Purchases and Sales Made in Q4 2022 in Ishares Russell 1000 Val ETF (IWD)

IWD Quotes by TradingView

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 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
13.3K
+ 550.33%
$1.82M - $2.11M
15.7K $3.05M
Jan 12, 2023 Q4 2022
Crescent Grove Advisors, LLC

BUY
 -
13.3K
+ 60.23%
$1.81M - $2.11M
35.2K $6.84M
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
13K
+ 4.97%
$1.78M - $2.07M
275K $53.3M
Feb 07, 2023 Q4 2022
Alley Investment Management Company, LLC

BUY
 -
12.6K
New
$1.73M - $2.01M
12.6K $2.45M
Feb 01, 2023 Q4 2022
Hallmark Capital Management Inc

BUY
 -
12.4K
New
$1.7M - $1.98M
12.4K $2.41M
Feb 14, 2023 Q4 2022
Veritable, L.P.

Newtown Square, PA
BUY
 -
12.4K
+ 19.67%
$1.7M - $1.97M
75.5K $14.6M
Feb 09, 2023 Q4 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
12.2K
New
$1.66M - $1.93M
12.2K $2.36M
Feb 07, 2023 Q4 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
12.1K
+ 3.17%
$1.66M - $1.93M
395K $76.6M
Feb 14, 2023 Q4 2022
Tcw Group Inc

BUY
 -
11.7K
New
$1.6M - $1.86M
11.7K $2.27M
Jun 01, 2023 Q4 2022
Cibc Private Wealth Group, LLC

BUY
 -
11.7K
+ 6.73%
$1.6M - $1.85M
185K $35.9M
Feb 13, 2023 Q4 2022
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
11.4K
New
$1.56M - $1.81M
11.4K $2.21M
Feb 07, 2023 Q4 2022
Modera Wealth Management, LLC

BUY
 -
11.3K
+ 4.18%
$1.55M - $1.8M
282K $54.7M
Feb 13, 2023 Q4 2022
Barclays PLC

London, X0
BUY
 -
11.3K
+ 27.82%
$1.55M - $1.8M
51.9K $10.1M
Feb 14, 2023 Q4 2022
Colony Group LLC

Boston, MA
BUY
 -
11.2K
+ 27.06%
$1.53M - $1.78M
52.5K $10.2M
Feb 10, 2023 Q4 2022
Lord, Abbett & Co. LLC

Jersey City, NJ
BUY
 -
11.2K
New
$1.53M - $1.78M
11.2K $2.17M
Oct 07, 2024 Q4 2022
Lord, Abbett & Co. LLC

Jersey City, NJ
BUY
 -
11.2K
New
$1.53M - $1.78M
11.2K $2.17M
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
11K
New
$1.51M - $1.75M
11K $2.14M
Jan 31, 2023 Q4 2022
Dt Investment Partners, LLC

BUY
 -
11K
+ 51.36%
$1.5M - $1.75M
32.4K $6.29M
Jan 05, 2023 Q4 2022
Fulton Bank, N.A.

BUY
 -
10.9K
+ 9.39%
$1.49M - $1.73M
127K $24.6M
Feb 07, 2023 Q4 2022
Rational Advisors LLC

Huntington, NY
BUY
 -
10.9K
+ 165.72%
$1.49M - $1.73M
17.4K $3.38M
Feb 02, 2023 Q4 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
10.7K
+ 148.43%
$1.47M - $1.71M
18K $3.49M
Feb 14, 2023 Q4 2022
Rmb Capital Management, LLC

BUY
 -
10.7K
+ 112.56%
$1.46M - $1.69M
20.1K $3.9M
Feb 13, 2023 Q4 2022
Clifford Group, LLC

Wayland, MA
BUY
 -
10.6K
New
$1.44M - $1.68M
10.6K $2.05M
Feb 10, 2023 Q4 2022
Red Lighthouse Investment Management, LLC

New York, NY
BUY
 -
10.5K
New
$1.43M - $1.67M
10.5K $2.03M
Feb 10, 2023 Q4 2022
Thompson Siegel & Walmsley LLC

BUY
 -
10.4K
New
$1.43M - $1.66M
10.4K $2.02M
Jan 30, 2023 Q4 2022
Seizert Capital Partners, LLC

BUY
 -
10.4K
New
$1.42M - $1.65M
10.4K $2.01M
Jan 23, 2023 Q4 2022
Caprock Group, Inc.

BUY
 -
10.2K
+ 59.83%
$1.4M - $1.63M
27.3K $5.3M
Feb 02, 2023 Q4 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
10.1K
+ 19.69%
$1.39M - $1.61M
61.6K $11.9M
Jan 25, 2023 Q4 2022
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
10.1K
+ 405.33%
$1.38M - $1.61M
12.6K $2.45M
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

BUY
 -
10.1K
+ 29.41%
$1.38M - $1.61M
44.5K $8.63M
Feb 02, 2023 Q4 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
9.93K
+ 20.92%
$1.36M - $1.58M
57.4K $11.1M
Feb 10, 2023 Q4 2022
Svb Wealth LLC

Boston, MA
BUY
 -
9.91K
+ 15.58%
$1.35M - $1.57M
73.5K $14.3M
Jan 19, 2023 Q4 2022
Fundamentun, LLC

Beachwood, OH
BUY
 -
9.9K
+ 14.87%
$1.35M - $1.57M
76.5K $14.8M
Feb 13, 2023 Q4 2022
Miller Investment Management, LP

West Conshohocken, PA
BUY
 -
9.87K
New
$1.35M - $1.57M
9.87K $1.91M
Feb 14, 2023 Q4 2022
Angeles Wealth Management, LLC

BUY
 -
9.73K
+ 2780.0%
$1.33M - $1.55M
10.1K $1.95M
Jan 25, 2023 Q4 2022
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
9.49K
New
$1.3M - $1.51M
9.49K $1.84M
Feb 10, 2023 Q4 2022
Wealth Dimensions Group, Ltd.

BUY
 -
9.13K
+ 516.7%
$1.25M - $1.45M
10.9K $2.11M
Feb 10, 2023 Q4 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
8.87K
+ 96.71%
$1.21M - $1.41M
18K $3.5M
Feb 15, 2023 Q4 2022
German American Bancorp, Inc.

Jasper, IN
BUY
 -
8.8K
+ 5.13%
$1.2M - $1.4M
180K $35M
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
8.64K
+ 1.27%
$1.18M - $1.37M
691K $134M
Jan 20, 2023 Q4 2022
Anderson Hoagland & CO

BUY
 -
8.54K
New
$1.17M - $1.36M
8.54K $1.66M
Feb 13, 2023 Q4 2022
Camden Capital, LLC

BUY
 -
8.49K
+ 12.35%
$1.16M - $1.35M
77.3K $15M
Jan 12, 2023 Q4 2022
Rvw Wealth, LLC

BUY
 -
8.43K
New
$1.15M - $1.34M
8.43K $1.64M
Mar 30, 2023 Q4 2022
Luts & Greenleigh Group, Inc

Bethesda, MD
BUY
 -
8.4K
New
$1.15M - $1.34M
8.4K $1.63M
Feb 06, 2023 Q4 2022
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
8.01K
New
$1.1M - $1.27M
8.01K $1.55M
Jan 20, 2023 Q4 2022
Boston Trust Walden Corp

BUY
 -
7.99K
+ 103.36%
$1.09M - $1.27M
15.7K $3.05M
Mar 01, 2023 Q4 2022
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
7.79K
New
$1.07M - $1.24M
7.79K $1.51M
Feb 14, 2023 Q4 2022
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
7.71K
New
$1.05M - $1.23M
7.71K $1.49M
Feb 14, 2023 Q4 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
7.68K
+ 69.82%
$1.05M - $1.22M
18.7K $3.62M

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