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 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-133- 1.66% |
$19.3K - $21.5K
|
7.87K
$1.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-143- 7.01% |
$20.8K - $23.1K
|
1.9K
$372K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-143- 3.98% |
$20.8K - $23.1K
|
3.45K
$677K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-147- 5.17% |
$21.3K - $23.7K
|
2.7K
$529K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-148- 2.03% |
$21.5K - $23.9K
|
7.13K
$1.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-150- 0.43% |
$21.8K - $24.2K
|
34.7K
$6.81M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-150- 0.79% |
$21.8K - $24.2K
|
18.8K
$3.7M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-150- 9.27% |
$21.8K - $24.2K
|
1.47K
$288K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-150- 4.09% |
$21.8K - $24.2K
|
3.52K
$689K
|
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-151- 0.4% |
$21.9K - $24.4K
|
37.8K
$7.42M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-151- 8.07% |
$21.9K - $24.4K
|
1.72K
$337K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-155- 4.74% |
$22.5K - $25K
|
3.12K
$611K
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-160- 0.89% |
$23.2K - $25.8K
|
17.9K
$3.5M
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-160- 7.98% |
$23.2K - $25.8K
|
1.84K
$362K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-162- 4.5% |
$23.5K - $26.2K
|
3.44K
$674K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-163- 0.57% |
$23.7K - $26.3K
|
28.3K
$5.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-165- 4.41% |
$24K - $26.7K
|
3.58K
$701K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-165- 1.43% |
$24K - $26.7K
|
11.4K
$2.23M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-167- 0.51% |
$24.2K - $27K
|
32.3K
$6.34M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-168- 4.24% |
$24.4K - $27.1K
|
3.8K
$744K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-169- 5.59% |
$24.5K - $27.3K
|
2.86K
$560K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-170- 4.28% |
$24.7K - $27.5K
|
3.8K
$745K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-171- 1.26% |
$24.8K - $27.6K
|
13.4K
$2.63M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-174- 3.36% |
$25.3K - $28.1K
|
5K
$981K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-179- 10.41% |
$26K - $28.9K
|
1.54K
$302K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-181- 0.54% |
$26.3K - $29.2K
|
33.2K
$6.51M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-189- 3.04% |
$27.4K - $30.5K
|
6.03K
$1.18M
|
|
|
Apr 11, 2023
Q1 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-190- 0.1% |
$27.6K - $30.7K
|
188K
$36.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-194- 12.48% |
$28.2K - $31.3K
|
1.36K
$267K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-194- 5.05% |
$28.2K - $31.3K
|
3.65K
$716K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-195- 32.07% |
$28.3K - $31.5K
|
413
$81K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-195- 32.07% |
$28.3K - $31.5K
|
413
$81K
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-195- 2.87% |
$28.3K - $31.5K
|
6.59K
$1.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-197- 0.94% |
$28.6K - $31.8K
|
20.7K
$4.06M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-201- 0.21% |
$29.2K - $32.5K
|
96.9K
$19M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-205- 12.28% |
$29.8K - $33.1K
|
1.46K
$287K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-210- 1.53% |
$30.5K - $33.9K
|
13.6K
$2.66M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-219- 3.96% |
$31.8K - $35.4K
|
5.32K
$1.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-224- 70.0% |
$32.5K - $36.2K
|
96
$18.8K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-224- 8.22% |
$32.5K - $36.2K
|
2.5K
$490K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-231- 5.17% |
$33.5K - $37.3K
|
4.24K
$831K
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-232- 13.3% |
$33.7K - $37.5K
|
1.51K
$297K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-232- 4.14% |
$33.7K - $37.5K
|
5.37K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-234- 7.79% |
$34K - $37.8K
|
2.77K
$543K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-236- 12.16% |
$34.3K - $38.1K
|
1.7K
$334K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-248- 0.81% |
$36K - $40.1K
|
30.5K
$5.97M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-250- 5.98% |
$36.3K - $40.4K
|
3.93K
$771K
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-250- 7.82% |
$36.3K - $40.4K
|
2.95K
$578K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-250- 6.28% |
$36.3K - $40.4K
|
3.73K
$732K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-252- 5.62% |
$36.6K - $40.7K
|
4.23K
$830K
|