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 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-41- 0.36% |
$5.61K - $6.52K
|
11.4K
$2.24M
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-42- 1.56% |
$5.74K - $6.68K
|
2.64K
$518K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-44- 0.59% |
$6.02K - $7K
|
7.42K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-45- 0.19% |
$6.16K - $7.15K
|
23.5K
$4.61M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-48- 2.32% |
$6.57K - $7.63K
|
2.02K
$396K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-48- 3.42% |
$6.57K - $7.63K
|
1.35K
$266K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-49- 1.34% |
$6.7K - $7.79K
|
3.6K
$705K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-50- 3.36% |
$6.84K - $7.95K
|
1.44K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-50- 0.47% |
$6.84K - $7.95K
|
10.6K
$2.08M
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-50- 0.22% |
$6.84K - $7.95K
|
22.2K
$4.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-52- 0.16% |
$7.11K - $8.27K
|
32.5K
$6.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-53- 0.64% |
$7.25K - $8.43K
|
8.27K
$1.62M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-53- 2.84% |
$7.25K - $8.43K
|
1.81K
$356K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-54- 0.56% |
$7.39K - $8.59K
|
9.58K
$1.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-57- 1.56% |
$7.8K - $9.06K
|
3.6K
$706K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-58- 3.13% |
$7.93K - $9.22K
|
1.79K
$352K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-58- 0.48% |
$7.93K - $9.22K
|
12.1K
$2.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-59- 1.52% |
$8.07K - $9.38K
|
3.82K
$749K
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-60- 1.15% |
$8.21K - $9.54K
|
5.15K
$1.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-60- 2.38% |
$8.21K - $9.54K
|
2.46K
$482K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-62- 1.44% |
$8.48K - $9.86K
|
4.25K
$834K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-62- 2.14% |
$8.48K - $9.86K
|
2.84K
$556K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-64- 0.44% |
$8.75K - $10.2K
|
14.4K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
SELL
|
- |
-64- 2.61% |
$8.75K - $10.2K
|
2.38K
$468K
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-65- 0.21% |
$8.89K - $10.3K
|
31.2K
$6.11M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-65- 2.62% |
$8.89K - $10.3K
|
2.42K
$474K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
SELL
|
- |
-65- 0.68% |
$8.89K - $10.3K
|
9.49K
$1.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-65- 1.1% |
$8.89K - $10.3K
|
5.87K
$1.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-67- 0.73% |
$9.16K - $10.7K
|
9.09K
$1.78M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-69- 0.78% |
$9.44K - $11K
|
8.75K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-71- 4.0% |
$9.71K - $11.3K
|
1.7K
$334K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-74- 0.92% |
$10.1K - $11.8K
|
8K
$1.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-74- 0.21% |
$10.1K - $11.8K
|
35.5K
$6.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-76- 3.15% |
$10.4K - $12.1K
|
2.34K
$458K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-77- 0.42% |
$10.5K - $12.2K
|
18.3K
$3.59M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-80- 4.34% |
$10.9K - $12.7K
|
1.76K
$346K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-80- 0.67% |
$10.9K - $12.7K
|
11.9K
$2.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-81- 1.4% |
$11.1K - $12.9K
|
5.72K
$1.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-82- 1.2% |
$11.2K - $13K
|
6.76K
$1.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-84- 2.52% |
$11.5K - $13.4K
|
3.26K
$638K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-90- 0.66% |
$12.3K - $14.3K
|
13.6K
$2.67M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-93- 5.28% |
$12.7K - $14.8K
|
1.67K
$327K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-94- 2.11% |
$12.9K - $14.9K
|
4.37K
$856K
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
SELL
|
- |
-94- 5.57% |
$12.9K - $14.9K
|
1.59K
$313K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-95- 3.24% |
$13K - $15.1K
|
2.83K
$556K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-95- 0.04% |
$13K - $15.1K
|
212K
$41.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-96- 3.3% |
$13.1K - $15.3K
|
2.82K
$552K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-99- 2.43% |
$13.5K - $15.7K
|
3.98K
$781K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-99- 0.4% |
$13.5K - $15.7K
|
24.4K
$4.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-99- 1.57% |
$13.5K - $15.7K
|
6.21K
$1.22M
|