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 03, 2023 Q2 2023
Coldstream Capital Management Inc

BUY
 -
2.6K
+ 57.97%
$386K - $410K
7.08K $1.43M
Jul 13, 2023 Q2 2023
Perfromance Wealth Partners, LLC

BUY
 -
2.56K
New
$380K - $404K
2.56K $519K
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
2.53K
+ 52.46%
$376K - $399K
7.35K $1.49M
Aug 10, 2023 Q2 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
2.49K
+ 5.19%
$369K - $392K
50.4K $10.2M
Aug 23, 2023 Q2 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
2.47K
New
$367K - $390K
2.47K $500K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.47K
+ 14.84%
$367K - $390K
19.1K $3.87M
Aug 10, 2023 Q2 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
2.45K
+ 49.79%
$363K - $386K
7.36K $1.49M
Aug 03, 2023 Q2 2023
Landaas & CO

Milwaukee, WI
BUY
 -
2.41K
+ 0.67%
$358K - $381K
365K $73.9M
Jul 05, 2023 Q2 2023
Abner Herrman & Brock LLC

BUY
 -
2.38K
New
$353K - $375K
2.38K $482K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
2.32K
+ 15.66%
$344K - $366K
17.1K $3.47M
Sep 28, 2023 Q2 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
2.23K
New
$331K - $352K
2.23K $452K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
2.21K
+ 51.07%
$329K - $349K
6.54K $1.33M
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
2.21K
+ 2.26%
$328K - $348K
99.9K $20.2M
Aug 14, 2023 Q2 2023
Cohen & Steers, Inc.

New York, NY
BUY
 -
2.19K
+ 7.07%
$325K - $345K
33.2K $6.72M
Aug 09, 2023 Q2 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
2.18K
+ 451.76%
$324K - $344K
2.67K $540K
Jul 13, 2023 Q2 2023
Rtd Financial Advisors, Inc.

BUY
 -
2.14K
+ 2.82%
$317K - $337K
77.8K $15.7M
Jul 17, 2023 Q2 2023
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
2.14K
New
$317K - $337K
2.14K $432K
Jul 18, 2023 Q2 2023
Zhang Financial LLC

BUY
 -
2.13K
New
$317K - $337K
2.13K $432K
Jul 28, 2023 Q2 2023
Welch & Forbes LLC

BUY
 -
2.12K
+ 68.12%
$315K - $335K
5.24K $1.06M
Aug 15, 2023 Q2 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
2.05K
+ 0.89%
$305K - $324K
232K $47M
Aug 08, 2023 Q2 2023
Commerce Bank

Kansas City, MO
BUY
 -
2.02K
+ 0.25%
$300K - $319K
810K $164M
Jul 31, 2023 Q2 2023
Meritage Portfolio Management

BUY
 -
2.01K
+ 6.62%
$298K - $317K
32.3K $6.55M
Aug 10, 2023 Q2 2023
Donald Smith & Co., Inc.

New York, NY
BUY
 -
2K
+ 15.38%
$297K - $316K
15K $3.04M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.92K
+ 4.52%
$285K - $303K
44.3K $8.97M
Jul 20, 2023 Q2 2023
Clarity Financial LLC

BUY
 -
1.92K
New
$285K - $302K
1.92K $388K
Jul 14, 2023 Q2 2023
Ritholtz Wealth Management

BUY
 -
1.9K
New
$282K - $300K
1.9K $385K
Jul 26, 2023 Q2 2023
Joel Isaacson & Co., LLC

BUY
 -
1.9K
+ 21.33%
$282K - $299K
10.8K $2.18M
Jul 25, 2023 Q2 2023
Jmg Financial Group, Ltd.

BUY
 -
1.86K
+ 6.93%
$276K - $293K
28.7K $5.81M
Aug 14, 2023 Q2 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
1.84K
New
$273K - $290K
1.84K $372K
Nov 21, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
1.83K
+ 1.1%
$272K - $289K
169K $34.2M
Jul 25, 2023 Q2 2023
Stone Point Wealth LLC

BUY
 -
1.83K
New
$271K - $288K
1.83K $370K
Aug 14, 2023 Q2 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
1.83K
New
$271K - $288K
1.83K $370K
Nov 21, 2023 Q2 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
1.83K
New
$271K - $288K
1.83K $370K
Aug 06, 2024 Q2 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
1.83K
New
$271K - $288K
1.83K $370K
Jul 12, 2023 Q2 2023
Darwin Advisors, LLC

BUY
 -
1.79K
+ 22.22%
$266K - $282K
9.83K $1.99M
Jul 03, 2023 Q2 2023
Park National Corp

BUY
 -
1.78K
New
$264K - $281K
1.78K $360K
Aug 14, 2023 Q2 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
1.73K
New
$257K - $273K
1.73K $350K
Jul 25, 2023 Q2 2023
Montecito Bank & Trust

BUY
 -
1.72K
+ 2.51%
$256K - $272K
70.4K $14.3M
Jul 20, 2023 Q2 2023
Nvest Financial, LLC

BUY
 -
1.72K
+ 84.16%
$255K - $271K
3.76K $760K
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
1.67K
+ 21.16%
$249K - $264K
9.58K $1.94M
Aug 04, 2023 Q2 2023
Smith, Salley & Associates

BUY
 -
1.67K
New
$247K - $263K
1.67K $337K
Jul 31, 2025 Q2 2023
Brinker Capital Investments, LLC

BUY
 -
1.66K
+ 2.02%
$247K - $262K
84K $17M
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
1.63K
New
$241K - $256K
1.63K $329K
Jul 11, 2023 Q2 2023
Btc Capital Management, Inc.

BUY
 -
1.55K
+ 1.85%
$231K - $245K
85.6K $17.3M
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
1.51K
New
$225K - $239K
1.51K $307K
Jul 13, 2023 Q2 2023
Affinity Capital Advisors, LLC

BUY
 -
1.5K
+ 8.98%
$223K - $237K
18.2K $3.69M
Aug 14, 2023 Q2 2023
Coury Firm Asset Management LLC

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

BUY
 -
1.47K
New
$219K - $232K
1.47K $298K
Aug 14, 2023 Q2 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
1.47K
New
$218K - $231K
1.47K $297K

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