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 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-216- 0.98% |
$29.4K - $34.8K
|
21.8K
$4.07M
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-218- 2.55% |
$29.6K - $35.1K
|
8.33K
$1.55M
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-219- 0.29% |
$29.8K - $35.3K
|
75.1K
$14M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-226- 2.32% |
$30.7K - $36.4K
|
9.5K
$1.77M
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-227- 1.0% |
$30.9K - $36.6K
|
22.4K
$4.18M
|
|
Nov 03, 2022
Q3 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-230- 0.85% |
$31.3K - $37.1K
|
26.7K
$4.99M
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-236- 4.35% |
$32.1K - $38K
|
5.19K
$967K
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-240- 7.27% |
$32.6K - $38.7K
|
3.06K
$571K
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-242- 2.67% |
$32.9K - $39K
|
8.82K
$1.64M
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-243- 1.25% |
$33K - $39.2K
|
19.1K
$3.57M
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-243- 4.73% |
$33K - $39.2K
|
4.9K
$913K
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-245- 0.76% |
$33.3K - $39.5K
|
31.8K
$5.93M
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-246- 0.68% |
$33.5K - $39.6K
|
36.1K
$6.74M
|
|
Nov 14, 2022
Q3 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-247- 3.84% |
$33.6K - $39.8K
|
6.19K
$1.15M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-248- 3.19% |
$33.7K - $40K
|
7.53K
$1.4M
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-248- 1.04% |
$33.7K - $40K
|
23.6K
$4.39M
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-250- 1.06% |
$34K - $40.3K
|
23.3K
$4.34M
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-257- 1.61% |
$34.9K - $41.4K
|
15.7K
$2.94M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-269- 0.08% |
$36.6K - $43.3K
|
343K
$64M
|
|
Nov 10, 2022
Q3 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-279- 0.63% |
$37.9K - $45K
|
43.9K
$8.19M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-280- 6.3% |
$38.1K - $45.1K
|
4.17K
$777K
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-282- 0.63% |
$38.3K - $45.4K
|
44.7K
$8.34M
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-288- 11.58% |
$39.2K - $46.4K
|
2.2K
$410K
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
SELL
|
- |
-294- 1.31% |
$40K - $47.4K
|
22.1K
$4.12M
|
|
Oct 25, 2022
Q3 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-300- 9.04% |
$40.8K - $48.3K
|
3.02K
$563K
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-306- 16.9% |
$41.6K - $49.3K
|
1.51K
$281K
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-312- 4.51% |
$42.4K - $50.3K
|
6.61K
$1.23M
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-319- 2.22% |
$43.4K - $51.4K
|
14K
$2.61M
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-322- 54.21% |
$43.8K - $51.9K
|
272
$50.7K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-325- 52.0% |
$44.2K - $52.4K
|
300
$56K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-325- 50.47% |
$44.2K - $52.4K
|
319
$59.5K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-330- 1.16% |
$44.9K - $53.2K
|
28.2K
$5.26M
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-335- 0.97% |
$45.6K - $54K
|
34.1K
$6.36M
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-336- 7.6% |
$45.7K - $54.1K
|
4.09K
$762K
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-340- 1.05% |
$46.2K - $54.8K
|
32.1K
$5.99M
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-345- 0.58% |
$46.9K - $55.6K
|
59K
$11M
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-347- 6.87% |
$47.2K - $55.9K
|
4.7K
$877K
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-351- 11.29% |
$47.7K - $56.6K
|
2.76K
$515K
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-355- 1.76% |
$48.3K - $57.2K
|
19.8K
$3.7M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-358- 1.41% |
$48.7K - $57.7K
|
25.1K
$4.68M
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-365- 15.84% |
$49.6K - $58.8K
|
1.94K
$362K
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-365- 11.57% |
$49.6K - $58.8K
|
2.79K
$521K
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-367- 1.14% |
$49.9K - $59.1K
|
31.9K
$5.95M
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-368Closed |
$50K - $59.3K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-369- 5.86% |
$50.2K - $59.5K
|
5.93K
$1.11M
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-375- 5.61% |
$51K - $60.4K
|
6.31K
$1.18M
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-378- 2.01% |
$51.4K - $60.9K
|
18.4K
$3.44M
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-380- 2.24% |
$51.7K - $61.2K
|
16.6K
$3.09M
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-385- 4.68% |
$52.4K - $62K
|
7.84K
$1.46M
|
|
Nov 01, 2022
Q3 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-397- 5.05% |
$54K - $64K
|
7.47K
$1.39M
|