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 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.26K- 10.25% |
$1.2M - $1.33M
|
72.3K
$14.2M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8.34K- 75.96% |
$1.21M - $1.35M
|
2.64K
$517K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-8.49K- 60.87% |
$1.23M - $1.37M
|
5.46K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-8.59K- 27.58% |
$1.25M - $1.39M
|
22.6K
$4.42M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.61K- 21.75% |
$1.25M - $1.39M
|
31K
$6.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-8.78K- 8.35% |
$1.27M - $1.42M
|
96.3K
$18.9M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-8.89K- 37.61% |
$1.29M - $1.44M
|
14.7K
$2.89M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-9.01K- 17.3% |
$1.31M - $1.46M
|
43.1K
$8.45M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-9.08K- 3.89% |
$1.32M - $1.47M
|
224K
$44M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-9.95K- 79.95% |
$1.44M - $1.61M
|
2.49K
$489K
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-10.1K- 47.53% |
$1.46M - $1.62M
|
11.1K
$2.18M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-10.1K- 12.77% |
$1.46M - $1.63M
|
68.8K
$13.5M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-10.1K- 29.42% |
$1.47M - $1.63M
|
24.3K
$4.76M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.2K- 18.81% |
$1.49M - $1.65M
|
44.2K
$8.67M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10.5K- 4.2% |
$1.52M - $1.69M
|
239K
$47M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-11K- 87.21% |
$1.6M - $1.78M
|
1.61K
$317K
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-11.1K- 4.32% |
$1.61M - $1.79M
|
246K
$48.3M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-11.3K- 12.91% |
$1.64M - $1.82M
|
76.2K
$14.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-11.3K- 62.87% |
$1.64M - $1.83M
|
6.68K
$1.31M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-11.5K- 39.2% |
$1.66M - $1.85M
|
17.8K
$3.49M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.7K- 6.31% |
$1.69M - $1.88M
|
173K
$34M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-11.8K- 4.59% |
$1.71M - $1.91M
|
245K
$48.1M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.8K- 62.71% |
$1.72M - $1.91M
|
7.04K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-12K- 19.65% |
$1.74M - $1.94M
|
49K
$9.61M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-12.5K- 61.22% |
$1.81M - $2.02M
|
7.91K
$1.55M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.3K- 40.05% |
$1.93M - $2.15M
|
19.9K
$3.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-13.3K- 70.19% |
$1.94M - $2.16M
|
5.66K
$1.11M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-13.4K- 8.4% |
$1.95M - $2.17M
|
147K
$28.8M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-13.5K- 66.92% |
$1.95M - $2.17M
|
6.65K
$1.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-13.5K- 49.51% |
$1.96M - $2.19M
|
13.8K
$2.7M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-13.8K- 4.25% |
$2.01M - $2.23M
|
311K
$61M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-14.1K- 7.94% |
$2.04M - $2.27M
|
163K
$31.9M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-14.4K- 34.79% |
$2.09M - $2.33M
|
27K
$5.29M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-14.5K- 96.77% |
$2.1M - $2.34M
|
483
$94.7K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-15.3K- 15.7% |
$2.22M - $2.48M
|
82.3K
$16.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-15.4K- 23.68% |
$2.24M - $2.49M
|
49.7K
$9.74M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-15.9K- 31.6% |
$2.31M - $2.57M
|
34.5K
$6.76M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-16.1K- 15.0% |
$2.33M - $2.6M
|
91.1K
$17.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-16.6K- 24.54% |
$2.41M - $2.69M
|
51.1K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-16.8K- 34.21% |
$2.44M - $2.71M
|
32.3K
$6.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Coho Partners, Ltd.
|
SELL
|
- |
-16.8K- 88.5% |
$2.44M - $2.72M
|
2.19K
$429K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.9K- 0.79% |
$2.46M - $2.74M
|
2.12M
$415M
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-17.1K- 98.05% |
$2.48M - $2.76M
|
340
$66.7K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-17.1K- 2.07% |
$2.49M - $2.77M
|
808K
$159M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-17.5K- 80.45% |
$2.54M - $2.83M
|
4.25K
$833K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.8K- 7.71% |
$2.58M - $2.87M
|
213K
$41.7M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.8K- 3.61% |
$2.59M - $2.88M
|
475K
$93.2M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18K- 24.86% |
$2.62M - $2.91M
|
54.5K
$10.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-18.2K- 6.05% |
$2.65M - $2.95M
|
283K
$55.5M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-18.6K- 10.27% |
$2.7M - $3.01M
|
163K
$31.9M
|