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 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-926- 11.31% |
$127K - $147K
|
7.26K
$1.35M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-967- 8.2% |
$132K - $154K
|
10.8K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-982- 1.44% |
$134K - $156K
|
67.2K
$12.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-990- 4.81% |
$135K - $157K
|
19.6K
$3.63M
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
SELL
|
- |
-999- 1.69% |
$137K - $159K
|
58.3K
$10.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.03K- 31.83% |
$140K - $163K
|
2.2K
$408K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-1.05K- 10.08% |
$143K - $166K
|
9.34K
$1.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.05K- 39.29% |
$143K - $166K
|
1.62K
$300K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-1.06K- 5.2% |
$144K - $168K
|
19.2K
$3.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.06K- 3.08% |
$145K - $168K
|
33.4K
$6.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.06K- 9.95% |
$145K - $169K
|
9.6K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.07K- 3.14% |
$146K - $170K
|
33K
$6.13M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.09K- 16.41% |
$148K - $173K
|
5.53K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.12K- 20.22% |
$153K - $178K
|
4.42K
$821K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.13K- 13.2% |
$154K - $179K
|
7.4K
$1.37M
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.14K- 3.67% |
$156K - $181K
|
29.8K
$5.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.14K- 3.57% |
$156K - $181K
|
30.7K
$5.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.18K- 4.56% |
$161K - $188K
|
24.7K
$4.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.18K- 16.91% |
$161K - $188K
|
5.8K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.2K- 4.7% |
$164K - $191K
|
24.3K
$4.52M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.21K- 7.33% |
$165K - $192K
|
15.3K
$2.83M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-1.21K- 3.35% |
$166K - $192K
|
34.9K
$6.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.21K- 4.67% |
$166K - $193K
|
24.7K
$4.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.22K- 5.13% |
$167K - $195K
|
22.6K
$4.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.24K- 0.23% |
$169K - $197K
|
538K
$99.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-1.24K- 1.45% |
$170K - $197K
|
84.2K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 2.44% |
$172K - $200K
|
50.4K
$9.34M
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.31K- 38.1% |
$179K - $208K
|
2.13K
$395K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.32K- 2.47% |
$180K - $210K
|
52.1K
$9.66M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.35K- 1.33% |
$184K - $214K
|
99.9K
$18.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.4K- 13.81% |
$192K - $223K
|
8.74K
$1.62M
|
|
|
Jan 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-1.42K- 1.64% |
$195K - $226K
|
85.5K
$15.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.44K- 27.51% |
$197K - $229K
|
3.8K
$704K
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.44K- 39.21% |
$198K - $230K
|
2.24K
$415K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.46K- 2.79% |
$200K - $232K
|
50.8K
$9.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.55K- 20.61% |
$212K - $246K
|
5.96K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.58K- 33.65% |
$216K - $252K
|
3.12K
$579K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-1.6K- 5.42% |
$219K - $254K
|
27.9K
$5.18M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.61K- 7.83% |
$221K - $257K
|
19K
$3.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.62K- 20.7% |
$222K - $258K
|
6.22K
$1.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.63K- 1.94% |
$222K - $259K
|
82.1K
$15.2M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.64K- 11.47% |
$224K - $260K
|
12.6K
$2.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.64K- 7.71% |
$225K - $261K
|
19.7K
$3.65M
|
|
|
Feb 02, 2023
Q4 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 22.7% |
$232K - $270K
|
5.78K
$1.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.7K- 2.88% |
$232K - $270K
|
57.3K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.7K- 6.62% |
$233K - $271K
|
24K
$4.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-1.72K- 26.41% |
$236K - $274K
|
4.8K
$891K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.73K- 5.55% |
$236K - $275K
|
29.4K
$5.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 5.31% |
$241K - $280K
|
31.4K
$5.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.81K- 4.04% |
$247K - $287K
|
42.9K
$7.96M
|