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 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
654+ 1520.93% |
$89.5K - $104K
|
697
$137K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
650+ 21.37% |
$88.9K - $103K
|
3.69K
$724K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
646+ 19.65% |
$88.4K - $103K
|
3.93K
$771K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
634+ 9.42% |
$86.7K - $101K
|
7.36K
$1.44M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
633+ 3.05% |
$86.6K - $101K
|
21.4K
$4.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
610+ 58.65% |
$83.4K - $97K
|
1.65K
$324K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
606+ 6.96% |
$82.9K - $96.3K
|
9.31K
$1.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
600+ 26.04% |
$82.1K - $95.4K
|
2.9K
$570K
|
|
|
Feb 13, 2023
Q4 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
600+ 1.53% |
$82.1K - $95.4K
|
39.8K
$7.81M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
586New |
$80.2K - $93.2K
|
586
$115K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
572+ 24.35% |
$78.2K - $90.9K
|
2.92K
$573K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
560+ 11.78% |
$76.6K - $89K
|
5.31K
$1.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
556+ 1.54% |
$76K - $88.4K
|
36.7K
$7.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
546+ 0.63% |
$74.7K - $86.8K
|
87.5K
$17.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
540+ 3.83% |
$73.9K - $85.9K
|
14.6K
$2.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
540+ 0.13% |
$73.9K - $85.9K
|
401K
$78.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
529+ 2.52% |
$72.4K - $84.1K
|
21.5K
$4.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
522+ 17.74% |
$71.4K - $83K
|
3.47K
$680K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
519+ 1.56% |
$71K - $82.5K
|
33.9K
$6.64M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
511+ 1.19% |
$69.9K - $81.2K
|
43.4K
$8.51M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
505+ 19.75% |
$69.1K - $80.3K
|
3.06K
$600K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
504+ 15.79% |
$68.9K - $80.1K
|
3.7K
$725K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
500+ 20.62% |
$68.4K - $79.5K
|
2.93K
$574K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
479+ 5.39% |
$65.5K - $76.2K
|
9.36K
$1.84M
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
476+ 5.6% |
$65.1K - $75.7K
|
8.98K
$1.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
453+ 14.49% |
$62K - $72K
|
3.58K
$702K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
450+ 25.41% |
$61.6K - $71.5K
|
2.22K
$436K
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
445+ 29.55% |
$60.9K - $70.8K
|
1.95K
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
434+ 7.87% |
$59.4K - $69K
|
5.95K
$1.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
426+ 5.04% |
$58.3K - $67.7K
|
8.88K
$1.74M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
418+ 23.63% |
$57.2K - $66.5K
|
2.19K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
403+ 0.69% |
$55.1K - $64.1K
|
58.8K
$11.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
400+ 8.87% |
$54.7K - $63.6K
|
4.91K
$963K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
396New |
$54.2K - $63K
|
396
$77.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
392+ 21.15% |
$53.6K - $62.3K
|
2.25K
$440K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
391+ 1.02% |
$53.5K - $62.2K
|
38.7K
$7.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
390+ 0.95% |
$53.3K - $62K
|
41.3K
$8.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
389+ 1.55% |
$53.2K - $61.8K
|
25.5K
$5M
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
378+ 21.38% |
$51.7K - $60.1K
|
2.15K
$421K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
373+ 3.52% |
$51K - $59.3K
|
11K
$2.15M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
372+ 13.26% |
$50.9K - $59.1K
|
3.18K
$623K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
369+ 5.17% |
$50.5K - $58.7K
|
7.5K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
369New |
$50.5K - $58.7K
|
369
$72.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
362+ 1.7% |
$49.5K - $57.6K
|
21.7K
$4.25M
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
360+ 1.25% |
$49.2K - $57.2K
|
29.2K
$5.73M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
352+ 6.79% |
$48.1K - $56K
|
5.54K
$1.09M
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
352+ 16.15% |
$48.1K - $56K
|
2.53K
$497K
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
351+ 2.23% |
$48K - $55.8K
|
16.1K
$3.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
350+ 1.34% |
$47.9K - $55.6K
|
26.5K
$5.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
350+ 9.59% |
$47.9K - $55.6K
|
4K
$784K
|