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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
10.3K+ 25.79% |
$1.4M - $1.65M
|
50.1K
$9.34M
|
|
|
Oct 27, 2022
Q3 2022
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
9.97K+ 50.31% |
$1.36M - $1.61M
|
29.8K
$5.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
9.93K+ 42.99% |
$1.35M - $1.6M
|
33K
$6.16M
|
|
|
Nov 01, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
9.77KNew |
$1.33M - $1.57M
|
9.77K
$1.82M
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
9.41K+ 0.87% |
$1.28M - $1.52M
|
1.09M
$204M
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.39K+ 498.67% |
$1.28M - $1.51M
|
11.3K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.77K+ 10.71% |
$1.19M - $1.41M
|
90.6K
$16.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8.65KNew |
$1.18M - $1.39M
|
8.65K
$1.61M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
8.62K+ 36.82% |
$1.17M - $1.39M
|
32K
$5.98M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
7.89K+ 9.54% |
$1.07M - $1.27M
|
90.6K
$16.9M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
7.88K+ 3.37% |
$1.07M - $1.27M
|
242K
$45.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.86K+ 118.31% |
$1.07M - $1.27M
|
14.5K
$2.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.82K+ 43.49% |
$1.06M - $1.26M
|
25.8K
$4.81M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.57K+ 40.36% |
$1.03M - $1.22M
|
26.3K
$4.91M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
7.56K+ 7.23% |
$1.03M - $1.22M
|
112K
$20.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Covenant Partners, LLC
|
BUY
|
- |
7.52K+ 7.91% |
$1.02M - $1.21M
|
103K
$19.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.21K+ 0.14% |
$980K - $1.16M
|
5.24M
$978M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
7.13KNew |
$970K - $1.15M
|
7.13K
$1.33M
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
7.11K+ 4.55% |
$967K - $1.15M
|
163K
$30.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.91K+ 9.19% |
$940K - $1.11M
|
82.1K
$15.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
BUY
|
- |
6.76K+ 2.57% |
$920K - $1.09M
|
270K
$50.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.75K+ 46.31% |
$918K - $1.09M
|
21.3K
$3.98M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.67K+ 4.81% |
$907K - $1.07M
|
145K
$27.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
6.64K+ 5.98% |
$903K - $1.07M
|
118K
$21.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
6.56KNew |
$892K - $1.06M
|
6.56K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
6.55KNew |
$891K - $1.06M
|
6.55K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
6.47K+ 138.58% |
$880K - $1.04M
|
11.1K
$2.08M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.44K+ 2.52% |
$875K - $1.04M
|
262K
$48.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.31K+ 11.01% |
$858K - $1.02M
|
63.6K
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
6.25K+ 1.91% |
$850K - $1.01M
|
333K
$62.2M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.25K+ 4.81% |
$849K - $1.01M
|
136K
$25.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
6.24KNew |
$849K - $1.01M
|
6.24K
$1.16M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.24K+ 16.79% |
$848K - $1.01M
|
43.4K
$8.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.02KNew |
$819K - $970K
|
6.02K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
6.01KNew |
$817K - $969K
|
6.01K
$1.12M
|
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
5.96K+ 18.21% |
$810K - $960K
|
38.7K
$7.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
5.81K+ 40.01% |
$790K - $937K
|
20.3K
$3.79M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.8K+ 38.72% |
$789K - $935K
|
20.8K
$3.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.45K+ 73.67% |
$741K - $878K
|
12.8K
$2.39M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
5.41K+ 4.75% |
$736K - $872K
|
119K
$22.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
5.25K+ 3.65% |
$714K - $846K
|
149K
$27.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.2K+ 12.63% |
$707K - $838K
|
46.4K
$8.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5.19KNew |
$706K - $836K
|
5.19K
$968K
|
|
|
Oct 17, 2022
Q3 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
5.15K+ 266.7% |
$700K - $830K
|
7.08K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.06K+ 6.69% |
$688K - $815K
|
80.7K
$15M
|
|
|
May 11, 2023
Q3 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.94KNew |
$672K - $796K
|
4.94K
$921K
|
|
|
Nov 10, 2022
Q3 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.88K+ 314.23% |
$664K - $786K
|
6.43K
$1.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
4.76K+ 0.58% |
$647K - $767K
|
832K
$155M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.69K+ 4.5% |
$638K - $756K
|
109K
$20.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
4.68K+ 4.15% |
$636K - $754K
|
117K
$21.9M
|