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 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-43- 5.87% |
$6.39K - $6.79K
|
690
$134K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-44- 0.71% |
$6.54K - $6.94K
|
6.13K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-44- 0.82% |
$6.54K - $6.94K
|
5.32K
$1.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-46- 3.5% |
$6.83K - $7.26K
|
1.27K
$246K
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-46- 1.8% |
$6.83K - $7.26K
|
2.52K
$487K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-47- 1.64% |
$6.98K - $7.42K
|
2.82K
$546K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-50- 2.09% |
$7.43K - $7.89K
|
2.34K
$453K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-50- 3.41% |
$7.43K - $7.89K
|
1.42K
$275K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-50- 0.88% |
$7.43K - $7.89K
|
5.63K
$1.09M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-53- 3.54% |
$7.87K - $8.36K
|
1.44K
$280K
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-53- 4.01% |
$7.87K - $8.36K
|
1.27K
$246K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-53- 1.18% |
$7.87K - $8.36K
|
4.45K
$862K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-53- 2.66% |
$7.87K - $8.36K
|
1.94K
$375K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-55- 0.24% |
$8.17K - $8.68K
|
22.4K
$4.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-56- 2.37% |
$8.32K - $8.84K
|
2.3K
$446K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-58- 0.6% |
$8.62K - $9.15K
|
9.66K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-59- 4.31% |
$8.76K - $9.31K
|
1.31K
$254K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-64- 0.22% |
$9.51K - $10.1K
|
28.8K
$5.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-65- 1.1% |
$9.66K - $10.3K
|
5.84K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-65- 12.26% |
$9.66K - $10.3K
|
465
$90.1K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-65- 12.26% |
$9.66K - $10.3K
|
465
$90.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-66- 0.9% |
$9.8K - $10.4K
|
7.29K
$1.41M
|
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-67- 0.97% |
$9.95K - $10.6K
|
6.84K
$1.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-68- 0.58% |
$10.1K - $10.7K
|
11.6K
$2.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-69- 15.68% |
$10.2K - $10.9K
|
371
$71.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-70- 0.78% |
$10.4K - $11K
|
8.95K
$1.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Matisse Capital
|
SELL
|
- |
-70- 2.92% |
$10.4K - $11K
|
2.33K
$452K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-72- 3.14% |
$10.7K - $11.4K
|
2.22K
$431K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-74- 1.45% |
$11K - $11.7K
|
5.02K
$972K
|
|
|
Jul 21, 2023
Q2 2023
|
Brown Financial Advisory
|
SELL
|
- |
-77- 1.22% |
$11.4K - $12.2K
|
6.23K
$1.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-79- 4.5% |
$11.7K - $12.5K
|
1.68K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-79- 0.25% |
$11.7K - $12.5K
|
31.4K
$6.08M
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-85- 3.3% |
$12.6K - $13.4K
|
2.49K
$482K
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-86- 4.69% |
$12.8K - $13.6K
|
1.75K
$339K
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-87- 0.55% |
$12.9K - $13.7K
|
15.9K
$3.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-88- 0.53% |
$13.1K - $13.9K
|
16.7K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-91- 0.93% |
$13.5K - $14.4K
|
9.74K
$1.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-94- 0.45% |
$14K - $14.8K
|
20.6K
$4M
|
|
|
Jul 24, 2023
Q2 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-95- 5.76% |
$14.1K - $15K
|
1.55K
$301K
|
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-98- 1.3% |
$14.6K - $15.5K
|
7.43K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-98- 0.32% |
$14.6K - $15.5K
|
30.3K
$5.88M
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 25.64% |
$14.9K - $15.8K
|
290
$56.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-100- 0.73% |
$14.9K - $15.8K
|
13.6K
$2.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-100- 3.13% |
$14.9K - $15.8K
|
3.1K
$601K
|
|
|
Aug 01, 2023
Q2 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-101- 2.12% |
$15K - $15.9K
|
4.66K
$903K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-101- 0.63% |
$15K - $15.9K
|
15.9K
$3.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-105- 2.67% |
$15.6K - $16.6K
|
3.83K
$742K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-105- 0.43% |
$15.6K - $16.6K
|
24.4K
$4.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-107- 3.85% |
$15.9K - $16.9K
|
2.67K
$518K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-108- 0.39% |
$16K - $17K
|
27.5K
$5.33M
|