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 01, 2022 Q3 2022
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-404
- 7.22%
$54.9K - $65.1K
5.2K $969K
Oct 17, 2022 Q3 2022
Fulton Breakefield Broenniman LLC

SELL
 -
-409
- 19.93%
$55.6K - $65.9K
1.64K $306K
Nov 14, 2022 Q3 2022
Kestra Private Wealth Services, LLC

SELL
 -
-417
- 3.95%
$56.7K - $67.2K
10.1K $1.89M
Nov 07, 2022 Q3 2022
Mount Yale Investment Advisors, LLC

SELL
 -
-421
- 21.0%
$57.3K - $67.8K
1.58K $295K
Nov 08, 2022 Q3 2022
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-429
- 6.28%
$58.3K - $69.1K
6.41K $1.19M
Nov 08, 2022 Q3 2022
Tci Wealth Advisors, Inc.

SELL
 -
-430
- 4.49%
$58.5K - $69.3K
9.15K $1.71M
Oct 19, 2022 Q3 2022
Cornerstone Wealth Group, LLC

SELL
 -
-439
- 21.49%
$59.7K - $70.7K
1.6K $299K
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

SELL
 -
-444
- 34.63%
$60.4K - $71.6K
838 $156K
Oct 24, 2022 Q3 2022
Nottingham Advisors, Inc.

Amherst, NY
SELL
 -
-451
- 0.6%
$61.3K - $72.7K
74.4K $13.9M
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-455
- 4.26%
$61.9K - $73.3K
10.2K $1.91M
Nov 14, 2022 Q3 2022
Marshall Financial Group Inc

Doylestown, PA
SELL
 -
-459
- 3.73%
$62.4K - $74K
11.9K $2.21M
Mar 14, 2023 Q3 2022
Private Portfolio Partners LLC

SELL
 -
-471
- 6.31%
$64.1K - $75.9K
6.99K $1.3M
Nov 07, 2022 Q3 2022
Private Portfolio Partners LLC

SELL
 -
-472
- 6.33%
$64.2K - $76.1K
6.99K $1.3M
Oct 24, 2022 Q3 2022
Miracle Mile Advisors, LLC

SELL
 -
-476
- 14.11%
$64.7K - $76.7K
2.9K $541K
Nov 07, 2022 Q3 2022
Benedict Financial Advisors Inc

SELL
 -
-488
- 4.37%
$66.4K - $78.6K
10.7K $1.99M
Nov 04, 2022 Q3 2022
Hm Capital Management, LLC

Clayton, MO
SELL
 -
-495
- 2.36%
$67.3K - $79.8K
20.5K $3.83M
Nov 14, 2022 Q3 2022
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-504
- 0.62%
$68.5K - $81.2K
80.9K $15.1M
Oct 21, 2022 Q3 2022
Aaron Wealth Advisors LLC

SELL
 -
-521
- 12.92%
$70.9K - $84K
3.51K $655K
Oct 13, 2022 Q3 2022
Activest Wealth Management

SELL
 -
-528
Closed
$71.8K - $85.1K
0 $0
Oct 24, 2022 Q3 2022
Mc Adam, LLC

SELL
 -
-533
- 10.35%
$72.5K - $85.9K
4.62K $861K
Nov 14, 2022 Q3 2022
First Trust Advisors LP

Wheaton, IL
SELL
 -
-534
- 1.62%
$72.6K - $86.1K
32.5K $6.06M
Nov 14, 2022 Q3 2022
Fine Mark National Bank & Trust

Fort Myers, FL
SELL
 -
-536
- 26.2%
$72.9K - $86.4K
1.51K $282K
Nov 09, 2022 Q3 2022
Bank Of Hawaii

Honolulu, HI
SELL
 -
-538
- 7.15%
$73.2K - $86.7K
6.98K $1.3M
Oct 12, 2022 Q3 2022
Evanson Asset Management, LLC

SELL
 -
-560
- 5.53%
$76.2K - $90.2K
9.57K $1.79M
Oct 12, 2022 Q3 2022
Prosperity Planning, Inc.

SELL
 -
-569
- 5.0%
$77.4K - $91.7K
10.8K $2.02M
Nov 15, 2022 Q3 2022
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-579
- 20.24%
$78.7K - $93.3K
2.28K $425K
Nov 29, 2022 Q3 2022
Awm Capital, LLC

SELL
 -
-601
- 0.47%
$81.7K - $96.9K
128K $23.9M
Nov 03, 2022 Q3 2022
Coastline Trust CO

SELL
 -
-618
- 4.82%
$84K - $99.6K
12.2K $2.28M
Nov 14, 2022 Q3 2022
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-620
- 5.74%
$84.3K - $99.9K
10.2K $1.9M
Nov 14, 2022 Q3 2022
Tobias Financial Advisors, Inc.

Plantation, FL
SELL
 -
-625
- 4.45%
$85K - $101K
13.4K $2.5M
Oct 13, 2022 Q3 2022
Sunburst Financial Group, LLC

SELL
 -
-625
- 1.6%
$85K - $101K
38.5K $7.17M
Dec 13, 2022 Q3 2022
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
SELL
 -
-670
Closed
$91.1K - $108K
0 $0
Oct 05, 2022 Q3 2022
Savior LLC

SELL
 -
-673
- 4.47%
$91.5K - $108K
14.4K $2.69M
Oct 24, 2022 Q3 2022
Stratos Wealth Advisors, LLC

SELL
 -
-679
- 2.03%
$92.3K - $109K
32.8K $6.12M
Oct 27, 2022 Q3 2022
Sunflower Bank, N.A.

Denver, CO
SELL
 -
-681
- 15.49%
$92.6K - $110K
3.71K $693K
Oct 06, 2022 Q3 2022
Atlas Brown,Inc.

SELL
 -
-684
- 4.76%
$93K - $110K
13.7K $2.55M
Oct 12, 2022 Q3 2022
Willis Johnson & Associates, Inc.

SELL
 -
-692
- 0.85%
$94.1K - $112K
81.1K $15.1M
Nov 14, 2022 Q3 2022
Truepoint, Inc.

SELL
 -
-694
- 17.97%
$94.4K - $112K
3.17K $591K
Nov 14, 2022 Q3 2022
Claraphi Advisory Network, LLC

SELL
 -
-695
- 25.98%
$94.5K - $112K
1.98K $369K
Nov 14, 2022 Q3 2022
Tolleson Wealth Management, Inc.

Dallas, TX
SELL
 -
-695
- 2.31%
$94.5K - $112K
29.4K $5.48M
Oct 12, 2022 Q3 2022
Parkside Advisors LLC

SELL
 -
-696
- 5.57%
$94.6K - $112K
11.8K $2.2M
Nov 10, 2022 Q3 2022
Nicolet Bankshares Inc

Green Bay, WI
SELL
 -
-697
- 4.76%
$94.8K - $112K
13.9K $2.6M
Oct 26, 2022 Q3 2022
Capital Investment Advisory Services, LLC

SELL
 -
-704
- 15.67%
$95.7K - $113K
3.79K $707K
Nov 08, 2022 Q3 2022
Robinson Value Management, Ltd.

San Antonio, TX
SELL
 -
-704
- 14.46%
$95.7K - $113K
4.17K $777K
Nov 07, 2022 Q3 2022
Epic Trust Investment Advisors, LLC

SELL
 -
-710
- 13.7%
$96.6K - $114K
4.47K $834K
Nov 14, 2022 Q3 2022
Bragg Financial Advisors, Inc

Charlotte, NC
SELL
 -
-715
- 27.11%
$97.2K - $115K
1.92K $358K
Nov 14, 2022 Q3 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
SELL
 -
-735
- 20.18%
$100K - $118K
2.91K $542K
Oct 20, 2022 Q3 2022
Capital Insight Partners, LLC

SELL
 -
-739
- 19.86%
$100K - $119K
2.98K $556K
Oct 21, 2022 Q3 2022
Investment Partners, Ltd.

SELL
 -
-758
- 1.04%
$103K - $122K
71.9K $13.4M

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