Purchases and Sales Made in Q1 2023 in Ishares Russell 1000 Val ETF (IWD)

IWD Quotes by TradingView

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
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
2.04K
New
$295K - $329K
2.04K $395K
Apr 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
2.03K
+ 1.22%
$295K - $328K
169K $32.8M
Apr 18, 2023 Q1 2023
Tanager Wealth Management LLP

BUY
 -
1.99K
New
$289K - $322K
1.99K $386K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
1.99K
+ 0.27%
$289K - $321K
747K $145M
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
1.97K
New
$285K - $317K
1.97K $381K
Apr 19, 2023 Q1 2023
Covenant Partners, LLC

BUY
 -
1.95K
+ 1.63%
$284K - $316K
122K $23.6M
May 10, 2023 Q1 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
1.94K
New
$282K - $314K
1.94K $377K
Apr 21, 2023 Q1 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
1.9K
+ 0.82%
$276K - $307K
234K $45.5M
May 15, 2023 Q1 2023
Integris Wealth Management, LLC

Monterey, CA
BUY
 -
1.9K
New
$276K - $307K
1.9K $368K
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
1.9K
+ 33.84%
$275K - $306K
7.5K $1.45M
May 08, 2023 Q1 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
1.88K
New
$274K - $304K
1.88K $365K
Apr 24, 2023 Q1 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
1.87K
New
$272K - $302K
1.87K $363K
Apr 18, 2023 Q1 2023
Rtd Financial Advisors, Inc.

BUY
 -
1.87K
+ 2.53%
$271K - $301K
75.6K $14.7M
Apr 12, 2023 Q1 2023
Legacy Private Trust Co.

BUY
 -
1.84K
New
$267K - $297K
1.84K $356K
Apr 25, 2023 Q1 2023
Ledyard National Bank

BUY
 -
1.84K
New
$267K - $297K
1.84K $356K
May 09, 2023 Q1 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
1.79K
+ 43.15%
$259K - $289K
5.93K $1.15M
May 02, 2023 Q1 2023
Leo Brokerage, LLC

BUY
 -
1.78K
New
$258K - $287K
1.78K $345K
May 11, 2023 Q1 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
1.77K
+ 9.33%
$257K - $286K
20.7K $4.02M
May 09, 2023 Q1 2023
Bhk Investment Advisors, LLC

BUY
 -
1.75K
+ 30.25%
$254K - $282K
7.52K $1.46M
May 12, 2023 Q1 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
1.74K
New
$252K - $280K
1.74K $336K
May 05, 2023 Q1 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
1.7K
+ 32.17%
$247K - $274K
6.98K $1.35M
May 15, 2023 Q1 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
1.68K
New
$244K - $271K
1.68K $325K
May 15, 2023 Q1 2023
Advisory Resource Group

BUY
 -
1.67K
+ 7.35%
$243K - $270K
24.4K $4.74M
Apr 10, 2023 Q1 2023
Charles Schwab Trust CO

BUY
 -
1.66K
New
$241K - $268K
1.66K $322K
May 03, 2023 Q1 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
1.64K
New
$239K - $266K
1.64K $319K
May 11, 2023 Q1 2023
Texas Capital Bank Wealth Management Services Inc

BUY
 -
1.62K
+ 10.87%
$235K - $262K
16.5K $3.2M
May 10, 2023 Q1 2023
Northwest Bancshares, Inc.

Warren, PA
BUY
 -
1.61K
New
$234K - $261K
1.61K $313K
May 15, 2023 Q1 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
1.6K
New
$232K - $258K
1.6K $310K
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
1.58K
New
$229K - $254K
1.58K $305K
Apr 17, 2023 Q1 2023
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
BUY
 -
1.56K
+ 174.52%
$226K - $251K
2.45K $474K
May 02, 2023 Q1 2023
Pacific Sage Partners, LLC

Shoreline, WA
BUY
 -
1.55K
+ 1.22%
$225K - $251K
129K $25M
May 17, 2023 Q1 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
1.54K
New
$223K - $248K
1.54K $298K
May 01, 2023 Q1 2023
Oldfather Financial Services, LLC

BUY
 -
1.53K
+ 3.73%
$222K - $247K
42.4K $8.22M
Apr 20, 2023 Q1 2023
Kovack Advisors, Inc.

BUY
 -
1.5K
New
$217K - $242K
1.5K $290K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
1.5K
+ 14.72%
$217K - $242K
11.7K $2.26M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
1.49K
+ 149100.0%
$216K - $241K
1.49K $289K
May 04, 2023 Q1 2023
Encompass Wealth Advisors, LLC

BUY
 -
1.49K
+ 34.44%
$216K - $241K
5.81K $1.13M
May 08, 2023 Q1 2023
Braun Stacey Associates Inc

BUY
 -
1.48K
+ 89.68%
$214K - $239K
3.12K $606K
Apr 28, 2023 Q1 2023
Sg Americas Securities, LLC

BUY
 -
1.47K
+ 10.02%
$213K - $237K
16.1K $3.12M
May 12, 2023 Q1 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
1.46K
New
$213K - $237K
1.46K $284K
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
1.46K
+ 2.88%
$212K - $236K
52.2K $10.1M
May 15, 2023 Q1 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
1.45K
New
$211K - $235K
1.45K $282K
Apr 24, 2023 Q1 2023
Advisor Os, LLC

BUY
 -
1.41K
New
$205K - $228K
1.41K $274K
May 09, 2023 Q1 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
1.41K
New
$205K - $228K
1.41K $274K
Apr 12, 2023 Q1 2023
First National Bank Of Mount Dora, Trust Investment Services

BUY
 -
1.4K
New
$204K - $227K
1.4K $272K
Apr 07, 2023 Q1 2023
Trust CO

BUY
 -
1.4K
+ 1745.0%
$203K - $226K
1.48K $286K
May 11, 2023 Q1 2023
Camarda Financial Advisors, LLC

Fleming Island, FL
BUY
 -
1.39K
New
$202K - $224K
1.39K $269K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
1.39K
New
$201K - $224K
1.39K $269K
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
1.36K
New
$197K - $219K
1.36K $263K

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