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
Jul 28, 2022 Q2 2022
Whittier Trust CO

BUY
 -
3.94K
+ 9.44%
$556K - $664K
45.7K $8.85M
Aug 11, 2022 Q2 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
3.93K
+ 57.32%
$555K - $662K
10.8K $2.09M
Aug 08, 2022 Q2 2022
Keybank National Association

BUY
 -
3.9K
+ 1.83%
$550K - $657K
217K $42M
Jul 18, 2022 Q2 2022
Veracity Capital LLC

BUY
 -
3.83K
+ 109.76%
$539K - $644K
7.31K $1.42M
Jul 28, 2022 Q2 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
3.81K
+ 8.86%
$537K - $641K
46.8K $9.06M
Aug 12, 2022 Q2 2022
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
3.8K
New
$536K - $640K
3.8K $737K
Aug 04, 2022 Q2 2022
Accurate Wealth Management, LLC

BUY
 -
3.79K
New
$534K - $638K
3.79K $734K
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

BUY
 -
3.75K
+ 15.43%
$528K - $631K
28K $5.43M
Aug 05, 2022 Q2 2022
Paulson Wealth Management Inc.

BUY
 -
3.73K
+ 2.25%
$525K - $628K
170K $32.9M
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
BUY
 -
3.67K
+ 34.5%
$518K - $619K
14.3K $2.78M
Aug 12, 2022 Q2 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
3.63K
+ 5.11%
$512K - $611K
74.7K $14.5M
Aug 15, 2022 Q2 2022
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
3.4K
+ 81.86%
$479K - $572K
7.55K $1.46M
Jul 25, 2022 Q2 2022
Foster Group, Inc.

BUY
 -
3.4K
New
$479K - $572K
3.4K $658K
Nov 03, 2022 Q2 2022
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
3.35K
New
$472K - $564K
3.35K $649K
Jul 12, 2022 Q2 2022
Confluence Investment Management LLC

BUY
 -
3.33K
+ 153.13%
$469K - $561K
5.5K $1.07M
Aug 04, 2022 Q2 2022
Nvwm, LLC

BUY
 -
3.12K
+ 278.75%
$440K - $526K
4.24K $822K
Jul 13, 2022 Q2 2022
Kmg Fiduciary Partners, LLC

BUY
 -
3.09K
+ 5.16%
$435K - $520K
62.8K $12.2M
Apr 19, 2024 Q2 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
3.07K
+ 8.82%
$432K - $516K
37.8K $7.33M
Aug 15, 2022 Q2 2022
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
3.02K
+ 2.64%
$426K - $508K
117K $22.7M
Aug 02, 2022 Q2 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
2.94K
+ 101.35%
$414K - $494K
5.83K $1.13M
Aug 10, 2022 Q2 2022
Hamilton Capital, LLC

Columbus, OH
BUY
 -
2.91K
New
$410K - $490K
2.91K $564K
Aug 11, 2022 Q2 2022
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
2.88K
+ 99.83%
$406K - $485K
5.77K $1.12M
Aug 12, 2022 Q2 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
2.83K
+ 18.61%
$399K - $477K
18K $3.5M
Aug 09, 2022 Q2 2022
Huntington National Bank

Columbus, OH
BUY
 -
2.83K
+ 11.4%
$399K - $476K
27.6K $5.35M
Aug 01, 2022 Q2 2022
Rmb Capital Management, LLC

BUY
 -
2.81K
+ 41.86%
$397K - $474K
9.54K $1.85M
Jul 08, 2022 Q2 2022
Pure Financial Advisors, LLC

BUY
 -
2.76K
+ 55.7%
$390K - $465K
7.73K $1.5M
Aug 04, 2022 Q2 2022
Ifg Advisory, LLC

BUY
 -
2.71K
+ 74.08%
$382K - $456K
6.36K $1.23M
Jul 26, 2022 Q2 2022
Jmg Financial Group, Ltd.

BUY
 -
2.68K
+ 11.55%
$377K - $451K
25.9K $5.01M
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
2.66K
+ 1.39%
$375K - $448K
194K $37.6M
Jul 07, 2022 Q2 2022
Summit Financial Group, Inc.

BUY
 -
2.6K
+ 22.26%
$367K - $438K
14.3K $2.77M
Aug 05, 2022 Q2 2022
Meridian Wealth Management, LLC

BUY
 -
2.53K
+ 47.42%
$357K - $427K
7.88K $1.53M
Aug 11, 2022 Q2 2022
Argent Trust CO

Nashville, TN
BUY
 -
2.52K
+ 35.24%
$355K - $424K
9.67K $1.87M
Aug 12, 2022 Q2 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
2.51K
+ 17.34%
$353K - $422K
17K $3.29M
Aug 03, 2022 Q2 2022
Edge Rock Capital LLC

BUY
 -
2.49K
New
$351K - $419K
2.49K $482K
Aug 15, 2022 Q2 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
2.45K
+ 38.18%
$346K - $413K
8.88K $1.72M
Jul 19, 2022 Q2 2022
Bell Rock Capital LLC

BUY
 -
2.45K
New
$345K - $412K
2.45K $474K
Aug 04, 2022 Q2 2022
Texas Capital Bank Wealth Management Services Inc

BUY
 -
2.42K
+ 16.38%
$341K - $408K
17.2K $3.33M
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
2.33K
New
$329K - $393K
2.33K $452K
Jul 14, 2022 Q2 2022
Arkadios Wealth Advisors

BUY
 -
2.32K
+ 19.08%
$328K - $391K
14.5K $2.81M
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.31K
+ 8.55%
$326K - $390K
29.4K $5.69M
Aug 11, 2022 Q2 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
2.31K
+ 33.52%
$326K - $390K
9.21K $1.79M
Aug 10, 2022 Q2 2022
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
2.3K
+ 69.87%
$325K - $388K
5.6K $1.09M
Aug 12, 2022 Q2 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
2.27K
+ 9.84%
$320K - $383K
25.4K $4.92M
Aug 15, 2022 Q2 2022
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
2.26K
New
$319K - $381K
2.26K $438K
Oct 03, 2022 Q2 2022
American Trust

Lexington, KY
BUY
 -
2.24K
+ 61.58%
$316K - $377K
5.88K $1.14M
Jul 15, 2022 Q2 2022
David Katz Matrix Asset Advisors Inc
BUY
 -
2.21K
+ 168.45%
$311K - $371K
3.51K $681K
Aug 19, 2022 Q2 2022
Exodus Point Capital Management, LP

New York, NY
BUY
 -
2.2K
New
$310K - $371K
2.2K $426K
Jul 21, 2022 Q2 2022
Astoria Strategic Wealth, Inc.

BUY
 -
2.19K
+ 6.78%
$309K - $369K
34.5K $6.69M
Jul 28, 2022 Q2 2022
Ntv Asset Management LLC

BUY
 -
2.15K
+ 19.53%
$303K - $361K
13.1K $2.55M

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