Purchases and Sales Made in Q1 2023 in Ishares Russell 1000 Val ETF (IWD)

IWD Quotes by TradingView

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
Apr 14, 2023 Q1 2023
Transform Wealth, LLC

BUY
 -
554
+ 21.19%
$80.4K - $89.5K
3.17K $616K
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
532
+ 0.41%
$77.2K - $85.9K
129K $25.1M
May 15, 2023 Q1 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
520
+ 1.45%
$75.5K - $84K
36.3K $7.06M
Apr 19, 2023 Q1 2023
Ballast, Inc.

BUY
 -
513
+ 1.6%
$74.5K - $82.9K
32.6K $6.35M
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
504
+ 7.69%
$73.2K - $81.4K
7.06K $1.37M
May 15, 2023 Q1 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
484
+ 14.51%
$70.3K - $78.2K
3.82K $743K
May 03, 2023 Q1 2023
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
477
+ 7.42%
$69.3K - $77.1K
6.9K $1.34M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
460
+ 126.72%
$66.8K - $74.3K
823 $160K
May 09, 2023 Q1 2023
Archer Investment Corp

BUY
 -
439
+ 14.57%
$63.7K - $70.9K
3.45K $671K
Apr 12, 2023 Q1 2023
Jmg Financial Group, Ltd.

BUY
 -
437
+ 1.66%
$63.5K - $70.6K
26.8K $5.22M
May 04, 2023 Q1 2023
Cornerstone Advisory, LLC

BUY
 -
426
+ 1.74%
$61.9K - $68.8K
24.9K $4.83M
May 09, 2023 Q1 2023
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
425
+ 3.05%
$61.7K - $68.7K
14.4K $2.79M
May 05, 2023 Q1 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
406
+ 5.07%
$59K - $65.6K
8.42K $1.64M
Apr 10, 2023 Q1 2023
Capital Investment Advisors, LLC

BUY
 -
404
+ 5.81%
$58.7K - $65.3K
7.36K $1.43M
Apr 16, 2024 Q1 2023
Fidelity D & D Bancorp Inc

Dunmore, PA
BUY
 -
404
+ 0.97%
$58.7K - $65.3K
41.8K $8.14M
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
397
+ 6.81%
$57.6K - $64.1K
6.22K $1.21M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
395
+ 16.34%
$57.4K - $63.8K
2.81K $547K
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
390
New
$56.6K - $63K
390 $75.8K
Apr 24, 2023 Q1 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
382
+ 3.22%
$55.5K - $61.7K
12.3K $2.38M
May 17, 2023 Q1 2023
Apexium Financial, LP

BUY
 -
374
+ 5.99%
$54.3K - $60.4K
6.62K $1.29M
Apr 18, 2023 Q1 2023
Activest Wealth Management

BUY
 -
373
New
$54.2K - $60.3K
373 $72.5K
May 12, 2023 Q1 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
361
+ 2.98%
$52.4K - $58.3K
12.5K $2.43M
May 11, 2023 Q1 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
347
New
$50.4K - $56.1K
347 $67.5K
Apr 18, 2023 Q1 2023
Sage Financial Group Inc

BUY
 -
344
+ 1.27%
$49.9K - $55.6K
27.4K $5.33M
May 10, 2023 Q1 2023
Grove Bank & Trust

BUY
 -
338
+ 2.77%
$49.1K - $54.6K
12.5K $2.44M
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
334
+ 19.8%
$48.5K - $54K
2.02K $393K
Apr 04, 2024 Q1 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
333
+ 374.16%
$48.4K - $53.8K
422 $82.1K
Apr 20, 2023 Q1 2023
Evensky & Katz LLC

BUY
 -
312
+ 28.03%
$45.3K - $50.4K
1.43K $277K
Apr 28, 2023 Q1 2023
Adirondack Trust CO

BUY
 -
308
+ 9.38%
$44.7K - $49.8K
3.59K $698K
May 15, 2023 Q1 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
299
+ 2.21%
$43.4K - $48.3K
13.8K $2.69M
Apr 17, 2023 Q1 2023
Cwa Asset Management Group, LLC

BUY
 -
298
+ 3.72%
$43.3K - $48.1K
8.3K $1.61M
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
291
+ 127.07%
$42.3K - $47K
520 $101K
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
290
New
$42.1K - $46.9K
290 $56.4K
Apr 19, 2023 Q1 2023
Harbour Capital Advisors, LLC

BUY
 -
272
+ 0.86%
$39.5K - $43.9K
31.9K $6.2M
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
263
+ 1.28%
$38.2K - $42.5K
20.9K $4.06M
May 11, 2023 Q1 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
262
+ 0.43%
$38K - $42.3K
61.9K $12M
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
261
+ 0.95%
$37.9K - $42.2K
27.6K $5.37M
Apr 25, 2023 Q1 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
260
+ 12.38%
$37.8K - $42K
2.36K $459K
Apr 18, 2023 Q1 2023
Archford Capital Strategies, LLC

BUY
 -
259
+ 6.59%
$37.6K - $41.8K
4.19K $815K
May 11, 2023 Q1 2023
Private Capital Management LLC

BUY
 -
258
+ 6.98%
$37.5K - $41.7K
3.95K $769K
May 09, 2023 Q1 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
253
+ 10.59%
$36.7K - $40.9K
2.64K $514K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
253
New
$36.7K - $40.9K
253 $49.2K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
231
+ 0.17%
$33.5K - $37.3K
139K $27.1M
May 15, 2023 Q1 2023
True North Advisors, LLC

BUY
 -
229
+ 2.67%
$33.3K - $37K
8.8K $1.71M
May 12, 2023 Q1 2023
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
228
+ 9.0%
$33.1K - $36.8K
2.76K $537K
Apr 21, 2023 Q1 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
220
+ 3.08%
$31.9K - $35.5K
7.36K $1.43M
May 10, 2023 Q1 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
217
+ 22.17%
$31.5K - $35.1K
1.2K $233K
Apr 06, 2023 Q1 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
215
+ 632.35%
$31.2K - $34.7K
249 $48.4K
May 09, 2023 Q1 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
206
+ 0.5%
$29.9K - $33.3K
41.5K $8.07M

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