Purchases and Sales Made in Q2 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 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
Jul 31, 2023 Q2 2023
Hillcrest Wealth Advisors Ny, LLC

SELL
 -
-550
- 1.94%
$81.7K - $86.8K
27.8K $5.1M
Jul 18, 2023 Q2 2023
Atlas Brown,Inc.

SELL
 -
-554
- 4.36%
$82.3K - $87.4K
12.1K $2.23M
Jul 28, 2023 Q2 2023
Fort Pitt Capital Group, LLC

SELL
 -
-561
- 19.03%
$83.3K - $88.5K
2.39K $438K
Aug 11, 2023 Q2 2023
Wsfs Capital Management, LLC

Philadelphia, PA
SELL
 -
-562
- 3.51%
$83.5K - $88.7K
15.5K $2.84M
Jul 31, 2023 Q2 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-568
- 21.23%
$84.4K - $89.6K
2.11K $387K
Aug 21, 2023 Q2 2023
Bokf, Na

Tulsa, OK
SELL
 -
-580
- 1.06%
$86.2K - $91.5K
53.9K $9.89M
Aug 08, 2023 Q2 2023
Gfs Advisors, LLC

SELL
 -
-586
- 4.62%
$87.1K - $92.5K
12.1K $2.22M
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-589
- 1.33%
$87.5K - $93K
43.6K $8M
Aug 02, 2023 Q2 2023
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-594
- 3.33%
$88.2K - $93.8K
17.3K $3.17M
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-598
- 3.01%
$88.8K - $94.4K
19.3K $3.54M
Aug 03, 2023 Q2 2023
Private Wealth Partners, LLC

SELL
 -
-600
- 28.45%
$89.1K - $94.7K
1.51K $277K
Jul 25, 2023 Q2 2023
Cambridge Trust CO

Boston, MA
SELL
 -
-607
- 17.27%
$90.2K - $95.8K
2.91K $534K
Jul 13, 2023 Q2 2023
Congress Wealth Management LLC

Boston, MA
SELL
 -
-608
- 9.1%
$90.3K - $96K
6.07K $1.11M
Aug 08, 2023 Q2 2023
Mitchell Capital Management CO

SELL
 -
-611
- 11.84%
$90.8K - $96.4K
4.55K $835K
Aug 08, 2023 Q2 2023
Northeast Financial Consultants Inc

Westport, CT
SELL
 -
-627
- 4.94%
$93.1K - $99K
12.1K $2.21M
Aug 14, 2023 Q2 2023
Glenview Trust CO

Louisville, KY
SELL
 -
-628
- 2.85%
$93.3K - $99.1K
21.4K $3.92M
Jul 20, 2023 Q2 2023
Newton One Investments LLC

SELL
 -
-636
- 1.1%
$94.5K - $100K
57.2K $10.5M
Jul 20, 2023 Q2 2023
Cornerstone Advisory, LLC

SELL
 -
-643
- 2.59%
$95.5K - $101K
24.2K $4.44M
Aug 01, 2023 Q2 2023
First National Trust CO

SELL
 -
-643
- 23.83%
$95.5K - $101K
2.06K $377K
Oct 13, 2023 Q2 2023
Wfa Asset Management Corp

Whitefish Bay, WI
SELL
 -
-645
Closed
$95.8K - $102K
0 $0
Aug 11, 2023 Q2 2023
Guggenheim Capital LLC

Chicago, IL
SELL
 -
-648
- 1.22%
$96.3K - $102K
52.4K $9.63M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-649
- 7.65%
$96.4K - $102K
7.84K $1.44M
Jul 10, 2023 Q2 2023
Parkside Advisors LLC

SELL
 -
-652
- 5.96%
$96.9K - $103K
10.3K $1.89M
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-657
- 24.91%
$97.6K - $104K
1.98K $364K
Jul 19, 2023 Q2 2023
Eastern Bank

SELL
 -
-663
- 0.24%
$98.5K - $105K
281K $51.5M
Jul 18, 2023 Q2 2023
Noble Family Wealth, LLC

Clearwater, FL
SELL
 -
-666
- 0.74%
$98.9K - $105K
88.8K $16.3M
Aug 09, 2023 Q2 2023
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-666
- 5.57%
$98.9K - $105K
11.3K $2.07M
Jul 06, 2023 Q2 2023
First Hawaiian Bank

SELL
 -
-668
- 4.28%
$99.2K - $105K
14.9K $2.74M
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
SELL
 -
-673
- 1.52%
$100K - $106K
43.5K $7.99M
Aug 14, 2023 Q2 2023
Asset Management Group, Inc.

Stamford, CT
SELL
 -
-677
- 2.8%
$101K - $107K
23.5K $4.32M
Aug 09, 2023 Q2 2023
Summit X, LLC

Chesterfield, MO
SELL
 -
-680
- 6.51%
$101K - $107K
9.77K $1.79M
Aug 10, 2023 Q2 2023
Benedict Financial Advisors Inc

SELL
 -
-691
- 6.53%
$103K - $109K
9.9K $1.82M
Aug 04, 2023 Q2 2023
Riverview Capital Advisers, LLC

Boston, MA
SELL
 -
-715
- 2.67%
$106K - $113K
26.1K $4.79M
Jul 19, 2023 Q2 2023
Brand Asset Management Group, Inc.

SELL
 -
-735
- 2.42%
$109K - $116K
29.6K $5.43M
Jul 06, 2023 Q2 2023
Armstrong Advisory Group, Inc

Needham, MA
SELL
 -
-745
- 36.92%
$111K - $118K
1.27K $234K
Jul 28, 2023 Q2 2023
Zions Bancorporation, N.A.

SELL
 -
-762
- 4.37%
$113K - $120K
16.7K $3.06M
Jul 20, 2023 Q2 2023
Demars Financial Group, LLC

SELL
 -
-787
- 2.0%
$117K - $124K
38.7K $7.1M
Aug 11, 2023 Q2 2023
Becker Capital Management Inc

SELL
 -
-795
- 12.67%
$118K - $125K
5.48K $1.01M
Jul 27, 2023 Q2 2023
Cwa Asset Management Group, LLC

SELL
 -
-797
- 9.6%
$118K - $126K
7.5K $1.38M
Jul 27, 2023 Q2 2023
Next Capital Management LLC

SELL
 -
-808
- 4.17%
$120K - $128K
18.6K $3.41M
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-812
- 8.47%
$121K - $128K
8.78K $1.61M
Jul 14, 2023 Q2 2023
Sharkey, Howes & Javer

SELL
 -
-812
- 11.18%
$121K - $128K
6.45K $1.18M
Aug 01, 2023 Q2 2023
Choate Investment Advisors

Boston, MA
SELL
 -
-817
- 13.9%
$121K - $129K
5.06K $929K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

SELL
 -
-836
- 2.66%
$124K - $132K
30.6K $5.62M
Aug 11, 2023 Q2 2023
Wick Capital Partners, LLC

Wayne, PA
SELL
 -
-876
- 10.43%
$130K - $138K
7.52K $1.38M
Jul 13, 2023 Q2 2023
Transform Wealth, LLC

SELL
 -
-880
- 27.77%
$131K - $139K
2.29K $420K
Aug 14, 2023 Q2 2023
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-893
- 1.76%
$133K - $141K
50K $9.18M
Aug 11, 2023 Q2 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
SELL
 -
-896
- 4.02%
$133K - $141K
21.4K $3.93M
Jul 11, 2023 Q2 2023
Brookstone Capital Management

SELL
 -
-906
- 9.32%
$135K - $143K
8.82K $1.62M

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