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 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-11.3K- 25.69% |
$1.53M - $1.81M
|
32.6K
$6.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-11.3K- 50.68% |
$1.53M - $1.82M
|
11K
$2.04M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11.8K- 1.32% |
$1.6M - $1.9M
|
879K
$164M
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-11.9K- 7.16% |
$1.62M - $1.92M
|
155K
$28.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-12.1K- 26.97% |
$1.65M - $1.96M
|
32.9K
$6.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-12.3K- 49.25% |
$1.67M - $1.98M
|
12.7K
$2.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-12.5K- 6.37% |
$1.71M - $2.02M
|
185K
$34.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-12.8K- 3.02% |
$1.74M - $2.06M
|
411K
$76.7M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.8K- 6.62% |
$1.75M - $2.07M
|
181K
$33.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13K- 19.38% |
$1.77M - $2.1M
|
54.1K
$10.1M
|
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-13.3K- 76.7% |
$1.81M - $2.14M
|
4.04K
$754K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-14.1K- 10.23% |
$1.92M - $2.27M
|
124K
$23.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-14.4K- 88.44% |
$1.96M - $2.32M
|
1.89K
$352K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-16.8K- 87.45% |
$2.29M - $2.71M
|
2.42K
$451K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17K- 1.59% |
$2.31M - $2.74M
|
1.05M
$196M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-17.1K- 3.16% |
$2.32M - $2.75M
|
524K
$97.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-17.1K- 23.61% |
$2.32M - $2.75M
|
55.3K
$10.3M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17.4K- 6.31% |
$2.36M - $2.8M
|
258K
$48.1M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-17.7K- 10.7% |
$2.41M - $2.86M
|
148K
$27.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18K- 2.32% |
$2.45M - $2.91M
|
761K
$142M
|
|
|
Nov 14, 2022
Q3 2022
|
Lyrical Asset Management LP
New York, NY |
SELL
|
- |
-19.4K- 91.7% |
$2.64M - $3.13M
|
1.76K
$328K
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-20K- 74.13% |
$2.72M - $3.22M
|
6.98K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-20K- 76.46% |
$2.72M - $3.22M
|
6.16K
$1.15M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-20.3K- 2.05% |
$2.75M - $3.26M
|
970K
$181M
|
|
|
Oct 21, 2022
Q3 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-22.1K- 6.67% |
$3M - $3.56M
|
309K
$57.6M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-22.3K- 25.8% |
$3.03M - $3.59M
|
64K
$11.9M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.4K- 2.77% |
$3.05M - $3.61M
|
786K
$147M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.4K- 0.15% |
$3.05M - $3.62M
|
15.4M
$2.87B
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.4K- 0.15% |
$3.05M - $3.62M
|
15.4M
$2.87B
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-23K- 90.51% |
$3.13M - $3.71M
|
2.41K
$450K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-24.7K- 40.96% |
$3.36M - $3.98M
|
35.6K
$6.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.5K- 14.3% |
$3.74M - $4.43M
|
165K
$30.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-27.7K- 20.69% |
$3.76M - $4.46M
|
106K
$19.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-28.8K- 47.95% |
$3.91M - $4.63M
|
31.2K
$5.82M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-30.1K- 16.3% |
$4.1M - $4.86M
|
155K
$28.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-30.2K- 55.02% |
$4.1M - $4.86M
|
24.7K
$4.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-30.9K- 0.93% |
$4.2M - $4.98M
|
3.29M
$614M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-31.6K- 14.29% |
$4.29M - $5.09M
|
189K
$35.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-32K- 25.21% |
$4.36M - $5.16M
|
95.1K
$17.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-34.5K- 26.04% |
$4.7M - $5.56M
|
98.1K
$18.3M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-35.7K- 2.43% |
$4.86M - $5.75M
|
1.43M
$267M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-38.7K- 44.83% |
$5.26M - $6.24M
|
47.6K
$8.88M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-40.5KClosed |
$5.5M - $6.52M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-42.3K- 2.12% |
$5.75M - $6.82M
|
1.95M
$364M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-43.7K- 1.21% |
$5.94M - $7.04M
|
3.57M
$665M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-44K- 12.28% |
$5.99M - $7.09M
|
314K
$58.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-44.8K- 16.57% |
$6.09M - $7.21M
|
225K
$42M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-46.4K- 4.74% |
$6.31M - $7.47M
|
933K
$174M
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-49K- 33.33% |
$6.66M - $7.9M
|
98K
$18.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-49.4K- 41.98% |
$6.71M - $7.96M
|
68.2K
$12.7M
|