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 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-57- 1.4% |
$8.28K - $9.21K
|
4.02K
$795K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-57- 0.53% |
$8.28K - $9.21K
|
10.8K
$2.13M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-61- 0.14% |
$8.86K - $9.86K
|
43.4K
$8.57M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-65- 2.62% |
$9.44K - $10.5K
|
2.42K
$478K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-65- 0.62% |
$9.44K - $10.5K
|
10.4K
$2.05M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-66- 0.52% |
$9.58K - $10.7K
|
12.6K
$2.49M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-67- 0.77% |
$9.73K - $10.8K
|
8.58K
$1.7M
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-67- 2.99% |
$9.73K - $10.8K
|
2.17K
$429K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-70- 2.49% |
$10.2K - $11.3K
|
2.75K
$543K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-70- 3.94% |
$10.2K - $11.3K
|
1.71K
$337K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-72- 1.76% |
$10.5K - $11.6K
|
4.03K
$796K
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-73- 2.69% |
$10.6K - $11.8K
|
2.64K
$522K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-74- 0.02% |
$10.7K - $12K
|
404K
$80M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-75- 9.84% |
$10.9K - $12.1K
|
687
$136K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-75- 1.64% |
$10.9K - $12.1K
|
4.5K
$889K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-78- 0.92% |
$11.3K - $12.6K
|
8.37K
$1.65M
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-79- 1.43% |
$11.5K - $12.8K
|
5.45K
$1.08M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-80- 0.58% |
$11.6K - $12.9K
|
13.7K
$2.71M
|
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-83- 4.79% |
$12.1K - $13.4K
|
1.65K
$326K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-85- 4.59% |
$12.3K - $13.7K
|
1.77K
$349K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-86- 5.3% |
$12.5K - $13.9K
|
1.54K
$304K
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-88- 0.89% |
$12.8K - $14.2K
|
9.8K
$1.94M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-92- 0.75% |
$13.4K - $14.9K
|
12.2K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-93- 5.57% |
$13.5K - $15K
|
1.58K
$312K
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-98- 1.52% |
$14.2K - $15.8K
|
6.35K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-98- 2.87% |
$14.2K - $15.8K
|
3.32K
$656K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-100- 3.37% |
$14.5K - $16.2K
|
2.87K
$567K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-100- 11.88% |
$14.5K - $16.2K
|
742
$147K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-100- 3.47% |
$14.5K - $16.2K
|
2.78K
$550K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-100- 1.62% |
$14.5K - $16.2K
|
6.06K
$1.2M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-101- 0.26% |
$14.7K - $16.3K
|
38.7K
$7.66M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-103- 6.94% |
$15K - $16.6K
|
1.38K
$273K
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-105- 1.1% |
$15.2K - $17K
|
9.46K
$1.87M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-105- 30.88% |
$15.2K - $17K
|
235
$46.5K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-106- 1.06% |
$15.4K - $17.1K
|
9.85K
$1.95M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-110- 0.66% |
$16K - $17.8K
|
16.6K
$3.27M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-120- 7.59% |
$17.4K - $19.4K
|
1.46K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-120- 3.22% |
$17.4K - $19.4K
|
3.61K
$713K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-122- 3.96% |
$17.7K - $19.7K
|
2.96K
$585K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-122- 3.11% |
$17.7K - $19.7K
|
3.8K
$751K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-126- 4.37% |
$18.3K - $20.4K
|
2.76K
$545K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-127- 3.1% |
$18.4K - $20.5K
|
3.97K
$785K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-127- 0.13% |
$18.4K - $20.5K
|
99.8K
$19.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-129- 8.07% |
$18.7K - $20.8K
|
1.47K
$291K
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-129- 0.8% |
$18.7K - $20.8K
|
16K
$3.16M
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-130- 4.2% |
$18.9K - $21K
|
2.97K
$587K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-131- 6.55% |
$19K - $21.2K
|
1.87K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-131- 0.21% |
$19K - $21.2K
|
61.8K
$12.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-132- 4.31% |
$19.2K - $21.3K
|
2.93K
$579K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-132- 9.0% |
$19.2K - $21.3K
|
1.34K
$264K
|