q4 2021
Sawtooth Solutions, LLC

BUY
 -
10.8K
+ 343.22%
$1.7M - $1.82M
13.9K $2.7M
Jan 13, 2022 Q4 2021
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
10.7K
+ 155.88%
$1.69M - $1.81M
17.6K $3.41M
Feb 15, 2022 Q4 2021
Flaharty Asset Management, LLC

BUY
 -
10.7K
+ 5.8%
$1.68M - $1.8M
196K $37.8M
Feb 14, 2022 Q4 2021
New Legacy Group, LLC

BUY
 -
10.6K
New
$1.67M - $1.79M
10.6K $2.06M
Feb 10, 2022 Q4 2021
Monograph Wealth Advisors, LLC

BUY
 -
10.6K
New
$1.67M - $1.78M
10.6K $2.06M
Jan 31, 2022 Q4 2021
Johnson Bixby & Associates, LLC

BUY
 -
10.4K
+ 14.32%
$1.63M - $1.74M
82.7K $16M
Feb 14, 2022 Q4 2021
Advisory Services Network, LLC

BUY
 -
10.3K
+ 64.05%
$1.61M - $1.73M
26.3K $5.09M
Feb 11, 2022 Q4 2021
Eagle Strategies LLC

New York, NY
BUY
 -
10.3K
New
$1.61M - $1.72M
10.3K $1.99M
Feb 15, 2022 Q4 2021
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
10.2K
+ 285.3%
$1.61M - $1.72M
13.8K $2.68M
Feb 10, 2022 Q4 2021
Dixon Fnancial Services, Inc.

BUY
 -
10.2K
New
$1.6M - $1.72M
10.2K $1.98M
Feb 04, 2022 Q4 2021
Atria Investments LLC

Charlotte, NC
BUY
 -
10.2K
+ 73.42%
$1.6M - $1.71M
24K $4.65M
Jan 21, 2022 Q4 2021
Carnegie Capital Asset Management, LLC

BUY
 -
10.1K
+ 553.98%
$1.59M - $1.71M
12K $2.32M
Jan 31, 2022 Q4 2021
Graypoint LLC

BUY
 -
10.1K
+ 14.88%
$1.59M - $1.7M
78.2K $15.1M
Feb 01, 2022 Q4 2021
Maryland Capital Advisors Inc.

BUY
 -
10K
New
$1.57M - $1.68M
10K $1.94M
Feb 09, 2022 Q4 2021
Umb Bank, N.A.

BUY
 -
9.81K
+ 12.3%
$1.54M - $1.65M
89.6K $17.3M
Feb 10, 2022 Q4 2021
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
9.46K
+ 61.65%
$1.49M - $1.59M
24.8K $4.8M
Feb 03, 2022 Q4 2021
Beirne Wealth Consulting Services, LLC

BUY
 -
9.4K
+ 12.23%
$1.48M - $1.58M
86.2K $16.7M
Feb 07, 2022 Q4 2021
Summit Financial, LLC

Parsippany, NJ
BUY
 -
9.35K
+ 104.33%
$1.47M - $1.57M
18.3K $3.54M
Feb 15, 2022 Q4 2021
West Michigan Advisors, LLC

Holland, MI
BUY
 -
9.32K
New
$1.46M - $1.57M
9.32K $1.8M
Feb 03, 2022 Q4 2021
Hms Capital Management, LLC

BUY
 -
9.23K
+ 13.66%
$1.45M - $1.55M
76.8K $14.9M
Feb 14, 2022 Q4 2021
Hancock Whitney Investment Services Inc.

New Orleans, LA
BUY
 -
9.17K
New
$1.44M - $1.54M
9.17K $1.77M
Jan 27, 2022 Q4 2021
Briggs Advisory Group, Inc.

BUY
 -
9.06K
New
$1.42M - $1.52M
9.06K $1.75M
Feb 11, 2022 Q4 2021
Unionview, LLC

Seattle, WA
BUY
 -
9.01K
New
$1.42M - $1.51M
9.01K $1.74M
Feb 08, 2022 Q4 2021
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
8.85K
+ 58.18%
$1.39M - $1.49M
24.1K $4.66M
Jan 18, 2022 Q4 2021
Caprock Group, Inc.

BUY
 -
8.74K
+ 50.26%
$1.37M - $1.47M
26.1K $5.06M
Feb 01, 2022 Q4 2021
Gryphon Financial Partners LLC

BUY
 -
8.66K
+ 152.64%
$1.36M - $1.45M
14.3K $2.77M
Feb 08, 2022 Q4 2021
Natixis Advisors, L.P.

Boston, MA
BUY
 -
8.64K
+ 11.06%
$1.36M - $1.45M
86.7K $16.8M
Jan 25, 2022 Q4 2021
Hancock Whitney Corp

BUY
 -
8.57K
+ 73.94%
$1.35M - $1.44M
20.2K $3.9M
Feb 14, 2022 Q4 2021
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
8.53K
+ 123.6%
$1.34M - $1.43M
15.4K $2.99M
Feb 14, 2022 Q4 2021
Capital Planning Advisors, LLC

Sacramento, CA
BUY
 -
8.33K
New
$1.31M - $1.4M
8.33K $1.61M
Feb 14, 2022 Q4 2021
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
8.25K
+ 188.61%
$1.3M - $1.39M
12.6K $2.44M
Feb 11, 2022 Q4 2021
Saxon Interests, Inc.

BUY
 -
8.16K
New
$1.28M - $1.37M
8.16K $1.58M
Feb 14, 2022 Q4 2021
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
8.1K
+ 9.68%
$1.27M - $1.36M
91.7K $17.8M
Jan 28, 2022 Q4 2021
Amplius Wealth Advisors, LLC

BUY
 -
8.03K
New
$1.26M - $1.35M
8.03K $1.55M
Sep 15, 2023 Q4 2021
Cjm Wealth Advisers, Ltd.

Falls Church, VA
BUY
 -
7.97K
New
$1.25M - $1.34M
7.97K $1.54M
Feb 09, 2022 Q4 2021
Plante Moran Financial Advisors, LLC

BUY
 -
7.95K
+ 148.16%
$1.25M - $1.34M
13.3K $2.58M
Feb 14, 2022 Q4 2021
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
7.94K
New
$1.25M - $1.33M
7.94K $1.54M
Jan 26, 2022 Q4 2021
Eastern Bank

BUY
 -
7.86K
+ 4.87%
$1.24M - $1.32M
169K $32.8M
Jan 19, 2022 Q4 2021
Edge Capital Group, LLC

BUY
 -
7.74K
+ 7.08%
$1.22M - $1.3M
117K $22.6M

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