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
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
63+ 0.71% |
$8.57K - $10.2K
|
8.88K
$1.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
63+ 2.94% |
$8.57K - $10.2K
|
2.21K
$423K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
62+ 1.49% |
$8.43K - $9.99K
|
4.22K
$808K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
61+ 0.09% |
$8.3K - $9.83K
|
65.9K
$12.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
60+ 2.65% |
$8.16K - $9.67K
|
2.32K
$444K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
59+ 3.64% |
$8.02K - $9.51K
|
1.68K
$322K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
58+ 0.39% |
$7.89K - $9.35K
|
14.9K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55+ 23.01% |
$7.48K - $8.86K
|
294
$56.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
52+ 0.14% |
$7.07K - $8.38K
|
38.3K
$7.33M
|
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
50+ 0.68% |
$6.8K - $8.06K
|
7.42K
$1.42M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
49+ 1.14% |
$6.66K - $7.9K
|
4.37K
$836K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
47New |
$6.39K - $7.57K
|
47
$9K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
47+ 0.11% |
$6.39K - $7.57K
|
41.3K
$7.92M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
47+ 0.36% |
$6.39K - $7.57K
|
13K
$2.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
47+ 6.72% |
$6.39K - $7.57K
|
746
$143K
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
44+ 1.67% |
$5.98K - $7.09K
|
2.69K
$514K
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
43+ 0.49% |
$5.85K - $6.93K
|
8.82K
$1.69M
|
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
42+ 2.35% |
$5.71K - $6.77K
|
1.83K
$351K
|
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
39+ 0.35% |
$5.3K - $6.28K
|
11.2K
$2.15M
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
35+ 2.3% |
$4.76K - $5.64K
|
1.56K
$299K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
34+ 1.13% |
$4.62K - $5.48K
|
3.04K
$582K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
31+ 0.03% |
$4.22K - $5K
|
101K
$19.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
31+ 0.72% |
$4.22K - $5K
|
4.35K
$832K
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
30+ 0.79% |
$4.08K - $4.83K
|
3.83K
$734K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
26+ 0.24% |
$3.54K - $4.19K
|
10.8K
$2.08M
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
25+ 0.38% |
$3.4K - $4.03K
|
6.63K
$1.27M
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
24+ 0.56% |
$3.26K - $3.87K
|
4.28K
$820K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
22+ 0.75% |
$2.99K - $3.55K
|
2.94K
$564K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
22+ 0.88% |
$2.99K - $3.55K
|
2.52K
$482K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
21+ 0.09% |
$2.86K - $3.38K
|
23.9K
$4.59M
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
19New |
$2.58K - $3.06K
|
19
$3.64K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
19+ 0.27% |
$2.58K - $3.06K
|
7.17K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
17+ 0.22% |
$2.31K - $2.74K
|
7.59K
$1.45M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
15+ 0.53% |
$2.04K - $2.42K
|
2.87K
$549K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
15+ 0.6% |
$2.04K - $2.42K
|
2.5K
$478K
|
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
15+ 0.1% |
$2.04K - $2.42K
|
14.5K
$2.79M
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
15+ 0.66% |
$2.04K - $2.42K
|
2.29K
$439K
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
15+ 0.14% |
$2.04K - $2.42K
|
11K
$2.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
14+ 0.35% |
$1.9K - $2.26K
|
4.07K
$779K
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
13+ 0.42% |
$1.77K - $2.09K
|
3.13K
$599K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
12+ 0.55% |
$1.63K - $1.93K
|
2.18K
$417K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12+ 0.61% |
$1.63K - $1.93K
|
1.99K
$380K
|
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
BUY
|
- |
12+ 0.68% |
$1.63K - $1.93K
|
1.77K
$339K
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
12+ 0.62% |
$1.63K - $1.93K
|
1.95K
$372K
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
12+ 0.54% |
$1.63K - $1.93K
|
2.24K
$430K
|
|
|
Oct 28, 2022
Q3 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
11+ 0.44% |
$1.5K - $1.77K
|
2.52K
$483K
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10+ 0.39% |
$1.36K - $1.61K
|
2.57K
$492K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
9+ 0.87% |
$1.22K - $1.45K
|
1.04K
$199K
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
9+ 0.37% |
$1.22K - $1.45K
|
2.42K
$464K
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
BUY
|
- |
8+ 0.36% |
$1.09K - $1.29K
|
2.26K
$432K
|