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 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-697- 15.07% |
$101K - $113K
|
3.93K
$770K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-699- 7.43% |
$101K - $113K
|
8.71K
$1.71M
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-700- 22.15% |
$102K - $113K
|
2.46K
$482K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-707- 63.58% |
$103K - $114K
|
405
$79.4K
|
|
|
May 09, 2023
Q1 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-708- 10.89% |
$103K - $114K
|
5.8K
$1.14M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-718- 94.1% |
$104K - $116K
|
45
$8.82K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-718- 12.04% |
$104K - $116K
|
5.25K
$1.03M
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
SELL
|
- |
-723- 2.57% |
$105K - $117K
|
27.4K
$5.38M
|
|
|
May 03, 2023
Q1 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-730- 13.29% |
$106K - $118K
|
4.76K
$934K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-732- 0.8% |
$106K - $118K
|
90.8K
$17.8M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-734- 12.66% |
$107K - $119K
|
5.07K
$993K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-738- 31.58% |
$107K - $119K
|
1.6K
$314K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-752- 10.85% |
$109K - $121K
|
6.18K
$1.21M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-771- 74.49% |
$112K - $125K
|
264
$51.8K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-773- 0.91% |
$112K - $125K
|
84.2K
$16.5M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-780- 16.09% |
$113K - $126K
|
4.07K
$798K
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-793- 37.49% |
$115K - $128K
|
1.32K
$259K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-794- 2.91% |
$115K - $128K
|
26.5K
$5.2M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-796- 4.14% |
$116K - $129K
|
18.4K
$3.62M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-800- 0.97% |
$116K - $129K
|
81.8K
$16M
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-808- 3.64% |
$117K - $131K
|
21.4K
$4.19M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-820- 1.81% |
$119K - $132K
|
44.6K
$8.74M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
SELL
|
- |
-826- 3.66% |
$120K - $133K
|
21.7K
$4.26M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-840- 18.1% |
$122K - $136K
|
3.8K
$746K
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-841- 8.33% |
$122K - $136K
|
9.26K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-850- 22.08% |
$123K - $137K
|
3K
$588K
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-875- 5.56% |
$127K - $141K
|
14.8K
$2.91M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-890- 77.32% |
$129K - $144K
|
261
$51.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-894- 5.98% |
$130K - $144K
|
14K
$2.75M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-895- 97.92% |
$130K - $145K
|
19
$3.73K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-896- 0.71% |
$130K - $145K
|
126K
$24.6M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-911- 4.38% |
$132K - $147K
|
19.9K
$3.9M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-923- 0.94% |
$134K - $149K
|
97.7K
$19.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-924- 6.09% |
$134K - $149K
|
14.2K
$2.79M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-926- 23.04% |
$134K - $150K
|
3.09K
$607K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-937- 6.5% |
$136K - $151K
|
13.5K
$2.64M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-948- 14.5% |
$138K - $153K
|
5.59K
$1.1M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-965- 5.24% |
$140K - $156K
|
17.4K
$3.42M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-971- 2.51% |
$141K - $157K
|
37.7K
$7.39M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-982- 33.62% |
$143K - $159K
|
1.94K
$380K
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-987- 30.95% |
$143K - $159K
|
2.2K
$432K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-990- 18.63% |
$144K - $160K
|
4.32K
$848K
|
|
|
Apr 11, 2023
Q1 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-994- 0.28% |
$144K - $161K
|
348K
$68.3M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1K- 36.25% |
$145K - $162K
|
1.76K
$345K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.02K- 5.22% |
$147K - $164K
|
18.4K
$3.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.03K- 3.89% |
$149K - $166K
|
25.4K
$4.98M
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-1.06K- 2.82% |
$154K - $172K
|
36.7K
$7.19M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.08K- 4.25% |
$156K - $174K
|
24.3K
$4.76M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.1K- 10.5% |
$159K - $177K
|
9.36K
$1.84M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.1K- 2.08% |
$160K - $178K
|
51.8K
$10.2M
|