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 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
599+ 0.22% |
$81.5K - $96.5K
|
268K
$49.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
585+ 0.24% |
$79.6K - $94.3K
|
242K
$45.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
558+ 0.37% |
$75.9K - $89.9K
|
152K
$28.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
535+ 20.14% |
$72.8K - $86.2K
|
3.19K
$595K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
529New |
$71.9K - $85.2K
|
529
$98.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
525+ 13.86% |
$71.4K - $84.6K
|
4.31K
$804K
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
525New |
$71.4K - $84.6K
|
525
$97.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
516+ 10.93% |
$70.2K - $83.2K
|
5.24K
$976K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
510+ 2.45% |
$69.4K - $82.2K
|
21.3K
$3.98M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
502+ 2.89% |
$68.3K - $80.9K
|
17.9K
$3.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
501+ 22.51% |
$68.1K - $80.7K
|
2.73K
$509K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
500+ 1.95% |
$68K - $80.6K
|
26.1K
$4.88M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
496+ 2.31% |
$67.5K - $79.9K
|
22K
$4.1M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
476+ 5.6% |
$64.7K - $76.7K
|
8.98K
$1.67M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
471+ 1.85% |
$64.1K - $75.9K
|
25.9K
$4.83M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
471+ 3.41% |
$64.1K - $75.9K
|
14.3K
$2.66M
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
466+ 33.72% |
$63.4K - $75.1K
|
1.85K
$345K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
458+ 2.44% |
$62.3K - $73.8K
|
19.3K
$3.59M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
454New |
$61.7K - $73.2K
|
454
$84.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
448+ 5.09% |
$60.9K - $72.2K
|
9.26K
$1.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Campion Asset Management
|
BUY
|
- |
445+ 6.97% |
$60.5K - $71.7K
|
6.83K
$1.27M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
445+ 7.08% |
$60.5K - $71.7K
|
6.73K
$1.25M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
439New |
$59.7K - $70.7K
|
439
$81.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
435+ 15.27% |
$59.2K - $70.1K
|
3.28K
$612K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
433+ 0.82% |
$58.9K - $69.8K
|
53.4K
$9.96M
|
|
|
Oct 18, 2022
Q3 2022
|
Elm Partners Management LLC
|
BUY
|
- |
419+ 29.8% |
$57K - $67.5K
|
1.83K
$340K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
414+ 13.31% |
$56.3K - $66.7K
|
3.52K
$657K
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
407+ 1.54% |
$55.3K - $65.6K
|
26.9K
$5.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
403+ 9.51% |
$54.8K - $64.9K
|
4.64K
$865K
|
|
|
Oct 17, 2022
Q3 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
402+ 28.57% |
$54.7K - $64.8K
|
1.81K
$337K
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
395New |
$53.7K - $63.7K
|
395
$73.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
394+ 5.12% |
$53.6K - $63.5K
|
8.1K
$1.51M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
382+ 12.21% |
$51.9K - $61.6K
|
3.51K
$655K
|
|
|
Nov 09, 2022
Q3 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
380+ 0.24% |
$51.7K - $61.2K
|
162K
$30.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
375New |
$51K - $60.4K
|
375
$69.9K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
373+ 14.1% |
$50.7K - $60.1K
|
3.02K
$563K
|
|
|
Oct 13, 2022
Q3 2022
|
Hamlin Capital Management, LLC
|
BUY
|
- |
362+ 5.09% |
$49.2K - $58.3K
|
7.47K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
360+ 12.57% |
$49K - $58K
|
3.22K
$601K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
360+ 13.64% |
$49K - $58K
|
3K
$560K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
354+ 0.28% |
$48.1K - $57K
|
125K
$23.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
354+ 16.43% |
$48.1K - $57K
|
2.51K
$468K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
352+ 1.13% |
$47.9K - $56.7K
|
31.4K
$5.86M
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
350New |
$47.6K - $56.4K
|
350
$65.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
350+ 10.61% |
$47.6K - $56.4K
|
3.65K
$681K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
339+ 2.81% |
$46.1K - $54.6K
|
12.4K
$2.31M
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
330+ 7.93% |
$44.9K - $53.2K
|
4.49K
$838K
|
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
328+ 7.0% |
$44.6K - $52.9K
|
5.02K
$936K
|
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
327+ 2.91% |
$44.5K - $52.7K
|
11.6K
$2.16M
|
|
|
Oct 12, 2022
Q3 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
320+ 0.48% |
$43.5K - $51.6K
|
67.2K
$12.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
315+ 0.88% |
$42.8K - $50.8K
|
36.1K
$6.73M
|