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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
204New |
$29.6K - $33K
|
204
$39.7K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
204+ 8.76% |
$29.6K - $33K
|
2.53K
$493K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
203+ 1.29% |
$29.5K - $32.8K
|
16K
$3.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
202+ 14.91% |
$29.3K - $32.6K
|
1.56K
$303K
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
201+ 0.39% |
$29.2K - $32.5K
|
51.7K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
201+ 0.46% |
$29.2K - $32.5K
|
44.2K
$8.59M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
200+ 5.0% |
$29K - $32.3K
|
4.2K
$817K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
200+ 5.14% |
$29K - $32.3K
|
4.09K
$796K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
200+ 5.14% |
$29K - $32.3K
|
4.09K
$796K
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
199+ 1.45% |
$28.9K - $32.2K
|
14K
$2.72M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
198+ 0.91% |
$28.7K - $32K
|
22K
$4.27M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
196+ 3.04% |
$28.5K - $31.7K
|
6.65K
$1.29M
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
196+ 5.74% |
$28.5K - $31.7K
|
3.61K
$702K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
185+ 115.63% |
$26.9K - $29.9K
|
345
$67.1K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
182+ 0.68% |
$26.4K - $29.4K
|
26.8K
$5.2M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
169+ 46.81% |
$24.5K - $27.3K
|
530
$103K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
168+ 6.57% |
$24.4K - $27.1K
|
2.73K
$530K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
166+ 0.76% |
$24.1K - $26.8K
|
22K
$4.28M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
166+ 0.19% |
$24.1K - $26.8K
|
85.8K
$16.7M
|
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
BUY
|
- |
163+ 2.78% |
$23.7K - $26.3K
|
6.02K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
162New |
$23.5K - $26.2K
|
162
$31.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
159+ 0.89% |
$23.1K - $25.7K
|
17.9K
$3.49M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
158+ 4.25% |
$22.9K - $25.5K
|
3.87K
$753K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
158+ 13.05% |
$22.9K - $25.5K
|
1.37K
$266K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
157+ 1.38% |
$22.8K - $25.4K
|
11.6K
$2.25M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
148+ 0.61% |
$21.5K - $23.9K
|
24.5K
$4.77M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
147+ 2.61% |
$21.3K - $23.7K
|
5.77K
$1.12M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
145+ 0.5% |
$21.1K - $23.4K
|
28.9K
$5.63M
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
144+ 0.65% |
$20.9K - $23.3K
|
22.2K
$4.33M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
141+ 4.2% |
$20.5K - $22.8K
|
3.5K
$680K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
135+ 2.56% |
$19.6K - $21.8K
|
5.41K
$1.05M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
131+ 9.79% |
$19K - $21.2K
|
1.47K
$286K
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
130+ 7.25% |
$18.9K - $21K
|
1.92K
$374K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
129+ 3.34% |
$18.7K - $20.8K
|
3.99K
$776K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
128+ 0.45% |
$18.6K - $20.7K
|
28.9K
$5.62M
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
125+ 1.16% |
$18.2K - $20.2K
|
10.9K
$2.11M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
125+ 7.0% |
$18.2K - $20.2K
|
1.91K
$371K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
123+ 7.42% |
$17.9K - $19.9K
|
1.78K
$346K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
120New |
$17.4K - $19.4K
|
120
$23.3K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
117+ 31.71% |
$17K - $18.9K
|
486
$94.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
111+ 7.77% |
$16.1K - $17.9K
|
1.54K
$299K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
110+ 4.41% |
$16K - $17.8K
|
2.6K
$506K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
110+ 0.81% |
$16K - $17.8K
|
13.7K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
108+ 3.12% |
$15.7K - $17.4K
|
3.57K
$694K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
107+ 0.05% |
$15.5K - $17.3K
|
231K
$44.8M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
106+ 7.31% |
$15.4K - $17.1K
|
1.56K
$303K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
100+ 3.15% |
$14.5K - $16.2K
|
3.28K
$637K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$14.5K - $16.2K
|
100
$19.4K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
100+ 0.72% |
$14.5K - $16.2K
|
14K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
100+ 0.41% |
$14.5K - $16.2K
|
24.2K
$4.71M
|