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 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-759- 7.64% |
$103K - $122K
|
9.18K
$1.71M
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-760- 8.38% |
$103K - $122K
|
8.3K
$1.55M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-761- 6.83% |
$103K - $123K
|
10.4K
$1.94M
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-764- 6.36% |
$104K - $123K
|
11.2K
$2.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-785- 4.59% |
$107K - $127K
|
16.3K
$3.04M
|
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-800- 8.47% |
$109K - $129K
|
8.65K
$1.61M
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-812- 2.95% |
$110K - $131K
|
26.7K
$4.98M
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-830- 15.08% |
$113K - $134K
|
4.67K
$872K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-833- 2.81% |
$113K - $134K
|
28.8K
$5.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-842- 1.57% |
$115K - $136K
|
52.6K
$9.81M
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-883- 1.27% |
$120K - $142K
|
68.8K
$12.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-890- 25.57% |
$121K - $143K
|
2.59K
$483K
|
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-894- 1.17% |
$122K - $144K
|
75.6K
$14.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-897- 3.62% |
$122K - $145K
|
23.9K
$4.45M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-903- 15.84% |
$123K - $146K
|
4.8K
$895K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-925- 18.92% |
$126K - $149K
|
3.96K
$739K
|
|
|
Oct 21, 2022
Q3 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-956- 2.06% |
$130K - $154K
|
45.4K
$8.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-988- 12.09% |
$134K - $159K
|
7.18K
$1.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-996- 16.12% |
$135K - $161K
|
5.18K
$966K
|
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-998- 7.38% |
$136K - $161K
|
12.5K
$2.34M
|
|
|
Oct 21, 2022
Q3 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.04K- 2.58% |
$141K - $167K
|
39.2K
$7.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.05K- 5.09% |
$142K - $168K
|
19.5K
$3.64M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.05K- 8.32% |
$143K - $170K
|
11.6K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.06K- 19.16% |
$143K - $170K
|
4.45K
$830K
|
|
|
Nov 01, 2022
Q3 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-1.07K- 4.66% |
$145K - $172K
|
21.9K
$4.08M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.08K- 18.52% |
$147K - $174K
|
4.75K
$886K
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.09K- 4.92% |
$148K - $175K
|
21K
$3.91M
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.09K- 4.23% |
$149K - $176K
|
24.8K
$4.62M
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.11K- 3.79% |
$151K - $179K
|
28.1K
$5.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.11K- 0.51% |
$151K - $179K
|
218K
$40.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.14K- 25.56% |
$155K - $184K
|
3.33K
$621K
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.15K- 1.82% |
$156K - $185K
|
61.7K
$11.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.15K- 14.78% |
$156K - $185K
|
6.63K
$1.24M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.15K- 19.95% |
$157K - $186K
|
4.63K
$863K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.16K- 5.3% |
$158K - $187K
|
20.8K
$3.87M
|
|
|
Nov 07, 2022
Q3 2022
|
Members Trust CO
|
SELL
|
- |
-1.22K- 10.32% |
$165K - $196K
|
10.6K
$1.97M
|
|
|
Nov 09, 2022
Q3 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.24K- 30.22% |
$168K - $200K
|
2.86K
$533K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.24K- 12.65% |
$168K - $200K
|
8.56K
$1.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.25K- 35.95% |
$169K - $201K
|
2.22K
$414K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.25K- 43.15% |
$170K - $201K
|
1.64K
$306K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.26K- 5.49% |
$171K - $203K
|
21.6K
$4.04M
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.27K- 1.83% |
$173K - $205K
|
68.2K
$12.7M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.36K- 17.55% |
$184K - $219K
|
6.37K
$1.19M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.37K- 11.78% |
$186K - $220K
|
10.2K
$1.91M
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-1.4K- 11.98% |
$190K - $225K
|
10.3K
$1.92M
|
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.43K- 9.7% |
$194K - $230K
|
13.3K
$2.48M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.44K- 0.55% |
$195K - $231K
|
258K
$48.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.46K- 1.71% |
$198K - $235K
|
83.7K
$15.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.47K- 14.88% |
$200K - $237K
|
8.41K
$1.57M
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.48K- 9.31% |
$201K - $239K
|
14.4K
$2.69M
|