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
Aug 11, 2023 Q2 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
17.8K
+ 12.8%
$2.64M - $2.8M
156K $30.3M
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
17.7K
+ 134.51%
$2.63M - $2.8M
30.9K $5.98M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
16.4K
+ 69.76%
$2.43M - $2.58M
39.8K $7.71M
Aug 11, 2023 Q2 2023
Stone X Group Inc.

BUY
 -
16.3K
+ 6.42%
$2.42M - $2.57M
270K $52.3M
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
15.8K
New
$2.34M - $2.49M
15.8K $3.06M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
15K
+ 157.51%
$2.23M - $2.37M
24.6K $4.76M
Aug 08, 2023 Q2 2023
Alpha Centric Advisors LLC

San Juan, PR
BUY
 -
15K
New
$2.23M - $2.37M
15K $2.91M
Aug 14, 2023 Q2 2023
Mount Lucas Management LP

Newtown, PA
BUY
 -
15K
New
$2.23M - $2.37M
15K $2.91M
Jul 25, 2023 Q2 2023
Old National Bancorp

BUY
 -
14.7K
+ 203.56%
$2.19M - $2.33M
22K $4.26M
Aug 14, 2023 Q2 2023
Legal & General Group PLC

London, X0
BUY
 -
14.7K
+ 132.36%
$2.18M - $2.32M
25.8K $5M
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
14.2K
New
$2.1M - $2.24M
14.2K $2.75M
Aug 11, 2023 Q2 2023
Invenio Wealth Partners LLC

Coral Gables, FL
BUY
 -
14K
New
$2.07M - $2.2M
14K $2.71M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
13.8K
+ 0.53%
$2.04M - $2.17M
2.6M $503M
Aug 09, 2023 Q2 2023
1 St Source Bank

BUY
 -
12.9K
+ 2.22%
$1.91M - $2.03M
593K $115M
Jul 17, 2023 Q2 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
12.6K
+ 69.55%
$1.87M - $1.98M
30.6K $5.94M
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
12.6K
+ 4.46%
$1.87M - $1.98M
294K $57M
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
11.9K
+ 15.17%
$1.77M - $1.88M
90.3K $17.5M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
11.5K
+ 2030.51%
$1.71M - $1.82M
12.1K $2.34M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
11.4K
+ 34.88%
$1.7M - $1.8M
44.2K $8.56M
Aug 07, 2023 Q2 2023
Ieq Capital, LLC

BUY
 -
11.3K
+ 57.02%
$1.67M - $1.78M
31K $6.01M
Aug 14, 2023 Q2 2023
Dodge & Cox

San Francisco, CA
BUY
 -
11K
+ 220.0%
$1.63M - $1.74M
16K $3.1M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
10.8K
+ 89.08%
$1.6M - $1.7M
22.8K $4.43M
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

BUY
 -
10.4K
+ 25.82%
$1.54M - $1.64M
50.5K $9.79M
Aug 08, 2023 Q2 2023
Edge Capital Group, LLC

BUY
 -
10.1K
+ 18.39%
$1.51M - $1.6M
65.2K $12.6M
Aug 08, 2023 Q2 2023
Lwmg, LLC

Lake Elmo, MN
BUY
 -
9.97K
+ 10.94%
$1.48M - $1.57M
101K $19.6M
Aug 10, 2023 Q2 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
9.63K
New
$1.43M - $1.52M
9.63K $1.87M
Aug 07, 2023 Q2 2023
Slate Stone Wealth, LLC

BUY
 -
9.47K
+ 30.11%
$1.41M - $1.49M
40.9K $7.93M
Jul 21, 2023 Q2 2023
Graypoint LLC

BUY
 -
9.35K
+ 7.31%
$1.39M - $1.48M
137K $26.6M
Aug 02, 2023 Q2 2023
Wealth Alliance

Mellville, NY
BUY
 -
8.64K
New
$1.28M - $1.36M
8.64K $1.68M
Jul 31, 2023 Q2 2023
Estate Counselors, LLC

BUY
 -
8.63K
+ 40.18%
$1.28M - $1.36M
30.1K $5.84M
Jul 28, 2023 Q2 2023
Lion Street Advisors, LLC

BUY
 -
8.14K
+ 155.6%
$1.21M - $1.29M
13.4K $2.59M
Aug 08, 2023 Q2 2023
Seven Mile Advisory

Ewing, NJ
BUY
 -
7.98K
New
$1.19M - $1.26M
7.98K $1.55M
Aug 02, 2023 Q2 2023
Mai Capital Management

BUY
 -
7.81K
+ 3.39%
$1.16M - $1.23M
238K $46.2M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
7.45K
+ 13.74%
$1.11M - $1.18M
61.7K $12M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
7.25K
+ 7.37%
$1.08M - $1.14M
106K $20.5M
Aug 15, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
6.97K
+ 28.24%
$1.04M - $1.1M
31.6K $6.13M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
6.71K
+ 4.14%
$997K - $1.06M
169K $32.7M
Aug 14, 2023 Q2 2023
Mma Asset Management LLC

New York, NY
BUY
 -
6.64K
+ 121.27%
$987K - $1.05M
12.1K $2.35M
Aug 11, 2023 Q2 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
6.62K
New
$984K - $1.05M
6.62K $1.28M
Jul 21, 2023 Q2 2023
Corundum Group, Inc.

BUY
 -
6.47K
+ 5.6%
$961K - $1.02M
122K $23.6M
Aug 01, 2023 Q2 2023
Paulson Wealth Management Inc.

BUY
 -
6.2K
+ 3.29%
$922K - $979K
195K $37.8M
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
6.06K
+ 63.25%
$900K - $956K
15.6K $3.03M
Aug 07, 2023 Q2 2023
Red Door Wealth Management, LLC

BUY
 -
5.9K
+ 242.59%
$876K - $930K
8.33K $1.61M
Aug 11, 2023 Q2 2023
Covenant Partners, LLC

BUY
 -
5.81K
+ 4.77%
$862K - $916K
128K $24.7M
Aug 11, 2023 Q2 2023
German American Bancorp, Inc.

Jasper, IN
BUY
 -
5.77K
+ 3.19%
$857K - $910K
187K $36.2M
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
5.75K
+ 5.44%
$854K - $907K
111K $21.6M
Jul 20, 2023 Q2 2023
Sendero Wealth Management, LLC

San Antonio, TX
BUY
 -
5.69K
New
$846K - $899K
5.69K $1.1M
Aug 14, 2023 Q2 2023
Eagle Capital Management LLC

New York, NY
BUY
 -
5.65K
New
$840K - $892K
5.65K $1.1M
Jul 20, 2023 Q2 2023
Legacy Advisors, LLC

BUY
 -
5.52K
+ 179.22%
$820K - $871K
8.6K $1.67M

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