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 04, 2023 Q2 2023
Widmann Financial Services, Inc.

BUY
 -
79
+ 0.29%
$11.7K - $12.5K
27K $5.24M
Aug 07, 2023 Q2 2023
Topel & Distasi Wealth Management, LLC

BUY
 -
79
+ 0.35%
$11.7K - $12.5K
22.6K $4.39M
Aug 08, 2023 Q2 2023
Jacobi Capital Management LLC

BUY
 -
78
+ 5.31%
$11.6K - $12.3K
1.55K $300K
Aug 11, 2023 Q2 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
75
+ 0.34%
$11.1K - $11.8K
22.3K $4.33M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
74
+ 0.19%
$11K - $11.7K
38.8K $7.52M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
74
+ 0.19%
$11K - $11.7K
38.8K $7.52M
Jul 13, 2023 Q2 2023
Integris Wealth Management, LLC

Monterey, CA
BUY
 -
72
+ 3.79%
$10.7K - $11.4K
1.97K $382K
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
69
+ 1.29%
$10.2K - $10.9K
5.42K $1.05M
Jul 20, 2023 Q2 2023
Veracity Capital LLC

BUY
 -
66
+ 4.28%
$9.8K - $10.4K
1.61K $311K
Jul 31, 2023 Q2 2023
Ellenbecker Investment Group

BUY
 -
65
+ 0.22%
$9.66K - $10.3K
29.9K $5.79M
Jul 27, 2023 Q2 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
63
+ 9.71%
$9.36K - $9.94K
712 $138K
Aug 10, 2023 Q2 2023
Thompson Siegel & Walmsley LLC

BUY
 -
63
+ 0.61%
$9.36K - $9.94K
10.4K $2.02M
Aug 04, 2023 Q2 2023
Motco

BUY
 -
62
+ 4.24%
$9.21K - $9.79K
1.52K $295K
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
61
+ 0.55%
$9.06K - $9.63K
11.1K $2.15M
Jul 17, 2023 Q2 2023
Investment Advisory Group, LLC

BUY
 -
57
+ 1.22%
$8.47K - $9K
4.74K $918K
Aug 11, 2023 Q2 2023
Natixis

Paris, I0
BUY
 -
52
+ 0.9%
$7.72K - $8.21K
5.83K $1.13M
Jul 07, 2023 Q2 2023
Independence Bank Of Kentucky

BUY
 -
51
+ 1.29%
$7.58K - $8.05K
3.99K $773K
Aug 03, 2023 Q2 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
51
+ 0.41%
$7.58K - $8.05K
12.5K $2.43M
Jul 26, 2023 Q2 2023
Cahaba Wealth Management, Inc.

BUY
 -
47
+ 0.35%
$6.98K - $7.42K
13.5K $2.62M
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
46
+ 2.52%
$6.83K - $7.26K
1.87K $362K
Jul 19, 2023 Q2 2023
Elm Partners Management LLC

BUY
 -
44
+ 2.32%
$6.54K - $6.94K
1.94K $376K
Jul 03, 2023 Q2 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
40
+ 16.06%
$5.94K - $6.31K
289 $56K
Jul 26, 2023 Q2 2023
Amplius Wealth Advisors, LLC

BUY
 -
40
+ 0.57%
$5.94K - $6.31K
7.08K $1.37M
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
40
+ 0.61%
$5.94K - $6.31K
6.56K $1.27M
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
38
New
$5.64K - $6K
38 $7.36K
Jul 10, 2023 Q2 2023
Orgel Wealth Management, LLC

BUY
 -
38
+ 1.61%
$5.64K - $6K
2.39K $464K
Aug 04, 2023 Q2 2023
Carmichael Hill & Associates, Inc.

BUY
 -
36
New
$5.35K - $5.68K
36 $6.98K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
36
+ 0.25%
$5.35K - $5.68K
14.6K $2.83M
Aug 14, 2023 Q2 2023
Investmark Advisory Group LLC

BUY
 -
34
+ 0.7%
$5.05K - $5.37K
4.88K $945K
Aug 10, 2023 Q2 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
33
+ 0.2%
$4.9K - $5.21K
16.8K $3.25M
Aug 14, 2023 Q2 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
33
+ 2.39%
$4.9K - $5.21K
1.42K $274K
Aug 14, 2023 Q2 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
33
+ 2.06%
$4.9K - $5.21K
1.63K $316K
Aug 14, 2023 Q2 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
31
+ 0.86%
$4.61K - $4.89K
3.64K $705K
Jul 20, 2023 Q2 2023
Bailard, Inc.

BUY
 -
30
+ 0.72%
$4.46K - $4.73K
4.21K $816K
Jul 20, 2023 Q2 2023
Beacon Financial Group

BUY
 -
30
+ 0.16%
$4.46K - $4.73K
18.5K $3.58M
Jul 24, 2023 Q2 2023
Accurate Wealth Management, LLC

BUY
 -
27
+ 0.64%
$4.01K - $4.26K
4.28K $829K
Jul 21, 2023 Q2 2023
1900 Wealth Management LLC

BUY
 -
26
+ 0.06%
$3.86K - $4.1K
42.7K $8.27M
Nov 14, 2024 Q2 2023
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
25
+ 0.4%
$3.71K - $3.95K
6.35K $1.23M
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
23
+ 0.12%
$3.42K - $3.63K
19.2K $3.73M
Aug 10, 2023 Q2 2023
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
23
+ 0.2%
$3.42K - $3.63K
11.5K $2.23M
Jul 26, 2023 Q2 2023
Central Trust CO

Jefferson City, MO
BUY
 -
22
+ 0.42%
$3.27K - $3.47K
5.31K $1.03M
Jul 31, 2023 Q2 2023
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
22
+ 0.38%
$3.27K - $3.47K
5.82K $1.13M
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
21
New
$3.12K - $3.31K
21 $4.07K
Jul 31, 2023 Q2 2023
Ridgecrest Wealth Partners, LLC

BUY
 -
20
+ 1.37%
$2.97K - $3.16K
1.48K $287K
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

BUY
 -
20
+ 0.83%
$2.97K - $3.16K
2.44K $472K
Jul 13, 2023 Q2 2023
First Premier Bank

BUY
 -
16
+ 0.91%
$2.38K - $2.53K
1.78K $345K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
16
+ 0.29%
$2.38K - $2.53K
5.53K $1.07M
Aug 02, 2023 Q2 2023
Meridian Wealth Advisors, LLC

BUY
 -
15
+ 0.71%
$2.23K - $2.37K
2.11K $410K
Aug 03, 2023 Q2 2023
Campion Asset Management

BUY
 -
15
+ 0.22%
$2.23K - $2.37K
6.96K $1.35M

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