Purchases and Sales Made in Q4 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 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 14, 2023 Q4 2022
Bragg Financial Advisors, Inc

Charlotte, NC
SELL
 -
-240
- 12.49%
$32.8K - $38.2K
1.68K $312K
Feb 06, 2023 Q4 2022
Harvest Fund Management Co., LTD

Beijing, F4
SELL
 -
-243
- 84.67%
$33.2K - $38.6K
44 $8.16K
Jan 13, 2023 Q4 2022
Baldrige Asset Management LLC

SELL
 -
-250
- 18.8%
$34.2K - $39.7K
1.08K $200K
Feb 07, 2023 Q4 2022
Doliver Advisors, LP

Houston, TX
SELL
 -
-250
- 13.16%
$34.2K - $39.7K
1.65K $306K
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

SELL
 -
-251
- 5.73%
$34.3K - $39.9K
4.13K $766K
Feb 14, 2023 Q4 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-252
- 6.87%
$34.5K - $40.1K
3.41K $633K
Feb 14, 2023 Q4 2022
Fin Trust Capital Advisors, LLC

SELL
 -
-254
- 11.21%
$34.7K - $40.4K
2.01K $373K
Jan 31, 2023 Q4 2022
Flputnam Investment Management CO

Portland, ME
SELL
 -
-260
- 2.54%
$35.6K - $41.3K
9.98K $1.85M
Jan 24, 2023 Q4 2022
Rockland Trust CO

SELL
 -
-262
- 10.47%
$35.8K - $41.7K
2.24K $416K
Feb 07, 2023 Q4 2022
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-267
- 21.43%
$36.5K - $42.5K
979 $182K
Feb 14, 2023 Q4 2022
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-273
- 2.67%
$37.3K - $43.4K
9.96K $1.85M
Feb 14, 2023 Q4 2022
Sja Financial Advisory, LLC

SELL
 -
-275
- 1.03%
$37.6K - $43.7K
26.4K $4.9M
Feb 13, 2023 Q4 2022
West Michigan Advisors, LLC

Holland, MI
SELL
 -
-286
- 3.85%
$39.1K - $45.5K
7.14K $1.32M
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

SELL
 -
-288
- 0.54%
$39.4K - $45.8K
52.9K $9.82M
Feb 02, 2023 Q4 2022
Tranquility Partners, LLC

SELL
 -
-290
- 3.48%
$39.7K - $46.1K
8.04K $1.49M
Jan 13, 2023 Q4 2022
Allworth Financial LP

SELL
 -
-291
- 1.03%
$39.8K - $46.3K
28K $5.2M
Jan 24, 2023 Q4 2022
Norris Perne & French LLP

Grand Rapids, MI
SELL
 -
-300
- 3.57%
$41K - $47.7K
8.11K $1.51M
Feb 06, 2023 Q4 2022
Rollins Financial

SELL
 -
-300
- 13.29%
$41K - $47.7K
1.96K $363K
Jan 17, 2023 Q4 2022
Veracity Capital LLC

SELL
 -
-305
- 15.06%
$41.7K - $48.5K
1.72K $319K
May 09, 2023 Q4 2022
Cornerstone Management, Inc.

Duluth, GA
SELL
 -
-305
- 17.14%
$41.7K - $48.5K
1.47K $273K
Jan 12, 2023 Q4 2022
Evensky & Katz LLC

SELL
 -
-308
- 21.67%
$42.1K - $49K
1.11K $206K
Feb 13, 2023 Q4 2022
Aire Advisors, LLC

Beverly Hills, CA
SELL
 -
-311
- 6.92%
$42.5K - $49.4K
4.18K $776K
Feb 01, 2023 Q4 2022
Private Ocean, LLC

SELL
 -
-318
- 1.87%
$43.5K - $50.6K
16.7K $3.09M
Jan 17, 2023 Q4 2022
Darwin Advisors, LLC

SELL
 -
-322
- 3.88%
$44K - $51.2K
7.98K $1.48M
Feb 02, 2023 Q4 2022
Intrepid Financial Planning Group LLC

Carmel, IN
SELL
 -
-323
- 2.3%
$44.2K - $51.4K
13.7K $2.54M
Feb 06, 2023 Q4 2022
Wrapmanager Inc

SELL
 -
-323
- 6.6%
$44.2K - $51.4K
4.57K $849K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-329
- 3.14%
$45K - $52.3K
10.2K $1.89M
Feb 09, 2023 Q4 2022
Horizon Bancorp Inc /In/

Michigan City, IN
SELL
 -
-330
Closed
$45.1K - $52.5K
0 $0
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
SELL
 -
-330
- 6.92%
$45.1K - $52.5K
4.44K $823K
Feb 07, 2023 Q4 2022
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-332
- 1.15%
$45.4K - $52.8K
28.5K $5.29M
Jan 26, 2023 Q4 2022
Central Trust CO

Jefferson City, MO
SELL
 -
-337
- 5.99%
$46.1K - $53.6K
5.29K $981K
Jan 25, 2023 Q4 2022
Etfidea, LLC

Syracuse, NY
SELL
 -
-338
- 5.22%
$46.2K - $53.7K
6.14K $1.14M
Jan 19, 2023 Q4 2022
Gen Wealth Group, Inc.

SELL
 -
-346
- 3.38%
$47.3K - $55K
9.89K $1.83M
Feb 10, 2023 Q4 2022
Essex Financial Services, Inc.

SELL
 -
-346
- 3.2%
$47.3K - $55K
10.5K $1.94M
Feb 15, 2023 Q4 2022
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-357
- 1.54%
$48.8K - $56.8K
22.9K $4.25M
Feb 07, 2023 Q4 2022
Accredited Investors Inc.

SELL
 -
-363
- 2.23%
$49.7K - $57.7K
15.9K $2.95M
Feb 09, 2023 Q4 2022
Citizens Financial Group Inc

SELL
 -
-367
- 3.36%
$50.2K - $58.3K
10.5K $1.96M
Feb 06, 2023 Q4 2022
1900 Wealth Management LLC

SELL
 -
-371
- 0.86%
$50.7K - $59K
42.7K $7.92M
Jan 24, 2023 Q4 2022
Brand Asset Management Group, Inc.

SELL
 -
-380
- 1.19%
$52K - $60.4K
31.4K $5.83M
Feb 07, 2023 Q4 2022
Holistic Financial Partners

SELL
 -
-383
- 1.67%
$52.4K - $60.9K
22.6K $4.19M
Jan 13, 2023 Q4 2022
Hexagon Capital Partners LLC

SELL
 -
-390
- 88.84%
$53.3K - $62K
49 $9.09K
Jan 05, 2023 Q4 2022
Atlas Brown,Inc.

SELL
 -
-391
- 2.86%
$53.5K - $62.2K
13.3K $2.47M
Jan 20, 2023 Q4 2022
Montecito Bank & Trust

SELL
 -
-392
- 0.56%
$53.6K - $62.3K
69.3K $12.9M
Jan 19, 2023 Q4 2022
Elk River Wealth Management, LLC

SELL
 -
-404
- 5.71%
$55.3K - $64.2K
6.68K $1.24M
Jan 30, 2023 Q4 2022
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-411
- 2.23%
$56.2K - $65.3K
18K $3.34M
Jan 11, 2023 Q4 2022
Foundations Investment Advisors, LLC

SELL
 -
-415
- 19.74%
$56.8K - $66K
1.69K $313K
Feb 13, 2023 Q4 2022
Monetary Management Group Inc

St Louis, MO
SELL
 -
-415
- 1.78%
$56.8K - $66K
22.9K $4.24M
Feb 02, 2023 Q4 2022
Kornitzer Capital Management Inc

SELL
 -
-417
- 4.4%
$57K - $66.3K
9.07K $1.68M
Jan 27, 2023 Q4 2022
First Pacific Financial

SELL
 -
-425
- 4.18%
$58.1K - $67.6K
9.74K $1.81M

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