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 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.22KNew |
$440K - $511K
|
3.22K
$623K
|
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
3.22K+ 40.36% |
$440K - $511K
|
11.2K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.19K+ 159.26% |
$436K - $507K
|
5.19K
$1.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
3.17K+ 2.57% |
$434K - $504K
|
126K
$24.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.17K+ 4.27% |
$434K - $504K
|
77.5K
$15M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.09K+ 74.23% |
$423K - $492K
|
7.26K
$1.41M
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
3.04K+ 21.08% |
$415K - $483K
|
17.4K
$3.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
3.03KNew |
$414K - $481K
|
3.03K
$585K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.96K+ 598.79% |
$405K - $471K
|
3.46K
$669K
|
|
|
Jan 24, 2023
Q4 2022
|
Matisse Capital
|
BUY
|
- |
2.9KNew |
$397K - $461K
|
2.9K
$561K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.88KNew |
$394K - $458K
|
2.88K
$557K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.86K+ 41.66% |
$391K - $455K
|
9.72K
$1.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
2.83KNew |
$387K - $450K
|
2.83K
$548K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.83K+ 20.31% |
$386K - $449K
|
16.7K
$3.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.78KNew |
$380K - $441K
|
2.78K
$537K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.77K+ 10.6% |
$379K - $441K
|
28.9K
$5.6M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.71K+ 11.01% |
$370K - $430K
|
27.3K
$5.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.69K+ 38.04% |
$368K - $428K
|
9.77K
$1.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.68KNew |
$367K - $427K
|
2.68K
$519K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.65K+ 14.92% |
$362K - $421K
|
20.4K
$3.95M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.58K+ 19.83% |
$353K - $410K
|
15.6K
$3.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.57KNew |
$351K - $408K
|
2.57K
$497K
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
2.52KNew |
$344K - $400K
|
2.52K
$487K
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
2.51KNew |
$343K - $399K
|
2.51K
$486K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.49KNew |
$341K - $397K
|
2.49K
$483K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.49K+ 333.51% |
$340K - $396K
|
3.23K
$626K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
2.44KNew |
$334K - $388K
|
2.44K
$472K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.43K+ 37.88% |
$333K - $387K
|
8.85K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.43K+ 3.21% |
$333K - $387K
|
78.2K
$15.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.39KNew |
$327K - $380K
|
2.39K
$463K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.38K+ 18.57% |
$326K - $379K
|
15.2K
$2.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.38KNew |
$325K - $378K
|
2.38K
$460K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.34KNew |
$320K - $372K
|
2.34K
$453K
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
BUY
|
- |
2.34KNew |
$320K - $372K
|
2.34K
$453K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.33KNew |
$319K - $370K
|
2.33K
$451K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.32KNew |
$317K - $369K
|
2.32K
$449K
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.3K+ 2.78% |
$315K - $366K
|
85.1K
$16.5M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.27KNew |
$311K - $361K
|
2.27K
$440K
|
|
|
Feb 06, 2023
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.27KNew |
$310K - $361K
|
2.27K
$439K
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.18KNew |
$299K - $347K
|
2.18K
$423K
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.12KNew |
$289K - $336K
|
2.12K
$409K
|
|
|
Feb 14, 2023
Q4 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.11KNew |
$289K - $336K
|
2.11K
$409K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.1K+ 23.52% |
$287K - $334K
|
11K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
2.08KNew |
$285K - $331K
|
2.08K
$403K
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
2.08K+ 25.63% |
$284K - $330K
|
10.2K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
2.07KNew |
$284K - $330K
|
2.07K
$401K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.07KNew |
$283K - $329K
|
2.07K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.07K+ 4.03% |
$283K - $329K
|
53.5K
$10.4M
|
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.06KNew |
$282K - $327K
|
2.06K
$398K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.06KNew |
$281K - $327K
|
2.06K
$398K
|