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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
203+ 4.42% |
$27.8K - $32.3K
|
4.79K
$889K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
203+ 0.21% |
$27.8K - $32.3K
|
98.6K
$18.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
197+ 1.02% |
$26.9K - $31.3K
|
19.5K
$3.61M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
197+ 20.87% |
$26.9K - $31.3K
|
1.14K
$212K
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
196+ 0.7% |
$26.8K - $31.2K
|
28.3K
$5.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
189+ 143.18% |
$25.9K - $30K
|
321
$59.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
182+ 1.58% |
$24.9K - $28.9K
|
11.7K
$2.18M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
179+ 2.7% |
$24.5K - $28.5K
|
6.8K
$1.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Belmont Capital, LLC
|
BUY
|
- |
176New |
$24.1K - $28K
|
176
$32.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
171+ 1.28% |
$23.4K - $27.2K
|
13.5K
$2.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
170+ 8.85% |
$23.3K - $27K
|
2.09K
$388K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
168+ 3.16% |
$23K - $26.7K
|
5.48K
$1.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
168+ 0.62% |
$23K - $26.7K
|
27.1K
$5.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
164+ 0.58% |
$22.4K - $26.1K
|
28.5K
$5.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
163+ 0.14% |
$22.3K - $25.9K
|
118K
$21.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
160New |
$21.9K - $25.4K
|
160
$29.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
159+ 1.17% |
$21.7K - $25.3K
|
13.8K
$2.55M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
148+ 0.71% |
$20.2K - $23.5K
|
20.9K
$3.88M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
147+ 1130.77% |
$20.1K - $23.4K
|
160
$29.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
145+ 55.77% |
$19.8K - $23.1K
|
405
$75.1K
|
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
BUY
|
- |
140+ 2.05% |
$19.1K - $22.3K
|
6.97K
$1.29M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
139+ 0.71% |
$19K - $22.1K
|
19.7K
$3.65M
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
129+ 0.75% |
$17.6K - $20.5K
|
17.4K
$3.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
129New |
$17.6K - $20.5K
|
129
$23.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
126+ 2.89% |
$17.2K - $20K
|
4.49K
$833K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
126+ 0.64% |
$17.2K - $20K
|
20K
$3.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
125+ 7.01% |
$17.1K - $19.9K
|
1.91K
$354K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
125New |
$17.1K - $19.9K
|
125
$23.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
124+ 0.04% |
$17K - $19.7K
|
349K
$64.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
124+ 1.47% |
$17K - $19.7K
|
8.57K
$1.59M
|
|
|
Jan 20, 2023
Q4 2022
|
Hamlin Capital Management, LLC
|
BUY
|
- |
123+ 1.65% |
$16.8K - $19.6K
|
7.59K
$1.41M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
122+ 4.78% |
$16.7K - $19.4K
|
2.67K
$496K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
122+ 0.95% |
$16.7K - $19.4K
|
13K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
121+ 0.6% |
$16.6K - $19.2K
|
20.2K
$3.74M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
121New |
$16.6K - $19.2K
|
121
$22.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
120+ 4.96% |
$16.4K - $19.1K
|
2.54K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
120+ 3.33% |
$16.4K - $19.1K
|
3.73K
$691K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
110New |
$15K - $17.5K
|
110
$20.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
108+ 1.55% |
$14.8K - $17.2K
|
7.1K
$1.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
104+ 2.95% |
$14.2K - $16.5K
|
3.63K
$673K
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
100+ 3.5% |
$13.7K - $15.9K
|
2.96K
$549K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
92+ 115.0% |
$12.6K - $14.6K
|
172
$31.9K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
91New |
$12.4K - $14.5K
|
91
$16.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
90+ 1.32% |
$12.3K - $14.3K
|
6.93K
$1.29M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
85+ 0.38% |
$11.6K - $13.5K
|
22.5K
$4.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
85+ 1.89% |
$11.6K - $13.5K
|
4.59K
$852K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
84+ 0.25% |
$11.5K - $13.4K
|
33.4K
$6.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
84+ 4.07% |
$11.5K - $13.4K
|
2.15K
$399K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
82+ 1.58% |
$11.2K - $13K
|
5.28K
$979K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
81+ 0.63% |
$11.1K - $12.9K
|
12.9K
$2.39M
|