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
Oct 18, 2022 Q3 2022
Garrett Investment Advisors LLC

BUY
 -
2.3K
New
$312K - $370K
2.3K $428K
Oct 26, 2022 Q3 2022
Peak Financial Advisors LLC

BUY
 -
2.28K
New
$311K - $368K
2.28K $426K
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
2.26K
+ 0.25%
$308K - $365K
899K $168M
Nov 14, 2022 Q3 2022
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
2.26K
+ 1.93%
$308K - $365K
120K $22.3M
Oct 24, 2022 Q3 2022
Investment Advisory Group, LLC

BUY
 -
2.26K
+ 93.59%
$308K - $365K
4.68K $873K
Oct 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
2.25K
+ 15.5%
$306K - $362K
16.7K $3.12M
Oct 20, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
2.22K
New
$302K - $358K
2.22K $415K
Nov 04, 2022 Q3 2022
Winthrop Advisory Group LLC

BUY
 -
2.12K
+ 14.76%
$288K - $341K
16.5K $3.07M
Oct 19, 2022 Q3 2022
Foundations Investment Advisors, LLC

BUY
 -
2.1K
New
$286K - $339K
2.1K $392K
Nov 14, 2022 Q3 2022
Icapital Wealth LLC

Walnut Creek, CA
BUY
 -
2.1K
+ 53.35%
$286K - $338K
6.04K $1.13M
Dec 06, 2022 Q3 2022
Charter Oak Capital Management, LLC

BUY
 -
2.08K
+ 132.08%
$282K - $334K
3.65K $680K
Nov 03, 2022 Q3 2022
Texas Capital Bank Wealth Management Services Inc

BUY
 -
2.07K
+ 12.05%
$282K - $334K
19.3K $3.59M
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
2.07K
+ 2.59%
$281K - $333K
81.9K $15.3M
Nov 10, 2022 Q3 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
2.06K
New
$281K - $333K
2.06K $385K
Oct 28, 2022 Q3 2022
Grimes & Company, Inc.

BUY
 -
2.03K
+ 25.02%
$276K - $327K
10.1K $1.89M
Nov 14, 2022 Q3 2022
Invesco Ltd.

Atlanta, GA
BUY
 -
2K
New
$272K - $323K
2K $374K
Nov 14, 2022 Q3 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
1.99K
+ 61.53%
$271K - $321K
5.23K $975K
Oct 20, 2022 Q3 2022
Naples Global Advisors, LLC

Naples, FL
BUY
 -
1.98K
+ 18.19%
$270K - $319K
12.9K $2.4M
Nov 07, 2022 Q3 2022
Essex Financial Services, Inc.

BUY
 -
1.95K
+ 21.97%
$265K - $314K
10.8K $2.02M
Nov 14, 2022 Q3 2022
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
1.93K
+ 2.31%
$262K - $311K
85.5K $16M
Nov 07, 2022 Q3 2022
Phoenix Wealth Advisors

BUY
 -
1.92K
New
$260K - $309K
1.92K $357K
Nov 02, 2022 Q3 2022
Sandy Spring Bank

BUY
 -
1.8K
+ 10.27%
$245K - $291K
19.4K $3.61M
Nov 08, 2022 Q3 2022
Wms Partners, LLC

BUY
 -
1.79K
+ 37.91%
$244K - $289K
6.52K $1.22M
Nov 14, 2022 Q3 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
1.77K
New
$241K - $286K
1.77K $331K
Nov 14, 2022 Q3 2022
First Business Financial Services, Inc.

BUY
 -
1.76K
+ 0.61%
$239K - $283K
288K $53.7M
Nov 14, 2022 Q3 2022
Jefferies Group LLC

New York, NY
BUY
 -
1.73K
+ 3.84%
$236K - $279K
46.9K $8.75M
Sep 21, 2023 Q3 2022
Jefferies Group LLC

New York, NY
BUY
 -
1.73K
+ 3.83%
$236K - $279K
46.9K $8.75M
Oct 07, 2022 Q3 2022
Austin Asset Management CO Inc

BUY
 -
1.73K
New
$235K - $279K
1.73K $323K
Nov 10, 2022 Q3 2022
Mount Lucas Management LP

Newtown, PA
BUY
 -
1.73K
+ 12.65%
$235K - $279K
15.4K $2.87M
Nov 09, 2022 Q3 2022
Journey Advisory Group, LLC

BUY
 -
1.71K
New
$232K - $275K
1.71K $318K
Oct 14, 2022 Q3 2022
West Bancorporation Inc

BUY
 -
1.68K
+ 2.91%
$228K - $271K
59.3K $11.1M
Nov 04, 2022 Q3 2022
Xml Financial, LLC

BUY
 -
1.63K
+ 2.76%
$222K - $263K
60.7K $11.3M
Nov 01, 2022 Q3 2022
Parkside Financial Bank & Trust

BUY
 -
1.6K
+ 1.31%
$218K - $258K
124K $23.2M
Nov 09, 2022 Q3 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
1.57K
+ 3.29%
$213K - $252K
49.1K $9.15M
Oct 31, 2022 Q3 2022
Farmers & Merchants Investments Inc

BUY
 -
1.55K
+ 22.21%
$211K - $250K
8.54K $1.59M
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
1.54K
+ 87.84%
$209K - $248K
3.29K $614K
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
1.51K
+ 3.44%
$206K - $244K
45.6K $8.5M
Oct 12, 2022 Q3 2022
Legacy Wealth Management, Inc

BUY
 -
1.51K
New
$205K - $243K
1.51K $281K
Oct 19, 2022 Q3 2022
Hb Wealth Management, LLC

BUY
 -
1.5K
+ 3.05%
$204K - $242K
50.7K $9.45M
Nov 14, 2022 Q3 2022
Venture Visionary Partners LLC

BUY
 -
1.49K
+ 51.95%
$203K - $241K
4.37K $815K
Oct 26, 2022 Q3 2022
Parsons Capital Management Inc

BUY
 -
1.49K
New
$203K - $240K
1.49K $278K
Oct 14, 2022 Q3 2022
Oak Harvest Investment Services

BUY
 -
1.48K
New
$201K - $238K
1.48K $276K
Oct 24, 2022 Q3 2022
Halbert Hargrove Global Advisors, LLC

BUY
 -
1.47K
New
$200K - $238K
1.47K $275K
Nov 09, 2022 Q3 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.43K
+ 4.96%
$195K - $231K
30.3K $5.65M
Nov 08, 2022 Q3 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
1.34K
+ 39.9%
$183K - $217K
4.71K $879K
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
1.3K
+ 0.19%
$177K - $210K
683K $127M
Nov 14, 2022 Q3 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
1.3K
+ 0.14%
$176K - $209K
951K $177M
Oct 21, 2022 Q3 2022
Provence Wealth Management Group

BUY
 -
1.29K
+ 16.92%
$175K - $208K
8.91K $1.66M
Dec 13, 2023 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.28K
+ 55.8%
$174K - $206K
3.57K $667K

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