Purchases and Sales Made in Q2 2023 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
15+ 0.28% |
$2.23K - $2.37K
|
5.37K
$986K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
14+ 1.92% |
$2.08K - $2.21K
|
744
$137K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
14+ 0.18% |
$2.08K - $2.21K
|
7.68K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
14+ 0.33% |
$2.08K - $2.21K
|
4.23K
$777K
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
13+ 0.2% |
$1.93K - $2.05K
|
6.62K
$1.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
13+ 0.12% |
$1.93K - $2.05K
|
11.2K
$2.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
13+ 0.62% |
$1.93K - $2.05K
|
2.11K
$388K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
12+ 0.14% |
$1.78K - $1.89K
|
8.6K
$1.58M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
11+ 0.3% |
$1.63K - $1.74K
|
3.65K
$669K
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
11+ 0.14% |
$1.63K - $1.74K
|
7.88K
$1.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
11+ 0.34% |
$1.63K - $1.74K
|
3.28K
$602K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
10+ 7.19% |
$1.49K - $1.58K
|
149
$27.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10+ 0.04% |
$1.49K - $1.58K
|
28.3K
$5.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
10+ 0.38% |
$1.49K - $1.58K
|
2.67K
$491K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
10New |
$1.49K - $1.58K
|
10
$1.84K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
9+ 0.22% |
$1.34K - $1.42K
|
4.1K
$752K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
9+ 0.3% |
$1.34K - $1.42K
|
2.97K
$545K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9+ 0.17% |
$1.34K - $1.42K
|
5.42K
$995K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
9+ 0.16% |
$1.34K - $1.42K
|
5.64K
$1.03M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.44% |
$1.19K - $1.26K
|
1.84K
$337K
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.37% |
$1.19K - $1.26K
|
2.18K
$400K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
8+ 0.27% |
$1.19K - $1.26K
|
2.93K
$537K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
8+ 0.22% |
$1.19K - $1.26K
|
3.63K
$666K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
8+ 0.21% |
$1.19K - $1.26K
|
3.82K
$701K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7+ 0.1% |
$1.04K - $1.1K
|
6.82K
$1.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.25% |
$1.04K - $1.1K
|
2.76K
$507K
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
6+ 0.28% |
$891 - $947
|
2.17K
$398K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
6+ 0.31% |
$891 - $947
|
1.97K
$362K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6+ 0.19% |
$891 - $947
|
3.11K
$571K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6+ 0.13% |
$891 - $947
|
4.75K
$871K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
6+ 0.37% |
$891 - $947
|
1.63K
$300K
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
6+ 0.38% |
$891 - $947
|
1.61K
$295K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
6+ 0.44% |
$891 - $947
|
1.37K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
6+ 0.35% |
$891 - $947
|
1.74K
$320K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
5+ 0.36% |
$743 - $789
|
1.39K
$256K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
5+ 0.03% |
$743 - $789
|
16.6K
$3.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
5+ 0.1% |
$743 - $789
|
5.25K
$964K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
5+ 0.28% |
$743 - $789
|
1.78K
$327K
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.14% |
$743 - $789
|
3.58K
$658K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5+ 0.19% |
$743 - $789
|
2.59K
$475K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5+ 0.15% |
$743 - $789
|
3.29K
$604K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5+ 0.04% |
$743 - $789
|
12.7K
$2.32M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
4+ 0.24% |
$594 - $631
|
1.69K
$311K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4+ 0.01% |
$594 - $631
|
26.8K
$4.92M
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
4+ 0.26% |
$594 - $631
|
1.55K
$285K
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
4+ 0.01% |
$594 - $631
|
30.1K
$5.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4+ 0.19% |
$594 - $631
|
2.1K
$385K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
4+ 0.39% |
$594 - $631
|
1.03K
$189K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.05% |
$594 - $631
|
7.34K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
4New |
$594 - $631
|
4
$734
|