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 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-204- 1.09% |
$30.3K - $32.2K
|
18.5K
$3.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-211- 5.23% |
$31.3K - $33.3K
|
3.82K
$701K
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-212- 0.64% |
$31.5K - $33.5K
|
33K
$6.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-212- 10.93% |
$31.5K - $33.5K
|
1.73K
$317K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-215- 0.26% |
$31.9K - $33.9K
|
83.9K
$15.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-216- 5.42% |
$32.1K - $34.1K
|
3.77K
$691K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-218- 14.74% |
$32.4K - $34.4K
|
1.26K
$231K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-219- 5.4% |
$32.5K - $34.6K
|
3.84K
$705K
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-219- 7.25% |
$32.5K - $34.6K
|
2.8K
$514K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-223- 1.61% |
$33.1K - $35.2K
|
13.6K
$2.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-228- 0.72% |
$33.9K - $36K
|
31.3K
$5.74M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
SELL
|
- |
-229- 2.6% |
$34K - $36.1K
|
8.57K
$1.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-236- 1.14% |
$35.1K - $37.2K
|
20.5K
$3.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-238- 0.74% |
$35.4K - $37.6K
|
32.1K
$5.89M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-241- 0.7% |
$35.8K - $38K
|
34.2K
$6.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-241- 8.28% |
$35.8K - $38K
|
2.67K
$490K
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-247- 12.76% |
$36.7K - $39K
|
1.69K
$310K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-251- 3.35% |
$37.3K - $39.6K
|
7.24K
$1.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-252- 1.86% |
$37.4K - $39.8K
|
13.3K
$2.44M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-253- 1.25% |
$37.6K - $39.9K
|
20K
$3.67M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-256- 6.75% |
$38K - $40.4K
|
3.54K
$650K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-256- 7.72% |
$38K - $40.4K
|
3.06K
$562K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-258- 15.53% |
$38.3K - $40.7K
|
1.4K
$258K
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-261- 0.62% |
$38.8K - $41.2K
|
42.1K
$7.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-265- 4.37% |
$39.4K - $41.8K
|
5.79K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-265- 3.25% |
$39.4K - $41.8K
|
7.88K
$1.45M
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
SELL
|
- |
-266- 0.97% |
$39.5K - $42K
|
27.2K
$4.99M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-266- 1.89% |
$39.5K - $42K
|
13.8K
$2.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-268- 3.13% |
$39.8K - $42.3K
|
8.3K
$1.52M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-270- 15.7% |
$40.1K - $42.6K
|
1.45K
$266K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-274- 1.0% |
$40.7K - $43.2K
|
27.1K
$4.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-275- 16.13% |
$40.9K - $43.4K
|
1.43K
$263K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-277- 0.93% |
$41.1K - $43.7K
|
29.5K
$5.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-279- 6.83% |
$41.4K - $44K
|
3.81K
$699K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-283- 1.99% |
$42K - $44.7K
|
14K
$2.56M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-291- 13.22% |
$43.2K - $45.9K
|
1.91K
$351K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-292- 7.38% |
$43.4K - $46.1K
|
3.66K
$672K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-296- 3.45% |
$44K - $46.7K
|
8.29K
$1.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-296- 14.27% |
$44K - $46.7K
|
1.78K
$326K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-297- 0.6% |
$44.1K - $46.9K
|
49.5K
$9.09M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-301- 0.56% |
$44.7K - $47.5K
|
53.2K
$9.76M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-303- 8.57% |
$45K - $47.8K
|
3.23K
$593K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-304- 10.47% |
$45.2K - $48K
|
2.6K
$477K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-307- 1.09% |
$45.6K - $48.5K
|
27.9K
$5.12M
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-311- 1.27% |
$46.2K - $49.1K
|
24.1K
$4.43M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-311- 21.82% |
$46.2K - $49.1K
|
1.11K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-313- 4.9% |
$46.5K - $49.4K
|
6.08K
$1.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-315- 1.77% |
$46.8K - $49.7K
|
17.5K
$3.21M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-318- 8.1% |
$47.2K - $50.2K
|
3.61K
$663K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-320- 2.33% |
$47.5K - $50.5K
|
13.4K
$2.46M
|