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
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.46K- 12.33% |
$470K - $557K
|
24.6K
$4.71M
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.48K- 4.28% |
$474K - $561K
|
77.8K
$14.9M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.52K- 99.89% |
$479K - $567K
|
4
$766
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.58K- 42.97% |
$487K - $577K
|
4.75K
$909K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.58K- 9.44% |
$487K - $577K
|
34.4K
$6.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.83K- 17.77% |
$521K - $617K
|
17.7K
$3.39M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.86K- 8.25% |
$525K - $622K
|
42.9K
$8.22M
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4.05K- 32.19% |
$550K - $652K
|
8.52K
$1.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.06K- 4.36% |
$552K - $654K
|
89K
$17M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.11K- 9.24% |
$558K - $662K
|
40.4K
$7.73M
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-4.24K- 7.15% |
$577K - $683K
|
55.1K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-4.26K- 59.88% |
$579K - $686K
|
2.85K
$546K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-4.31K- 3.97% |
$586K - $694K
|
104K
$20M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.31K- 12.14% |
$586K - $694K
|
31.2K
$5.97M
|
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.47K- 52.41% |
$607K - $720K
|
4.06K
$777K
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-4.58K- 3.59% |
$623K - $739K
|
123K
$23.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-4.6K- 17.7% |
$625K - $740K
|
21.4K
$4.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-4.66K- 27.72% |
$633K - $750K
|
12.1K
$2.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.73K- 5.27% |
$644K - $763K
|
85K
$16.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.77K- 38.86% |
$649K - $769K
|
7.51K
$1.44M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-4.89K- 2.26% |
$665K - $788K
|
212K
$40.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-5.06K- 6.37% |
$689K - $816K
|
74.4K
$14.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-5.12KClosed |
$697K - $826K
|
0
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
SELL
|
- |
-5.16K- 5.6% |
$701K - $831K
|
86.9K
$16.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-5.29K- 72.3% |
$719K - $852K
|
2.03K
$388K
|
|
|
Feb 01, 2023
Q3 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-5.34K- 66.8% |
$727K - $861K
|
2.66K
$508K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.5K- 76.5% |
$748K - $886K
|
1.69K
$323K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-5.5K- 21.33% |
$748K - $886K
|
20.3K
$3.88M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-5.61K- 57.89% |
$762K - $903K
|
4.08K
$781K
|
|
|
Oct 12, 2022
Q3 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-5.61K- 7.31% |
$763K - $904K
|
71.2K
$13.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-5.7K- 7.68% |
$776K - $919K
|
68.6K
$13.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.04K- 7.75% |
$822K - $974K
|
71.9K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.14KClosed |
$835K - $990K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-6.19K- 64.56% |
$841K - $997K
|
3.4K
$650K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-6.19K- 64.56% |
$841K - $997K
|
3.4K
$650K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.21K- 9.23% |
$844K - $1M
|
61.1K
$11.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-6.25K- 13.34% |
$850K - $1.01M
|
40.6K
$7.78M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-7.01K- 30.81% |
$953K - $1.13M
|
15.7K
$3.01M
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-7.18K- 3.87% |
$976K - $1.16M
|
178K
$34.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.38K- 2.18% |
$1M - $1.19M
|
331K
$63.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-7.67K- 81.19% |
$1.04M - $1.24M
|
1.78K
$340K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-8.17K- 23.02% |
$1.11M - $1.32M
|
27.3K
$5.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-8.18K- 57.73% |
$1.11M - $1.32M
|
5.99K
$1.15M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-8.27K- 2.11% |
$1.12M - $1.33M
|
383K
$73.4M
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
SELL
|
- |
-8.37K- 1.47% |
$1.14M - $1.35M
|
562K
$108M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-8.68K- 67.77% |
$1.18M - $1.4M
|
4.13K
$790K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.74K- 1.66% |
$1.19M - $1.41M
|
516K
$98.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.13K- 3.74% |
$1.24M - $1.47M
|
235K
$45M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-9.27K- 38.93% |
$1.26M - $1.49M
|
14.5K
$2.78M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-9.98K- 18.04% |
$1.36M - $1.61M
|
45.3K
$8.68M
|