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 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.78K+ 112.52% |
$908K - $985K
|
10.9K
$2.11M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
5.74K+ 41.85% |
$903K - $979K
|
19.5K
$3.76M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.7K+ 9.22% |
$895K - $972K
|
67.5K
$13M
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
5.55K+ 14.58% |
$872K - $947K
|
43.6K
$8.43M
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
5.45K+ 319.04% |
$856K - $929K
|
7.15K
$1.38M
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
5.39K+ 34.87% |
$848K - $920K
|
20.9K
$4.03M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.39KNew |
$847K - $919K
|
5.39K
$1.04M
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.35KNew |
$840K - $912K
|
5.35K
$1.03M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.24K+ 19.91% |
$823K - $893K
|
31.6K
$6.1M
|
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.17K+ 4.1% |
$812K - $881K
|
131K
$25.4M
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
5.17K+ 50.82% |
$812K - $881K
|
15.3K
$2.96M
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
4.88K+ 2.93% |
$767K - $832K
|
171K
$33.1M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.88K+ 6.54% |
$766K - $832K
|
79.4K
$15.4M
|
|
May 06, 2022
Q1 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.87KNew |
$766K - $831K
|
4.87K
$942K
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.83K+ 31.24% |
$758K - $823K
|
20.3K
$3.92M
|
|
May 16, 2022
Q1 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
4.81K+ 4.8% |
$756K - $821K
|
105K
$20.3M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
4.78KNew |
$752K - $816K
|
4.78K
$924K
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.62K+ 9.27% |
$726K - $788K
|
54.5K
$10.5M
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
4.62KNew |
$726K - $788K
|
4.62K
$892K
|
|
May 13, 2022
Q1 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
4.47K+ 21.0% |
$702K - $761K
|
25.7K
$4.97M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.41K+ 14.53% |
$693K - $752K
|
34.7K
$6.71M
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.35K+ 10.56% |
$684K - $742K
|
45.6K
$8.8M
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.31K+ 23.56% |
$678K - $735K
|
22.6K
$4.37M
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
4.25K+ 1.68% |
$669K - $725K
|
258K
$49.8M
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.12K+ 725.0% |
$647K - $702K
|
4.69K
$905K
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.06K+ 20.15% |
$638K - $692K
|
24.2K
$4.68M
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
4.06K+ 58.53% |
$638K - $692K
|
11K
$2.12M
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
4.01KNew |
$630K - $683K
|
4.01K
$774K
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4K+ 10.82% |
$628K - $681K
|
40.9K
$7.91M
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
3.96K+ 22.72% |
$622K - $675K
|
21.4K
$4.13M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.96K+ 17.95% |
$622K - $675K
|
26K
$5.02M
|
|
Apr 27, 2022
Q1 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
3.93K+ 6.44% |
$617K - $669K
|
64.9K
$12.5M
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.86K+ 10.03% |
$607K - $658K
|
42.4K
$8.18M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.84K+ 8.62% |
$603K - $654K
|
48.3K
$9.33M
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.8K+ 4.61% |
$597K - $648K
|
86.2K
$16.7M
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.74K+ 502.69% |
$588K - $638K
|
4.48K
$866K
|
|
May 19, 2022
Q1 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
3.68KNew |
$579K - $628K
|
3.68K
$712K
|
|
Apr 20, 2022
Q1 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
3.67K+ 4.78% |
$577K - $626K
|
80.5K
$15.5M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.66K+ 39.44% |
$576K - $625K
|
13K
$2.5M
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
3.64KNew |
$572K - $621K
|
3.64K
$703K
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.58K+ 17.37% |
$563K - $611K
|
24.2K
$4.68M
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
3.53K+ 2.93% |
$555K - $602K
|
124K
$24M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
3.53KNew |
$554K - $602K
|
3.53K
$682K
|
|
May 16, 2022
Q1 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
3.47KNew |
$545K - $592K
|
3.47K
$670K
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.41KNew |
$536K - $581K
|
3.41K
$659K
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.41K+ 66.49% |
$535K - $581K
|
8.53K
$1.65M
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3.4K+ 4.27% |
$534K - $579K
|
83K
$16M
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
3.29KNew |
$517K - $561K
|
3.29K
$636K
|
|
May 10, 2022
Q1 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
3.27K+ 59.31% |
$513K - $557K
|
8.77K
$1.7M
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
3.22K+ 29.87% |
$506K - $549K
|
14K
$2.71M
|