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 03, 2022 Q2 2022
Darwin Advisors, LLC

BUY
 -
2.15K
+ 31.0%
$302K - $361K
9.06K $1.76M
Jul 22, 2022 Q2 2022
Rnc Capital Management LLC

BUY
 -
2.08K
+ 57.64%
$293K - $349K
5.68K $1.1M
Jul 12, 2022 Q2 2022
Consilium Wealth Advisory, LLC

BUY
 -
2.05K
+ 105.03%
$288K - $344K
3.99K $774K
Aug 12, 2022 Q2 2022
Element Pointe Advisors, LLC

Miami, FL
BUY
 -
2.04K
+ 28.85%
$288K - $344K
9.12K $1.77M
Aug 11, 2022 Q2 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
2.03K
+ 15.96%
$286K - $341K
14.7K $2.85M
Aug 12, 2022 Q2 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
2K
+ 37.09%
$282K - $337K
7.39K $1.43M
Aug 12, 2022 Q2 2022
Summit X, LLC

Chesterfield, MO
BUY
 -
1.99K
+ 1.89%
$281K - $336K
107K $20.8M
Aug 15, 2022 Q2 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.96K
+ 8.99%
$276K - $330K
23.7K $4.6M
Jul 15, 2022 Q2 2022
Bt Wealth Management LLC

BUY
 -
1.93K
+ 20.57%
$271K - $324K
11.3K $2.19M
Jul 06, 2022 Q2 2022
Bromfield Sneider Wealth Advisors

BUY
 -
1.92K
New
$271K - $323K
1.92K $372K
Jun 17, 2024 Q2 2022
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
1.91K
New
$269K - $321K
1.91K $370K
Jul 27, 2022 Q2 2022
Ieq Capital, LLC

BUY
 -
1.9K
+ 9.09%
$267K - $319K
22.8K $4.41M
Aug 08, 2022 Q2 2022
Y Intercept (Hong Kong) LTD

BUY
 -
1.88K
New
$265K - $317K
1.88K $365K
Aug 08, 2022 Q2 2022
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
1.87K
+ 2.62%
$264K - $315K
73.2K $14.2M
Jul 27, 2022 Q2 2022
Andesa Financial Management Inc.

BUY
 -
1.86K
New
$262K - $312K
1.86K $359K
Aug 02, 2022 Q2 2022
Barnett & Company, Inc.

BUY
 -
1.84K
+ 32.97%
$259K - $309K
7.4K $1.43M
Jul 27, 2022 Q2 2022
Advisor Resource Council

BUY
 -
1.81K
+ 25.67%
$256K - $305K
8.88K $1.72M
Aug 11, 2022 Q2 2022
Bokf, Na

Tulsa, OK
BUY
 -
1.79K
+ 2.79%
$252K - $301K
65.9K $12.8M
Aug 05, 2022 Q2 2022
Wealth Dimensions Group, Ltd.

BUY
 -
1.76K
New
$249K - $297K
1.76K $342K
Nov 16, 2022 Q2 2022
Hallmark Capital Management Inc

BUY
 -
1.76K
New
$249K - $297K
1.76K $342K
Jul 05, 2022 Q2 2022
Ellenbecker Investment Group

BUY
 -
1.76K
+ 6.05%
$248K - $297K
30.9K $5.98M
Aug 02, 2022 Q2 2022
Plante Moran Financial Advisors, LLC

BUY
 -
1.74K
+ 27.7%
$245K - $292K
8K $1.55M
Jul 27, 2022 Q2 2022
Madrona Financial Services, LLC

BUY
 -
1.73K
New
$243K - $291K
1.73K $334K
Aug 02, 2022 Q2 2022
Hillcrest Wealth Advisors Ny, LLC

BUY
 -
1.7K
+ 6.73%
$240K - $286K
27K $5.23M
Aug 12, 2022 Q2 2022
Intrua Financial, LLC

Houston, TX
BUY
 -
1.67K
New
$236K - $282K
1.67K $324K
Aug 12, 2022 Q2 2022
First Foundation Advisors

Irvine, CA
BUY
 -
1.6K
+ 48.75%
$226K - $269K
4.88K $946K
Aug 01, 2022 Q2 2022
Xml Financial, LLC

BUY
 -
1.59K
+ 2.77%
$224K - $268K
59.1K $11.4M
Jul 21, 2022 Q2 2022
Savior LLC

BUY
 -
1.59K
+ 11.78%
$224K - $267K
15.1K $2.92M
Aug 12, 2022 Q2 2022
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
1.57K
+ 0.85%
$221K - $264K
186K $36M
Jul 22, 2022 Q2 2022
Lvw Advisors, LLC

BUY
 -
1.57K
New
$221K - $264K
1.57K $304K
Jul 25, 2022 Q2 2022
Regions Financial Corp

BUY
 -
1.56K
+ 0.6%
$220K - $262K
259K $50.2M
Aug 11, 2022 Q2 2022
Hsbc Holdings PLC

London, X0
BUY
 -
1.56K
+ 0.89%
$220K - $262K
177K $34.3M
Aug 11, 2022 Q2 2022
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
1.55K
New
$219K - $262K
1.55K $301K
Aug 05, 2022 Q2 2022
Citizens Financial Group Inc

BUY
 -
1.55K
+ 14.1%
$218K - $260K
12.5K $2.43M
Aug 03, 2022 Q2 2022
Assetmark, Inc

BUY
 -
1.53K
+ 575.85%
$215K - $257K
1.79K $347K
Jul 15, 2022 Q2 2022
West Bancorporation Inc

BUY
 -
1.53K
+ 2.72%
$215K - $257K
57.6K $11.2M
Jul 28, 2022 Q2 2022
Oldfather Financial Services, LLC

BUY
 -
1.52K
+ 4.81%
$214K - $255K
33K $6.39M
Aug 05, 2022 Q2 2022
Lws Wealth Advisors, Inc.

BUY
 -
1.5K
+ 37.34%
$211K - $252K
5.51K $1.07M
Jul 06, 2022 Q2 2022
Adirondack Trust CO

BUY
 -
1.48K
+ 108.04%
$209K - $249K
2.85K $552K
Aug 12, 2022 Q2 2022
Camarda Financial Advisors, LLC

Fleming Island, FL
BUY
 -
1.47K
New
$207K - $248K
1.47K $285K
Aug 09, 2022 Q2 2022
Warner Financial, Inc

Bethesda, MD
BUY
 -
1.45K
+ 83.4%
$205K - $245K
3.19K $619K
Jul 15, 2022 Q2 2022
Bell Bank

BUY
 -
1.45K
New
$205K - $244K
1.45K $281K
Aug 16, 2022 Q2 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.4K
+ 3.16%
$198K - $236K
45.8K $8.87M
Jul 22, 2022 Q2 2022
Momentum Advisors, LLC

BUY
 -
1.4K
New
$197K - $236K
1.4K $271K
Aug 12, 2022 Q2 2022
Consolidated Planning Corp

Atlanta, GA
BUY
 -
1.4K
New
$197K - $236K
1.4K $271K
Jul 19, 2022 Q2 2022
Pettinga Financial Advisors, LLC

BUY
 -
1.39K
New
$195K - $233K
1.39K $269K
Aug 11, 2022 Q2 2022
Schroder Investment Management Group

London, X0
BUY
 -
1.36K
+ 144.07%
$192K - $229K
2.3K $446K
Aug 09, 2022 Q2 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
1.28K
+ 11.22%
$180K - $215K
12.7K $2.45M
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
1.18K
+ 2.19%
$167K - $199K
55.3K $10.7M

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