Purchases and Sales Made in Q2 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 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
Jul 26, 2023 Q2 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
5.3K
+ 7.53%
$787K - $836K
75.6K $14.7M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
5.29K
+ 16.82%
$786K - $835K
36.7K $7.12M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
5.29K
+ 10.34%
$785K - $834K
56.4K $10.9M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
5.26K
+ 26.45%
$782K - $831K
25.2K $4.88M
Jul 25, 2023 Q2 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
5.18K
+ 102.23%
$769K - $817K
10.2K $1.99M
Aug 10, 2023 Q2 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
5.15K
+ 130.15%
$765K - $813K
9.11K $1.77M
Jul 21, 2023 Q2 2023
Rmr Wealth Builders

BUY
 -
5.12K
+ 4.34%
$761K - $808K
123K $23.9M
Aug 14, 2023 Q2 2023
Nfj Investment Group, LLC

Dallas, TX
BUY
 -
4.84K
+ 1752.54%
$719K - $763K
5.11K $992K
Aug 10, 2023 Q2 2023
Flaharty Asset Management, LLC

BUY
 -
4.71K
+ 2.02%
$699K - $743K
238K $46.2M
Aug 14, 2023 Q2 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
4.67K
+ 2.87%
$693K - $737K
168K $32.5M
Jul 03, 2023 Q2 2023
Confluence Investment Management LLC

BUY
 -
4.52K
New
$672K - $714K
4.52K $877K
Aug 01, 2023 Q2 2023
Simon Quick Advisors, LLC

BUY
 -
4.5K
+ 2.01%
$668K - $710K
229K $44.3M
Jul 17, 2023 Q2 2023
Tranquility Partners, LLC

BUY
 -
4.39K
+ 107.13%
$651K - $692K
8.48K $1.64M
Jul 18, 2023 Q2 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
4.36K
New
$648K - $688K
4.36K $846K
Aug 03, 2023 Q2 2023
Berkeley Capital Partners, LLC

BUY
 -
4.27K
New
$634K - $674K
4.27K $828K
Jul 26, 2023 Q2 2023
Cx Institutional

BUY
 -
4.26K
+ 6.02%
$633K - $673K
75.1K $14.6M
Jul 13, 2023 Q2 2023
Tpg Financial Advisors, LLC

BUY
 -
4.11K
+ 26.14%
$611K - $649K
19.8K $3.85M
Aug 04, 2023 Q2 2023
Comerica Securities,Inc.

BUY
 -
4.1K
+ 8.24%
$608K - $646K
53.8K $10.4M
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
4K
+ 16.48%
$595K - $632K
28.3K $5.49M
Aug 04, 2023 Q2 2023
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
3.96K
New
$589K - $626K
3.96K $769K
Jul 18, 2023 Q2 2023
Members Trust CO

BUY
 -
3.88K
New
$577K - $613K
3.88K $753K
Aug 04, 2023 Q2 2023
Tru Wealth Advisors, LLC

BUY
 -
3.88K
+ 4.28%
$576K - $612K
94.6K $18.3M
Jul 26, 2023 Q2 2023
Simplicity Wealth,Llc

BUY
 -
3.88K
+ 45.95%
$576K - $612K
12.3K $2.39M
Aug 14, 2023 Q2 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
3.8K
+ 4.53%
$564K - $599K
87.6K $17M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
3.78K
+ 67.63%
$562K - $597K
9.37K $1.82M
Aug 08, 2023 Q2 2023
Stanley Laman Group, Ltd.

Berwyn, PA
BUY
 -
3.78K
New
$561K - $596K
3.78K $732K
Jul 24, 2023 Q2 2023
Whittier Trust CO

BUY
 -
3.69K
+ 11.4%
$548K - $582K
36K $6.99M
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
3.67K
New
$546K - $580K
3.67K $712K
Aug 14, 2023 Q2 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
3.67K
+ 23.84%
$545K - $579K
19.1K $3.7M
Aug 03, 2023 Q2 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
3.65K
New
$542K - $575K
3.65K $707K
Aug 15, 2023 Q2 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
3.61K
New
$537K - $570K
3.61K $701K
Jul 20, 2023 Q2 2023
Jmac Enterprises LLC

BUY
 -
3.6K
+ 2.38%
$535K - $569K
155K $30M
Aug 11, 2023 Q2 2023
Lunt Capital Management, Inc.

Holladay, UT
BUY
 -
3.52K
New
$523K - $556K
3.52K $683K
Jul 13, 2023 Q2 2023
Parisi Gray Wealth Management

BUY
 -
3.49K
+ 238.13%
$519K - $551K
4.96K $961K
Aug 02, 2023 Q2 2023
Amg National Trust Bank

BUY
 -
3.15K
+ 2.24%
$468K - $497K
144K $27.9M
Jul 31, 2023 Q2 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
3.14K
+ 1.34%
$467K - $496K
238K $46.1M
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
3.11K
+ 134.81%
$461K - $490K
5.41K $1.05M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.97K
+ 13.11%
$440K - $468K
25.6K $4.96M
Jul 20, 2023 Q2 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
2.95K
New
$439K - $466K
2.95K $572K
Aug 11, 2023 Q2 2023
Monetary Management Group Inc

St Louis, MO
BUY
 -
2.92K
+ 13.5%
$434K - $461K
24.5K $4.76M
Aug 02, 2023 Q2 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
2.85K
+ 35.88%
$424K - $450K
10.8K $2.09M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
2.82K
+ 9.11%
$419K - $445K
33.8K $6.55M
Sep 08, 2023 Q2 2023
Dechtman Wealth Management, LLC

Centennial, CO
BUY
 -
2.77K
New
$411K - $437K
2.77K $537K
Jul 17, 2023 Q2 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
2.76K
+ 1.3%
$409K - $435K
214K $41.5M
Aug 15, 2023 Q2 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
2.73K
+ 3.62%
$405K - $430K
78.1K $15.1M
Jul 18, 2023 Q2 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
2.66K
+ 3.37%
$395K - $420K
81.6K $15.8M
Aug 07, 2023 Q2 2023
Cypress Capital, LLC

BUY
 -
2.66K
New
$394K - $419K
2.66K $515K
Aug 11, 2023 Q2 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
2.64K
+ 7.27%
$392K - $417K
38.9K $7.55M
Aug 03, 2023 Q2 2023
Coldstream Capital Management Inc

BUY
 -
2.6K
+ 57.97%
$386K - $410K
7.08K $1.37M

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