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 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-5.72K- 2.12% |
$783K - $910K
|
264K
$49M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-5.82K- 1.68% |
$796K - $925K
|
341K
$63.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.98K- 13.13% |
$818K - $951K
|
39.6K
$7.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-6.08K- 30.37% |
$832K - $967K
|
13.9K
$2.59M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-6.63K- 1.18% |
$907K - $1.05M
|
555K
$103M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.69K- 12.36% |
$915K - $1.06M
|
47.5K
$8.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6.71K- 13.08% |
$917K - $1.07M
|
44.6K
$8.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7.03K- 38.61% |
$961K - $1.12M
|
11.2K
$2.07M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.25K- 6.87% |
$992K - $1.15M
|
98.4K
$18.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-7.33K- 99.03% |
$1M - $1.17M
|
72
$13.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-7.4KClosed |
$1.01M - $1.18M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-7.45K- 2.41% |
$1.02M - $1.18M
|
301K
$55.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.48K- 29.0% |
$1.02M - $1.19M
|
18.3K
$3.4M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.87K- 3.05% |
$1.08M - $1.25M
|
250K
$46.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-7.96K- 5.49% |
$1.09M - $1.27M
|
137K
$25.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-8.11K- 62.82% |
$1.11M - $1.29M
|
4.8K
$891K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8.15K- 12.73% |
$1.12M - $1.3M
|
55.9K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-8.33K- 63.76% |
$1.14M - $1.32M
|
4.74K
$878K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.38K- 12.91% |
$1.15M - $1.33M
|
56.5K
$10.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-9.16K- 12.87% |
$1.25M - $1.46M
|
62K
$11.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-9.38K- 5.74% |
$1.28M - $1.49M
|
154K
$28.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-9.85K- 10.05% |
$1.35M - $1.57M
|
88.2K
$16.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-10.1K- 6.76% |
$1.38M - $1.6M
|
139K
$25.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-10.2K- 0.19% |
$1.4M - $1.62M
|
5.23M
$971M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11.2K- 6.39% |
$1.53M - $1.78M
|
164K
$30.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-11.3KClosed |
$1.54M - $1.79M
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11.7K- 9.46% |
$1.6M - $1.86M
|
112K
$20.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-12K- 10.06% |
$1.64M - $1.91M
|
107K
$19.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-13K- 6.55% |
$1.77M - $2.06M
|
185K
$34.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-14.1K- 71.01% |
$1.93M - $2.24M
|
5.75K
$1.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.1K- 3.61% |
$2.06M - $2.39M
|
403K
$74.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-15.4K- 26.63% |
$2.11M - $2.46M
|
42.5K
$7.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-17.2K- 36.18% |
$2.36M - $2.74M
|
30.4K
$5.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-18K- 5.26% |
$2.47M - $2.87M
|
325K
$60.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-18.3K- 2.2% |
$2.5M - $2.91M
|
814K
$151M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-18.3K- 89.09% |
$2.51M - $2.91M
|
2.24K
$416K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-20K- 55.0% |
$2.74M - $3.18M
|
16.4K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-20.4K- 3.9% |
$2.8M - $3.25M
|
503K
$93.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-20.8K- 33.71% |
$2.84M - $3.31M
|
40.9K
$7.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-21.1K- 26.21% |
$2.89M - $3.36M
|
59.5K
$11M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-21.6K- 75.86% |
$2.96M - $3.44M
|
6.88K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-22.7K- 0.94% |
$3.11M - $3.61M
|
2.39M
$444M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-24.7K- 14.38% |
$3.38M - $3.93M
|
147K
$27.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-24.9K- 54.12% |
$3.41M - $3.97M
|
21.1K
$3.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-25K- 25.0% |
$3.42M - $3.97M
|
75K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-25.2K- 26.47% |
$3.44M - $4M
|
69.9K
$13M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-25.7K- 21.13% |
$3.52M - $4.09M
|
96K
$17.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-27K- 4.14% |
$3.69M - $4.29M
|
625K
$116M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-27.1K- 22.67% |
$3.71M - $4.31M
|
92.5K
$17.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-27.6K- 66.74% |
$3.78M - $4.39M
|
13.8K
$2.55M
|