Purchases and Sales Made in Q1 2023 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18K+ 44.7% |
$2.61M - $2.91M
|
58.3K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
17.7K+ 26101.47% |
$2.58M - $2.87M
|
17.8K
$3.47M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
17.6K+ 784.22% |
$2.56M - $2.84M
|
19.8K
$3.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
17.1K+ 6.46% |
$2.48M - $2.76M
|
281K
$54.7M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
15.8K+ 28.86% |
$2.29M - $2.55M
|
70.3K
$13.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
15.7K+ 4.43% |
$2.28M - $2.54M
|
371K
$72.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 4661.78% |
$2.13M - $2.36M
|
15K
$2.91M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
14.5K+ 26.02% |
$2.11M - $2.35M
|
70.4K
$13.7M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
14K+ 24.58% |
$2.03M - $2.26M
|
70.8K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
13.9K+ 18.11% |
$2.02M - $2.25M
|
90.9K
$17.7M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
13.9K+ 12.86% |
$2.02M - $2.25M
|
122K
$23.8M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
13.8K+ 50.62% |
$2M - $2.23M
|
41K
$7.98M
|
|
|
May 17, 2023
Q1 2023
|
Donald Smith & Co., Inc.
New York, NY |
BUY
|
- |
13KNew |
$1.89M - $2.1M
|
13K
$2.53M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.3K+ 101.51% |
$1.79M - $2M
|
24.5K
$4.77M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8KNew |
$1.72M - $1.91M
|
11.8K
$2.3M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
11.6KNew |
$1.69M - $1.88M
|
11.6K
$2.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
11.5KNew |
$1.67M - $1.85M
|
11.5K
$2.23M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.2K+ 5.49% |
$1.62M - $1.8M
|
214K
$41.7M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11KNew |
$1.6M - $1.78M
|
11K
$2.14M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
10.2K+ 2.99% |
$1.48M - $1.65M
|
352K
$68.4M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
10.2K+ 8.64% |
$1.48M - $1.64M
|
128K
$24.9M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.3K+ 7.39% |
$1.35M - $1.5M
|
135K
$26.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
8.84K+ 6.96% |
$1.28M - $1.43M
|
136K
$26.4M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
BUY
|
- |
8.73KNew |
$1.27M - $1.41M
|
8.73K
$1.7M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8.5KNew |
$1.23M - $1.37M
|
8.5K
$1.65M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.4KNew |
$1.07M - $1.2M
|
7.4K
$1.44M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
7.33K+ 10180.56% |
$1.06M - $1.18M
|
7.4K
$1.44M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.32K+ 34.81% |
$1.06M - $1.18M
|
28.3K
$5.51M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
7.06K+ 3.45% |
$1.02M - $1.14M
|
212K
$41.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.81KNew |
$989K - $1.1M
|
6.81K
$1.32M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.69K+ 2.37% |
$972K - $1.08M
|
289K
$56.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
6.59KNew |
$957K - $1.07M
|
6.59K
$1.28M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.5KNew |
$944K - $1.05M
|
6.5K
$1.26M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.33K+ 110.0% |
$919K - $1.02M
|
12.1K
$2.35M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
6.31K+ 152.23% |
$916K - $1.02M
|
10.5K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
6.27KNew |
$911K - $1.01M
|
6.27K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
6.2K+ 4.39% |
$901K - $1M
|
147K
$28.7M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.06K+ 3.62% |
$880K - $979K
|
173K
$33.7M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.04KNew |
$877K - $976K
|
6.04K
$1.17M
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
5.87K+ 15.07% |
$852K - $949K
|
44.8K
$8.72M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.7KNew |
$828K - $921K
|
5.7K
$1.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.7KNew |
$827K - $920K
|
5.7K
$1.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.66K+ 203.85% |
$822K - $914K
|
8.44K
$1.64M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.53K+ 55.42% |
$803K - $894K
|
15.5K
$3.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.4KNew |
$783K - $872K
|
5.4K
$1.05M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
5.24K+ 1.85% |
$761K - $846K
|
288K
$56M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.23KNew |
$760K - $846K
|
5.23K
$1.02M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
5.23K+ 19.29% |
$760K - $845K
|
32.4K
$6.29M
|
|
|
May 12, 2023
Q1 2023
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
5KNew |
$726K - $808K
|
5K
$972K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.99K+ 12.1% |
$724K - $805K
|
46.2K
$8.98M
|