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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-28- 1.53% |
$3.81K - $4.51K
|
1.8K
$336K
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-28- 1.11% |
$3.81K - $4.51K
|
2.5K
$467K
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-30- 10.91% |
$4.08K - $4.83K
|
245
$45.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-30- 0.82% |
$4.08K - $4.83K
|
3.63K
$678K
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-33- 1.72% |
$4.49K - $5.32K
|
1.88K
$351K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-33- 0.27% |
$4.49K - $5.32K
|
12.2K
$2.28M
|
|
|
Nov 01, 2022
Q3 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-33- 1.09% |
$4.49K - $5.32K
|
3K
$560K
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-35- 0.71% |
$4.76K - $5.64K
|
4.88K
$910K
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-36- 0.86% |
$4.9K - $5.8K
|
4.13K
$771K
|
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-36- 0.17% |
$4.9K - $5.8K
|
20.6K
$3.83M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-37- 4.39% |
$5.03K - $5.96K
|
805
$150K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-40- 0.89% |
$5.44K - $6.45K
|
4.46K
$832K
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-40- 0.28% |
$5.44K - $6.45K
|
14.1K
$2.63M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-43- 0.51% |
$5.85K - $6.93K
|
8.46K
$1.58M
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-43- 1.67% |
$5.85K - $6.93K
|
2.53K
$472K
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-45- 1.1% |
$6.12K - $7.25K
|
4.05K
$755K
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-46- 0.2% |
$6.26K - $7.41K
|
23.5K
$4.38M
|
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-46- 0.57% |
$6.26K - $7.41K
|
8.08K
$1.51M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-47- 0.8% |
$6.39K - $7.57K
|
5.8K
$1.08M
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-50- 1.51% |
$6.8K - $8.06K
|
3.27K
$610K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-51- 0.92% |
$6.94K - $8.22K
|
5.48K
$1.02M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-51- 0.12% |
$6.94K - $8.22K
|
43.1K
$8.03M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-51- 0.3% |
$6.94K - $8.22K
|
17K
$3.17M
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-52- 0.29% |
$7.07K - $8.38K
|
17.8K
$3.32M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
SELL
|
- |
-53- 2.13% |
$7.21K - $8.54K
|
2.44K
$454K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-53- 2.9% |
$7.21K - $8.54K
|
1.77K
$331K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-57- 3.6% |
$7.75K - $9.19K
|
1.53K
$285K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-59- 18.21% |
$8.02K - $9.51K
|
265
$49.4K
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-59- 1.99% |
$8.02K - $9.51K
|
2.91K
$543K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-59- 0.93% |
$8.02K - $9.51K
|
6.26K
$1.17M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-60- 1.77% |
$8.16K - $9.67K
|
3.33K
$621K
|
|
|
Nov 04, 2022
Q3 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-62- 0.43% |
$8.43K - $9.99K
|
14.2K
$2.65M
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-65- 1.23% |
$8.84K - $10.5K
|
5.21K
$972K
|
|
|
Nov 10, 2022
Q3 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-70- 2.58% |
$9.52K - $11.3K
|
2.64K
$492K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-72- 4.31% |
$9.79K - $11.6K
|
1.6K
$298K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-73- 15.43% |
$9.93K - $11.8K
|
400
$74.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-75- 0.79% |
$10.2K - $12.1K
|
9.46K
$1.76M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-79- 0.08% |
$10.7K - $12.7K
|
101K
$18.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
SELL
|
- |
-80- 0.58% |
$10.9K - $12.9K
|
13.7K
$2.56M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-84- 1.17% |
$11.4K - $13.5K
|
7.09K
$1.32M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-84- 0.51% |
$11.4K - $13.5K
|
16.3K
$3.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-85- 62.5% |
$11.6K - $13.7K
|
51
$9.51K
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-86- 4.32% |
$11.7K - $13.9K
|
1.9K
$355K
|
|
|
Oct 05, 2022
Q3 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-87- 5.37% |
$11.8K - $14K
|
1.53K
$286K
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-89- 4.43% |
$12.1K - $14.3K
|
1.92K
$358K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-89- 0.44% |
$12.1K - $14.3K
|
20K
$3.74M
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-90- 1.34% |
$12.2K - $14.5K
|
6.61K
$1.23M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-91- 1.12% |
$12.4K - $14.7K
|
8.01K
$1.49M
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
SELL
|
- |
-94- 38.06% |
$12.8K - $15.1K
|
153
$28.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-100- 0.58% |
$13.6K - $16.1K
|
17.3K
$3.22M
|