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 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-453- 10.13% |
$62K - $72K
|
4.02K
$795K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-459- 10.25% |
$62.8K - $73K
|
4.02K
$795K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-464- 9.77% |
$63.5K - $73.8K
|
4.28K
$847K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-465- 16.76% |
$63.6K - $73.9K
|
2.31K
$457K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-471- 1.4% |
$64.4K - $74.9K
|
33.2K
$6.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-509- 11.65% |
$69.6K - $80.9K
|
3.86K
$763K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-517- 4.38% |
$70.7K - $82.2K
|
11.3K
$2.23M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-523- 17.43% |
$71.5K - $83.2K
|
2.48K
$490K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-526- 3.65% |
$71.9K - $83.6K
|
13.9K
$2.75M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-537- 6.64% |
$73.5K - $85.4K
|
7.55K
$1.49M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-551- 18.82% |
$75.4K - $87.6K
|
2.38K
$470K
|
|
|
May 09, 2023
Q4 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-566- 43.04% |
$77.4K - $90K
|
749
$148K
|
|
|
Feb 13, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-570- 0.14% |
$78K - $90.6K
|
405K
$80M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-599- 24.47% |
$81.9K - $95.2K
|
1.85K
$366K
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-604- 1.76% |
$82.6K - $96K
|
33.7K
$6.66M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-616- 2.88% |
$84.3K - $97.9K
|
20.8K
$4.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-618- 1.93% |
$84.5K - $98.3K
|
31.5K
$6.22M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-630- 14.02% |
$86.2K - $100K
|
3.86K
$764K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-636- 7.95% |
$87K - $101K
|
7.37K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-647- 15.68% |
$88.5K - $103K
|
3.48K
$688K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-655- 1.19% |
$89.6K - $104K
|
54.3K
$10.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-657- 15.77% |
$89.9K - $104K
|
3.51K
$694K
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-661- 10.38% |
$90.4K - $105K
|
5.71K
$1.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-663- 1.14% |
$90.7K - $105K
|
57.3K
$11.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-664- 0.89% |
$90.8K - $106K
|
73.8K
$14.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-667- 11.59% |
$91.2K - $106K
|
5.09K
$1.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-716- 1.0% |
$97.9K - $114K
|
71.2K
$14.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-718- 0.66% |
$98.2K - $114K
|
108K
$21.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-728- 7.18% |
$99.6K - $116K
|
9.41K
$1.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-735- 16.91% |
$101K - $117K
|
3.61K
$714K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-759- 68.13% |
$104K - $121K
|
355
$70.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-760- 5.37% |
$104K - $121K
|
13.4K
$2.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-772- 29.81% |
$106K - $123K
|
1.82K
$359K
|
|
|
Jan 20, 2023
Q4 2022
|
Newton One Investments LLC
|
SELL
|
- |
-776- 1.32% |
$106K - $123K
|
57.9K
$11.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-777- 2.82% |
$106K - $124K
|
26.8K
$5.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-794- 1.1% |
$109K - $126K
|
71.3K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-799- 15.29% |
$109K - $127K
|
4.43K
$875K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-801- 12.5% |
$110K - $127K
|
5.61K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-803- 21.65% |
$110K - $128K
|
2.91K
$575K
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-809- 2.54% |
$111K - $129K
|
31.1K
$6.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-821- 4.77% |
$112K - $131K
|
16.4K
$3.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-831- 26.24% |
$114K - $132K
|
2.34K
$462K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-834- 20.46% |
$114K - $133K
|
3.24K
$641K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-837- 0.32% |
$114K - $133K
|
257K
$50.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-857- 5.89% |
$117K - $136K
|
13.7K
$2.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-862- 3.06% |
$118K - $137K
|
27.3K
$5.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-867- 21.38% |
$119K - $138K
|
3.19K
$630K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-900- 6.87% |
$123K - $143K
|
12.2K
$2.41M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-926- 11.31% |
$127K - $147K
|
7.26K
$1.44M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-967- 8.2% |
$132K - $154K
|
10.8K
$2.14M
|