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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.91K+ 28.01% |
$672K - $781K
|
22.4K
$4.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
4.91K+ 8.69% |
$672K - $781K
|
61.4K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.91KNew |
$671K - $780K
|
4.91K
$950K
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4.86KNew |
$665K - $773K
|
4.86K
$941K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
4.85KNew |
$663K - $771K
|
4.85K
$938K
|
|
|
Feb 06, 2023
Q4 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
4.82K+ 22.04% |
$659K - $766K
|
26.7K
$5.16M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.74KNew |
$649K - $754K
|
4.74K
$918K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.73KNew |
$647K - $752K
|
4.73K
$916K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.72K+ 26.24% |
$645K - $750K
|
22.7K
$4.39M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
4.65K+ 177.01% |
$636K - $739K
|
7.28K
$1.41M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
4.64K+ 11.25% |
$635K - $738K
|
45.9K
$8.88M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.64K+ 1.4% |
$635K - $738K
|
336K
$64.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.62KNew |
$632K - $735K
|
4.62K
$895K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
4.58K+ 0.42% |
$626K - $728K
|
1.1M
$212M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.4K+ 238.31% |
$602K - $700K
|
6.25K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.22K+ 16.22% |
$577K - $671K
|
30.2K
$5.85M
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.2KNew |
$574K - $667K
|
4.2K
$812K
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
4.17KNew |
$571K - $664K
|
4.17K
$808K
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
4.1KNew |
$561K - $652K
|
4.1K
$793K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.07K+ 5.04% |
$557K - $648K
|
84.9K
$16.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.03KNew |
$552K - $641K
|
4.03K
$781K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.02K+ 22.57% |
$550K - $639K
|
21.8K
$4.23M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.02K+ 141.98% |
$550K - $639K
|
6.85K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.01K+ 4.28% |
$549K - $638K
|
97.8K
$18.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.01K+ 12.49% |
$548K - $638K
|
36.1K
$6.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4K+ 110.54% |
$547K - $635K
|
7.61K
$1.47M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.97KNew |
$543K - $631K
|
3.97K
$768K
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.95KNew |
$540K - $628K
|
3.95K
$764K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.87KNew |
$529K - $615K
|
3.87K
$748K
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.86KNew |
$527K - $613K
|
3.86K
$746K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.76K+ 185.85% |
$514K - $597K
|
5.78K
$1.12M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3.75KNew |
$512K - $595K
|
3.75K
$725K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
3.74K+ 240.5% |
$511K - $594K
|
5.29K
$1.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.72K+ 17.19% |
$509K - $592K
|
25.4K
$4.91M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.69K+ 4.5% |
$505K - $587K
|
85.8K
$16.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.65K+ 2.77% |
$499K - $580K
|
136K
$26.2M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.64K+ 9.01% |
$497K - $578K
|
44K
$8.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.63K+ 37.52% |
$496K - $577K
|
13.3K
$2.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
3.47KNew |
$474K - $551K
|
3.47K
$671K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
3.42K+ 148.61% |
$467K - $543K
|
5.71K
$1.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
3.41K+ 4.4% |
$467K - $543K
|
81K
$15.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.4K+ 12.14% |
$465K - $541K
|
31.4K
$6.09M
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.4K+ 4.29% |
$465K - $541K
|
82.6K
$16M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.4K+ 4.29% |
$465K - $541K
|
82.6K
$16M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.36K+ 75.38% |
$460K - $535K
|
7.83K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.35K+ 2.83% |
$458K - $532K
|
122K
$23.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.31K+ 41.31% |
$452K - $526K
|
11.3K
$2.19M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.3K+ 4.03% |
$451K - $525K
|
85.1K
$16.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
3.28K+ 12.27% |
$449K - $521K
|
30K
$5.81M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.25KNew |
$445K - $517K
|
3.25K
$629K
|