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 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-51.1K- 8.66% |
$6.96M - $8.24M
|
539K
$101M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-51.2K- 99.38% |
$6.97M - $8.26M
|
320
$59.7K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-59.1K- 78.95% |
$8.04M - $9.53M
|
15.8K
$2.94M
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-60.6K- 56.44% |
$8.24M - $9.76M
|
46.8K
$8.72M
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-62.8K- 33.77% |
$8.53M - $10.1M
|
123K
$23M
|
|
|
Oct 03, 2022
Q3 2022
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-68.8K- 35.47% |
$9.36M - $11.1M
|
125K
$23.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-70.8KClosed |
$9.63M - $11.4M
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-71.8K- 35.24% |
$9.76M - $11.6M
|
132K
$24.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-78.1K- 16.34% |
$10.6M - $12.6M
|
400K
$74.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-88.5K- 19.51% |
$12M - $14.3M
|
365K
$68.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-104K- 24.98% |
$14.1M - $16.8M
|
312K
$58.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-106K- 62.01% |
$14.4M - $17.1M
|
64.9K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-116K- 15.11% |
$15.8M - $18.7M
|
652K
$122M
|
|
|
Oct 28, 2022
Q3 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-117K- 77.32% |
$15.9M - $18.8M
|
34.3K
$6.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-118K- 1.1% |
$16.1M - $19M
|
10.7M
$1.99B
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-130K- 80.28% |
$17.7M - $20.9M
|
31.9K
$5.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-139K- 35.39% |
$19M - $22.5M
|
255K
$47.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-149K- 85.95% |
$20.3M - $24M
|
24.4K
$4.54M
|
|
|
Oct 27, 2022
Q3 2022
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-160K- 73.97% |
$21.8M - $25.8M
|
56.3K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-164K- 6.13% |
$22.3M - $26.5M
|
2.51M
$469M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-191K- 25.46% |
$26M - $30.8M
|
560K
$105M
|
|
|
Nov 09, 2022
Q3 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-200K- 62.14% |
$27.2M - $32.2M
|
122K
$22.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-217K- 11.02% |
$29.6M - $35M
|
1.76M
$327M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-283K- 7.09% |
$38.5M - $45.7M
|
3.71M
$693M
|
|
|
Nov 14, 2022
Q3 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-301K- 88.36% |
$40.9M - $48.5M
|
39.7K
$7.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-362K- 15.45% |
$49.2M - $58.3M
|
1.98M
$369M
|
|
|
Nov 08, 2022
Q3 2022
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-386K- 95.85% |
$52.5M - $62.3M
|
16.7K
$3.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-462K- 0.91% |
$62.9M - $74.5M
|
50.2M
$9.37B
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-519K- 1.68% |
$70.6M - $83.7M
|
30.4M
$5.68B
|
|
|
Oct 31, 2022
Q3 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1.05M- 36.85% |
$143M - $170M
|
1.81M
$337M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.08M- 7.49% |
$148M - $175M
|
13.4M
$2.5B
|