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 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.9K+ 13.8% |
$3.82M - $4.44M
|
230K
$44.7M
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
27.8KNew |
$3.81M - $4.43M
|
27.8K
$5.4M
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
27.7KNew |
$3.79M - $4.41M
|
27.7K
$5.37M
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
27.5K+ 865.39% |
$3.76M - $4.37M
|
30.7K
$5.95M
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
25.6K+ 7.67% |
$3.5M - $4.06M
|
359K
$69.6M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.4K+ 56.12% |
$3.33M - $3.87M
|
67.7K
$13.1M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.1K+ 3.17% |
$3.3M - $3.83M
|
785K
$152M
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
24.1KNew |
$3.3M - $3.83M
|
24.1K
$4.67M
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
23.9K+ 15.64% |
$3.27M - $3.8M
|
177K
$34.3M
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
23.7K+ 13.84% |
$3.24M - $3.76M
|
195K
$37.8M
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
23.5K+ 11.26% |
$3.22M - $3.74M
|
233K
$45.1M
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
22.9K+ 74.16% |
$3.14M - $3.65M
|
53.9K
$10.4M
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.9K+ 532.56% |
$3.13M - $3.64M
|
27.2K
$5.27M
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
22.8K+ 157.19% |
$3.12M - $3.63M
|
37.3K
$7.24M
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
20.9K+ 349.76% |
$2.87M - $3.33M
|
26.9K
$5.22M
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
20.8K+ 14.97% |
$2.85M - $3.31M
|
160K
$31M
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
20.6K+ 26.81% |
$2.82M - $3.28M
|
97.6K
$18.9M
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.2K+ 13.72% |
$2.76M - $3.21M
|
167K
$32.4M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
20.1K+ 6.41% |
$2.75M - $3.2M
|
334K
$64.9M
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
20.1K+ 21.16% |
$2.74M - $3.19M
|
115K
$22.3M
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
19.9K+ 1087.38% |
$2.72M - $3.17M
|
21.7K
$4.22M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.9K+ 93.29% |
$2.72M - $3.16M
|
41.2K
$7.99M
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
19.3K+ 293.45% |
$2.64M - $3.07M
|
25.9K
$5.02M
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
19.1K+ 18.9% |
$2.61M - $3.04M
|
120K
$23.3M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19.1K+ 63.47% |
$2.61M - $3.03M
|
49.1K
$9.52M
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
19KNew |
$2.6M - $3.02M
|
19K
$3.69M
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
19KNew |
$2.6M - $3.02M
|
19K
$3.69M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
19K+ 1.88% |
$2.6M - $3.02M
|
1.03M
$199M
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
18.9K+ 37.34% |
$2.59M - $3.01M
|
69.6K
$13.5M
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
18.7KNew |
$2.56M - $2.98M
|
18.7K
$3.63M
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
18.6K+ 301.82% |
$2.54M - $2.96M
|
24.8K
$4.8M
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
17.7KNew |
$2.42M - $2.81M
|
17.7K
$3.43M
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
17.6K+ 784.22% |
$2.41M - $2.8M
|
19.8K
$3.85M
|
|
Feb 09, 2023
Q4 2022
|
Independent Family Office, LLC
|
BUY
|
- |
17.5K+ 25.55% |
$2.4M - $2.79M
|
86.1K
$16.7M
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
BUY
|
- |
17.3K+ 16.83% |
$2.36M - $2.74M
|
120K
$23.2M
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
17K+ 69.89% |
$2.33M - $2.71M
|
41.4K
$8.02M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.4K+ 651.91% |
$2.24M - $2.6M
|
18.9K
$3.66M
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
16.2KNew |
$2.21M - $2.57M
|
16.2K
$3.14M
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
16K+ 4.73% |
$2.19M - $2.55M
|
355K
$68.8M
|
|
Jan 11, 2023
Q4 2022
|
Stairway Partners, LLC
|
BUY
|
- |
15.9K+ 1.89% |
$2.17M - $2.52M
|
855K
$166M
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.5KNew |
$2.11M - $2.46M
|
15.5K
$3M
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.4KNew |
$2.11M - $2.45M
|
15.4K
$2.99M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15.4KNew |
$2.1M - $2.45M
|
15.4K
$2.98M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.3K+ 10.55% |
$2.1M - $2.44M
|
161K
$31.1M
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
15.2K+ 27.43% |
$2.08M - $2.41M
|
70.5K
$13.7M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.2K+ 32.71% |
$2.07M - $2.41M
|
61.5K
$11.9M
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
15.2KNew |
$2.07M - $2.41M
|
15.2K
$2.94M
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
15K+ 9.85% |
$2.05M - $2.38M
|
167K
$32.4M
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
14.9KNew |
$2.04M - $2.38M
|
14.9K
$2.9M
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14.1K+ 23.86% |
$1.93M - $2.24M
|
73.3K
$14.2M
|