Purchases and Sales Made in Q3 2022 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10+ 0.39% |
$1.36K - $1.61K
|
2.57K
$504K
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
9+ 0.37% |
$1.22K - $1.45K
|
2.42K
$475K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
9+ 0.87% |
$1.22K - $1.45K
|
1.04K
$204K
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
BUY
|
- |
8+ 0.36% |
$1.09K - $1.29K
|
2.26K
$443K
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
8+ 0.29% |
$1.09K - $1.29K
|
2.8K
$550K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8+ 0.19% |
$1.09K - $1.29K
|
4.16K
$816K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.1% |
$952 - $1.13K
|
7.32K
$1.44M
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3+ 0.18% |
$408 - $483
|
1.68K
$330K
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
BUY
|
- |
3+ 0.05% |
$408 - $483
|
6.37K
$1.25M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.44% |
$408 - $483
|
691
$136K
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
3+ 0.17% |
$408 - $483
|
1.77K
$346K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3+ 0.03% |
$408 - $483
|
10.1K
$1.99M
|
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2+ 0.09% |
$272 - $322
|
2.23K
$438K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
2+ 0.68% |
$272 - $322
|
298
$58.5K
|
|
|
Mar 04, 2025
Q3 2022
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
2+ 0.08% |
$272 - $322
|
2.64K
$517K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.14% |
$272 - $322
|
1.47K
$287K
|
|
|
Mar 28, 2025
Q3 2022
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
2+ 0.08% |
$272 - $322
|
2.64K
$517K
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.06% |
$136 - $161
|
1.82K
$356K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.13% |
$136 - $161
|
762
$149K
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$136 - $161
|
1.99K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$136 - $161
|
7.05K
$1.38M
|
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$136 - $161
|
4.32K
$848K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.84% |
$136 - $161
|
120
$23.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1+ 0.0% |
$136 - $161
|
21.3K
$4.18M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 9.09% |
$136 - $161
|
12
$2.35K
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1+ 0.03% |
$136 - $161
|
3.38K
$664K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.05% |
$136 - $161
|
2.04K
$399K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1- 0.19% |
$136 - $161
|
517
$101K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2- 0.02% |
$272 - $322
|
10.5K
$2.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4- 0.24% |
$544 - $645
|
1.67K
$327K
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-4- 17.39% |
$544 - $645
|
19
$3.73K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-4- 4.17% |
$544 - $645
|
92
$18K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-5- 0.53% |
$680 - $806
|
944
$185K
|
|
|
Oct 21, 2022
Q3 2022
|
Brown Financial Advisory
|
SELL
|
- |
-5- 0.08% |
$680 - $806
|
6.32K
$1.24M
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-5- 0.12% |
$680 - $806
|
4.11K
$807K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-5- 0.14% |
$680 - $806
|
3.52K
$691K
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-6- 0.15% |
$816 - $967
|
3.87K
$758K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-9- 0.72% |
$1.22K - $1.45K
|
1.24K
$242K
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-11- 0.24% |
$1.5K - $1.77K
|
4.51K
$885K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-11- 2.17% |
$1.5K - $1.77K
|
495
$97.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-15- 0.11% |
$2.04K - $2.42K
|
13.7K
$2.69M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-15- 0.22% |
$2.04K - $2.42K
|
6.96K
$1.36M
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-16- 0.16% |
$2.18K - $2.58K
|
9.99K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-16- 0.44% |
$2.18K - $2.58K
|
3.61K
$707K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-17- 0.08% |
$2.31K - $2.74K
|
22.2K
$4.36M
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-17- 0.43% |
$2.31K - $2.74K
|
3.96K
$777K
|
|
|
Oct 18, 2022
Q3 2022
|
Newton One Investments LLC
|
SELL
|
- |
-18- 0.03% |
$2.45K - $2.9K
|
58.6K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-18- 0.49% |
$2.45K - $2.9K
|
3.67K
$719K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-19- 3.1% |
$2.58K - $3.06K
|
594
$117K
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-20- 0.88% |
$2.72K - $3.22K
|
2.25K
$442K
|