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 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-320- 1.11% |
$47.5K - $50.5K
|
28.6K
$5.25M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
SELL
|
- |
-324- 16.63% |
$48.1K - $51.1K
|
1.62K
$298K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-325- 1.86% |
$48.3K - $51.3K
|
17.2K
$3.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-329- 0.83% |
$48.9K - $51.9K
|
39.2K
$7.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-330- 0.45% |
$49K - $52.1K
|
73.1K
$13.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-330- 12.69% |
$49K - $52.1K
|
2.27K
$417K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-333- 3.98% |
$49.5K - $52.6K
|
8.03K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-337- 14.55% |
$50.1K - $53.2K
|
1.98K
$363K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-346- 10.07% |
$51.4K - $54.6K
|
3.09K
$567K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-347- 12.73% |
$51.5K - $54.8K
|
2.38K
$437K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-348- 9.47% |
$51.7K - $54.9K
|
3.33K
$610K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-350- 5.21% |
$52K - $55.2K
|
6.37K
$1.17M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-352- 20.94% |
$52.3K - $55.6K
|
1.33K
$244K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-364- 12.94% |
$54.1K - $57.5K
|
2.45K
$449K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-369- 3.9% |
$54.8K - $58.2K
|
9.09K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-369- 5.55% |
$54.8K - $58.2K
|
6.28K
$1.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-379- 1.09% |
$56.3K - $59.8K
|
34.5K
$6.33M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-388- 11.2% |
$57.6K - $61.2K
|
3.08K
$565K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-390- 21.13% |
$57.9K - $61.6K
|
1.46K
$267K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-391- 5.91% |
$58.1K - $61.7K
|
6.22K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-396- 0.52% |
$58.8K - $62.5K
|
75.9K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-401- 5.57% |
$59.6K - $63.3K
|
6.8K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-406- 4.04% |
$60.3K - $64.1K
|
9.64K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-413- 13.13% |
$61.4K - $65.2K
|
2.73K
$502K
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-415- 16.45% |
$61.6K - $65.5K
|
2.11K
$387K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-418- 6.93% |
$62.1K - $66K
|
5.62K
$1.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-420- 3.9% |
$62.4K - $66.3K
|
10.4K
$1.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-447- 3.9% |
$66.4K - $70.6K
|
11K
$2.02M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-455- 28.05% |
$67.6K - $71.8K
|
1.17K
$214K
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-456- 11.1% |
$67.7K - $72K
|
3.65K
$670K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-462- 1.05% |
$68.6K - $72.9K
|
43.5K
$7.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-471- 4.78% |
$70K - $74.3K
|
9.38K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-481- 18.75% |
$71.5K - $75.9K
|
2.09K
$383K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-484- 1.99% |
$71.9K - $76.4K
|
23.8K
$4.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-484- 0.49% |
$71.9K - $76.4K
|
99.3K
$18.2M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-488- 3.88% |
$72.5K - $77K
|
12.1K
$2.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-493- 1.8% |
$73.2K - $77.8K
|
26.9K
$4.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-496- 7.73% |
$73.7K - $78.3K
|
5.92K
$1.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-499- 12.94% |
$74.1K - $78.8K
|
3.36K
$616K
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-501- 13.21% |
$74.4K - $79.1K
|
3.29K
$604K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-503- 12.49% |
$74.7K - $79.4K
|
3.52K
$647K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-506- 0.7% |
$75.2K - $79.9K
|
71.8K
$13.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-514- 5.03% |
$76.4K - $81.1K
|
9.71K
$1.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-518- 5.03% |
$76.9K - $81.8K
|
9.77K
$1.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-526- 25.46% |
$78.1K - $83K
|
1.54K
$283K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-538- 1.7% |
$79.9K - $84.9K
|
31.2K
$5.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-540- 29.4% |
$80.2K - $85.2K
|
1.3K
$238K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-544- 2.02% |
$80.8K - $85.9K
|
26.4K
$4.85M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-546- 7.74% |
$81.1K - $86.2K
|
6.51K
$1.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
SELL
|
- |
-550- 1.68% |
$81.7K - $86.8K
|
32.1K
$5.89M
|