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
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-256- 2.67% |
$37.2K - $41.4K
|
9.33K
$1.83M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-258- 1.33% |
$37.5K - $41.7K
|
19.2K
$3.77M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-262- 2.63% |
$38K - $42.3K
|
9.71K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-266- 3.45% |
$38.6K - $43K
|
7.44K
$1.46M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-270- 1.7% |
$39.2K - $43.6K
|
15.6K
$3.06M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-280- 1.0% |
$40.7K - $45.2K
|
27.6K
$5.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-282- 7.39% |
$40.9K - $45.6K
|
3.54K
$693K
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-282- 11.53% |
$40.9K - $45.6K
|
2.16K
$424K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-282- 2.83% |
$40.9K - $45.6K
|
9.69K
$1.9M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-286- 5.55% |
$41.5K - $46.2K
|
4.87K
$954K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-289- 13.68% |
$42K - $46.7K
|
1.82K
$358K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-290- 8.59% |
$42.1K - $46.9K
|
3.09K
$605K
|
|
|
May 10, 2023
Q1 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-292- 14.56% |
$42.4K - $47.2K
|
1.71K
$336K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-298- 0.9% |
$43.3K - $48.1K
|
32.7K
$6.42M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-298- 5.43% |
$43.3K - $48.1K
|
5.19K
$1.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-300- 13.39% |
$43.6K - $48.5K
|
1.94K
$380K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-302- 1.06% |
$43.9K - $48.8K
|
28.2K
$5.53M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-303- 3.42% |
$44K - $49K
|
8.56K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-303- 0.33% |
$44K - $49K
|
92.2K
$18.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-304- 1.09% |
$44.1K - $49.1K
|
27.6K
$5.42M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-309- 6.45% |
$44.9K - $49.9K
|
4.48K
$879K
|
|
|
Apr 28, 2023
Q1 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-311- 7.58% |
$45.2K - $50.2K
|
3.79K
$744K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-319- 13.42% |
$46.3K - $51.5K
|
2.06K
$404K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-325- 0.42% |
$47.2K - $52.5K
|
76.3K
$15M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-327- 4.64% |
$47.5K - $52.8K
|
6.72K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-328- 1.92% |
$47.6K - $53K
|
16.7K
$3.28M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-331- 18.91% |
$48.1K - $53.5K
|
1.42K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-331- 2.02% |
$48.1K - $53.5K
|
16.1K
$3.15M
|
|
|
May 05, 2023
Q1 2023
|
Evergreen Advisors, LLC
|
SELL
|
- |
-336- 6.67% |
$48.8K - $54.3K
|
4.71K
$923K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-341- 1.13% |
$49.5K - $55.1K
|
29.8K
$5.85M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-343- 17.78% |
$49.8K - $55.4K
|
1.59K
$311K
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-349- 3.09% |
$50.7K - $56.4K
|
10.9K
$2.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-354- 4.35% |
$51.4K - $57.2K
|
7.78K
$1.53M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-360- 53.33% |
$52.3K - $58.2K
|
315
$61.8K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-365- 2.02% |
$53K - $59K
|
17.7K
$3.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-370- 2.06% |
$53.7K - $59.8K
|
17.6K
$3.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-380- 0.95% |
$55.2K - $61.4K
|
39.4K
$7.74M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-387- 2.36% |
$56.2K - $62.5K
|
16K
$3.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-388- 7.9% |
$56.3K - $62.7K
|
4.52K
$887K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-392- 16.75% |
$56.9K - $63.3K
|
1.95K
$382K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-396- 83.19% |
$57.5K - $64K
|
80
$15.7K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-403- 20.58% |
$58.5K - $65.1K
|
1.56K
$305K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-405- 1.26% |
$58.8K - $65.4K
|
31.7K
$6.21M
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-405- 3.4% |
$58.8K - $65.4K
|
11.5K
$2.26M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-416- 0.54% |
$60.4K - $67.2K
|
76.9K
$15.1M
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-419- 16.66% |
$60.8K - $67.7K
|
2.1K
$411K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-422- 5.29% |
$61.3K - $68.2K
|
7.55K
$1.48M
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-430- 6.44% |
$62.4K - $69.5K
|
6.25K
$1.23M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-445- 22.81% |
$64.6K - $71.9K
|
1.51K
$295K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-445- 2.23% |
$64.6K - $71.9K
|
19.5K
$3.83M
|