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 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.52K- 3.1% |
$226K - $240K
|
47.5K
$8.72M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.55K- 18.17% |
$231K - $245K
|
6.99K
$1.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.57K- 43.52% |
$234K - $248K
|
2.04K
$374K
|
|
|
Jul 28, 2023
Q2 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.58K- 50.64% |
$235K - $250K
|
1.54K
$283K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.6K- 10.5% |
$238K - $253K
|
13.7K
$2.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.64K- 0.48% |
$243K - $259K
|
337K
$61.9M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-1.64K- 18.24% |
$243K - $259K
|
7.35K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.66K- 5.51% |
$247K - $262K
|
28.5K
$5.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.69K- 25.31% |
$251K - $267K
|
4.99K
$916K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.69K- 22.98% |
$251K - $267K
|
5.67K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.71K- 0.6% |
$253K - $269K
|
281K
$51.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.72K- 3.83% |
$255K - $271K
|
43.1K
$7.91M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.73K- 1.48% |
$258K - $274K
|
116K
$21.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.74K- 5.0% |
$259K - $275K
|
33.1K
$6.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.77K- 25.41% |
$263K - $280K
|
5.2K
$955K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.78K- 4.29% |
$264K - $281K
|
39.7K
$7.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.85K- 32.05% |
$275K - $292K
|
3.93K
$721K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.9K- 2.03% |
$283K - $300K
|
92K
$16.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.92K- 10.07% |
$284K - $302K
|
17.1K
$3.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.92K- 2.46% |
$286K - $304K
|
76.2K
$14M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.98K- 11.97% |
$294K - $312K
|
14.5K
$2.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.01K- 39.16% |
$299K - $317K
|
3.12K
$573K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.03K- 49.69% |
$302K - $321K
|
2.06K
$378K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.03K- 49.69% |
$302K - $321K
|
2.06K
$378K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-2.05K- 2.67% |
$305K - $324K
|
74.8K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.12K- 0.95% |
$315K - $334K
|
221K
$40.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.17K- 10.97% |
$323K - $343K
|
17.6K
$3.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.18K- 20.65% |
$323K - $344K
|
8.36K
$1.54M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.22K- 52.35% |
$329K - $350K
|
2.02K
$370K
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-2.34K- 47.12% |
$348K - $369K
|
2.63K
$482K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.36K- 3.16% |
$350K - $372K
|
72.2K
$13.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.38K- 5.34% |
$354K - $376K
|
42.2K
$7.75M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.43K- 1.81% |
$360K - $383K
|
131K
$24.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.48K- 2.58% |
$369K - $392K
|
93.8K
$17.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.55K- 2.8% |
$379K - $402K
|
88.4K
$16.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-2.57K- 60.54% |
$382K - $406K
|
1.68K
$308K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.58K- 8.89% |
$383K - $406K
|
26.4K
$4.85M
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-2.63K- 1.8% |
$391K - $416K
|
144K
$26.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-2.65K- 50.23% |
$393K - $417K
|
2.62K
$481K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.67K- 9.41% |
$396K - $421K
|
25.7K
$4.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.67K- 17.19% |
$396K - $421K
|
12.8K
$2.36M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.67K- 6.16% |
$396K - $421K
|
40.7K
$7.47M
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.79K- 44.63% |
$414K - $440K
|
3.46K
$635K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.81K- 15.64% |
$417K - $443K
|
15.1K
$2.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-2.85K- 46.42% |
$423K - $449K
|
3.29K
$603K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-2.86K- 2.28% |
$425K - $452K
|
123K
$22.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.91K- 12.83% |
$433K - $460K
|
19.8K
$3.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.93K- 14.43% |
$435K - $462K
|
17.4K
$3.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.96K- 2.05% |
$440K - $467K
|
142K
$26M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.96K- 9.82% |
$440K - $468K
|
27.2K
$4.99M
|