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 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.97KNew |
$721K - $803K
|
4.97K
$966K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.92K+ 5.73% |
$714K - $795K
|
90.7K
$17.6M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.91KNew |
$713K - $793K
|
4.91K
$955K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.86KNew |
$706K - $785K
|
4.86K
$945K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.75K+ 165.15% |
$690K - $768K
|
7.63K
$1.48M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.75K+ 165.15% |
$690K - $768K
|
7.63K
$1.48M
|
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.6KNew |
$668K - $743K
|
4.6K
$895K
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
BUY
|
- |
4.53K+ 7.77% |
$657K - $732K
|
62.8K
$12.2M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.49K+ 1.34% |
$651K - $725K
|
339K
$65.9M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
4.47K+ 7.27% |
$648K - $721K
|
65.9K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.29K+ 2.57% |
$623K - $693K
|
171K
$33.3M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
4.25K+ 6.33% |
$618K - $687K
|
71.4K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
4.08K+ 17.1% |
$592K - $658K
|
27.9K
$5.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
4.06KNew |
$589K - $655K
|
4.06K
$789K
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
4.05KNew |
$588K - $654K
|
4.05K
$787K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.9K+ 5.61% |
$566K - $629K
|
73.4K
$14.3M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.79K+ 9.83% |
$550K - $612K
|
42.4K
$8.24M
|
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.77K+ 1.05% |
$547K - $609K
|
363K
$70.5M
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.76K+ 2.04% |
$546K - $608K
|
189K
$36.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3.66KNew |
$532K - $592K
|
3.66K
$713K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.6K+ 24.87% |
$522K - $581K
|
18.1K
$3.51M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.58K+ 557.17% |
$519K - $578K
|
4.22K
$821K
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
3.57K+ 9.19% |
$518K - $577K
|
42.4K
$8.24M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.52KNew |
$512K - $569K
|
3.52K
$685K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
3.51K+ 2.56% |
$510K - $567K
|
141K
$27.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3.41K+ 9.45% |
$496K - $551K
|
39.5K
$7.69M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
3.3K+ 16.45% |
$479K - $533K
|
23.3K
$4.54M
|
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
BUY
|
- |
3.23K+ 131.76% |
$469K - $522K
|
5.69K
$1.11M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.15KNew |
$457K - $508K
|
3.15K
$612K
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.94KNew |
$426K - $475K
|
2.94K
$571K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.92K+ 177.23% |
$424K - $472K
|
4.57K
$888K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.81K+ 1.22% |
$408K - $454K
|
233K
$45.4M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.8K+ 59.13% |
$407K - $452K
|
7.54K
$1.47M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.7K+ 15.84% |
$392K - $436K
|
19.8K
$3.84M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
2.66K+ 53.3% |
$387K - $430K
|
7.66K
$1.49M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.65K+ 9.19% |
$384K - $427K
|
31.4K
$6.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.61K+ 9.31% |
$379K - $422K
|
30.6K
$5.96M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.61K+ 102.96% |
$378K - $421K
|
5.14K
$999K
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
BUY
|
- |
2.6KNew |
$378K - $420K
|
2.6K
$506K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.51K+ 3.28% |
$365K - $406K
|
79K
$15.4M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.51K+ 53.51% |
$364K - $405K
|
7.2K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.3KNew |
$334K - $372K
|
2.3K
$447K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.26KNew |
$328K - $365K
|
2.26K
$439K
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
2.23KNew |
$323K - $359K
|
2.23K
$433K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.17K+ 1.04% |
$315K - $351K
|
211K
$41.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2.14K+ 7.65% |
$311K - $346K
|
30.2K
$5.87M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.12K+ 23.31% |
$308K - $343K
|
11.2K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.12K+ 2.89% |
$307K - $342K
|
75.4K
$14.7M
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.11KNew |
$306K - $341K
|
2.11K
$410K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.11K+ 3.6% |
$306K - $340K
|
60.6K
$11.8M
|