Purchases and Sales Made in Q1 2023 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-15- 0.74% |
$2.18K - $2.42K
|
2.01K
$397K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-15- 0.7% |
$2.18K - $2.42K
|
2.13K
$420K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-16- 17.58% |
$2.32K - $2.58K
|
75
$14.8K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-17- 0.35% |
$2.47K - $2.75K
|
4.78K
$946K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-18- 0.22% |
$2.61K - $2.91K
|
8.05K
$1.59M
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-18- 0.32% |
$2.61K - $2.91K
|
5.68K
$1.12M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-19- 0.18% |
$2.76K - $3.07K
|
10.8K
$2.13M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-19- 0.12% |
$2.76K - $3.07K
|
16.4K
$3.23M
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-20- 10.87% |
$2.9K - $3.23K
|
164
$32.4K
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-23- 0.97% |
$3.34K - $3.72K
|
2.36K
$466K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-23- 0.4% |
$3.34K - $3.72K
|
5.7K
$1.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-24- 3.2% |
$3.48K - $3.88K
|
725
$143K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-24- 0.77% |
$3.48K - $3.88K
|
3.1K
$613K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-24- 0.17% |
$3.48K - $3.88K
|
14.1K
$2.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-25- 1.24% |
$3.63K - $4.04K
|
1.99K
$394K
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-26- 0.63% |
$3.78K - $4.2K
|
4.09K
$808K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-26- 1.73% |
$3.78K - $4.2K
|
1.48K
$292K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-27- 0.89% |
$3.92K - $4.36K
|
3.01K
$595K
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
SELL
|
- |
-28- 0.05% |
$4.07K - $4.52K
|
57.8K
$11.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-28- 0.59% |
$4.07K - $4.52K
|
4.72K
$932K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-30- 0.28% |
$4.36K - $4.85K
|
10.6K
$2.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-30- 0.37% |
$4.36K - $4.85K
|
8.08K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
SELL
|
- |
-30- 0.43% |
$4.36K - $4.85K
|
6.94K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-31- 0.92% |
$4.5K - $5.01K
|
3.32K
$657K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-33- 0.15% |
$4.79K - $5.33K
|
21.5K
$4.25M
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-33- 0.89% |
$4.79K - $5.33K
|
3.69K
$729K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-34- 0.12% |
$4.94K - $5.49K
|
27.4K
$5.42M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-35- 1.09% |
$5.08K - $5.65K
|
3.18K
$629K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-35- 0.73% |
$5.08K - $5.65K
|
4.78K
$945K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-37- 0.92% |
$5.37K - $5.98K
|
3.98K
$787K
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-40- 1.1% |
$5.81K - $6.46K
|
3.59K
$711K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-40- 0.99% |
$5.81K - $6.46K
|
4.01K
$792K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-42- 2.2% |
$6.1K - $6.79K
|
1.87K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-42- 0.95% |
$6.1K - $6.79K
|
4.39K
$869K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-43- 0.28% |
$6.24K - $6.95K
|
15.2K
$3.01M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-43- 1.27% |
$6.24K - $6.95K
|
3.34K
$660K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-47- 0.56% |
$6.82K - $7.59K
|
8.29K
$1.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-47- 0.63% |
$6.82K - $7.59K
|
7.36K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-48- 0.4% |
$6.97K - $7.75K
|
12K
$2.38M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-49- 0.15% |
$7.11K - $7.92K
|
32.4K
$6.4M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49- 2.4% |
$7.11K - $7.92K
|
1.99K
$393K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-50- 0.22% |
$7.26K - $8.08K
|
22.8K
$4.52M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-50- 1.07% |
$7.26K - $8.08K
|
4.61K
$911K
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-51- 0.12% |
$7.41K - $8.24K
|
42.6K
$8.43M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-51- 1.89% |
$7.41K - $8.24K
|
2.65K
$524K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-52- 92.86% |
$7.55K - $8.4K
|
4
$791
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-54- 3.1% |
$7.84K - $8.72K
|
1.69K
$334K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-54- 0.59% |
$7.84K - $8.72K
|
9.03K
$1.79M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-55- 2.35% |
$7.99K - $8.89K
|
2.28K
$451K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-55- 0.06% |
$7.99K - $8.89K
|
97.7K
$19.3M
|