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 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.36KNew |
$197K - $219K
|
1.36K
$253K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.36K+ 217.31% |
$197K - $219K
|
1.98K
$369K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 2.99% |
$193K - $215K
|
45.9K
$8.55M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.33KNew |
$193K - $215K
|
1.33K
$248K
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.32KNew |
$191K - $213K
|
1.32K
$245K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.31KNew |
$189K - $211K
|
1.31K
$243K
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.29K+ 16.67% |
$187K - $209K
|
9.03K
$1.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.29K+ 4.86% |
$187K - $208K
|
27.8K
$5.17M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.28K+ 18.74% |
$186K - $207K
|
8.14K
$1.52M
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.25K+ 4.87% |
$182K - $202K
|
27K
$5.02M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.23K+ 16.9% |
$178K - $198K
|
8.49K
$1.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
1.17K+ 1.44% |
$169K - $189K
|
82.2K
$15.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.16K+ 13.57% |
$169K - $188K
|
9.72K
$1.81M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.15K+ 75.87% |
$168K - $186K
|
2.68K
$498K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.15K+ 3.39% |
$167K - $185K
|
35K
$6.52M
|
|
|
May 04, 2023
Q1 2023
|
Independent Family Office, LLC
|
BUY
|
- |
1.14K+ 1.33% |
$166K - $184K
|
87.2K
$16.3M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.13K+ 20.87% |
$163K - $182K
|
6.52K
$1.21M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.11K+ 12.54% |
$162K - $180K
|
10K
$1.86M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 2.01% |
$161K - $179K
|
56.2K
$10.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
1.08K+ 18.89% |
$157K - $174K
|
6.78K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.04K+ 4.81% |
$150K - $167K
|
22.6K
$4.2M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.02K+ 16.62% |
$148K - $165K
|
7.16K
$1.33M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
971New |
$141K - $157K
|
971
$181K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
940+ 49.16% |
$136K - $152K
|
2.85K
$531K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
926+ 1.76% |
$134K - $150K
|
53.5K
$9.96M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
895+ 4710.53% |
$130K - $145K
|
914
$170K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
883+ 61.62% |
$128K - $143K
|
2.32K
$431K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
880+ 40.0% |
$128K - $142K
|
3.08K
$574K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
845+ 9.67% |
$123K - $137K
|
9.59K
$1.79M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
843+ 104.72% |
$122K - $136K
|
1.65K
$307K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
838New |
$122K - $135K
|
838
$156K
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
838+ 24.51% |
$122K - $135K
|
4.26K
$793K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
837+ 29.51% |
$122K - $135K
|
3.67K
$684K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
835New |
$121K - $135K
|
835
$156K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
810+ 4.42% |
$118K - $131K
|
19.1K
$3.56M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
807+ 11.0% |
$117K - $130K
|
8.14K
$1.52M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
785+ 6.05% |
$114K - $127K
|
13.8K
$2.56M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
750+ 0.77% |
$109K - $121K
|
98.4K
$18.3M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
741New |
$108K - $120K
|
741
$138K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
710+ 6.96% |
$103K - $115K
|
10.9K
$2.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
707+ 8.41% |
$103K - $114K
|
9.11K
$1.7M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
669+ 8.84% |
$97.1K - $108K
|
8.24K
$1.53M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
649New |
$94.2K - $105K
|
649
$121K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
646New |
$93.8K - $104K
|
646
$120K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
645New |
$93.7K - $104K
|
645
$120K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
632+ 13.27% |
$91.8K - $102K
|
5.4K
$1.01M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
610+ 0.52% |
$88.6K - $98.6K
|
118K
$22M
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
580+ 4.02% |
$84.2K - $93.7K
|
15K
$2.8M
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
577+ 0.32% |
$83.8K - $93.2K
|
181K
$33.7M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
561+ 28.7% |
$81.5K - $90.6K
|
2.52K
$469K
|