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
|
Flaharty Asset Management, LLC
|
BUY
|
- |
7.67K+ 3.44% |
$1.05M - $1.22M
|
231K
$44.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
7.64K+ 23.0% |
$1.05M - $1.22M
|
40.9K
$7.93M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7.62KNew |
$1.04M - $1.21M
|
7.62K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
7.46K+ 31.7% |
$1.02M - $1.19M
|
31K
$6.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7.4KNew |
$1.01M - $1.18M
|
7.4K
$1.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
7.3K+ 6.63% |
$999K - $1.16M
|
117K
$22.8M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.23K+ 203.32% |
$989K - $1.15M
|
10.8K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
7.1K+ 236.28% |
$971K - $1.13M
|
10.1K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
7KNew |
$958K - $1.11M
|
7K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
7K+ 2.89% |
$957K - $1.11M
|
249K
$48.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
6.95K+ 14.6% |
$951K - $1.11M
|
54.6K
$10.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.8K+ 3.12% |
$931K - $1.08M
|
225K
$43.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
6.8KNew |
$930K - $1.08M
|
6.8K
$1.32M
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
6.79KNew |
$928K - $1.08M
|
6.79K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.76K+ 55.71% |
$925K - $1.07M
|
18.9K
$3.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.7K+ 49.68% |
$916K - $1.06M
|
20.2K
$3.91M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.63K+ 15.83% |
$907K - $1.05M
|
48.5K
$9.41M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
6.63K+ 13.24% |
$907K - $1.05M
|
56.7K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.58K+ 9.98% |
$900K - $1.05M
|
72.5K
$14.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
6.54K+ 51.21% |
$894K - $1.04M
|
19.3K
$3.74M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
6.5K+ 16.5% |
$889K - $1.03M
|
45.9K
$8.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
6.46K+ 184.11% |
$884K - $1.03M
|
9.98K
$1.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6.46KNew |
$883K - $1.03M
|
6.46K
$1.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6.45K+ 4.4% |
$882K - $1.02M
|
153K
$29.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
6.43K+ 32.96% |
$879K - $1.02M
|
25.9K
$5.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
6.43KNew |
$879K - $1.02M
|
6.43K
$1.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.38K+ 6.01% |
$872K - $1.01M
|
112K
$21.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.37K+ 13.24% |
$871K - $1.01M
|
54.5K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.29K+ 67.54% |
$861K - $1M
|
15.6K
$3.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
6.2K+ 246.09% |
$848K - $986K
|
8.72K
$1.69M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
6.02KNew |
$823K - $957K
|
6.02K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
6.01KNew |
$822K - $956K
|
6.01K
$1.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.95K+ 197.48% |
$814K - $946K
|
8.97K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.9K+ 33.29% |
$807K - $938K
|
23.6K
$4.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.7K+ 37.19% |
$779K - $906K
|
21K
$4.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.7K+ 37.19% |
$779K - $906K
|
21K
$4.08M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
5.63KNew |
$770K - $895K
|
5.63K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.55K+ 5.44% |
$760K - $883K
|
108K
$20.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
5.55K+ 4.95% |
$759K - $882K
|
118K
$22.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.4K+ 24.0% |
$739K - $859K
|
27.9K
$5.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.4K+ 110.61% |
$738K - $858K
|
10.3K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.18K+ 21.96% |
$709K - $824K
|
28.8K
$5.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.18K+ 15.5% |
$708K - $823K
|
38.6K
$7.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.06K+ 201.63% |
$692K - $804K
|
7.57K
$1.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
5K+ 2.22% |
$684K - $795K
|
231K
$44.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.98K+ 5.29% |
$680K - $791K
|
99.1K
$19.2M
|
|
|
May 04, 2023
Q4 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.94KNew |
$676K - $785K
|
4.94K
$958K
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
4.93KNew |
$674K - $783K
|
4.93K
$955K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
4.92K+ 2.76% |
$674K - $783K
|
183K
$35.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.91K+ 28.01% |
$672K - $781K
|
22.4K
$4.35M
|