Purchases and Sales Made in Q4 2022 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 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
Nov 14, 2024 Q4 2022
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
81
+ 1.3%
$11.1K - $12.9K
6.29K $1.24M
Feb 15, 2023 Q4 2022
Front Row Advisors LLC

Tiburon, CA
BUY
 -
80
+ 1.9%
$10.9K - $12.7K
4.3K $850K
Feb 14, 2023 Q4 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
80
+ 20.2%
$10.9K - $12.7K
476 $94.1K
Jan 25, 2023 Q4 2022
Northstar Group, Inc.

BUY
 -
78
+ 1.22%
$10.7K - $12.4K
6.45K $1.28M
Feb 14, 2023 Q4 2022
Coury Firm Asset Management LLC

Pittsburgh, PA
BUY
 -
75
+ 1.3%
$10.3K - $11.9K
5.84K $1.15M
Feb 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
74
+ 0.26%
$10.1K - $11.8K
28.8K $5.69M
Jan 25, 2023 Q4 2022
Bay Harbor Wealth Management, LLC

BUY
 -
73
New
$9.98K - $11.6K
73 $14.4K
Feb 10, 2023 Q4 2022
Fusion Capital, LLC

BUY
 -
73
+ 2.77%
$9.98K - $11.6K
2.71K $536K
Feb 01, 2023 Q4 2022
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
71
+ 1.1%
$9.71K - $11.3K
6.5K $1.29M
Feb 08, 2023 Q4 2022
Estate Counselors, LLC

BUY
 -
70
+ 0.33%
$9.57K - $11.1K
21.4K $4.24M
Jan 17, 2023 Q4 2022
Bond & Devick Financial Network, Inc.

BUY
 -
66
+ 0.62%
$9.03K - $10.5K
10.7K $2.12M
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

BUY
 -
62
+ 3.87%
$8.48K - $9.86K
1.67K $329K
Feb 09, 2023 Q4 2022
Corrado Advisors, LLC

Ramsey, NJ
BUY
 -
57
New
$7.8K - $9.06K
57 $11.3K
Feb 03, 2023 Q4 2022
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
56
+ 0.47%
$7.66K - $8.9K
11.9K $2.36M
Feb 07, 2023 Q4 2022
Journey Advisory Group, LLC

BUY
 -
55
+ 3.22%
$7.52K - $8.74K
1.76K $348K
Feb 09, 2023 Q4 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
54
+ 3.04%
$7.39K - $8.59K
1.83K $361K
Feb 03, 2023 Q4 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
52
+ 0.43%
$7.11K - $8.27K
12.1K $2.4M
Feb 06, 2023 Q4 2022
Valmark Advisers, Inc.

BUY
 -
51
+ 0.5%
$6.98K - $8.11K
10.2K $2.01M
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
51
+ 0.31%
$6.98K - $8.11K
16.6K $3.28M
Jan 12, 2023 Q4 2022
La Fleur & Godfrey LLC

BUY
 -
50
+ 2.76%
$6.84K - $7.95K
1.86K $368K
Jan 17, 2023 Q4 2022
Leavell Investment Management, Inc.

BUY
 -
50
+ 1.65%
$6.84K - $7.95K
3.08K $609K
Feb 10, 2023 Q4 2022
Intrust Bank Na

Wichita, KS
BUY
 -
50
+ 0.57%
$6.84K - $7.95K
8.87K $1.75M
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
49
+ 1.47%
$6.7K - $7.79K
3.38K $668K
Jan 10, 2023 Q4 2022
Thomasville National Bank

BUY
 -
47
+ 0.73%
$6.43K - $7.47K
6.45K $1.28M
Jan 26, 2023 Q4 2022
Steph & CO

BUY
 -
47
+ 0.49%
$6.43K - $7.47K
9.56K $1.89M
Jan 25, 2023 Q4 2022
Versant Capital Management, Inc

BUY
 -
46
+ 50.0%
$6.29K - $7.31K
138 $27.3K
Feb 08, 2023 Q4 2022
Tiedemann Advisors, LLC

BUY
 -
45
+ 0.14%
$6.16K - $7.15K
32.1K $6.34M
Jan 12, 2023 Q4 2022
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
43
New
$5.88K - $6.84K
43 $8.5K
Jan 25, 2023 Q4 2022
Mycio Wealth Partners, LLC

BUY
 -
42
+ 0.38%
$5.74K - $6.68K
11.2K $2.21M
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
41
New
$5.61K - $6.52K
41 $8.11K
Feb 14, 2023 Q4 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
40
+ 0.11%
$5.47K - $6.36K
35.8K $7.07M
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
39
New
$5.33K - $6.2K
39 $7.71K
Jan 17, 2023 Q4 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
36
+ 0.58%
$4.92K - $5.72K
6.29K $1.24M
Jan 11, 2023 Q4 2022
City State Bank

Norwalk, IA
BUY
 -
35
+ 2.22%
$4.79K - $5.56K
1.61K $319K
Feb 02, 2023 Q4 2022
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
35
+ 0.44%
$4.79K - $5.56K
8K $1.58M
Feb 09, 2023 Q4 2022
Warner Financial, Inc

Bethesda, MD
BUY
 -
34
+ 1.06%
$4.65K - $5.41K
3.23K $638K
Feb 09, 2023 Q4 2022
Mirador Capital Partners LP

BUY
 -
34
+ 1.3%
$4.65K - $5.41K
2.65K $524K
Jan 31, 2023 Q4 2022
Topel & Distasi Wealth Management, LLC

BUY
 -
33
+ 0.15%
$4.51K - $5.25K
21.5K $4.26M
Jan 30, 2023 Q4 2022
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
32
New
$4.38K - $5.09K
32 $6.33K
Jan 17, 2023 Q4 2022
Paragon Capital Management LTD

BUY
 -
30
+ 0.46%
$4.1K - $4.77K
6.58K $1.3M
Jan 24, 2023 Q4 2022
Courier Capital LLC

BUY
 -
30
+ 0.65%
$4.1K - $4.77K
4.66K $921K
Feb 14, 2023 Q4 2022
Perritt Capital Management Inc

Chicago, IL
BUY
 -
29
New
$3.97K - $4.61K
29 $5.73K
Feb 10, 2023 Q4 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
27
+ 1.15%
$3.69K - $4.29K
2.38K $470K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
26
New
$3.56K - $4.13K
26 $5.14K
Feb 01, 2023 Q4 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
24
+ 1.34%
$3.28K - $3.82K
1.82K $360K
Jan 18, 2023 Q4 2022
Guidance Point Advisors, LLC

BUY
 -
23
+ 0.54%
$3.15K - $3.66K
4.31K $851K
Feb 01, 2023 Q4 2022
Townsend Asset Management Corp

BUY
 -
23
+ 0.8%
$3.15K - $3.66K
2.88K $570K
Feb 14, 2023 Q4 2022
Curran Financial Partners, LLC

BUY
 -
21
+ 0.87%
$2.87K - $3.34K
2.45K $483K
Jan 23, 2023 Q4 2022
Level Financial Advisors, Inc.

BUY
 -
20
+ 12.2%
$2.74K - $3.18K
184 $36.4K

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