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 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3.45K- 9.01% |
$501K - $558K
|
34.9K
$6.78M
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3.46K- 70.25% |
$503K - $559K
|
1.47K
$285K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.51K- 14.43% |
$510K - $568K
|
20.8K
$4.05M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.53K- 22.62% |
$513K - $570K
|
12.1K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.66K- 85.07% |
$531K - $591K
|
642
$125K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.67K- 1.22% |
$533K - $593K
|
299K
$58.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.71K- 16.54% |
$539K - $600K
|
18.7K
$3.64M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.77K- 10.69% |
$547K - $609K
|
31.5K
$6.12M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-3.82K- 6.73% |
$554K - $617K
|
52.9K
$10.3M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.9K- 7.51% |
$566K - $630K
|
48K
$9.34M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.95K- 49.08% |
$573K - $637K
|
4.09K
$796K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.97K- 0.87% |
$577K - $642K
|
455K
$88.6M
|
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-4.02K- 74.66% |
$584K - $650K
|
1.37K
$266K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-4.16K- 2.27% |
$604K - $672K
|
179K
$34.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4.19K- 16.16% |
$608K - $676K
|
21.7K
$4.22M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-4.2K- 4.76% |
$610K - $679K
|
84K
$16.3M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.28K- 7.46% |
$621K - $691K
|
53.1K
$10.3M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4.3K- 58.12% |
$624K - $695K
|
3.1K
$603K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.32K- 4.09% |
$628K - $698K
|
101K
$19.7M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.5K- 0.43% |
$653K - $727K
|
1.04M
$203M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.64K- 3.01% |
$674K - $750K
|
150K
$29.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.73K- 15.66% |
$687K - $765K
|
25.5K
$4.96M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-4.83K- 50.95% |
$702K - $781K
|
4.65K
$905K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.86K- 63.88% |
$706K - $786K
|
2.75K
$535K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-4.93K- 71.66% |
$716K - $796K
|
1.95K
$379K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.99K- 3.34% |
$725K - $807K
|
144K
$28.1M
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-5.01K- 49.26% |
$727K - $809K
|
5.16K
$1M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.09K- 0.9% |
$739K - $823K
|
560K
$109M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-5.12K- 11.15% |
$743K - $827K
|
40.8K
$7.93M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-5.12K- 11.15% |
$743K - $827K
|
40.8K
$7.93M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-5.23K- 74.67% |
$759K - $845K
|
1.77K
$345K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-5.39K- 48.25% |
$783K - $871K
|
5.78K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-5.43K- 11.18% |
$788K - $877K
|
43.1K
$8.38M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-5.44K- 52.9% |
$789K - $878K
|
4.84K
$941K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.45K- 50.28% |
$791K - $880K
|
5.39K
$1.05M
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-5.53K- 8.91% |
$803K - $893K
|
56.5K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-5.72K- 59.9% |
$830K - $923K
|
3.83K
$744K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-5.72K- 2.94% |
$831K - $925K
|
189K
$36.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.75K- 12.92% |
$834K - $928K
|
38.7K
$7.53M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.78K- 3.29% |
$839K - $933K
|
170K
$33M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.82K- 0.74% |
$844K - $939K
|
780K
$152M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-5.91K- 4.55% |
$857K - $954K
|
124K
$24.1M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.96K- 36.84% |
$866K - $963K
|
10.2K
$1.99M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.09K- 52.51% |
$885K - $984K
|
5.51K
$1.07M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.26K- 69.83% |
$909K - $1.01M
|
2.71K
$526K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.49K- 5.79% |
$942K - $1.05M
|
106K
$20.5M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.93K- 6.99% |
$1.01M - $1.12M
|
92.1K
$17.9M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.23K- 67.03% |
$1.05M - $1.17M
|
3.56K
$692K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.29K- 11.85% |
$1.06M - $1.18M
|
54.3K
$10.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-7.54K- 18.89% |
$1.09M - $1.22M
|
32.4K
$6.29M
|