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 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.49K- 5.38% |
$202K - $239K
|
26.1K
$4.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.5K- 0.35% |
$204K - $242K
|
424K
$79.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.5K- 8.39% |
$204K - $242K
|
16.4K
$3.06M
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
SELL
|
- |
-1.56K- 45.86% |
$212K - $251K
|
1.84K
$343K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.57K- 24.57% |
$213K - $252K
|
4.81K
$896K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.6K- 12.81% |
$218K - $258K
|
10.9K
$2.04M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.61K- 5.83% |
$218K - $259K
|
25.9K
$4.84M
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-1.63K- 2.28% |
$221K - $262K
|
69.7K
$13M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.64K- 7.17% |
$222K - $263K
|
21.2K
$3.95M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.64K- 7.17% |
$222K - $263K
|
21.2K
$3.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1.64K- 0.94% |
$223K - $264K
|
172K
$32.1M
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.71K- 33.4% |
$233K - $276K
|
3.42K
$637K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.73K- 29.48% |
$236K - $279K
|
4.14K
$773K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.74K- 21.69% |
$236K - $280K
|
6.27K
$1.17M
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.75K- 4.85% |
$238K - $282K
|
34.4K
$6.42M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.76K- 25.0% |
$239K - $284K
|
5.28K
$985K
|
|
|
Nov 02, 2022
Q3 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.78K- 24.02% |
$242K - $287K
|
5.62K
$1.05M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-1.78K- 3.9% |
$242K - $287K
|
43.9K
$8.19M
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-1.82K- 15.41% |
$247K - $293K
|
9.97K
$1.86M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.86K- 1.51% |
$253K - $300K
|
122K
$22.7M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.87K- 6.19% |
$254K - $301K
|
28.3K
$5.28M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.87K- 6.19% |
$254K - $301K
|
28.3K
$5.28M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.91K- 8.34% |
$259K - $307K
|
21K
$3.91M
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.04K- 26.99% |
$277K - $328K
|
5.51K
$1.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-2.04K- 22.39% |
$278K - $329K
|
7.08K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.06K- 5.83% |
$281K - $332K
|
33.3K
$6.22M
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-2.08K- 6.91% |
$282K - $334K
|
27.9K
$5.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.15K- 4.33% |
$293K - $347K
|
47.6K
$8.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.23K- 2.32% |
$303K - $359K
|
93.8K
$17.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-2.38K- 25.96% |
$323K - $383K
|
6.78K
$1.26M
|
|
|
Oct 27, 2022
Q3 2022
|
Miller Howard Investments Inc
|
SELL
|
- |
-2.4K- 38.07% |
$327K - $387K
|
3.91K
$729K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.5K- 49.92% |
$340K - $403K
|
2.51K
$468K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.5K- 49.92% |
$340K - $403K
|
2.51K
$468K
|
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-2.51K- 28.31% |
$342K - $405K
|
6.37K
$1.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.53K- 4.69% |
$345K - $408K
|
51.5K
$9.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.57K- 62.59% |
$349K - $414K
|
1.54K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.85K- 11.24% |
$388K - $460K
|
22.5K
$4.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.88K- 2.77% |
$391K - $464K
|
101K
$18.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.92K- 8.61% |
$398K - $471K
|
31K
$5.79M
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.95K- 4.84% |
$401K - $475K
|
58K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.97K- 0.31% |
$404K - $479K
|
953K
$178M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.04K- 7.7% |
$413K - $489K
|
36.4K
$6.79M
|
|
|
Oct 25, 2022
Q3 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-3.08K- 2.16% |
$418K - $496K
|
139K
$26M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.17K- 36.35% |
$431K - $510K
|
5.55K
$1.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.17K- 13.85% |
$431K - $511K
|
19.7K
$3.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.29K- 1.86% |
$447K - $530K
|
173K
$32.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-3.31K- 4.09% |
$450K - $534K
|
77.6K
$14.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.37K- 11.46% |
$458K - $543K
|
26K
$4.85M
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.38K- 20.23% |
$459K - $544K
|
13.3K
$2.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.38K- 6.65% |
$460K - $545K
|
47.5K
$8.85M
|