Purchases and Sales Made in Q3 2022 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
14.8M+ 13402.92% |
$2.01B - $2.39B
|
14.9M
$2.87B
|
|
|
Nov 14, 2022
Q3 2022
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
1.26M+ 140.37% |
$171M - $203M
|
2.16M
$414M
|
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
997K+ 33.82% |
$136M - $161M
|
3.95M
$758M
|
|
|
Nov 14, 2022
Q3 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
556K+ 50.94% |
$75.6M - $89.5M
|
1.65M
$316M
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
398K+ 389.96% |
$54.2M - $64.2M
|
501K
$96.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
304K+ 4.22% |
$41.4M - $49M
|
7.52M
$1.44B
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
276K+ 9.28% |
$37.5M - $44.5M
|
3.25M
$624M
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
263KNew |
$35.8M - $42.4M
|
263K
$50.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
239KNew |
$32.6M - $38.6M
|
239K
$46M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
215K+ 9.44% |
$29.2M - $34.6M
|
2.49M
$478M
|
|
|
Nov 09, 2022
Q3 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
149K+ 249.31% |
$20.3M - $24M
|
209K
$40.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
133K+ 70.22% |
$18.1M - $21.5M
|
323K
$62M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
121KNew |
$16.4M - $19.4M
|
121K
$23.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
109K+ 73.02% |
$14.9M - $17.6M
|
259K
$49.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
100K+ 348.38% |
$13.6M - $16.1M
|
129K
$24.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
100KNew |
$13.6M - $16.1M
|
100K
$19.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
99.2K+ 1.34% |
$13.5M - $16M
|
7.52M
$1.44B
|
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
95.8K+ 112.8% |
$13M - $15.4M
|
181K
$34.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
94.8K+ 3.77% |
$12.9M - $15.3M
|
2.61M
$501M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
94.1KNew |
$12.8M - $15.2M
|
94.1K
$18.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
94K+ 4.04% |
$12.8M - $15.1M
|
2.42M
$464M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
92.1K+ 51.57% |
$12.5M - $14.8M
|
271K
$52M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
91.5KNew |
$12.4M - $14.7M
|
91.5K
$17.6M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
88.5K+ 1962.94% |
$12M - $14.3M
|
93K
$17.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
82.3K+ 136.75% |
$11.2M - $13.3M
|
143K
$27.4M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
75.6KNew |
$10.3M - $12.2M
|
75.6K
$14.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
68.8K+ 14.22% |
$9.36M - $11.1M
|
553K
$106M
|
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
68.4K+ 99.73% |
$9.3M - $11M
|
137K
$26.3M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
65.2K+ 36.81% |
$8.86M - $10.5M
|
242K
$46.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
63.9K+ 182.94% |
$8.69M - $10.3M
|
98.9K
$19M
|
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
54.4K+ 191.55% |
$7.4M - $8.77M
|
82.8K
$15.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
51.6KNew |
$7.02M - $8.32M
|
51.6K
$9.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
51.4KNew |
$6.99M - $8.29M
|
51.4K
$9.88M
|
|
|
Nov 15, 2022
Q3 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
50.8K+ 42.08% |
$6.91M - $8.19M
|
172K
$33M
|
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
50K+ 171.23% |
$6.8M - $8.06M
|
79.2K
$15.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
50K+ 171.23% |
$6.8M - $8.06M
|
79.2K
$15.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
49.8K+ 72.69% |
$6.77M - $8.02M
|
118K
$22.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
49K+ 1.22% |
$6.67M - $7.9M
|
4.08M
$783M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
48.4K+ 38.08% |
$6.58M - $7.8M
|
175K
$33.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
46.4K+ 1.36% |
$6.32M - $7.49M
|
3.46M
$665M
|
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
46.1KNew |
$6.27M - $7.43M
|
46.1K
$8.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
39.3K+ 36.51% |
$5.35M - $6.34M
|
147K
$28.2M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
39.3K+ 83.94% |
$5.34M - $6.33M
|
86.1K
$16.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
38.3K+ 78.97% |
$5.21M - $6.18M
|
86.9K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36.4K+ 62.13% |
$4.95M - $5.87M
|
95K
$18.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
34.1K+ 10.91% |
$4.64M - $5.5M
|
347K
$66.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Tiff Advisory Services Inc
|
BUY
|
- |
32.5KNew |
$4.42M - $5.23M
|
32.5K
$6.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
30.3K+ 37.15% |
$4.12M - $4.88M
|
112K
$21.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
29.6K+ 3.02% |
$4.03M - $4.77M
|
1.01M
$194M
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
BUY
|
- |
28.5KNew |
$3.88M - $4.59M
|
28.5K
$5.47M
|