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 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
237
+ 0.19%
$35.2K - $37.4K
126K $25.6M
Jul 24, 2023 Q2 2023
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
225
+ 2.45%
$33.4K - $35.5K
9.41K $1.9M
Jul 20, 2023 Q2 2023
Mc Namara Financial Services, Inc.

BUY
 -
220
+ 9.41%
$32.7K - $34.7K
2.56K $518K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
217
New
$32.2K - $34.2K
217 $43.9K
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
217
+ 8.68%
$32.2K - $34.2K
2.72K $550K
Jul 18, 2023 Q2 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
211
+ 2.57%
$31.3K - $33.3K
8.42K $1.71M
Jul 31, 2023 Q2 2023
Noesis Capital Mangement Corp

BUY
 -
211
+ 11.45%
$31.3K - $33.3K
2.05K $416K
Aug 10, 2023 Q2 2023
Yhb Investment Advisors, Inc.

BUY
 -
211
+ 9.34%
$31.3K - $33.3K
2.47K $500K
Jul 20, 2023 Q2 2023
Marino, Stram & Associates LLC

BUY
 -
210
+ 9.65%
$31.2K - $33.1K
2.39K $483K
Jul 31, 2023 Q2 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
207
+ 6.67%
$30.7K - $32.7K
3.31K $670K
Aug 11, 2023 Q2 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
202
+ 2.18%
$30K - $31.9K
9.46K $1.92M
Aug 11, 2023 Q2 2023
Pacific Financial Group Inc

BUY
 -
191
+ 3.07%
$28.4K - $30.1K
6.41K $1.3M
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
189
+ 6.99%
$28.1K - $29.8K
2.89K $586K
Jul 14, 2023 Q2 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
187
New
$27.8K - $29.5K
187 $37.9K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
184
+ 0.65%
$27.3K - $29K
28.6K $5.79M
Aug 08, 2023 Q2 2023
Advisor Os, LLC

BUY
 -
179
+ 12.66%
$26.6K - $28.3K
1.59K $323K
Jul 17, 2023 Q2 2023
Trust CO Of Vermont

BUY
 -
166
+ 55.33%
$24.7K - $26.2K
466 $94.4K
Jul 31, 2023 Q2 2023
Lee Danner & Bass Inc

BUY
 -
165
+ 1.8%
$24.5K - $26K
9.32K $1.89M
Aug 09, 2023 Q2 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
165
+ 8.11%
$24.5K - $26K
2.2K $446K
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
162
+ 3.77%
$24.1K - $25.6K
4.46K $904K
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

BUY
 -
158
+ 2.93%
$23.5K - $24.9K
5.54K $1.12M
Jul 10, 2023 Q2 2023
Pure Financial Advisors, LLC

BUY
 -
150
+ 1.81%
$22.3K - $23.7K
8.44K $1.71M
Aug 01, 2023 Q2 2023
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
148
+ 5.36%
$22K - $23.4K
2.91K $589K
Aug 14, 2023 Q2 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
148
+ 1.57%
$22K - $23.4K
9.55K $1.93M
Aug 10, 2023 Q2 2023
Russell Investments Group, Ltd.

BUY
 -
147
+ 565.38%
$21.8K - $23.2K
173 $35K
Aug 10, 2023 Q2 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
144
+ 0.03%
$21.4K - $22.7K
421K $85.3M
Jul 10, 2023 Q2 2023
Harbour Capital Advisors, LLC

BUY
 -
142
+ 0.45%
$21.1K - $22.4K
32K $6.49M
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
142
+ 0.73%
$21.1K - $22.4K
19.7K $3.98M
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

BUY
 -
138
+ 7.75%
$20.5K - $21.8K
1.92K $388K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
133
New
$19.8K - $21K
133 $26.9K
Aug 02, 2023 Q2 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
131
+ 3.12%
$19.5K - $20.7K
4.33K $877K
Aug 02, 2023 Q2 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
130
+ 2.72%
$19.3K - $20.5K
4.91K $994K
Aug 03, 2023 Q2 2023
Appleton Group, LLC

BUY
 -
126
+ 2.09%
$18.7K - $19.9K
6.14K $1.24M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
117
+ 0.14%
$17.4K - $18.5K
81K $16.4M
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
115
+ 1.48%
$17.1K - $18.2K
7.89K $1.6M
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
111
+ 1.36%
$16.5K - $17.5K
8.25K $1.67M
Aug 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
109
+ 0.36%
$16.2K - $17.2K
30.6K $6.19M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
104
+ 108.33%
$15.4K - $16.4K
200 $40.5K
Jul 21, 2023 Q2 2023
Busey Wealth Management

BUY
 -
103
+ 0.55%
$15.3K - $16.3K
19K $3.84M
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
103
+ 6.1%
$15.3K - $16.3K
1.79K $363K
Aug 09, 2023 Q2 2023
Db Fitzpatrick & Co, Inc

BUY
 -
99
+ 4.28%
$14.7K - $15.6K
2.41K $489K
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
97
+ 2.81%
$14.4K - $15.3K
3.55K $719K
Aug 01, 2023 Q2 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
96
New
$14.3K - $15.2K
96 $19.4K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
93
+ 0.56%
$13.8K - $14.7K
16.7K $3.38M
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
93
+ 0.31%
$13.8K - $14.7K
30K $6.08M
Jul 24, 2023 Q2 2023
Guidance Point Advisors, LLC

BUY
 -
89
+ 2.06%
$13.2K - $14K
4.42K $894K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
88
+ 0.73%
$13.1K - $13.9K
12.2K $2.46M
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
87
New
$12.9K - $13.7K
87 $17.6K
Jul 28, 2023 Q2 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
86
+ 0.7%
$12.8K - $13.6K
12.3K $2.5M

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