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 14, 2022 Q3 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
4.54K
+ 127.57%
$617K - $731K
8.09K $1.51M
Nov 10, 2022 Q3 2022
Rock Creek Group, LP

BUY
 -
4.51K
+ 3.21%
$613K - $726K
145K $27M
Nov 09, 2022 Q3 2022
Badgley Phelps Wealth Managers, LLC

BUY
 -
4.42K
+ 2.97%
$601K - $712K
153K $28.5M
Nov 04, 2022 Q3 2022
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
4.36K
+ 130.32%
$593K - $703K
7.71K $1.44M
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
4.32K
+ 14.99%
$587K - $696K
33.1K $6.18M
Nov 14, 2022 Q3 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
4.3K
New
$585K - $693K
4.3K $802K
Nov 01, 2022 Q3 2022
Evergreen Advisors, LLC

BUY
 -
4.05K
+ 70.76%
$551K - $652K
9.77K $1.82M
Nov 10, 2022 Q3 2022
True North Advisors, LLC

BUY
 -
4.01K
+ 46.74%
$545K - $646K
12.6K $2.35M
Oct 04, 2022 Q3 2022
Fulton Bank, N.A.

BUY
 -
3.88K
+ 3.46%
$528K - $625K
116K $21.6M
Oct 12, 2022 Q3 2022
Johnson Bixby & Associates, LLC

BUY
 -
3.86K
+ 2.71%
$525K - $623K
147K $27.3M
Apr 19, 2024 Q3 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
3.86K
+ 10.2%
$525K - $622K
41.7K $7.77M
Oct 21, 2022 Q3 2022
Rothschild Investment Corp

BUY
 -
3.85K
+ 15.0%
$524K - $621K
29.5K $5.51M
Nov 09, 2022 Q3 2022
Tmd Wealth Management, LLC

BUY
 -
3.7K
New
$503K - $596K
3.7K $690K
Nov 09, 2022 Q3 2022
American Investment Services, Inc.

BUY
 -
3.68K
+ 145.45%
$500K - $593K
6.21K $1.16M
Jan 04, 2023 Q3 2022
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
3.62K
New
$492K - $583K
3.62K $674K
Nov 03, 2022 Q3 2022
Jones Financial Companies Lllp

BUY
 -
3.59K
+ 0.03%
$488K - $578K
10.8M $2.02B
Nov 08, 2022 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
3.57K
New
$486K - $576K
3.57K $667K
Oct 24, 2022 Q3 2022
Fundamentun, LLC

Beachwood, OH
BUY
 -
3.48K
+ 5.51%
$473K - $560K
66.6K $12.4M
Nov 01, 2022 Q3 2022
Astoria Strategic Wealth, Inc.

BUY
 -
3.48K
+ 10.06%
$473K - $560K
38K $7.09M
Nov 02, 2022 Q3 2022
Auxano Advisors, LLC

BUY
 -
3.44K
New
$468K - $555K
3.44K $642K
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
3.38K
+ 11.26%
$460K - $545K
33.4K $6.23M
Feb 13, 2023 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
3.36K
+ 3.53%
$456K - $541K
98.4K $18.3M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
3.34K
New
$454K - $538K
3.34K $623K
Nov 14, 2022 Q3 2022
Bsw Wealth Partners

Boulder, CO
BUY
 -
3.34K
New
$454K - $538K
3.34K $622K
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
3.28K
+ 7.37%
$446K - $529K
47.8K $8.92M
Nov 10, 2022 Q3 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
3.26K
+ 22.11%
$443K - $525K
18K $3.35M
Oct 21, 2022 Q3 2022
Arkadios Wealth Advisors

BUY
 -
3.24K
+ 22.37%
$441K - $523K
17.7K $3.31M
Nov 14, 2022 Q3 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
3.24K
+ 31.64%
$441K - $522K
13.5K $2.51M
Nov 07, 2022 Q3 2022
Simon Quick Advisors, LLC

BUY
 -
3.22K
+ 12.32%
$438K - $519K
29.4K $5.48M
Oct 20, 2022 Q3 2022
Stone Asset Management Inc.

BUY
 -
3.2K
+ 7.43%
$435K - $516K
46.3K $8.63M
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
3.19K
New
$434K - $514K
3.19K $595K
Nov 10, 2022 Q3 2022
Cullen Capital Management, LLC

New York, NY
BUY
 -
3.18K
New
$432K - $512K
3.18K $593K
Nov 07, 2022 Q3 2022
Parsec Financial Management, Inc.

BUY
 -
3.16K
+ 1.88%
$430K - $510K
171K $31.9M
Oct 28, 2022 Q3 2022
Ifg Advisory, LLC

BUY
 -
3.1K
+ 48.75%
$422K - $500K
9.46K $1.76M
Nov 08, 2022 Q3 2022
Accredited Investors Inc.

BUY
 -
3.07K
+ 23.29%
$417K - $494K
16.2K $3.03M
Dec 09, 2022 Q3 2022
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
3.04K
New
$414K - $490K
3.04K $567K
Nov 14, 2022 Q3 2022
Walleye Trading LLC

Plymouth, MN
BUY
 -
2.7K
New
$367K - $435K
2.7K $504K
Nov 15, 2022 Q3 2022
Chilton Investment CO Inc.

Stamford, CT
BUY
 -
2.59K
New
$352K - $418K
2.59K $483K
Nov 07, 2022 Q3 2022
Jump Financial, LLC

Chicago, IL
BUY
 -
2.52K
+ 24.21%
$342K - $405K
12.9K $2.41M
Oct 18, 2022 Q3 2022
Private Wealth Strategies, L.L.C.

BUY
 -
2.52K
New
$342K - $405K
2.52K $469K
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
2.48K
New
$338K - $400K
2.48K $463K
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

BUY
 -
2.44K
+ 5.0%
$332K - $394K
51.3K $9.56M
Nov 14, 2022 Q3 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
2.43K
+ 11.68%
$331K - $392K
23.3K $4.34M
Nov 09, 2022 Q3 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
2.43K
+ 4.34%
$330K - $391K
58.4K $10.9M
Nov 08, 2022 Q3 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
2.42K
+ 27.36%
$329K - $390K
11.3K $2.1M
Nov 07, 2022 Q3 2022
Caprock Group, Inc.

BUY
 -
2.41K
+ 16.39%
$327K - $388K
17.1K $3.19M
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
2.38K
+ 59.91%
$324K - $383K
6.35K $1.18M
Nov 02, 2022 Q3 2022
Riverpoint Wealth Management Holdings, LLC

BUY
 -
2.34K
New
$318K - $377K
2.34K $436K
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.3K
+ 5.02%
$312K - $370K
48.1K $8.97M

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