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
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.7K- 6.24% |
$2.72M - $3.02M
|
281K
$54.6M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-19K- 76.55% |
$2.75M - $3.06M
|
5.81K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-19.6K- 27.83% |
$2.85M - $3.17M
|
50.9K
$9.87M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-19.8K- 9.34% |
$2.87M - $3.19M
|
192K
$37.2M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-20.5K- 78.87% |
$2.97M - $3.3M
|
5.48K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-20.6K- 90.7% |
$2.99M - $3.33M
|
2.11K
$409K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.7K- 47.99% |
$3M - $3.34M
|
22.4K
$4.35M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-21.7K- 2.11% |
$3.15M - $3.51M
|
1.01M
$195M
|
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-23.4K- 44.92% |
$3.39M - $3.77M
|
28.6K
$5.56M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.4K- 14.89% |
$3.4M - $3.79M
|
134K
$26M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-24.3K- 7.25% |
$3.53M - $3.93M
|
311K
$60.4M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-25.8K- 92.75% |
$3.75M - $4.17M
|
2.02K
$391K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-26.5K- 45.75% |
$3.85M - $4.28M
|
31.4K
$6.1M
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-26.6K- 21.18% |
$3.86M - $4.3M
|
99K
$19.2M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-27.1K- 32.93% |
$3.93M - $4.37M
|
55.1K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-27.5K- 73.66% |
$3.99M - $4.44M
|
9.83K
$1.91M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-28.7K- 25.5% |
$4.16M - $4.63M
|
83.8K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-29.1K- 5.4% |
$4.22M - $4.69M
|
509K
$98.7M
|
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-29.5K- 15.52% |
$4.28M - $4.76M
|
161K
$31.1M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-31.2K- 95.68% |
$4.53M - $5.04M
|
1.41K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.8K- 1.64% |
$4.91M - $5.46M
|
2.03M
$393M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-34.3K- 71.19% |
$4.98M - $5.54M
|
13.9K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-34.8K- 21.7% |
$5.06M - $5.63M
|
126K
$24.4M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-37.1K- 82.19% |
$5.38M - $5.99M
|
8.03K
$1.56M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-37.1K- 2.66% |
$5.39M - $5.99M
|
1.36M
$263M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-37.3K- 82.56% |
$5.41M - $6.02M
|
7.87K
$1.53M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-37.9K- 79.9% |
$5.51M - $6.13M
|
9.54K
$1.85M
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-38.9K- 23.9% |
$5.65M - $6.29M
|
124K
$24.1M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-39.2K- 71.99% |
$5.69M - $6.33M
|
15.3K
$2.96M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-39.7K- 7.93% |
$5.77M - $6.42M
|
461K
$89.5M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-44.5K- 83.13% |
$6.46M - $7.19M
|
9.03K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-46.2K- 35.56% |
$6.71M - $7.47M
|
83.8K
$16.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-46.4K- 19.36% |
$6.74M - $7.5M
|
193K
$37.5M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-47K- 83.02% |
$6.82M - $7.59M
|
9.61K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-48.9K- 12.21% |
$7.1M - $7.9M
|
352K
$68.2M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-50.1K- 93.02% |
$7.28M - $8.1M
|
3.76K
$729K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-50.9K- 42.33% |
$7.39M - $8.23M
|
69.4K
$13.5M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-54.1K- 26.98% |
$7.85M - $8.73M
|
146K
$28.4M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56.7K- 6.88% |
$8.24M - $9.17M
|
767K
$149M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-58.2K- 99.34% |
$8.46M - $9.41M
|
385
$74.7K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-58.3K- 2.21% |
$8.47M - $9.42M
|
2.58M
$501M
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-61.1K- 85.73% |
$8.88M - $9.88M
|
10.2K
$1.97M
|
|
|
May 09, 2023
Q1 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-66.9K- 43.89% |
$9.71M - $10.8M
|
85.5K
$16.6M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-68.3K- 27.44% |
$9.92M - $11M
|
181K
$35M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-69.2K- 40.23% |
$10M - $11.2M
|
103K
$19.9M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-71.9K- 94.54% |
$10.4M - $11.6M
|
4.15K
$805K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-74.9K- 8.06% |
$10.9M - $12.1M
|
855K
$166M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-76.3K- 83.21% |
$11.1M - $12.3M
|
15.4K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-76.3K- 62.75% |
$11.1M - $12.3M
|
45.3K
$8.79M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-76.9K- 38.36% |
$11.2M - $12.4M
|
124K
$24M
|