Purchases and Sales Made in Q1 2023 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 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
Integrity Financial Corp

BUY
 -
98
+ 163.33%
$14.2K - $15.8K
158 $29.3K
Apr 10, 2023 Q1 2023
Mc Namara Financial Services, Inc.

BUY
 -
94
+ 4.19%
$13.6K - $15.2K
2.34K $434K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
94
+ 1.14%
$13.6K - $15.2K
8.36K $1.55M
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
92
+ 1.14%
$13.4K - $14.9K
8.17K $1.52M
Apr 28, 2023 Q1 2023
Next Capital Management LLC

BUY
 -
90
+ 0.47%
$13.1K - $14.5K
19.4K $3.6M
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
87
+ 0.38%
$12.6K - $14.1K
22.7K $4.21M
May 04, 2023 Q1 2023
Stockman Wealth Management, Inc.

BUY
 -
79
+ 4.72%
$11.5K - $12.8K
1.75K $325K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
76
+ 0.24%
$11K - $12.3K
31.4K $5.83M
May 09, 2023 Q1 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
75
+ 1.96%
$10.9K - $12.1K
3.91K $725K
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
73
+ 0.97%
$10.6K - $11.8K
7.57K $1.41M
May 05, 2023 Q1 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
67
+ 1.1%
$9.73K - $10.8K
6.13K $1.14M
Jun 17, 2024 Q1 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
67
+ 3.07%
$9.73K - $10.8K
2.25K $418K
Apr 12, 2023 Q1 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
66
+ 1.76%
$9.58K - $10.7K
3.81K $707K
May 11, 2023 Q1 2023
Ironwood Investment Counsel, LLC

BUY
 -
66
+ 0.51%
$9.58K - $10.7K
12.9K $2.4M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
64
+ 0.26%
$9.29K - $10.3K
24.8K $4.6M
Apr 18, 2023 Q1 2023
Darwin Advisors, LLC

BUY
 -
63
+ 0.79%
$9.15K - $10.2K
8.05K $1.49M
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
60
+ 0.95%
$8.71K - $9.69K
6.35K $1.18M
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
60
+ 1.97%
$8.71K - $9.69K
3.11K $576K
Apr 24, 2023 Q1 2023
Db Fitzpatrick & Co, Inc

BUY
 -
59
+ 2.62%
$8.57K - $9.53K
2.31K $429K
May 04, 2023 Q1 2023
Aaf Wealth Management, LLC

BUY
 -
59
+ 2.33%
$8.57K - $9.53K
2.59K $481K
Apr 25, 2023 Q1 2023
Sage Mountain Advisors LLC

BUY
 -
56
+ 2.43%
$8.13K - $9.05K
2.36K $438K
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

BUY
 -
55
+ 0.81%
$7.99K - $8.89K
6.86K $1.27M
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
55
New
$7.99K - $8.89K
55 $10.2K
May 04, 2023 Q1 2023
Estate Counselors, LLC

BUY
 -
50
+ 0.23%
$7.26K - $8.08K
21.5K $3.99M
Apr 21, 2023 Q1 2023
First Pacific Financial

BUY
 -
49
+ 0.5%
$7.11K - $7.92K
9.78K $1.82M
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
47
New
$6.82K - $7.59K
47 $8.72K
Aug 28, 2024 Q1 2023
Farmers National Bank

Danville, KY
BUY
 -
46
+ 2.54%
$6.68K - $7.43K
1.86K $345K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
45
+ 0.48%
$6.53K - $7.27K
9.39K $1.74M
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
BUY
 -
44
New
$6.39K - $7.11K
44 $8.16K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
41
New
$5.95K - $6.62K
41 $7.61K
Jun 21, 2023 Q1 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
41
+ 0.44%
$5.95K - $6.62K
9.4K $1.74M
Apr 24, 2023 Q1 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
40
+ 1.24%
$5.81K - $6.46K
3.27K $606K
May 10, 2023 Q1 2023
Redw Wealth LLC

BUY
 -
40
+ 2.44%
$5.81K - $6.46K
1.68K $312K
May 15, 2023 Q1 2023
Gyl Financial Synergies, LLC

BUY
 -
40
+ 1.12%
$5.81K - $6.46K
3.62K $672K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
36
+ 5.16%
$5.23K - $5.82K
733 $136K
May 12, 2023 Q1 2023
Mrp Capital Investments, LLC

Alpharetta, GA
BUY
 -
34
New
$4.94K - $5.49K
34 $6.31K
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
33
+ 0.11%
$4.79K - $5.33K
30.4K $5.65M
Apr 17, 2023 Q1 2023
Parsons Capital Management Inc

BUY
 -
32
+ 1.36%
$4.65K - $5.17K
2.39K $443K
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

BUY
 -
32
+ 0.36%
$4.65K - $5.17K
8.88K $1.65M
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
32
+ 0.22%
$4.65K - $5.17K
14.6K $2.7M
Nov 14, 2024 Q1 2023
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
32
+ 0.51%
$4.65K - $5.17K
6.32K $1.17M
Apr 06, 2023 Q1 2023
Independence Bank Of Kentucky

BUY
 -
30
+ 0.77%
$4.36K - $4.85K
3.94K $731K
May 09, 2023 Q1 2023
Coury Firm Asset Management LLC

Pittsburgh, PA
BUY
 -
30
+ 0.51%
$4.36K - $4.85K
5.87K $1.09M
Apr 18, 2023 Q1 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
27
+ 1.48%
$3.92K - $4.36K
1.85K $342K
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
27
+ 0.34%
$3.92K - $4.36K
7.95K $1.48M
May 09, 2023 Q1 2023
Russell Investments Group, Ltd.

BUY
 -
26
New
$3.78K - $4.2K
26 $4.82K
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
26
+ 2.73%
$3.78K - $4.2K
978 $181K
Apr 13, 2023 Q1 2023
Paragon Capital Management LTD

BUY
 -
25
+ 0.38%
$3.63K - $4.04K
6.61K $1.23M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
22
+ 0.49%
$3.19K - $3.55K
4.51K $837K

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