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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
21+ 0.08% |
$3.05K - $3.39K
|
26.7K
$4.95M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
BUY
|
- |
20+ 0.81% |
$2.9K - $3.23K
|
2.48K
$460K
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
BUY
|
- |
20+ 1.38% |
$2.9K - $3.23K
|
1.47K
$273K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
20+ 0.46% |
$2.9K - $3.23K
|
4.33K
$803K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
20New |
$2.9K - $3.23K
|
20
$3.71K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
19+ 0.38% |
$2.76K - $3.07K
|
5.02K
$932K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
19+ 0.53% |
$2.76K - $3.07K
|
3.62K
$671K
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
18+ 0.74% |
$2.61K - $2.91K
|
2.45K
$455K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
17+ 6.3% |
$2.47K - $2.75K
|
287
$53.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
16+ 0.99% |
$2.32K - $2.58K
|
1.63K
$302K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
16+ 0.16% |
$2.32K - $2.58K
|
10.2K
$1.89M
|
|
|
May 09, 2023
Q1 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
16+ 0.14% |
$2.32K - $2.58K
|
11.2K
$2.08M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
15+ 0.67% |
$2.18K - $2.42K
|
2.26K
$419K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
14+ 0.16% |
$2.03K - $2.26K
|
8.59K
$1.59M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
14+ 0.53% |
$2.03K - $2.26K
|
2.66K
$494K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
14+ 15.38% |
$2.03K - $2.26K
|
105
$19.5K
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
14+ 0.05% |
$2.03K - $2.26K
|
26.8K
$4.97M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
14+ 0.18% |
$2.03K - $2.26K
|
7.95K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
14+ 0.12% |
$2.03K - $2.26K
|
12K
$2.22M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
13+ 0.55% |
$1.89K - $2.1K
|
2.39K
$444K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.07% |
$1.89K - $2.1K
|
19.7K
$3.65M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.08% |
$1.89K - $2.1K
|
16.6K
$3.08M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
13+ 1.7% |
$1.89K - $2.1K
|
779
$145K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
12+ 0.12% |
$1.74K - $1.94K
|
10.1K
$1.87M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
12+ 0.11% |
$1.74K - $1.94K
|
10.9K
$2.01M
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
11+ 0.38% |
$1.6K - $1.78K
|
2.92K
$541K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
11+ 0.67% |
$1.6K - $1.78K
|
1.66K
$308K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
10+ 0.35% |
$1.45K - $1.62K
|
2.85K
$529K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.62% |
$1.45K - $1.62K
|
1.62K
$301K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
10+ 0.53% |
$1.45K - $1.62K
|
1.89K
$351K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
10+ 7.75% |
$1.45K - $1.62K
|
139
$25.8K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
10+ 0.25% |
$1.45K - $1.62K
|
4.09K
$759K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10+ 0.5% |
$1.45K - $1.62K
|
2K
$371K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.49% |
$1.31K - $1.45K
|
1.83K
$339K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
9+ 1.74% |
$1.31K - $1.45K
|
527
$97.8K
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
9+ 0.46% |
$1.31K - $1.45K
|
1.97K
$365K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
9+ 0.14% |
$1.31K - $1.45K
|
6.22K
$1.15M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
8+ 0.22% |
$1.16K - $1.29K
|
3.64K
$674K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8+ 0.17% |
$1.16K - $1.29K
|
4.74K
$879K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
7+ 0.03% |
$1.02K - $1.13K
|
26.8K
$4.97M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
7+ 0.52% |
$1.02K - $1.13K
|
1.36K
$252K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.29% |
$871 - $969
|
2.1K
$389K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
6+ 0.3% |
$871 - $969
|
2.03K
$377K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6+ 0.18% |
$871 - $969
|
3.29K
$609K
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
6+ 0.43% |
$871 - $969
|
1.39K
$258K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5+ 0.37% |
$726 - $808
|
1.36K
$252K
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
5+ 0.32% |
$726 - $808
|
1.55K
$287K
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5+ 0.19% |
$726 - $808
|
2.58K
$479K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.07% |
$726 - $808
|
7.33K
$1.36M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
4+ 0.27% |
$581 - $646
|
1.5K
$279K
|