Purchases and Sales Made in Q4 2022 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
350+ 9.59% |
$47.9K - $55.6K
|
4K
$742K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
344+ 6.27% |
$47.1K - $54.7K
|
5.83K
$1.08M
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
342+ 19.91% |
$46.8K - $54.4K
|
2.06K
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
341+ 12.36% |
$46.6K - $54.2K
|
3.1K
$575K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
336+ 1.7% |
$46K - $53.4K
|
20.1K
$3.72M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
334+ 15.02% |
$45.7K - $53.1K
|
2.56K
$475K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
334New |
$45.7K - $53.1K
|
334
$62K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
333+ 4.39% |
$45.5K - $52.9K
|
7.93K
$1.47M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
332+ 2.49% |
$45.4K - $52.8K
|
13.7K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
330New |
$45.1K - $52.5K
|
330
$61.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
327+ 2.82% |
$44.7K - $52K
|
11.9K
$2.21M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
327+ 7.89% |
$44.7K - $52K
|
4.47K
$829K
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
325+ 6.48% |
$44.5K - $51.7K
|
5.34K
$991K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
324+ 7.79% |
$44.3K - $51.5K
|
4.49K
$832K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
317+ 8.87% |
$43.4K - $50.4K
|
3.89K
$722K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
317+ 8.87% |
$43.4K - $50.4K
|
3.89K
$722K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
314New |
$42.9K - $49.9K
|
314
$58.3K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
314+ 5.03% |
$42.9K - $49.9K
|
6.55K
$1.22M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
309+ 8.16% |
$42.3K - $49.1K
|
4.1K
$760K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
301+ 2.68% |
$41.2K - $47.9K
|
11.5K
$2.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
300+ 5.16% |
$41K - $47.7K
|
6.12K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
300+ 1.94% |
$41K - $47.7K
|
15.8K
$2.92M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
296New |
$40.5K - $47.1K
|
296
$54.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
292New |
$39.9K - $46.4K
|
292
$54.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
290+ 8.78% |
$39.7K - $46.1K
|
3.59K
$667K
|
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
285+ 14.88% |
$39K - $45.3K
|
2.2K
$408K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
277+ 10.16% |
$37.9K - $44K
|
3K
$557K
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
271+ 0.7% |
$37.1K - $43.1K
|
39K
$7.23M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
270New |
$36.9K - $42.9K
|
270
$50.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
260New |
$35.6K - $41.3K
|
260
$48.2K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
257+ 1.18% |
$35.2K - $40.9K
|
22.1K
$4.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
256+ 0.97% |
$35K - $40.7K
|
26.6K
$4.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
254+ 1.0% |
$34.7K - $40.4K
|
25.7K
$4.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
253+ 1.06% |
$34.6K - $40.2K
|
24.1K
$4.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
245+ 16.28% |
$33.5K - $39K
|
1.75K
$325K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
242New |
$33.1K - $38.5K
|
242
$44.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
241+ 0.73% |
$33K - $38.3K
|
33K
$6.13M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
236+ 3.29% |
$32.3K - $37.5K
|
7.4K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
230+ 3.88% |
$31.5K - $36.6K
|
6.16K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
229New |
$31.3K - $36.4K
|
229
$42.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
220+ 2.21% |
$30.1K - $35K
|
10.2K
$1.88M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
219New |
$30K - $34.8K
|
219
$40.6K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
218+ 4.2% |
$29.8K - $34.7K
|
5.4K
$1M
|
|
|
Jan 26, 2023
Q4 2022
|
Elm Partners Management LLC
|
BUY
|
- |
216+ 11.84% |
$29.5K - $34.3K
|
2.04K
$379K
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
214+ 5.29% |
$29.3K - $34K
|
4.26K
$790K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
211+ 2.11% |
$28.9K - $33.5K
|
10.2K
$1.89M
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
208+ 0.74% |
$28.5K - $33.1K
|
28.2K
$5.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
208+ 8.26% |
$28.5K - $33.1K
|
2.73K
$506K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
208+ 4.78% |
$28.5K - $33.1K
|
4.56K
$845K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
207New |
$28.3K - $32.9K
|
207
$38.4K
|