Purchases and Sales Made in Q3 2022 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 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 14, 2022 Q3 2022
Baker Ellis Asset Management LLC

SELL
 -
-100
- 6.3%
$13.6K - $16.1K
1.49K $277K
Nov 09, 2022 Q3 2022
Holistic Financial Partners

SELL
 -
-101
- 0.44%
$13.7K - $16.3K
23K $4.28M
Oct 31, 2022 Q3 2022
Evolution Advisers, Inc.

SELL
 -
-102
- 58.96%
$13.9K - $16.4K
71 $13.2K
Nov 07, 2022 Q3 2022
Front Barnett Associates LLC

Chicago, IL
SELL
 -
-103
- 1.77%
$14K - $16.6K
5.7K $1.06M
Oct 17, 2022 Q3 2022
American Financial Advisors, LLC

SELL
 -
-108
- 1.23%
$14.7K - $17.4K
8.69K $1.62M
Oct 11, 2022 Q3 2022
Rise Advisors, LLC

SELL
 -
-112
- 32.28%
$15.2K - $18K
235 $43.8K
Nov 14, 2022 Q3 2022
Gryphon Financial Partners LLC

SELL
 -
-114
- 1.18%
$15.5K - $18.4K
9.54K $1.78M
Nov 14, 2022 Q3 2022
Mirador Capital Partners LP

SELL
 -
-116
- 4.25%
$15.8K - $18.7K
2.62K $488K
Oct 13, 2022 Q3 2022
Beacon Financial Group

SELL
 -
-118
- 0.6%
$16K - $19K
19.6K $3.65M
Oct 27, 2022 Q3 2022
Bristlecone Advisors, LLC

SELL
 -
-120
- 4.45%
$16.3K - $19.3K
2.57K $480K
Nov 14, 2022 Q3 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
SELL
 -
-123
- 6.52%
$16.7K - $19.8K
1.76K $329K
May 09, 2023 Q3 2022
Cornerstone Management, Inc.

Duluth, GA
SELL
 -
-125
- 7.82%
$17K - $20.1K
1.47K $275K
Oct 18, 2022 Q3 2022
Courier Capital LLC

SELL
 -
-125
- 2.63%
$17K - $20.1K
4.63K $864K
Oct 18, 2022 Q3 2022
Cornerstone Wealth Advisors, Inc.

SELL
 -
-125
- 0.6%
$17K - $20.1K
20.6K $3.84M
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

SELL
 -
-128
- 1.52%
$17.4K - $20.6K
8.32K $1.55M
Nov 07, 2022 Q3 2022
Jnba Financial Advisors

SELL
 -
-130
- 5.87%
$17.7K - $20.9K
2.08K $389K
Oct 17, 2022 Q3 2022
Janiczek Wealth Management, LLC

SELL
 -
-131
- 26.95%
$17.8K - $21.1K
355 $66.2K
Nov 09, 2022 Q3 2022
Doliver Advisors, LP

Houston, TX
SELL
 -
-135
- 6.63%
$18.4K - $21.8K
1.9K $354K
Nov 07, 2022 Q3 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
SELL
 -
-138
- 0.56%
$18.8K - $22.2K
24.5K $4.56M
Nov 14, 2022 Q3 2022
Haverford Trust CO

Radnor, PA
SELL
 -
-138
- 0.16%
$18.8K - $22.2K
86.9K $16.2M
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-139
- 2.57%
$18.9K - $22.4K
5.27K $983K
Oct 18, 2022 Q3 2022
Institute For Wealth Management, Llc.

SELL
 -
-139
- 3.19%
$18.9K - $22.4K
4.21K $786K
Oct 28, 2022 Q3 2022
Savant Capital, LLC

SELL
 -
-140
- 0.94%
$19K - $22.6K
14.8K $2.76M
Oct 18, 2022 Q3 2022
Allworth Financial LP

SELL
 -
-141
- 0.5%
$19.2K - $22.7K
28.3K $5.28M
Nov 09, 2022 Q3 2022
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-143
- 3.29%
$19.4K - $23K
4.2K $783K
Oct 14, 2022 Q3 2022
Pacifica Partners Inc.

SELL
 -
-146
- 9.27%
$19.9K - $23.5K
1.43K $267K
Oct 11, 2022 Q3 2022
Carret Asset Management, LLC

SELL
 -
-148
- 1.36%
$20.1K - $23.9K
10.7K $2M
Nov 09, 2022 Q3 2022
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-150
Closed
$20.4K - $24.2K
0 $0
Nov 08, 2022 Q3 2022
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-150
- 1.4%
$20.4K - $24.2K
10.6K $1.98M
Oct 07, 2022 Q3 2022
Single Point Partners, LLC

SELL
 -
-151
- 5.07%
$20.5K - $24.3K
2.83K $527K
Nov 15, 2022 Q3 2022
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-151
- 60.16%
$20.5K - $24.3K
100 $18.7K
Oct 13, 2022 Q3 2022
Norris Perne & French LLP

Grand Rapids, MI
SELL
 -
-154
- 1.8%
$20.9K - $24.8K
8.41K $1.57M
Nov 14, 2022 Q3 2022
Retirement Group, LLC

SELL
 -
-160
- 92.49%
$21.8K - $25.8K
13 $2.42K
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

SELL
 -
-162
- 4.24%
$22K - $26.1K
3.66K $682K
Nov 08, 2022 Q3 2022
Zions Bancorporation, N.A.

SELL
 -
-171
- 0.97%
$23.3K - $27.6K
17.4K $3.25M
Nov 21, 2022 Q3 2022
Topel & Distasi Wealth Management, LLC

SELL
 -
-172
- 0.79%
$23.4K - $27.7K
21.5K $4.01M
Oct 18, 2022 Q3 2022
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
SELL
 -
-178
- 14.02%
$24.2K - $28.7K
1.09K $204K
Jul 24, 2024 Q3 2022
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-180
- 3.1%
$24.5K - $29K
5.63K $1.05M
Nov 09, 2022 Q3 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-181
- 0.35%
$24.6K - $29.2K
52.3K $9.75M
Oct 26, 2022 Q3 2022
Galvin, Gaustad & Stein, LLC

SELL
 -
-187
- 4.6%
$25.4K - $30.1K
3.88K $723K
Oct 21, 2022 Q3 2022
Market Street Wealth Management Advisors LLC

SELL
 -
-188
- 1.78%
$25.6K - $30.3K
10.4K $1.94M
Nov 04, 2022 Q3 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-191
- 33.45%
$26K - $30.8K
380 $70.9K
Nov 14, 2022 Q3 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-192
- 4.12%
$26.1K - $30.9K
4.46K $832K
Oct 31, 2022 Q3 2022
Calton & Associates, Inc.

SELL
 -
-194
- 4.15%
$26.4K - $31.3K
4.48K $835K
Nov 14, 2022 Q3 2022
Keebeck Wealth Management, LLC

Chicago, IL
SELL
 -
-198
- 9.2%
$26.9K - $31.9K
1.96K $365K
Oct 20, 2022 Q3 2022
Db Fitzpatrick & Co, Inc

SELL
 -
-200
- 7.71%
$27.2K - $32.2K
2.39K $446K
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

SELL
 -
-200
- 22.22%
$27.2K - $32.2K
700 $131K
Nov 10, 2022 Q3 2022
First Foundation Advisors

Irvine, CA
SELL
 -
-210
- 4.3%
$28.6K - $33.8K
4.67K $871K
Sep 21, 2023 Q3 2022
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-210
- 0.94%
$28.6K - $33.8K
22.2K $4.15M

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