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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-449- 1.53% |
$65.2K - $72.5K
|
29K
$5.68M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-455- 2.92% |
$66.1K - $73.5K
|
15.1K
$2.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-457- 18.41% |
$66.4K - $73.8K
|
2.03K
$397K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-460- 0.85% |
$66.8K - $74.3K
|
53.9K
$10.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-463- 13.36% |
$67.2K - $74.8K
|
3K
$589K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-465- 21.78% |
$67.5K - $75.1K
|
1.67K
$328K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-467- 17.67% |
$67.8K - $75.4K
|
2.18K
$427K
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-470- 1.6% |
$68.2K - $75.9K
|
28.9K
$5.67M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-471- 10.64% |
$68.4K - $76.1K
|
3.96K
$776K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-474- 0.63% |
$68.8K - $76.6K
|
75K
$14.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-487- 3.7% |
$70.7K - $78.7K
|
12.7K
$2.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-489- 0.32% |
$71K - $79K
|
151K
$29.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
SELL
|
- |
-500- 17.24% |
$72.6K - $80.8K
|
2.4K
$471K
|
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-500- 7.42% |
$72.6K - $80.8K
|
6.24K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-501- 9.42% |
$72.7K - $80.9K
|
4.82K
$945K
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-506- 24.58% |
$73.5K - $81.7K
|
1.55K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-513- 4.86% |
$74.5K - $82.9K
|
10K
$1.97M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-516- 4.64% |
$74.9K - $83.4K
|
10.6K
$2.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-524- 12.36% |
$76.1K - $84.7K
|
3.71K
$728K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-538- 15.46% |
$78.1K - $86.9K
|
2.94K
$577K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-540- 3.89% |
$78.4K - $87.2K
|
13.4K
$2.62M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-552- 5.93% |
$80.2K - $89.2K
|
8.76K
$1.72M
|
|
|
May 01, 2023
Q1 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-555- 25.62% |
$80.6K - $89.7K
|
1.61K
$316K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-559- 3.06% |
$81.2K - $90.3K
|
17.7K
$3.48M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-561- 0.44% |
$81.5K - $90.6K
|
126K
$24.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-562- 0.81% |
$81.6K - $90.8K
|
68.7K
$13.5M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-567- 13.86% |
$82.3K - $91.6K
|
3.52K
$691K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-574- 12.5% |
$83.3K - $92.7K
|
4.02K
$788K
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-580- 4.23% |
$84.2K - $93.7K
|
13.1K
$2.57M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-581- 18.63% |
$84.4K - $93.9K
|
2.54K
$498K
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-584- 18.57% |
$84.8K - $94.4K
|
2.56K
$502K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-585- 3.38% |
$84.9K - $94.5K
|
16.7K
$3.28M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-586- 0.84% |
$85.1K - $94.7K
|
69K
$13.5M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-593- 13.4% |
$86.1K - $95.8K
|
3.83K
$751K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-597- 4.49% |
$86.7K - $96.5K
|
12.7K
$2.49M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-603- 7.45% |
$87.6K - $97.4K
|
7.49K
$1.47M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-612- 20.95% |
$88.9K - $98.9K
|
2.31K
$453K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-618- 12.88% |
$89.7K - $99.8K
|
4.18K
$820K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-642- 4.16% |
$93.2K - $104K
|
14.8K
$2.9M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-643- 1.5% |
$93.4K - $104K
|
42.3K
$8.29M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-660- 3.35% |
$95.8K - $107K
|
19K
$3.73M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-661- 10.81% |
$96K - $107K
|
5.45K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-661- 1.3% |
$96K - $107K
|
50.2K
$9.84M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-668- 4.11% |
$97K - $108K
|
15.6K
$3.06M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-672- 10.75% |
$97.6K - $109K
|
5.58K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-673- 28.74% |
$97.7K - $109K
|
1.67K
$327K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-686- 1.93% |
$99.6K - $111K
|
34.8K
$6.83M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-687- 9.33% |
$99.8K - $111K
|
6.68K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-690- 37.95% |
$100K - $111K
|
1.13K
$221K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-695- 16.82% |
$101K - $112K
|
3.44K
$674K
|