Purchases and Sales Made in Q1 2023 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q1 2023. 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 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.11MNew |
$161M - $179M
|
1.11M
$206M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
428K+ 12.26% |
$62.2M - $69.2M
|
3.92M
$728M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
352K+ 1.15% |
$51.1M - $56.9M
|
31.1M
$5.76B
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
253KNew |
$36.8M - $41M
|
253K
$47M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
164K+ 1.08% |
$23.7M - $26.4M
|
15.3M
$2.83B
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
164K+ 1.08% |
$23.7M - $26.4M
|
15.3M
$2.83B
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
132K+ 55.5% |
$19.2M - $21.4M
|
371K
$68.8M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
119K+ 1574.63% |
$17.3M - $19.2M
|
126K
$23.5M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
117K+ 1.64% |
$17M - $18.9M
|
7.26M
$1.35B
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
112KNew |
$16.3M - $18.1M
|
112K
$20.8M
|
|
|
May 08, 2023
Q1 2023
|
Cambiar Investors LLC
|
BUY
|
- |
95.5K+ 99.69% |
$13.9M - $15.4M
|
191K
$35.5M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
95.1K+ 34.71% |
$13.8M - $15.4M
|
369K
$68.5M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
93.9KNew |
$13.6M - $15.2M
|
93.9K
$17.4M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
89.5KNew |
$13M - $14.5M
|
89.5K
$16.6M
|
|
|
May 12, 2023
Q1 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
89.4K+ 4.82% |
$13M - $14.4M
|
1.94M
$361M
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
87.5K+ 22.41% |
$12.7M - $14.1M
|
478K
$88.7M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
84K+ 2429.63% |
$12.2M - $13.6M
|
87.5K
$16.2M
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
81.8KNew |
$11.9M - $13.2M
|
81.8K
$15.2M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
79.9K+ 2.3% |
$11.6M - $12.9M
|
3.56M
$660M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
75.1K+ 487.93% |
$10.9M - $12.1M
|
90.5K
$16.8M
|
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
75K+ 100.0% |
$10.9M - $12.1M
|
150K
$27.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
71.7K+ 1060.47% |
$10.4M - $11.6M
|
78.4K
$14.6M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
69.5K+ 69479.0% |
$10.1M - $11.2M
|
69.6K
$12.9M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
69.3K+ 269.15% |
$10.1M - $11.2M
|
95.1K
$17.6M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
67.5K+ 7.56% |
$9.81M - $10.9M
|
961K
$178M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
64.4K+ 22.74% |
$9.35M - $10.4M
|
348K
$64.5M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
57.4K+ 4801.34% |
$8.34M - $9.28M
|
58.6K
$10.9M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
52.2K+ 22.67% |
$7.58M - $8.43M
|
282K
$52.4M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
51.6K+ 0.61% |
$7.5M - $8.34M
|
8.55M
$1.59B
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
51.4K+ 129.21% |
$7.46M - $8.3M
|
91.2K
$16.9M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
47.9K+ 1691.8% |
$6.95M - $7.74M
|
50.7K
$9.41M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
40.8K+ 58.3% |
$5.92M - $6.59M
|
111K
$20.5M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
38.5K+ 248.27% |
$5.59M - $6.22M
|
54K
$10M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
34.8K+ 647.55% |
$5.05M - $5.62M
|
40.2K
$7.45M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
33.9K+ 17.31% |
$4.93M - $5.48M
|
230K
$42.7M
|
|
|
May 12, 2023
Q1 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
32.6K+ 138.18% |
$4.73M - $5.27M
|
56.2K
$10.4M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
29.1K+ 20.68% |
$4.23M - $4.7M
|
170K
$31.5M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
28.2K+ 3.03% |
$4.1M - $4.56M
|
961K
$178M
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
26K+ 6.59% |
$3.78M - $4.21M
|
421K
$78.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
24.9K+ 60.93% |
$3.62M - $4.02M
|
65.8K
$12.2M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
24.6K+ 4.43% |
$3.58M - $3.98M
|
580K
$108M
|
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
24.4KNew |
$3.55M - $3.95M
|
24.4K
$4.53M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
23.9K+ 20.78% |
$3.46M - $3.85M
|
139K
$25.7M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.3K+ 137.5% |
$3.09M - $3.43M
|
36.7K
$6.81M
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
19.6K+ 409.12% |
$2.85M - $3.17M
|
24.4K
$4.53M
|
|
|
May 10, 2023
Q1 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
19.4K+ 59.8% |
$2.82M - $3.14M
|
51.9K
$9.63M
|
|
|
Apr 04, 2023
Q1 2023
|
Stairway Partners, LLC
|
BUY
|
- |
18.8K+ 2.2% |
$2.73M - $3.04M
|
874K
$162M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
18.7KNew |
$2.72M - $3.02M
|
18.7K
$3.47M
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
18.1K+ 54.03% |
$2.63M - $2.92M
|
51.6K
$9.57M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18K+ 44.7% |
$2.61M - $2.91M
|
58.3K
$10.8M
|