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 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.77K- 3.56% |
$256K - $285K
|
47.9K
$9.47M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.8K- 9.16% |
$261K - $290K
|
17.8K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.8K- 80.36% |
$261K - $291K
|
440
$87K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.84K- 17.51% |
$267K - $297K
|
8.66K
$1.71M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.86K- 2.52% |
$269K - $300K
|
71.9K
$14.2M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.87K- 1.53% |
$271K - $302K
|
120K
$23.7M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.87K- 0.83% |
$272K - $302K
|
223K
$44M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.88K- 5.58% |
$273K - $304K
|
31.8K
$6.29M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.88K- 22.69% |
$274K - $304K
|
6.42K
$1.27M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.89K- 3.29% |
$274K - $305K
|
55.5K
$11M
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.9K- 8.76% |
$276K - $307K
|
19.8K
$3.92M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.9K- 89.93% |
$276K - $307K
|
213
$42.1K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.92K- 32.22% |
$278K - $310K
|
4.03K
$797K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.97K- 1.83% |
$286K - $318K
|
106K
$20.9M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.98K- 6.5% |
$287K - $319K
|
28.4K
$5.61M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.98K- 31.64% |
$288K - $320K
|
4.28K
$847K
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-2.04K- 0.45% |
$296K - $329K
|
454K
$89.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-2.06K- 8.07% |
$299K - $332K
|
23.4K
$4.63M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.06K- 2.68% |
$299K - $333K
|
74.8K
$14.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.09K- 8.47% |
$304K - $338K
|
22.6K
$4.47M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.1K- 64.81% |
$304K - $339K
|
1.14K
$225K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.17K- 27.67% |
$315K - $350K
|
5.66K
$1.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.18K- 25.18% |
$316K - $352K
|
6.47K
$1.28M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-2.21K- 6.02% |
$321K - $357K
|
34.5K
$6.81M
|
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.22K- 3.4% |
$323K - $359K
|
63.1K
$12.5M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.24K- 3.15% |
$326K - $362K
|
69K
$13.6M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-2.25K- 6.96% |
$327K - $363K
|
30.1K
$5.95M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-2.25K- 20.04% |
$327K - $364K
|
8.98K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.27K- 0.54% |
$330K - $367K
|
422K
$83.4M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.37K- 5.78% |
$343K - $382K
|
38.5K
$7.62M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.4K- 49.32% |
$348K - $387K
|
2.46K
$487K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.54K- 34.35% |
$369K - $411K
|
4.86K
$961K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.56K- 0.66% |
$372K - $413K
|
388K
$76.6M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.57K- 16.85% |
$372K - $414K
|
12.7K
$2.5M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-2.57K- 19.97% |
$373K - $415K
|
10.3K
$2.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-2.58K- 36.86% |
$374K - $416K
|
4.41K
$872K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.87K- 8.74% |
$417K - $464K
|
30K
$5.92M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.89K- 21.69% |
$419K - $466K
|
10.4K
$2.06M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.94K- 3.79% |
$427K - $475K
|
74.6K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-3.09K- 31.77% |
$449K - $499K
|
6.63K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.11K- 4.24% |
$452K - $503K
|
70.4K
$13.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.19K- 4.11% |
$463K - $516K
|
74.5K
$14.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.2K- 34.66% |
$465K - $517K
|
6.04K
$1.19M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-3.24K- 2.73% |
$471K - $524K
|
115K
$22.8M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.35K- 28.97% |
$486K - $541K
|
8.21K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3.45K- 9.01% |
$501K - $558K
|
34.9K
$6.89M
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3.46K- 70.25% |
$503K - $559K
|
1.47K
$290K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.51K- 14.43% |
$510K - $568K
|
20.8K
$4.12M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.53K- 22.62% |
$513K - $570K
|
12.1K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.66K- 85.07% |
$531K - $591K
|
642
$127K
|