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 15, 2023
Q1 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-399K- 91.78% |
$57.9M - $64.5M
|
35.7K
$7.3M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-408K- 7.8% |
$59.3M - $66M
|
4.82M
$986M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-458K- 15.47% |
$66.4M - $73.9M
|
2.5M
$511M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-507K- 23.01% |
$73.6M - $81.9M
|
1.7M
$347M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-523K- 9.25% |
$75.9M - $84.5M
|
5.13M
$1.05B
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-560K- 33.43% |
$81.4M - $90.5M
|
1.12M
$228M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-574K- 18.81% |
$83.4M - $92.8M
|
2.48M
$507M
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-590KClosed |
$85.7M - $95.3M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-911K- 76.27% |
$132M - $147M
|
284K
$58M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.29M- 16.73% |
$187M - $208M
|
6.39M
$1.31B
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.34M- 36.23% |
$194M - $216M
|
2.36M
$482M
|
|
|
May 12, 2023
Q1 2023
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-1.45M- 95.17% |
$210M - $234M
|
73.4K
$15M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.22M- 8.08% |
$613M - $682M
|
48M
$9.81B
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.12M- 36.02% |
$743M - $827M
|
9.09M
$1.86B
|