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 14, 2022 Q3 2022
Adviser Investments LLC

BUY
 -
314
+ 10.5%
$42.7K - $50.6K
3.3K $616K
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
310
New
$42.2K - $50K
310 $57.8K
Nov 07, 2022 Q3 2022
Personal Capital Advisors Corp

BUY
 -
306
+ 7.57%
$41.6K - $49.3K
4.35K $811K
Nov 01, 2022 Q3 2022
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
297
+ 5.15%
$40.4K - $47.9K
6.07K $1.13M
Nov 14, 2022 Q3 2022
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
295
+ 1.74%
$40.1K - $47.5K
17.2K $3.21M
Nov 08, 2022 Q3 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
293
+ 3.3%
$39.8K - $47.2K
9.17K $1.71M
Nov 10, 2022 Q3 2022
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
287
New
$39K - $46.3K
287 $53.5K
Aug 28, 2024 Q3 2022
Farmers National Bank

Danville, KY
BUY
 -
283
+ 17.88%
$38.5K - $45.6K
1.87K $348K
Oct 24, 2022 Q3 2022
W Advisors, LLC

Germantown, TN
BUY
 -
282
+ 2.07%
$38.3K - $45.4K
13.9K $2.59M
Nov 09, 2022 Q3 2022
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
282
+ 7.42%
$38.3K - $45.4K
4.08K $762K
Oct 28, 2022 Q3 2022
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
271
+ 6.42%
$36.9K - $43.7K
4.5K $838K
Nov 03, 2022 Q3 2022
Avidian Wealth Solutions, LLC

BUY
 -
263
+ 5.16%
$35.8K - $42.4K
5.36K $1M
Nov 14, 2022 Q3 2022
Natixis Advisors, L.P.

Boston, MA
BUY
 -
261
+ 0.44%
$35.5K - $42.1K
59.1K $11M
Oct 21, 2022 Q3 2022
Rosenberg Matthew Hamilton

BUY
 -
260
+ 123.22%
$35.4K - $41.9K
471 $87.8K
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
256
+ 16.21%
$34.8K - $41.3K
1.84K $342K
Nov 14, 2022 Q3 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
250
+ 0.45%
$34K - $40.3K
55.7K $10.4M
Nov 03, 2022 Q3 2022
Andesa Financial Management Inc.

BUY
 -
240
+ 12.94%
$32.6K - $38.7K
2.1K $391K
Oct 14, 2022 Q3 2022
Oldfather Financial Services, LLC

BUY
 -
239
+ 0.72%
$32.5K - $38.5K
33.2K $6.2M
Nov 14, 2022 Q3 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
227
+ 1.59%
$30.9K - $36.6K
14.5K $2.71M
Nov 14, 2022 Q3 2022
Clientfirst Wealth Management, LLC

Little Rock, AR
BUY
 -
227
+ 1.58%
$30.9K - $36.6K
14.6K $2.72M
Nov 02, 2022 Q3 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
226
+ 0.73%
$30.7K - $36.4K
31K $5.78M
Jan 12, 2023 Q3 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
223
+ 12.09%
$30.3K - $35.9K
2.07K $386K
Oct 31, 2022 Q3 2022
Merit Financial Group, LLC

BUY
 -
223
+ 9.55%
$30.3K - $35.9K
2.56K $477K
Nov 10, 2022 Q3 2022
Executive Wealth Management, LLC

BUY
 -
220
New
$29.9K - $35.5K
220 $41K
Nov 17, 2022 Q3 2022
Central Trust CO

Jefferson City, MO
BUY
 -
219
+ 4.05%
$29.8K - $35.3K
5.63K $1.05M
Oct 20, 2022 Q3 2022
Fin Trust Capital Advisors, LLC

BUY
 -
219
+ 10.7%
$29.8K - $35.3K
2.27K $422K
Nov 14, 2022 Q3 2022
Unionview, LLC

Seattle, WA
BUY
 -
219
+ 2.24%
$29.8K - $35.3K
9.99K $1.86M
Nov 09, 2022 Q3 2022
Associated Banc Corp

Green Bay, WI
BUY
 -
215
+ 0.53%
$29.2K - $34.6K
40.9K $7.63M
Oct 25, 2022 Q3 2022
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
212
+ 2.43%
$28.8K - $34.2K
8.93K $1.66M
Oct 11, 2022 Q3 2022
Ballew Advisors, Inc

BUY
 -
209
+ 5.4%
$28.4K - $33.7K
4.08K $761K
Nov 01, 2022 Q3 2022
Integrated Capital Management, Inc.

BUY
 -
207
+ 0.29%
$28.1K - $33.4K
72.1K $13.5M
Nov 01, 2022 Q3 2022
Benchmark Financial Wealth Advisors, LLC

BUY
 -
196
+ 5.54%
$26.7K - $31.6K
3.74K $697K
Oct 24, 2022 Q3 2022
First Command Bank

BUY
 -
195
+ 47.22%
$26.5K - $31.4K
608 $113K
Nov 14, 2022 Q3 2022
Little House Capital LLC

Braintree, MA
BUY
 -
195
+ 7.61%
$26.5K - $31.4K
2.76K $515K
Oct 24, 2022 Q3 2022
First Command Financial Services, Inc.

BUY
 -
195
+ 47.22%
$26.5K - $31.4K
608 $113K
Oct 13, 2022 Q3 2022
Carnegie Capital Asset Management, LLC

BUY
 -
191
+ 1.1%
$26K - $30.8K
17.5K $3.27M
Nov 07, 2022 Q3 2022
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
188
+ 0.66%
$25.6K - $30.3K
28.9K $5.38M
Nov 09, 2022 Q3 2022
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
187
+ 8.65%
$25.4K - $30.1K
2.35K $438K
Oct 07, 2022 Q3 2022
Soa Wealth Advisors, Llc.

BUY
 -
186
+ 0.96%
$25.3K - $30K
19.5K $3.64M
Nov 16, 2022 Q3 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
182
+ 7.02%
$24.8K - $29.3K
2.77K $517K
Nov 14, 2022 Q3 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
180
+ 1.5%
$24.5K - $29K
12.1K $2.26M
Oct 11, 2022 Q3 2022
Stephens Group Asset Management, LLC

BUY
 -
180
+ 0.05%
$24.5K - $29K
349K $65.1M
Nov 14, 2022 Q3 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
180
+ 5.33%
$24.5K - $29K
3.56K $663K
Nov 14, 2022 Q3 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
169
New
$23K - $27.2K
169 $31.5K
Oct 18, 2022 Q3 2022
York Bridge Wealth Partners, LLC

BUY
 -
167
+ 3.62%
$22.7K - $26.9K
4.78K $892K
Oct 25, 2022 Q3 2022
Thompson Siegel & Walmsley LLC

BUY
 -
166
+ 1.62%
$22.6K - $26.8K
10.4K $1.94M
Nov 08, 2022 Q3 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
164
+ 1.98%
$22.3K - $26.4K
8.46K $1.58M
Oct 17, 2022 Q3 2022
Alta Wealth Advisors LLC

BUY
 -
157
+ 0.57%
$21.4K - $25.3K
27.6K $5.14M
Nov 14, 2022 Q3 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
152
+ 5.31%
$20.7K - $24.5K
3.01K $562K

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