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 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
217
+ 8.68%
$32.2K - $34.2K
2.72K $499K
Jul 18, 2023 Q2 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
211
+ 2.57%
$31.3K - $33.3K
8.42K $1.55M
Jul 31, 2023 Q2 2023
Noesis Capital Mangement Corp

BUY
 -
211
+ 11.45%
$31.3K - $33.3K
2.05K $377K
Aug 10, 2023 Q2 2023
Yhb Investment Advisors, Inc.

BUY
 -
211
+ 9.34%
$31.3K - $33.3K
2.47K $454K
Jul 20, 2023 Q2 2023
Marino, Stram & Associates LLC

BUY
 -
210
+ 9.65%
$31.2K - $33.1K
2.39K $438K
Jul 31, 2023 Q2 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
207
+ 6.67%
$30.7K - $32.7K
3.31K $608K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
203
+ 4.62%
$30.2K - $32K
4.6K $844K
Aug 11, 2023 Q2 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
202
+ 2.18%
$30K - $31.9K
9.46K $1.74M
Aug 11, 2023 Q2 2023
Pacific Financial Group Inc

BUY
 -
191
+ 3.07%
$28.4K - $30.1K
6.41K $1.18M
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
189
+ 6.99%
$28.1K - $29.8K
2.89K $531K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
184
+ 0.65%
$27.3K - $29K
28.6K $5.25M
Aug 08, 2023 Q2 2023
Advisor Os, LLC

BUY
 -
179
+ 12.66%
$26.6K - $28.3K
1.59K $292K
Jul 17, 2023 Q2 2023
Trust CO Of Vermont

BUY
 -
166
+ 55.33%
$24.7K - $26.2K
466 $85.5K
Jul 31, 2023 Q2 2023
Lee Danner & Bass Inc

BUY
 -
165
+ 1.8%
$24.5K - $26K
9.32K $1.71M
Aug 09, 2023 Q2 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
165
+ 8.11%
$24.5K - $26K
2.2K $404K
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
162
+ 3.77%
$24.1K - $25.6K
4.46K $819K
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

BUY
 -
158
+ 2.93%
$23.5K - $24.9K
5.54K $1.02M
Jul 10, 2023 Q2 2023
Pure Financial Advisors, LLC

BUY
 -
150
+ 1.81%
$22.3K - $23.7K
8.44K $1.55M
Aug 01, 2023 Q2 2023
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
148
+ 5.36%
$22K - $23.4K
2.91K $534K
Aug 14, 2023 Q2 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
148
+ 1.57%
$22K - $23.4K
9.55K $1.75M
Aug 10, 2023 Q2 2023
Russell Investments Group, Ltd.

BUY
 -
147
+ 565.38%
$21.8K - $23.2K
173 $31.8K
Aug 10, 2023 Q2 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
144
+ 0.03%
$21.4K - $22.7K
421K $77.3M
Jul 10, 2023 Q2 2023
Harbour Capital Advisors, LLC

BUY
 -
142
+ 0.45%
$21.1K - $22.4K
32K $5.88M
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
142
+ 0.73%
$21.1K - $22.4K
19.7K $3.61M
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

BUY
 -
138
+ 7.75%
$20.5K - $21.8K
1.92K $352K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
133
New
$19.8K - $21K
133 $24.4K
Aug 02, 2023 Q2 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
131
+ 3.12%
$19.5K - $20.7K
4.33K $795K
Aug 02, 2023 Q2 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
130
+ 2.72%
$19.3K - $20.5K
4.91K $901K
Aug 03, 2023 Q2 2023
Appleton Group, LLC

BUY
 -
126
+ 2.09%
$18.7K - $19.9K
6.14K $1.13M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
117
+ 0.14%
$17.4K - $18.5K
81K $14.9M
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
115
+ 1.48%
$17.1K - $18.2K
7.89K $1.45M
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
111
+ 1.36%
$16.5K - $17.5K
8.25K $1.51M
Aug 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
109
+ 0.36%
$16.2K - $17.2K
30.6K $5.61M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
104
+ 108.33%
$15.4K - $16.4K
200 $36.7K
Jul 21, 2023 Q2 2023
Busey Wealth Management

BUY
 -
103
+ 0.55%
$15.3K - $16.3K
19K $3.48M
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
103
+ 6.1%
$15.3K - $16.3K
1.79K $329K
Aug 09, 2023 Q2 2023
Db Fitzpatrick & Co, Inc

BUY
 -
99
+ 4.28%
$14.7K - $15.6K
2.41K $443K
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
97
+ 2.81%
$14.4K - $15.3K
3.55K $651K
Aug 01, 2023 Q2 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
96
New
$14.3K - $15.2K
96 $17.6K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
93
+ 0.56%
$13.8K - $14.7K
16.7K $3.07M
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
93
+ 0.31%
$13.8K - $14.7K
30K $5.51M
Jul 24, 2023 Q2 2023
Guidance Point Advisors, LLC

BUY
 -
89
+ 2.06%
$13.2K - $14K
4.42K $810K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
88
+ 0.73%
$13.1K - $13.9K
12.2K $2.23M
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
87
New
$12.9K - $13.7K
87 $16K
Jul 28, 2023 Q2 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
86
+ 0.7%
$12.8K - $13.6K
12.3K $2.27M
Aug 02, 2023 Q2 2023
Ntv Asset Management LLC

BUY
 -
86
+ 0.61%
$12.8K - $13.6K
14.1K $2.59M
Aug 15, 2023 Q2 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
86
+ 1.17%
$12.8K - $13.6K
7.44K $1.37M
Aug 09, 2023 Q2 2023
Geller Advisors LLC

New York, NY
BUY
 -
85
+ 0.02%
$12.6K - $13.4K
454K $83.3M
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
84
+ 5.04%
$12.5K - $13.3K
1.75K $321K

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