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 02, 2022 Q3 2022
Paulson Wealth Management Inc.

BUY
 -
28.2K
+ 16.59%
$3.83M - $4.54M
198K $36.9M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
28.1K
+ 1.36%
$3.82M - $4.53M
2.09M $390M
Nov 14, 2022 Q3 2022
Guggenheim Capital LLC

Chicago, IL
BUY
 -
27.7K
+ 93.64%
$3.77M - $4.47M
57.4K $10.7M
Nov 14, 2022 Q3 2022
Zacks Investment Management

Chicago, IL
BUY
 -
27.2K
+ 271.68%
$3.7M - $4.38M
37.2K $6.93M
Nov 14, 2022 Q3 2022
London CO Of Virginia

Richmond, VA
BUY
 -
26.8K
+ 22.33%
$3.65M - $4.33M
147K $27.4M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
26.6K
+ 3.05%
$3.62M - $4.29M
898K $167M
Oct 23, 2023 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
26.4K
+ 8.33%
$3.59M - $4.25M
343K $64M
Nov 14, 2022 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
26.4K
+ 8.33%
$3.59M - $4.25M
343K $64M
Nov 14, 2022 Q3 2022
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
26.1K
+ 35.71%
$3.55M - $4.21M
99.3K $18.5M
Mar 03, 2023 Q3 2022
Voya Investment Management LLC

Atlanta, GA
BUY
 -
25.2K
+ 36.0%
$3.42M - $4.06M
95.1K $17.7M
Nov 14, 2022 Q3 2022
Sei Investments CO

Oaks, PA
BUY
 -
24.7K
+ 11.67%
$3.36M - $3.98M
236K $44.1M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
24.7K
+ 172.45%
$3.36M - $3.98M
39K $7.28M
Nov 16, 2022 Q3 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
23.7K
+ 44.5%
$3.22M - $3.82M
77K $14.4M
Nov 14, 2022 Q3 2022
Cohen & Steers, Inc.

New York, NY
BUY
 -
23.5K
New
$3.2M - $3.79M
23.5K $4.39M
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
23.3K
+ 129.33%
$3.17M - $3.76M
41.4K $7.72M
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
22.3K
+ 14.42%
$3.03M - $3.59M
177K $33M
Nov 10, 2022 Q3 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
22K
+ 30.29%
$3M - $3.55M
94.8K $17.7M
Nov 14, 2022 Q3 2022
Dt Investment Partners, LLC

BUY
 -
21.4K
New
$2.91M - $3.45M
21.4K $3.99M
Nov 07, 2022 Q3 2022
Comerica Securities,Inc.

BUY
 -
19.8K
+ 40.49%
$2.7M - $3.2M
68.9K $12.8M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
19.5K
+ 5.69%
$2.65M - $3.14M
362K $67.5M
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
19.2K
+ 0.38%
$2.62M - $3.1M
5.13M $957M
Oct 11, 2022 Q3 2022
Tpg Financial Advisors, LLC

BUY
 -
19K
New
$2.58M - $3.06M
19K $3.54M
Oct 24, 2022 Q3 2022
Mv Capital Management, Inc.

BUY
 -
19K
+ 5.93%
$2.58M - $3.06M
339K $63.2M
Nov 10, 2022 Q3 2022
Lindbrook Capital, LLC

BUY
 -
18.5K
+ 20.28%
$2.52M - $2.99M
110K $20.5M
Nov 09, 2022 Q3 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
18K
+ 148.57%
$2.44M - $2.89M
30K $5.6M
Nov 15, 2022 Q3 2022
Mai Capital Management

BUY
 -
16.6K
+ 7.93%
$2.25M - $2.67M
226K $42.1M
Oct 17, 2022 Q3 2022
Mayflower Financial Advisors, LLC

BUY
 -
16.3K
New
$2.22M - $2.63M
16.3K $3.04M
Jan 25, 2023 Q3 2022
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
16.2K
New
$2.2M - $2.61M
16.2K $3.02M
Nov 14, 2022 Q3 2022
Macquarie Group LTD

Australia, C3
BUY
 -
15.3K
+ 98.43%
$2.09M - $2.47M
30.9K $5.77M
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

BUY
 -
15.1K
+ 81.41%
$2.05M - $2.43M
33.7K $6.28M
Oct 28, 2022 Q3 2022
Sepio Capital, LP

BUY
 -
15.1K
+ 125.12%
$2.05M - $2.43M
27.1K $5.05M
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
14.2K
+ 251.58%
$1.93M - $2.29M
19.8K $3.7M
Oct 17, 2022 Q3 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
14.1K
+ 3.49%
$1.92M - $2.27M
418K $77.9M
Nov 03, 2022 Q3 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
14K
+ 353.06%
$1.91M - $2.26M
18K $3.35M
Dec 02, 2022 Q3 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
13.7K
+ 17.55%
$1.86M - $2.21M
91.7K $17.1M
Oct 04, 2022 Q3 2022
Stairway Partners, LLC

BUY
 -
13.7K
+ 1.65%
$1.86M - $2.2M
839K $156M
Nov 10, 2022 Q3 2022
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
13.6K
New
$1.85M - $2.19M
13.6K $2.54M
Nov 08, 2022 Q3 2022
Alpha Centric Advisors LLC

San Juan, PR
BUY
 -
12.9K
+ 511.68%
$1.75M - $2.08M
15.4K $2.87M
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
12.9K
+ 4.4%
$1.75M - $2.08M
306K $57M
Nov 08, 2022 Q3 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
12.4K
+ 3.35%
$1.69M - $2M
383K $71.4M
Nov 14, 2022 Q3 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
11.9K
+ 43.25%
$1.62M - $1.91M
39.3K $7.34M
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
11.7K
+ 6.59%
$1.59M - $1.88M
189K $35.3M
Nov 14, 2022 Q3 2022
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
11.6K
New
$1.58M - $1.87M
11.6K $2.17M
Oct 31, 2022 Q3 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
11.3K
+ 12.42%
$1.53M - $1.82M
102K $19M
Nov 03, 2022 Q3 2022
Amg National Trust Bank

BUY
 -
11.1K
+ 8.25%
$1.5M - $1.78M
145K $27.1M
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
10.9K
+ 60.58%
$1.48M - $1.76M
28.9K $5.39M
Nov 02, 2022 Q3 2022
Flaharty Asset Management, LLC

BUY
 -
10.9K
+ 5.14%
$1.48M - $1.76M
223K $41.6M
Nov 10, 2022 Q3 2022
Baystate Wealth Management LLC

BUY
 -
10.5K
+ 103.56%
$1.43M - $1.69M
20.6K $3.85M
Oct 21, 2022 Q3 2022
Next Level Private LLC

Harrison, NY
BUY
 -
10.5K
New
$1.42M - $1.68M
10.5K $1.95M

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