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 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.1K- 3.51% |
$160K - $178K
|
30.3K
$5.95M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.11K- 3.56% |
$161K - $179K
|
30K
$5.88M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.13K- 55.94% |
$163K - $182K
|
887
$174K
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-1.13K- 9.92% |
$164K - $182K
|
10.2K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.13K- 0.16% |
$164K - $182K
|
690K
$135M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.13K- 3.39% |
$164K - $183K
|
32.2K
$6.32M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.14K- 6.37% |
$165K - $184K
|
16.7K
$3.28M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.15K- 11.98% |
$167K - $186K
|
8.45K
$1.66M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.17K- 1.2% |
$169K - $188K
|
96.3K
$18.9M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 31.22% |
$169K - $188K
|
2.57K
$504K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.17K- 3.71% |
$169K - $189K
|
30.3K
$5.94M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.17K- 12.33% |
$170K - $189K
|
8.32K
$1.63M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.19K- 5.08% |
$173K - $193K
|
22.3K
$4.38M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.2K- 18.2% |
$174K - $194K
|
5.39K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.23K- 5.36% |
$178K - $198K
|
21.6K
$4.24M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.23K- 0.57% |
$178K - $198K
|
212K
$41.6M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.24K- 17.51% |
$180K - $201K
|
5.85K
$1.15M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.25K- 1.52% |
$181K - $202K
|
80.9K
$15.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.26K- 23.5% |
$182K - $203K
|
4.09K
$801K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.26K- 38.24% |
$183K - $204K
|
2.04K
$399K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.28K- 37.0% |
$186K - $207K
|
2.18K
$428K
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 10.87% |
$188K - $209K
|
10.6K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.31K- 13.52% |
$191K - $212K
|
8.4K
$1.65M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.32K- 4.0% |
$192K - $213K
|
31.7K
$6.22M
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
SELL
|
- |
-1.35K- 1.05% |
$196K - $218K
|
127K
$24.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.36K- 32.21% |
$198K - $220K
|
2.86K
$562K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.37K- 32.6% |
$198K - $221K
|
2.82K
$553K
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
SELL
|
- |
-1.37K- 1.62% |
$199K - $221K
|
82.8K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.37K- 4.85% |
$200K - $222K
|
26.9K
$5.28M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 6.49% |
$204K - $227K
|
20.3K
$3.98M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.46K- 32.24% |
$213K - $237K
|
3.08K
$603K
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.49K- 4.71% |
$216K - $241K
|
30.2K
$5.91M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-1.49K- 99.93% |
$216K - $241K
|
1
$196
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.51K- 6.89% |
$219K - $243K
|
20.4K
$3.99M
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.52K- 2.95% |
$220K - $245K
|
49.8K
$9.77M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.52K- 11.42% |
$220K - $245K
|
11.8K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.53K- 2.6% |
$222K - $247K
|
57.3K
$11.2M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.54K- 5.32% |
$223K - $248K
|
27.4K
$5.37M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.56K- 0.31% |
$227K - $253K
|
502K
$98.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.57K- 1.49% |
$227K - $253K
|
103K
$20.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.59K- 9.15% |
$231K - $257K
|
15.8K
$3.1M
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.61K- 2.81% |
$233K - $260K
|
55.7K
$10.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.63K- 39.79% |
$236K - $263K
|
2.46K
$482K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.63K- 8.08% |
$237K - $263K
|
18.5K
$3.64M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.65K- 10.24% |
$240K - $267K
|
14.5K
$2.84M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.66K- 1.98% |
$241K - $268K
|
82.4K
$16.2M
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.68K- 5.58% |
$243K - $271K
|
28.3K
$5.56M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.72K- 15.21% |
$250K - $278K
|
9.59K
$1.88M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.73K- 12.65% |
$251K - $279K
|
11.9K
$2.34M
|
|
|
May 02, 2023
Q1 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.74K- 42.29% |
$253K - $281K
|
2.37K
$465K
|