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 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.1% |
$274 - $318
|
2.09K
$388K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.29% |
$274 - $318
|
693
$129K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$137 - $159
|
6.96K
$1.29M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1+ 0.06% |
$137 - $159
|
1.67K
$310K
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1+ 0.05% |
$137 - $159
|
1.85K
$343K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.83% |
$137 - $159
|
121
$22.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.02% |
$137 - $159
|
6.61K
$1.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$137 - $159
|
9.18K
$1.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$137 - $159
|
4.32K
$802K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.19% |
$137 - $159
|
518
$96.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1+ 0.04% |
$137 - $159
|
2.52K
$468K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1+ 1.0% |
$137 - $159
|
101
$18.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$137 - $159
|
13.9K
$2.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$137 - $159
|
1.94K
$360K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 2.5% |
$137 - $159
|
41
$7.61K
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$137 - $159
|
7.05K
$1.31M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 1.09% |
$137 - $159
|
93
$17.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 8.33% |
$137 - $159
|
11
$2.04K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3- 0.64% |
$410 - $477
|
468
$86.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-4- 0.08% |
$547 - $636
|
4.76K
$883K
|
|
|
Jan 17, 2023
Q4 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-5- 0.33% |
$684 - $795
|
1.5K
$279K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-5- 0.31% |
$684 - $795
|
1.59K
$294K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-7- 0.02% |
$957 - $1.11K
|
28K
$5.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-7- 0.62% |
$957 - $1.11K
|
1.12K
$208K
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-9- 0.4% |
$1.23K - $1.43K
|
2.22K
$412K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-9- 0.11% |
$1.23K - $1.43K
|
8.45K
$1.57M
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-11- 0.11% |
$1.5K - $1.75K
|
9.98K
$1.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-12- 0.09% |
$1.64K - $1.91K
|
13.9K
$2.59M
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-13- 0.73% |
$1.78K - $2.07K
|
1.78K
$330K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-17- 1.8% |
$2.33K - $2.7K
|
927
$172K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-18- 1.46% |
$2.46K - $2.86K
|
1.21K
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-20- 0.54% |
$2.74K - $3.18K
|
3.72K
$690K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-20- 0.37% |
$2.74K - $3.18K
|
5.4K
$1M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-21- 80.77% |
$2.87K - $3.34K
|
5
$928
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-22- 0.17% |
$3.01K - $3.5K
|
13.2K
$2.44M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-23- 1.51% |
$3.15K - $3.66K
|
1.5K
$278K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-25- 1.49% |
$3.42K - $3.97K
|
1.66K
$307K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-25- 0.82% |
$3.42K - $3.97K
|
3.03K
$563K
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-26- 0.63% |
$3.56K - $4.13K
|
4.11K
$762K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-28- 1.49% |
$3.83K - $4.45K
|
1.85K
$344K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-29- 14.87% |
$3.97K - $4.61K
|
166
$30.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-29- 0.92% |
$3.97K - $4.61K
|
3.13K
$580K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-30- 54.55% |
$4.1K - $4.77K
|
25
$4.64K
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-36- 0.09% |
$4.92K - $5.72K
|
38K
$7.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-37- 0.06% |
$5.06K - $5.88K
|
61K
$11.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-37- 0.41% |
$5.06K - $5.88K
|
9.02K
$1.67M
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-38- 0.44% |
$5.2K - $6.04K
|
8.65K
$1.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-39- 10.99% |
$5.33K - $6.2K
|
316
$58.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-39- 1.42% |
$5.33K - $6.2K
|
2.7K
$501K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-39- 82.98% |
$5.33K - $6.2K
|
8
$1.48K
|