Purchases and Sales Made in Q2 2023 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.07M+ 3.45% |
$159M - $169M
|
32.1M
$6.23B
|
|
|
Aug 14, 2023
Q2 2023
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
722KNew |
$107M - $114M
|
722K
$140M
|
|
|
Jul 20, 2023
Q2 2023
|
River Road Asset Management, LLC
|
BUY
|
- |
445KNew |
$66.1M - $70.2M
|
445K
$86.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
444K+ 56.99% |
$66M - $70.1M
|
1.22M
$237M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
365K+ 14412.39% |
$54.3M - $57.6M
|
368K
$71.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
191K+ 66.0% |
$28.3M - $30.1M
|
479K
$92.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
131KNew |
$19.5M - $20.7M
|
131K
$25.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
124KNew |
$18.5M - $19.6M
|
124K
$24.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
119K+ 7.02% |
$17.7M - $18.8M
|
1.82M
$352M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
113K+ 14.68% |
$16.7M - $17.8M
|
880K
$171M
|
|
|
Aug 02, 2023
Q2 2023
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
112K+ 85.03% |
$16.7M - $17.7M
|
244K
$47.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
111K+ 1.3% |
$16.5M - $17.5M
|
8.66M
$1.68B
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
96.5K+ 104.76% |
$14.3M - $15.2M
|
189K
$36.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
90.8K+ 19.94% |
$13.5M - $14.3M
|
546K
$106M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
86.2K+ 30.41% |
$12.8M - $13.6M
|
370K
$71.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
84.5K+ 156.39% |
$12.5M - $13.3M
|
138K
$26.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
81.7K+ 0.8% |
$12.1M - $12.9M
|
10.3M
$2B
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
78.4KNew |
$11.6M - $12.4M
|
78.4K
$15.2M
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
74.7KNew |
$11.1M - $11.8M
|
74.7K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
74.1K+ 1509.98% |
$11M - $11.7M
|
79K
$15.3M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
72.1K+ 2.03% |
$10.7M - $11.4M
|
3.63M
$704M
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
67.4KNew |
$10M - $10.6M
|
67.4K
$13.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Hartford Investment Management CO
|
BUY
|
- |
65KNew |
$9.65M - $10.3M
|
65K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
57.8K+ 46.01% |
$8.59M - $9.13M
|
184K
$35.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.6K+ 616.21% |
$8.26M - $8.78M
|
64.6K
$12.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Polianta LTD
|
BUY
|
- |
54.8KNew |
$8.14M - $8.65M
|
54.8K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
52.8K+ 9.43% |
$7.84M - $8.33M
|
612K
$119M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
50.9K+ 723.29% |
$7.56M - $8.03M
|
57.9K
$11.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
41.8K+ 80.53% |
$6.22M - $6.6M
|
93.8K
$18.2M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
40.9K+ 94.74% |
$6.07M - $6.45M
|
84K
$16.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
39.1KNew |
$5.81M - $6.17M
|
39.1K
$7.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
35.1K+ 437.02% |
$5.22M - $5.54M
|
43.1K
$8.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
33.5KNew |
$4.98M - $5.29M
|
33.5K
$6.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
33KNew |
$4.9M - $5.2M
|
33K
$6.39M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
29.2KNew |
$4.34M - $4.61M
|
29.2K
$5.66M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
28.3K+ 1.31% |
$4.21M - $4.47M
|
2.19M
$425M
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
26K+ 20.21% |
$3.87M - $4.11M
|
155K
$30M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
23.7KNew |
$3.52M - $3.74M
|
23.7K
$4.59M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
23.2K+ 32.91% |
$3.44M - $3.66M
|
93.6K
$18.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
22.9K+ 281.01% |
$3.39M - $3.61M
|
31K
$6.01M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
22.6K+ 279.07% |
$3.35M - $3.56M
|
30.6K
$5.94M
|
|
|
Jul 17, 2023
Q2 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
22.1K+ 6.34% |
$3.28M - $3.49M
|
370K
$71.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
22K+ 89.87% |
$3.26M - $3.47M
|
46.4K
$9M
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
22K+ 89.87% |
$3.26M - $3.47M
|
46.4K
$9M
|
|
|
Aug 14, 2023
Q2 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
20.5K+ 482.32% |
$3.05M - $3.24M
|
24.8K
$4.81M
|
|
|
Jul 10, 2023
Q2 2023
|
Stairway Partners, LLC
|
BUY
|
- |
19.9K+ 2.28% |
$2.95M - $3.14M
|
893K
$173M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
19.8K+ 46.63% |
$2.94M - $3.12M
|
62.2K
$12.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
19.5KNew |
$2.89M - $3.07M
|
19.5K
$3.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
18.4K+ 489.44% |
$2.73M - $2.9M
|
22.2K
$4.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18K+ 4.87% |
$2.67M - $2.83M
|
387K
$75M
|