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 01, 2023 Q2 2023
Fiducient Advisors LLC

BUY
 -
448
+ 8.22%
$66.6K - $70.7K
5.9K $1.08M
Jul 11, 2023 Q2 2023
Thrive Wealth Management, LLC

BUY
 -
446
+ 8.39%
$66.3K - $70.4K
5.76K $1.06M
Jul 17, 2023 Q2 2023
Luts & Greenleigh Group, Inc

Bethesda, MD
BUY
 -
445
+ 4.88%
$66.1K - $70.2K
9.56K $1.75M
Aug 04, 2023 Q2 2023
Insight 2811, Inc.

Chicago, IL
BUY
 -
445
+ 0.59%
$66.1K - $70.2K
75.3K $13.8M
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
431
+ 8.15%
$64K - $68K
5.72K $1.05M
Jul 11, 2023 Q2 2023
Capital Investment Advisors, LLC

BUY
 -
430
+ 5.84%
$63.9K - $67.9K
7.79K $1.43M
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
430
New
$63.9K - $67.9K
430 $78.9K
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
425
+ 20.13%
$63.1K - $67.1K
2.54K $466K
Jul 26, 2023 Q2 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
419
+ 1.37%
$62.2K - $66.1K
31.1K $5.7M
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
418
+ 3.61%
$62.1K - $66K
12K $2.2M
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
408
+ 4.95%
$60.6K - $64.4K
8.65K $1.59M
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
401
New
$59.6K - $63.3K
401 $73.6K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
385
New
$57.2K - $60.8K
385 $70.7K
Aug 10, 2023 Q2 2023
Meitav Dash Investments LTD

BUY
 -
384
New
$57K - $60.6K
384 $70.5K
Jul 28, 2023 Q2 2023
Calamos Wealth Management LLC

BUY
 -
381
+ 9.48%
$56.6K - $60.1K
4.4K $808K
Jul 11, 2023 Q2 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
370
+ 6.03%
$55K - $58.4K
6.51K $1.19M
Aug 08, 2023 Q2 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
370
+ 6.54%
$55K - $58.4K
6.03K $1.11M
Jul 13, 2023 Q2 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
368
+ 1.0%
$54.7K - $58.1K
37K $6.8M
Jul 31, 2023 Q2 2023
Klingman & Associates, LLC

BUY
 -
358
+ 16.14%
$53.2K - $56.5K
2.58K $473K
Jul 25, 2023 Q2 2023
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
BUY
 -
355
+ 14.51%
$52.7K - $56K
2.8K $514K
Aug 08, 2023 Q2 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
350
+ 13.25%
$52K - $55.2K
2.99K $549K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
349
New
$51.8K - $55.1K
349 $64.1K
Aug 08, 2023 Q2 2023
Truepoint, Inc.

BUY
 -
345
+ 15.12%
$51.2K - $54.5K
2.63K $482K
Jul 26, 2023 Q2 2023
Patten Group, Inc.

BUY
 -
342
+ 6.81%
$50.8K - $54K
5.37K $985K
Jul 19, 2023 Q2 2023
Grimes & Company, Inc.

BUY
 -
338
+ 3.53%
$50.2K - $53.3K
9.93K $1.82M
Aug 14, 2023 Q2 2023
Main Management LLC

San Francisco, CA
BUY
 -
323
New
$48K - $51K
323 $59.3K
Aug 09, 2023 Q2 2023
Highland Capital Management, LLC

BUY
 -
314
+ 0.97%
$46.6K - $49.6K
32.5K $5.98M
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
314
+ 8.2%
$46.6K - $49.6K
4.15K $761K
Jul 28, 2023 Q2 2023
Lws Wealth Advisors, Inc.

BUY
 -
307
+ 8.27%
$45.6K - $48.5K
4.02K $738K
Aug 11, 2023 Q2 2023
Atlantic Private Wealth, LLC

BUY
 -
301
New
$44.7K - $47.5K
301 $55.3K
Jul 18, 2023 Q2 2023
Cutler Group LP

BUY
 -
300
+ 300.0%
$44.6K - $47.3K
400 $73.4K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
300
+ 21.22%
$44.6K - $47.3K
1.71K $315K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
296
+ 35.97%
$44K - $46.7K
1.12K $205K
Aug 01, 2023 Q2 2023
Astoria Strategic Wealth, Inc.

BUY
 -
281
+ 0.74%
$41.7K - $44.4K
38.1K $7M
Jul 13, 2023 Q2 2023
Summit Financial Group, Inc.

BUY
 -
273
+ 2.25%
$40.6K - $43.1K
12.4K $2.28M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
270
+ 38.85%
$40.1K - $42.6K
965 $177K
Aug 01, 2023 Q2 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
265
+ 12.88%
$39.4K - $41.8K
2.32K $426K
Aug 01, 2023 Q2 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
261
+ 10.91%
$38.8K - $41.2K
2.65K $487K
Aug 08, 2023 Q2 2023
Essex Financial Services, Inc.

BUY
 -
254
+ 2.71%
$37.7K - $40.1K
9.62K $1.77M
Jul 27, 2023 Q2 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
251
+ 2.95%
$37.3K - $39.6K
8.75K $1.61M
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
250
+ 48.08%
$37.1K - $39.5K
770 $141K
Jul 18, 2023 Q2 2023
Pathway Financial Advisors LLC

BUY
 -
248
+ 1.7%
$36.8K - $39.1K
14.8K $2.72M
Aug 14, 2023 Q2 2023
Sja Financial Advisory, LLC

BUY
 -
248
+ 0.98%
$36.8K - $39.1K
25.6K $4.71M
Aug 14, 2023 Q2 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
245
+ 22.71%
$36.4K - $38.7K
1.32K $243K
Aug 28, 2023 Q2 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
242
+ 3.26%
$35.9K - $38.2K
7.66K $1.41M
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
237
+ 0.19%
$35.2K - $37.4K
126K $23.2M
Jul 24, 2023 Q2 2023
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
225
+ 2.45%
$33.4K - $35.5K
9.41K $1.73M
Jul 20, 2023 Q2 2023
Mc Namara Financial Services, Inc.

BUY
 -
220
+ 9.41%
$32.7K - $34.7K
2.56K $470K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
217
New
$32.2K - $34.2K
217 $39.8K

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