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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3.12K- 48.25% |
$464K - $493K
|
3.35K
$615K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.14K- 3.75% |
$466K - $496K
|
80.6K
$14.8M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-3.14K- 18.77% |
$467K - $496K
|
13.6K
$2.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-3.16K- 37.52% |
$469K - $499K
|
5.26K
$966K
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.17K- 12.62% |
$471K - $501K
|
22K
$4.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.45K- 5.0% |
$512K - $544K
|
65.5K
$12M
|
|
|
Aug 11, 2023
Q2 2023
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-3.45K- 6.14% |
$512K - $545K
|
52.8K
$9.69M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-3.53K- 35.04% |
$524K - $557K
|
6.54K
$1.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-3.55K- 4.28% |
$527K - $560K
|
79.3K
$14.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-3.66K- 53.94% |
$544K - $577K
|
3.13K
$574K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.67K- 30.78% |
$545K - $579K
|
8.26K
$1.52M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.71K- 3.0% |
$551K - $585K
|
120K
$22M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.8K- 4.99% |
$565K - $600K
|
72.4K
$13.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.81K- 45.76% |
$566K - $601K
|
4.51K
$829K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.86K- 50.56% |
$573K - $609K
|
3.77K
$693K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.87K- 14.48% |
$575K - $611K
|
22.9K
$4.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4K- 29.12% |
$595K - $632K
|
9.75K
$1.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.02K- 19.29% |
$597K - $634K
|
16.8K
$3.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.23K- 2.44% |
$628K - $667K
|
169K
$31M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.25K- 4.69% |
$632K - $671K
|
86.5K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.36K- 2.05% |
$647K - $688K
|
208K
$38.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.58K- 1.93% |
$680K - $722K
|
232K
$42.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-4.6K- 69.35% |
$683K - $726K
|
2.03K
$373K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.64K- 3.42% |
$690K - $733K
|
131K
$24M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.81K- 1.3% |
$715K - $760K
|
366K
$67.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.92K- 8.44% |
$730K - $776K
|
53.4K
$9.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-5.24K- 9.9% |
$778K - $827K
|
47.7K
$8.75M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-5.26K- 3.87% |
$781K - $830K
|
131K
$24M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-5.3K- 1.84% |
$787K - $836K
|
283K
$51.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5.43K- 4.52% |
$806K - $857K
|
115K
$21.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.56K- 7.45% |
$826K - $877K
|
69K
$12.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-5.57K- 5.78% |
$827K - $879K
|
90.8K
$16.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-5.61K- 2.39% |
$833K - $885K
|
229K
$42.1M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.78K- 70.66% |
$858K - $912K
|
2.4K
$440K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.84K- 2.73% |
$867K - $922K
|
208K
$38.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.09K- 5.77% |
$905K - $961K
|
99.4K
$18.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.13K- 8.7% |
$910K - $967K
|
64.3K
$11.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.27K- 8.36% |
$931K - $989K
|
68.7K
$12.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.3K- 1.36% |
$935K - $994K
|
455K
$83.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-6.61K- 4.07% |
$982K - $1.04M
|
156K
$28.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-6.73K- 10.33% |
$999K - $1.06M
|
58.4K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-6.78K- 4.6% |
$1.01M - $1.07M
|
141K
$25.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.8K- 4.02% |
$1.01M - $1.07M
|
162K
$29.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.91K- 1.96% |
$1.03M - $1.09M
|
345K
$63.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.04K- 34.57% |
$1.05M - $1.11M
|
13.3K
$2.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-7.1K- 8.68% |
$1.05M - $1.12M
|
74.7K
$13.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.24K- 3.4% |
$1.07M - $1.14M
|
205K
$37.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.61K- 5.08% |
$1.13M - $1.2M
|
142K
$26.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.77K- 15.33% |
$1.15M - $1.23M
|
42.9K
$7.88M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-7.88K- 6.45% |
$1.17M - $1.24M
|
114K
$21M
|