Purchases and Sales Made in Q4 2022 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
223M+ 120617.62% |
$30.4B - $35.4B
|
223M
$45.1B
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.98M+ 3.93% |
$270M - $314M
|
52.2M
$10.6B
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.15M+ 28.12% |
$157M - $182M
|
5.22M
$1.06B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
968KNew |
$132M - $154M
|
968K
$196M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
804K+ 6.0% |
$110M - $128M
|
14.2M
$2.88B
|
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
649K+ 32772.83% |
$88.8M - $103M
|
651K
$132M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
565K+ 22.71% |
$77.3M - $89.9M
|
3.05M
$618M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
523K+ 10.2% |
$71.6M - $83.2M
|
5.65M
$1.14B
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
501KNew |
$68.5M - $79.7M
|
501K
$101M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
446K+ 12.87% |
$60.9M - $70.8M
|
3.91M
$792M
|
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
395K+ 996.44% |
$54M - $62.8M
|
435K
$88M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
390KNew |
$53.4M - $62M
|
390K
$79M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
347K+ 13.3% |
$47.5M - $55.2M
|
2.96M
$599M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
328K+ 199.0% |
$44.9M - $52.2M
|
493K
$99.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
322K+ 472.34% |
$44.1M - $51.2M
|
391K
$79.1M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
288K+ 36.66% |
$39.4M - $45.8M
|
1.07M
$217M
|
|
|
Feb 07, 2023
Q4 2022
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
278K+ 1661.19% |
$38M - $44.2M
|
295K
$59.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
276K+ 0.91% |
$37.8M - $43.9M
|
30.7M
$6.22B
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
251K+ 12.84% |
$34.3M - $39.9M
|
2.2M
$446M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
242K+ 25.36% |
$33.1M - $38.4M
|
1.19M
$242M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
233K+ 3377.03% |
$31.9M - $37M
|
240K
$48.6M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
232K+ 7.14% |
$31.8M - $36.9M
|
3.48M
$705M
|
|
|
Feb 14, 2023
Q4 2022
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
225K+ 153.2% |
$30.8M - $35.8M
|
372K
$75.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
221K+ 5.95% |
$30.2M - $35.1M
|
3.94M
$797M
|
|
|
Feb 14, 2023
Q4 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
209K+ 12.72% |
$28.6M - $33.3M
|
1.86M
$376M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
204K+ 694.39% |
$27.9M - $32.4M
|
233K
$47.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
201K+ 245.66% |
$27.5M - $32M
|
283K
$57.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
197K+ 660.14% |
$26.9M - $31.3M
|
226K
$45.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
194K+ 12292.48% |
$26.6M - $30.9M
|
196K
$39.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
185K+ 32.98% |
$25.3M - $29.4M
|
745K
$151M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
181KNew |
$24.8M - $28.8M
|
181K
$36.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
174K+ 5.29% |
$23.8M - $27.7M
|
3.47M
$702M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
173K+ 98.9% |
$23.7M - $27.5M
|
348K
$70.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
172KNew |
$23.5M - $27.3M
|
172K
$34.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
165K+ 15.73% |
$22.6M - $26.3M
|
1.22M
$246M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
165K+ 443.76% |
$22.6M - $26.2M
|
202K
$40.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
162K+ 2.16% |
$22.2M - $25.8M
|
7.68M
$1.56B
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
162K+ 597.22% |
$22.1M - $25.7M
|
189K
$38.2M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
149KNew |
$20.4M - $23.7M
|
149K
$30.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
143K+ 45.9% |
$19.6M - $22.8M
|
456K
$92.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
141K+ 81.51% |
$19.3M - $22.5M
|
315K
$63.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
128K+ 128.73% |
$17.5M - $20.3M
|
227K
$46M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
127KNew |
$17.4M - $20.2M
|
127K
$25.8M
|
|
|
Oct 08, 2025
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
126KNew |
$17.2M - $20M
|
126K
$25.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
125K+ 4.97% |
$17.1M - $19.9M
|
2.64M
$535M
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
119K+ 1757.44% |
$16.3M - $18.9M
|
126K
$25.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
119K+ 1084.09% |
$16.3M - $18.9M
|
130K
$26.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
111K+ 43.48% |
$15.1M - $17.6M
|
365K
$74M
|
|
|
Feb 14, 2023
Q4 2022
|
Lyrical Asset Management LP
New York, NY |
BUY
|
- |
110K+ 6273.51% |
$15.1M - $17.5M
|
112K
$22.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
105K+ 424.2% |
$14.3M - $16.6M
|
129K
$26.2M
|