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
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
82K+ 249.6% |
$11.2M - $13M
|
115K
$22.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
80.9K+ 4.09% |
$11.1M - $12.9M
|
2.06M
$400M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
78.6K+ 8.1% |
$10.7M - $12.5M
|
1.05M
$203M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
76.6KNew |
$10.5M - $12.2M
|
76.6K
$14.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
73.2K+ 2566.5% |
$10M - $11.6M
|
76.1K
$14.8M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
73.1K+ 474.7% |
$10M - $11.6M
|
88.5K
$17.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
69.5KNew |
$9.51M - $11M
|
69.5K
$13.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
68.3K+ 56.13% |
$9.35M - $10.9M
|
190K
$36.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
67.6K+ 77.89% |
$9.25M - $10.8M
|
155K
$30M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
64.4K+ 47.3% |
$8.81M - $10.2M
|
201K
$38.9M
|
|
|
Jan 04, 2023
Q4 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
63K+ 50.33% |
$8.62M - $10M
|
188K
$36.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
61.9K+ 11.2% |
$8.47M - $9.84M
|
615K
$119M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
61.8K+ 68.2% |
$8.45M - $9.83M
|
152K
$29.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
61.6K+ 34.81% |
$8.43M - $9.79M
|
239K
$46.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Cambiar Investors LLC
|
BUY
|
- |
61.6K+ 179.76% |
$8.42M - $9.79M
|
95.8K
$18.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
60.6K+ 129.54% |
$8.28M - $9.63M
|
107K
$20.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
BUY
|
- |
60K+ 41.45% |
$8.21M - $9.55M
|
205K
$39.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
58.5KNew |
$8M - $9.3M
|
58.5K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
57.9K+ 367.45% |
$7.93M - $9.21M
|
73.7K
$14.3M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
55K+ 1177.72% |
$7.53M - $8.75M
|
59.7K
$11.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
50.7K+ 26.82% |
$6.93M - $8.06M
|
240K
$46.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
50.6KNew |
$6.92M - $8.04M
|
50.6K
$9.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
50.1K+ 89.91% |
$6.85M - $7.96M
|
106K
$20.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48.6K+ 9.42% |
$6.65M - $7.73M
|
565K
$110M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
48.5KNew |
$6.64M - $7.72M
|
48.5K
$9.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
47.8K+ 471.45% |
$6.54M - $7.6M
|
58K
$11.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
46.8K+ 38.75% |
$6.4M - $7.43M
|
167K
$32.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
44.5K+ 52.05% |
$6.09M - $7.08M
|
130K
$25.2M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
42.5K+ 49.34% |
$5.81M - $6.76M
|
129K
$24.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
42.1K+ 292.0% |
$5.76M - $6.7M
|
56.6K
$11M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
39.8KNew |
$5.44M - $6.32M
|
39.8K
$7.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.3K+ 1.88% |
$5.37M - $6.25M
|
2.13M
$413M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38.7K+ 16.45% |
$5.29M - $6.15M
|
274K
$53.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
38.1KNew |
$5.22M - $6.06M
|
38.1K
$7.39M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
38.1KNew |
$5.22M - $6.06M
|
38.1K
$7.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
37.7K+ 33.69% |
$5.15M - $5.99M
|
149K
$29M
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
36.6K+ 237.38% |
$5M - $5.81M
|
52K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
34.5K+ 12.87% |
$4.71M - $5.48M
|
302K
$58.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
33.6K+ 265.61% |
$4.6M - $5.35M
|
46.3K
$8.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
31.8K+ 14.11% |
$4.35M - $5.06M
|
257K
$49.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
31.6KNew |
$4.33M - $5.03M
|
31.6K
$6.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
31.2K+ 153.28% |
$4.26M - $4.96M
|
51.5K
$9.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
31K+ 1958.46% |
$4.24M - $4.93M
|
32.6K
$6.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.3K+ 3.37% |
$4.15M - $4.82M
|
930K
$180M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
30.2KNew |
$4.13M - $4.8M
|
30.2K
$5.85M
|
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
29.5KNew |
$4.03M - $4.68M
|
29.5K
$5.71M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
28.8KNew |
$3.94M - $4.58M
|
28.8K
$5.58M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
28.8KNew |
$3.93M - $4.57M
|
28.8K
$5.58M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
28.5K+ 15.75% |
$3.89M - $4.53M
|
209K
$40.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
28KNew |
$3.83M - $4.45M
|
28K
$5.43M
|