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 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-102- 1.21% |
$14K - $16.2K
|
8.3K
$1.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-103- 0.53% |
$14.1K - $16.4K
|
19.5K
$3.82M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-106- 5.32% |
$14.5K - $16.9K
|
1.89K
$370K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-109- 5.79% |
$14.9K - $17.3K
|
1.78K
$348K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-116- 7.59% |
$15.9K - $18.4K
|
1.41K
$277K
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-116- 2.93% |
$15.9K - $18.4K
|
3.85K
$754K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-121- 1.08% |
$16.6K - $19.2K
|
11.1K
$2.18M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-123- 0.64% |
$16.8K - $19.6K
|
19K
$3.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-125- 6.55% |
$17.1K - $19.9K
|
1.78K
$350K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-127- 3.01% |
$17.4K - $20.2K
|
4.09K
$801K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-129Closed |
$17.6K - $20.5K
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-130- 2.31% |
$17.8K - $20.7K
|
5.49K
$1.08M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-130- 3.7% |
$17.8K - $20.7K
|
3.38K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-137- 27.4% |
$18.7K - $21.8K
|
363
$71.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-138- 5.77% |
$18.9K - $21.9K
|
2.26K
$442K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
SELL
|
- |
-139- 1.01% |
$19K - $22.1K
|
13.6K
$2.66M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-142- 9.49% |
$19.4K - $22.6K
|
1.35K
$266K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-144- 1.31% |
$19.7K - $22.9K
|
10.8K
$2.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-144- 1.07% |
$19.7K - $22.9K
|
13.3K
$2.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
SELL
|
- |
-145- 7.04% |
$19.8K - $23.1K
|
1.92K
$376K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-147- 11.68% |
$20.1K - $23.4K
|
1.11K
$218K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-148- 1.6% |
$20.2K - $23.5K
|
9.11K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-161- 3.94% |
$22K - $25.6K
|
3.92K
$769K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-169- 7.41% |
$23.1K - $26.9K
|
2.11K
$414K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-170- 0.31% |
$23.3K - $27K
|
55.1K
$10.8M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-173- 5.73% |
$23.7K - $27.5K
|
2.85K
$558K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-173- 4.2% |
$23.7K - $27.5K
|
3.95K
$774K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-173- 8.31% |
$23.7K - $27.5K
|
1.91K
$375K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-173- 7.87% |
$23.7K - $27.5K
|
2.03K
$397K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-176- 6.31% |
$24.1K - $28K
|
2.62K
$513K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-185- 49.33% |
$25.3K - $29.4K
|
190
$37.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-188- 2.5% |
$25.7K - $29.9K
|
7.34K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-188- 10.29% |
$25.7K - $29.9K
|
1.64K
$321K
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-189- 3.6% |
$25.9K - $30K
|
5.06K
$992K
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-189- 11.5% |
$25.9K - $30K
|
1.45K
$285K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-192- 0.6% |
$26.3K - $30.5K
|
31.6K
$6.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-201- 18.41% |
$27.5K - $32K
|
891
$175K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
SELL
|
- |
-202- 0.62% |
$27.6K - $32.1K
|
32.1K
$6.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-203- 7.87% |
$27.8K - $32.3K
|
2.38K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-213- 4.79% |
$29.1K - $33.9K
|
4.24K
$831K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-214- 4.12% |
$29.3K - $34K
|
4.97K
$975K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-216- 6.05% |
$29.5K - $34.3K
|
3.36K
$658K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-218- 73.15% |
$29.8K - $34.7K
|
80
$15.7K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-229- 2.23% |
$31.3K - $36.4K
|
10.1K
$1.97M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-230- 2.35% |
$31.5K - $36.6K
|
9.54K
$1.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-236- 2.47% |
$32.3K - $37.5K
|
9.31K
$1.83M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-237- 0.18% |
$32.4K - $37.7K
|
129K
$25.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-238- 80.95% |
$32.6K - $37.8K
|
56
$11K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-240- 12.49% |
$32.8K - $38.2K
|
1.68K
$330K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-243- 84.67% |
$33.2K - $38.6K
|
44
$8.63K
|