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 13, 2023 Q2 2023
Perfromance Wealth Partners, LLC

BUY
 -
2.56K
New
$380K - $404K
2.56K $470K
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
2.53K
+ 52.46%
$376K - $399K
7.35K $1.35M
Aug 10, 2023 Q2 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
2.49K
+ 5.19%
$369K - $392K
50.4K $9.25M
Aug 23, 2023 Q2 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
2.47K
New
$367K - $390K
2.47K $453K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.47K
+ 14.84%
$367K - $390K
19.1K $3.51M
Aug 10, 2023 Q2 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
2.45K
+ 49.79%
$363K - $386K
7.36K $1.35M
Aug 03, 2023 Q2 2023
Landaas & CO

Milwaukee, WI
BUY
 -
2.41K
+ 0.67%
$358K - $381K
365K $67M
Jul 05, 2023 Q2 2023
Abner Herrman & Brock LLC

BUY
 -
2.38K
New
$353K - $375K
2.38K $437K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
2.32K
+ 15.66%
$344K - $366K
17.1K $3.14M
Jun 17, 2024 Q2 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
2.25K
New
$333K - $354K
2.25K $412K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
2.21K
+ 51.07%
$329K - $349K
6.54K $1.2M
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
2.21K
+ 2.26%
$328K - $348K
99.9K $18.3M
Aug 14, 2023 Q2 2023
Cohen & Steers, Inc.

New York, NY
BUY
 -
2.19K
+ 7.07%
$325K - $345K
33.2K $6.09M
Aug 09, 2023 Q2 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
2.18K
+ 451.76%
$324K - $344K
2.67K $489K
Jul 13, 2023 Q2 2023
Rtd Financial Advisors, Inc.

BUY
 -
2.14K
+ 2.82%
$317K - $337K
77.8K $14.3M
Jul 17, 2023 Q2 2023
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
2.14K
New
$317K - $337K
2.14K $392K
Jul 18, 2023 Q2 2023
Zhang Financial LLC

BUY
 -
2.13K
New
$317K - $337K
2.13K $392K
Jul 28, 2023 Q2 2023
Welch & Forbes LLC

BUY
 -
2.12K
+ 68.12%
$315K - $335K
5.24K $961K
Aug 15, 2023 Q2 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
2.05K
+ 0.89%
$305K - $324K
232K $42.6M
Aug 08, 2023 Q2 2023
Commerce Bank

Kansas City, MO
BUY
 -
2.02K
+ 0.25%
$300K - $319K
810K $149M
Jul 31, 2023 Q2 2023
Meritage Portfolio Management

BUY
 -
2.01K
+ 6.62%
$298K - $317K
32.3K $5.93M
Aug 10, 2023 Q2 2023
Donald Smith & Co., Inc.

New York, NY
BUY
 -
2K
+ 15.38%
$297K - $316K
15K $2.75M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.92K
+ 4.52%
$285K - $303K
44.3K $8.13M
Jul 20, 2023 Q2 2023
Clarity Financial LLC

BUY
 -
1.92K
New
$285K - $302K
1.92K $352K
Jul 14, 2023 Q2 2023
Ritholtz Wealth Management

BUY
 -
1.9K
New
$282K - $300K
1.9K $349K
Jul 26, 2023 Q2 2023
Joel Isaacson & Co., LLC

BUY
 -
1.9K
+ 21.33%
$282K - $299K
10.8K $1.98M
Jul 25, 2023 Q2 2023
Jmg Financial Group, Ltd.

BUY
 -
1.86K
+ 6.93%
$276K - $293K
28.7K $5.27M
Aug 14, 2023 Q2 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
1.84K
New
$273K - $290K
1.84K $337K
Nov 21, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
1.83K
+ 1.1%
$272K - $289K
169K $31M
Jul 25, 2023 Q2 2023
Stone Point Wealth LLC

BUY
 -
1.83K
New
$271K - $288K
1.83K $335K
Aug 14, 2023 Q2 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
1.83K
New
$271K - $288K
1.83K $335K
Nov 21, 2023 Q2 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
1.83K
New
$271K - $288K
1.83K $335K
Aug 06, 2024 Q2 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
1.83K
New
$271K - $288K
1.83K $335K
Jul 12, 2023 Q2 2023
Darwin Advisors, LLC

BUY
 -
1.79K
+ 22.22%
$266K - $282K
9.83K $1.81M
Jul 03, 2023 Q2 2023
Park National Corp

BUY
 -
1.78K
New
$264K - $281K
1.78K $327K
Aug 14, 2023 Q2 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
1.73K
New
$257K - $273K
1.73K $317K
Jul 25, 2023 Q2 2023
Montecito Bank & Trust

BUY
 -
1.72K
+ 2.51%
$256K - $272K
70.4K $12.9M
Jul 20, 2023 Q2 2023
Nvest Financial, LLC

BUY
 -
1.72K
+ 84.16%
$255K - $271K
3.76K $689K
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
1.67K
+ 21.16%
$249K - $264K
9.58K $1.76M
Aug 04, 2023 Q2 2023
Smith, Salley & Associates

BUY
 -
1.67K
New
$247K - $263K
1.67K $306K
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
1.63K
New
$241K - $256K
1.63K $298K
Jul 11, 2023 Q2 2023
Btc Capital Management, Inc.

BUY
 -
1.55K
+ 1.85%
$231K - $245K
85.6K $15.7M
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
1.51K
New
$225K - $239K
1.51K $278K
Jul 13, 2023 Q2 2023
Affinity Capital Advisors, LLC

BUY
 -
1.5K
+ 8.98%
$223K - $237K
18.2K $3.34M
Aug 14, 2023 Q2 2023
Coury Firm Asset Management LLC

Pittsburgh, PA
BUY
 -
1.49K
+ 25.37%
$221K - $235K
7.36K $1.35M
Aug 02, 2023 Q2 2023
Steel Peak Wealth Management LLC

BUY
 -
1.47K
New
$219K - $232K
1.47K $270K
Aug 14, 2023 Q2 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
1.47K
New
$218K - $231K
1.47K $269K
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
1.45K
New
$215K - $228K
1.45K $265K
Jul 14, 2023 Q2 2023
Gilman Hill Asset Management, LLC

BUY
 -
1.39K
New
$206K - $219K
1.39K $255K

Track Institutional and Insider Activities on IWD

Follow ISHARES RUSSELL 1000 VAL ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IWD shares.

Notify only if

Insider Trading

Get notified when an Ishares Russell 1000 Val ETF insider buys or sells IWD shares.

Notify only if

News

Receive news related to ISHARES RUSSELL 1000 VAL ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on IWD