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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.58% |
$2.46K - $2.86K
|
3.14K
$621K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.1% |
$2.33K - $2.7K
|
16.6K
$3.28M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
17+ 0.36% |
$2.33K - $2.7K
|
4.69K
$927K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
16+ 0.13% |
$2.19K - $2.54K
|
12.3K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
16+ 0.35% |
$2.19K - $2.54K
|
4.64K
$918K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
16+ 1.0% |
$2.19K - $2.54K
|
1.62K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
15+ 0.65% |
$2.05K - $2.38K
|
2.31K
$457K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
14+ 0.5% |
$1.91K - $2.23K
|
2.84K
$561K
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
14+ 0.34% |
$1.91K - $2.23K
|
4.08K
$807K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
13+ 0.95% |
$1.78K - $2.07K
|
1.38K
$273K
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
13+ 0.85% |
$1.78K - $2.07K
|
1.54K
$305K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
13+ 0.04% |
$1.78K - $2.07K
|
32.3K
$6.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Hourglass Capital, LLC
|
BUY
|
- |
13+ 0.53% |
$1.78K - $2.07K
|
2.48K
$491K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
13New |
$1.78K - $2.07K
|
13
$2.57K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
13+ 0.45% |
$1.78K - $2.07K
|
2.88K
$570K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
12New |
$1.64K - $1.91K
|
12
$2.37K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
11+ 0.57% |
$1.5K - $1.75K
|
1.96K
$387K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11+ 0.21% |
$1.5K - $1.75K
|
5.37K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
11+ 0.73% |
$1.5K - $1.75K
|
1.52K
$301K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10+ 2.39% |
$1.37K - $1.59K
|
429
$84.8K
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
10+ 0.5% |
$1.37K - $1.59K
|
2K
$396K
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
9+ 0.36% |
$1.23K - $1.43K
|
2.53K
$501K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9+ 0.53% |
$1.23K - $1.43K
|
1.7K
$336K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
8+ 0.39% |
$1.09K - $1.27K
|
2.06K
$408K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8+ 0.26% |
$1.09K - $1.27K
|
3.05K
$602K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
8+ 0.24% |
$1.09K - $1.27K
|
3.28K
$648K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8+ 0.31% |
$1.09K - $1.27K
|
2.58K
$510K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8+ 0.06% |
$1.09K - $1.27K
|
14.5K
$2.87M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.19% |
$957 - $1.11K
|
3.74K
$740K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
7+ 0.12% |
$957 - $1.11K
|
5.63K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.1% |
$957 - $1.11K
|
7.33K
$1.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7+ 0.04% |
$957 - $1.11K
|
16.4K
$3.24M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
6+ 0.07% |
$821 - $954
|
8.56K
$1.69M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6+ 0.03% |
$821 - $954
|
17.9K
$3.53M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
6+ 0.35% |
$821 - $954
|
1.74K
$345K
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
6+ 0.15% |
$821 - $954
|
4.09K
$809K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.25% |
$684 - $795
|
1.99K
$394K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 1.25% |
$684 - $795
|
405
$80.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
5New |
$684 - $795
|
5
$989
|
|
|
Jan 25, 2023
Q4 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
5+ 0.32% |
$684 - $795
|
1.56K
$309K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$684 - $795
|
21.5K
$4.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4+ 21.05% |
$547 - $636
|
23
$4.55K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 0.2% |
$547 - $636
|
2.04K
$403K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.24% |
$547 - $636
|
1.68K
$333K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.07% |
$410 - $477
|
4.46K
$882K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.85% |
$274 - $318
|
237
$46.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
2+ 0.02% |
$274 - $318
|
10.7K
$2.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.02% |
$274 - $318
|
9.57K
$1.89M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.14% |
$274 - $318
|
1.47K
$290K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.1% |
$274 - $318
|
2.09K
$414K
|