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 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-27K- 4.14% |
$3.69M - $4.29M
|
625K
$121M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-27.1K- 22.67% |
$3.71M - $4.31M
|
92.5K
$17.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-27.6K- 66.74% |
$3.78M - $4.39M
|
13.8K
$2.66M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-28.8K- 40.08% |
$3.94M - $4.58M
|
43.1K
$8.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-29.7K- 11.48% |
$4.07M - $4.73M
|
229K
$44.4M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-30.3K- 91.31% |
$4.14M - $4.81M
|
2.88K
$557K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-31.8K- 99.69% |
$4.35M - $5.05M
|
100
$19.4K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-32K- 16.89% |
$4.37M - $5.09M
|
157K
$30.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-32.9K- 58.44% |
$4.5M - $5.23M
|
23.4K
$4.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-36.1K- 15.27% |
$4.94M - $5.74M
|
200K
$38.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-36.8K- 25.8% |
$5.03M - $5.85M
|
106K
$20.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-40K- 2.79% |
$5.47M - $6.36M
|
1.39M
$270M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-42K- 42.5% |
$5.75M - $6.68M
|
56.8K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-43.2K- 55.67% |
$5.91M - $6.86M
|
34.4K
$6.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-45K- 36.56% |
$6.16M - $7.15M
|
78.1K
$15.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-54K- 6.15% |
$7.39M - $8.59M
|
825K
$160M
|
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-66.9K- 48.9% |
$9.16M - $10.6M
|
70K
$13.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-72.6K- 46.92% |
$9.93M - $11.5M
|
82.2K
$15.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-73.5K- 8.19% |
$10.1M - $11.7M
|
824K
$159M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-79.2K- 85.16% |
$10.8M - $12.6M
|
13.8K
$2.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-79.2K- 4.51% |
$10.8M - $12.6M
|
1.68M
$324M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-82.7K- 20.11% |
$11.3M - $13.1M
|
329K
$63.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-84K- 91.75% |
$11.5M - $13.4M
|
7.55K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-120K- 37.1% |
$16.4M - $19M
|
203K
$39.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-130K- 37.81% |
$17.8M - $20.6M
|
213K
$41.3M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-130K- 37.81% |
$17.8M - $20.6M
|
213K
$41.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-135K- 36.96% |
$18.5M - $21.5M
|
230K
$44.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-163K- 46.89% |
$22.3M - $26M
|
185K
$35.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-203K- 11.22% |
$27.7M - $32.2M
|
1.6M
$310M
|
|
|
Feb 14, 2023
Q4 2022
|
Unc Management Company, Inc.
Chapel Hill, NC |
SELL
|
- |
-213K- 16.38% |
$29.2M - $33.9M
|
1.09M
$211M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-252K- 6.38% |
$34.4M - $40M
|
3.69M
$715M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-255K- 96.85% |
$34.9M - $40.5M
|
8.3K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-297K- 1.93% |
$40.7M - $47.3M
|
15.1M
$2.92B
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-297K- 1.93% |
$40.7M - $47.3M
|
15.1M
$2.92B
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-335K- 3.14% |
$45.8M - $53.2M
|
10.3M
$2B
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-370K- 4.92% |
$50.6M - $58.8M
|
7.15M
$1.38B
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-403K- 80.59% |
$55.2M - $64.1M
|
97.1K
$18.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-636K- 29.51% |
$87.1M - $101M
|
1.52M
$294M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-647K- 99.34% |
$88.4M - $103M
|
4.29K
$831K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.33M- 21.49% |
$318M - $370M
|
8.49M
$1.64B
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-223M- 100.0% |
$30.5B - $35.4B
|
1.58K
$306K
|