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 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.28K+ 8.11% |
$174K - $206K
|
17.1K
$3.27M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.25K+ 2.31% |
$170K - $201K
|
55.3K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.23K+ 59.95% |
$167K - $198K
|
3.27K
$626K
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.23K+ 9.25% |
$167K - $197K
|
14.5K
$2.77M
|
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
1.23K+ 21.59% |
$167K - $197K
|
6.9K
$1.32M
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.14K+ 4.23% |
$155K - $184K
|
28K
$5.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.14K+ 38.21% |
$155K - $183K
|
4.12K
$788K
|
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
BUY
|
- |
1.13K+ 27.29% |
$153K - $181K
|
5.25K
$1M
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.12K+ 11.77% |
$153K - $181K
|
10.7K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.12K+ 0.64% |
$152K - $181K
|
175K
$33.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Next Capital Management LLC
|
BUY
|
- |
1.12K+ 9.57% |
$152K - $180K
|
12.8K
$2.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.09K+ 1.45% |
$148K - $175K
|
75.7K
$14.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.06K+ 10.25% |
$145K - $171K
|
11.4K
$2.19M
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
1.04K+ 10.96% |
$142K - $168K
|
10.6K
$2.02M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.03K+ 0.51% |
$140K - $165K
|
203K
$38.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
1.02K+ 2.67% |
$139K - $165K
|
39.4K
$7.54M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
1.02K+ 23.5% |
$139K - $164K
|
5.36K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.01K+ 5.3% |
$137K - $162K
|
20K
$3.84M
|
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1K+ 1.22% |
$136K - $161K
|
82.8K
$15.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
992+ 9.04% |
$135K - $160K
|
12K
$2.29M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
985+ 6.33% |
$134K - $159K
|
16.6K
$3.17M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
982+ 0.45% |
$134K - $158K
|
221K
$42.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
980+ 4.01% |
$133K - $158K
|
25.4K
$4.87M
|
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
950+ 5.45% |
$129K - $153K
|
18.4K
$3.52M
|
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
BUY
|
- |
937+ 10.93% |
$127K - $151K
|
9.51K
$1.82M
|
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
910+ 2.73% |
$124K - $147K
|
34.3K
$6.57M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
904+ 10.8% |
$123K - $146K
|
9.28K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
891+ 3.92% |
$121K - $144K
|
23.6K
$4.52M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
830+ 28.83% |
$113K - $134K
|
3.71K
$710K
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
828+ 12.48% |
$113K - $133K
|
7.46K
$1.43M
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
822New |
$112K - $132K
|
822
$157K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
820+ 18.22% |
$112K - $132K
|
5.32K
$1.02M
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
812+ 18.57% |
$110K - $131K
|
5.19K
$993K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
795+ 0.74% |
$108K - $128K
|
109K
$20.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
791+ 6.02% |
$108K - $127K
|
13.9K
$2.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
790+ 202.56% |
$107K - $127K
|
1.18K
$226K
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
778+ 0.71% |
$106K - $125K
|
110K
$21.1M
|
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
760+ 5.68% |
$103K - $122K
|
14.1K
$2.71M
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
748+ 1.31% |
$102K - $121K
|
58K
$11.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
728+ 40.65% |
$99K - $117K
|
2.52K
$482K
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
725+ 5.08% |
$98.6K - $117K
|
15K
$2.87M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
707+ 128.08% |
$96.1K - $114K
|
1.26K
$241K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
698+ 18.95% |
$94.9K - $112K
|
4.38K
$839K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
670+ 6.02% |
$91.1K - $108K
|
11.8K
$2.26M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
663+ 16.35% |
$90.2K - $107K
|
4.72K
$904K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
651+ 13.96% |
$88.5K - $105K
|
5.32K
$1.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
629+ 4.56% |
$85.5K - $101K
|
14.4K
$2.76M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
628+ 6.6% |
$85.4K - $101K
|
10.1K
$1.94M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
627+ 11.71% |
$85.3K - $101K
|
5.98K
$1.15M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
604+ 6.94% |
$82.1K - $97.3K
|
9.31K
$1.78M
|