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
First American Trust, Fsb

BUY
 -
151
+ 10.84%
$20.5K - $24.3K
1.54K $288K
Nov 07, 2022 Q3 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
150
+ 3.58%
$20.4K - $24.2K
4.34K $810K
Oct 17, 2022 Q3 2022
Ferguson Wellman Capital Management, Inc

BUY
 -
147
+ 2.28%
$20K - $23.7K
6.58K $1.23M
Nov 10, 2022 Q3 2022
Clarity Financial LLC

BUY
 -
145
+ 7.57%
$19.7K - $23.4K
2.06K $384K
Oct 12, 2022 Q3 2022
Traverso Chambers Private Wealth Management, LLC

BUY
 -
143
+ 0.39%
$19.4K - $23K
37K $6.9M
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
141
+ 39.28%
$19.2K - $22.7K
500 $93.3K
Nov 09, 2022 Q3 2022
Tctc Holdings, LLC

Dallas, TX
BUY
 -
136
+ 7.53%
$18.5K - $21.9K
1.94K $362K
Oct 05, 2022 Q3 2022
Hbw Advisory Services LLC

BUY
 -
135
New
$18.4K - $21.8K
135 $25.2K
Nov 10, 2022 Q3 2022
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
133
+ 6.07%
$18.1K - $21.4K
2.33K $434K
Oct 18, 2022 Q3 2022
Ccg Wealth Management, LLC

BUY
 -
132
+ 8.11%
$18K - $21.3K
1.76K $328K
Oct 24, 2022 Q3 2022
City State Bank

Norwalk, IA
BUY
 -
130
+ 8.98%
$17.7K - $20.9K
1.58K $294K
Jul 17, 2024 Q3 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
129
New
$17.5K - $20.8K
129 $24.1K
Nov 14, 2022 Q3 2022
Meridian Wealth Management, LLC

BUY
 -
125
+ 1.59%
$17K - $20.1K
8K $1.49M
Nov 09, 2022 Q3 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
120
+ 6.81%
$16.3K - $19.3K
1.88K $351K
Nov 10, 2022 Q3 2022
Bbr Partners, LLC

New York, NY
BUY
 -
119
+ 1.2%
$16.2K - $19.2K
10.1K $1.88M
Nov 07, 2022 Q3 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
115
+ 6.89%
$15.6K - $18.5K
1.79K $333K
Nov 14, 2022 Q3 2022
Pointe Capital Management LLC

BUY
 -
113
+ 2.1%
$15.4K - $18.2K
5.48K $1.02M
Oct 17, 2022 Q3 2022
Ellenbecker Investment Group

BUY
 -
112
+ 0.36%
$15.2K - $18K
31K $5.78M
Nov 14, 2022 Q3 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
107
+ 0.3%
$14.6K - $17.2K
35.7K $6.66M
Nov 14, 2022 Q3 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
107
+ 0.45%
$14.6K - $17.2K
23.8K $4.45M
Aug 07, 2024 Q3 2022
Abound Wealth Management

Franklin, TN
BUY
 -
106
+ 12.65%
$14.4K - $17.1K
944 $176K
May 15, 2024 Q3 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
105
+ 44.68%
$14.3K - $16.9K
340 $63.4K
Nov 04, 2022 Q3 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
103
+ 1.12%
$14K - $16.6K
9.32K $1.74M
Nov 07, 2022 Q3 2022
Cambridge Trust CO

Boston, MA
BUY
 -
102
+ 2.86%
$13.9K - $16.4K
3.67K $684K
Nov 18, 2022 Q3 2022
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
100
New
$13.6K - $16.1K
100 $18.7K
Oct 20, 2022 Q3 2022
Tsfg, LLC

BUY
 -
100
+ 3.96%
$13.6K - $16.1K
2.63K $490K
Nov 08, 2022 Q3 2022
Sound View Wealth Advisors Group, LLC

BUY
 -
100
+ 1.35%
$13.6K - $16.1K
7.53K $1.4M
Nov 15, 2022 Q3 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
98
+ 0.31%
$13.3K - $15.8K
31.8K $5.94M
Nov 10, 2022 Q3 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
94
+ 0.78%
$12.8K - $15.1K
12.1K $2.25M
Oct 25, 2022 Q3 2022
Meritage Portfolio Management

BUY
 -
93
+ 0.29%
$12.6K - $15K
32.1K $5.99M
Nov 14, 2022 Q3 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
92
New
$12.5K - $14.8K
92 $17.2K
Nov 03, 2022 Q3 2022
Selway Asset Management

Boise, ID
BUY
 -
92
New
$12.5K - $14.8K
92 $17.2K
Apr 04, 2024 Q3 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
89
New
$12.1K - $14.3K
89 $16.6K
Oct 28, 2022 Q3 2022
Key F Inancial Inc

BUY
 -
87
+ 1.77%
$11.8K - $14K
5K $932K
Nov 10, 2022 Q3 2022
Lansing Street Advisors

BUY
 -
86
+ 49.43%
$11.7K - $13.9K
260 $48.5K
Nov 10, 2022 Q3 2022
Copperwynd Financial, LLC

BUY
 -
85
+ 0.09%
$11.6K - $13.7K
92.2K $17.2M
Oct 17, 2022 Q3 2022
Perfromance Wealth Partners, LLC

BUY
 -
82
+ 5.8%
$11.2K - $13.2K
1.5K $279K
Oct 11, 2022 Q3 2022
Boenning & Scattergood, Inc.

BUY
 -
78
+ 1.78%
$10.6K - $12.6K
4.46K $832K
Nov 08, 2022 Q3 2022
Ironwood Investment Counsel, LLC

BUY
 -
75
+ 0.59%
$10.2K - $12.1K
12.8K $2.38M
Nov 02, 2022 Q3 2022
Westshore Wealth, LLC

BUY
 -
74
+ 0.13%
$10.1K - $11.9K
56.5K $10.5M
Oct 18, 2022 Q3 2022
Ballast, Inc.

BUY
 -
73
+ 0.23%
$9.93K - $11.8K
32.3K $6.03M
Oct 17, 2022 Q3 2022
Transcend Capital Advisors, LLC

BUY
 -
72
+ 2.65%
$9.79K - $11.6K
2.79K $521K
Nov 02, 2022 Q3 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
72
+ 2.7%
$9.79K - $11.6K
2.74K $511K
Oct 03, 2022 Q3 2022
M&R Capital Management Inc

BUY
 -
70
+ 4.82%
$9.52K - $11.3K
1.52K $284K
Nov 14, 2022 Q3 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
69
+ 0.45%
$9.38K - $11.1K
15.5K $2.88M
Oct 24, 2022 Q3 2022
Calamos Wealth Management LLC

BUY
 -
69
+ 1.55%
$9.38K - $11.1K
4.51K $841K
Oct 12, 2022 Q3 2022
Ullmann Wealth Partners Group, LLC

BUY
 -
67
+ 0.2%
$9.11K - $10.8K
33.3K $6.21M
Oct 17, 2022 Q3 2022
Bridge Advisory, LLC

BUY
 -
65
+ 3.89%
$8.84K - $10.5K
1.74K $324K
Nov 14, 2022 Q3 2022
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
65
+ 0.67%
$8.84K - $10.5K
9.77K $1.82M

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