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 09, 2023
Q4 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.91K- 22.09% |
$261K - $304K
|
6.74K
$1.33M
|
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.91K- 2.85% |
$262K - $304K
|
65.3K
$12.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-1.92K- 21.59% |
$263K - $306K
|
6.99K
$1.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-1.93K- 45.72% |
$264K - $307K
|
2.3K
$454K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.08K- 33.67% |
$285K - $331K
|
4.11K
$812K
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.23K- 9.31% |
$305K - $354K
|
21.7K
$4.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.36K- 1.9% |
$322K - $375K
|
122K
$24.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.42K- 23.28% |
$331K - $385K
|
7.97K
$1.58M
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-2.49K- 23.83% |
$341K - $396K
|
7.96K
$1.57M
|
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-2.56K- 4.69% |
$350K - $407K
|
52K
$10.3M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.66K- 1.1% |
$364K - $423K
|
240K
$47.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.7K- 5.65% |
$369K - $429K
|
45.1K
$8.92M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.8K- 40.05% |
$383K - $445K
|
4.19K
$828K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2.85K- 19.02% |
$390K - $454K
|
12.2K
$2.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-2.9K- 3.14% |
$397K - $461K
|
89.3K
$17.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2.91K- 0.71% |
$398K - $462K
|
405K
$80.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-2.95K- 7.14% |
$403K - $468K
|
38.3K
$7.58M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.95K- 92.71% |
$404K - $469K
|
232
$45.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.98K- 5.66% |
$408K - $474K
|
49.6K
$9.81M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-3.04K- 1.97% |
$416K - $484K
|
152K
$30M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.15K- 52.67% |
$431K - $501K
|
2.83K
$560K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.2K- 0.09% |
$438K - $509K
|
3.48M
$688M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.23K- 3.21% |
$441K - $513K
|
97.4K
$19.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-3.26K- 17.17% |
$446K - $518K
|
15.7K
$3.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.37K- 36.43% |
$461K - $535K
|
5.88K
$1.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.37K- 4.16% |
$461K - $536K
|
77.7K
$15.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.77K- 6.83% |
$515K - $599K
|
51.3K
$10.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.77K- 5.48% |
$516K - $600K
|
65.1K
$12.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-3.77K- 12.17% |
$516K - $600K
|
27.2K
$5.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-3.94K- 65.53% |
$539K - $627K
|
2.07K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.95K- 8.04% |
$540K - $627K
|
45.1K
$8.92M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-3.99K- 9.09% |
$546K - $635K
|
39.9K
$7.89M
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
SELL
|
- |
-4.01K- 31.85% |
$548K - $637K
|
8.57K
$1.69M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.28K- 45.28% |
$586K - $681K
|
5.18K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.36K- 53.83% |
$596K - $692K
|
3.74K
$738K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-4.36K- 22.65% |
$597K - $694K
|
14.9K
$2.95M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.45K- 5.23% |
$609K - $707K
|
80.6K
$15.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.54K- 14.98% |
$621K - $721K
|
25.8K
$5.09M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.58K- 3.1% |
$626K - $728K
|
143K
$28.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-4.59K- 36.64% |
$628K - $729K
|
7.94K
$1.57M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.72K- 41.94% |
$646K - $751K
|
6.54K
$1.29M
|
|
|
Feb 02, 2023
Q4 2022
|
Evergreen Advisors, LLC
|
SELL
|
- |
-4.73K- 48.41% |
$647K - $752K
|
5.04K
$997K
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-5.09K- 11.6% |
$697K - $810K
|
38.8K
$7.67M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5.17K- 4.7% |
$708K - $822K
|
105K
$20.7M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-5.21K- 1.81% |
$713K - $829K
|
283K
$55.9M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.36K- 52.67% |
$733K - $852K
|
4.82K
$952K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.43K- 1.78% |
$742K - $863K
|
300K
$59.3M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.49K- 3.03% |
$751K - $873K
|
176K
$34.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-5.72K- 2.12% |
$783K - $910K
|
264K
$52.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-5.82K- 1.68% |
$796K - $925K
|
341K
$67.5M
|