Purchases and Sales Made in Q2 2023 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-15- 0.97% |
$2.23K - $2.37K
|
1.53K
$281K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-15- 0.32% |
$2.23K - $2.37K
|
4.64K
$851K
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.42% |
$2.23K - $2.37K
|
3.55K
$652K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-15- 0.79% |
$2.23K - $2.37K
|
1.88K
$344K
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-16- 0.21% |
$2.38K - $2.53K
|
7.78K
$1.43M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-17- 5.92% |
$2.53K - $2.68K
|
270
$49.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-17- 0.23% |
$2.53K - $2.68K
|
7.24K
$1.33M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-18- 0.25% |
$2.67K - $2.84K
|
7.11K
$1.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-18- 0.63% |
$2.67K - $2.84K
|
2.84K
$521K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-18- 0.52% |
$2.67K - $2.84K
|
3.43K
$630K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-18- 1.12% |
$2.67K - $2.84K
|
1.6K
$293K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-19- 0.53% |
$2.82K - $3K
|
3.6K
$660K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-20- 16.67% |
$2.97K - $3.16K
|
100
$18.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-20- 0.68% |
$2.97K - $3.16K
|
2.91K
$533K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-20- 1.47% |
$2.97K - $3.16K
|
1.34K
$247K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20- 0.22% |
$2.97K - $3.16K
|
9.01K
$1.65M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-20- 0.37% |
$2.97K - $3.16K
|
5.38K
$988K
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-21- 1.31% |
$3.12K - $3.31K
|
1.58K
$291K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-21- 0.45% |
$3.12K - $3.31K
|
4.7K
$862K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-22- 0.57% |
$3.27K - $3.47K
|
3.83K
$703K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-22- 0.25% |
$3.27K - $3.47K
|
8.73K
$1.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-22- 0.17% |
$3.27K - $3.47K
|
12.9K
$2.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-24- 0.17% |
$3.57K - $3.79K
|
14.3K
$2.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-25- 1.87% |
$3.71K - $3.95K
|
1.31K
$240K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-26- 2.66% |
$3.86K - $4.1K
|
952
$175K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-26- 0.12% |
$3.86K - $4.1K
|
21.7K
$3.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-26- 0.21% |
$3.86K - $4.1K
|
12.1K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26- 1.03% |
$3.86K - $4.1K
|
2.49K
$457K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-27- 0.25% |
$4.01K - $4.26K
|
10.9K
$1.99M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-28- 0.95% |
$4.16K - $4.42K
|
2.93K
$538K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-28- 1.9% |
$4.16K - $4.42K
|
1.45K
$265K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-30- 0.55% |
$4.46K - $4.73K
|
5.42K
$996K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-30- 0.25% |
$4.46K - $4.73K
|
11.9K
$2.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-31- 0.93% |
$4.61K - $4.89K
|
3.29K
$604K
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-32- 1.65% |
$4.75K - $5.05K
|
1.91K
$351K
|
|
|
Jul 26, 2023
Q2 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-32- 0.89% |
$4.75K - $5.05K
|
3.56K
$654K
|
|
|
Aug 14, 2023
Q2 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-32- 0.37% |
$4.75K - $5.05K
|
8.7K
$1.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-33- 40.24% |
$4.9K - $5.21K
|
49
$8.99K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-33- 0.5% |
$4.9K - $5.21K
|
6.52K
$1.2M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-33- 1.79% |
$4.9K - $5.21K
|
1.81K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-33- 2.34% |
$4.9K - $5.21K
|
1.38K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-33- 0.69% |
$4.9K - $5.21K
|
4.75K
$872K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-33- 0.25% |
$4.9K - $5.21K
|
13.3K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-35- 0.95% |
$5.2K - $5.52K
|
3.65K
$670K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-36- 2.11% |
$5.35K - $5.68K
|
1.67K
$306K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-37- 0.42% |
$5.5K - $5.84K
|
8.68K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-39- 2.09% |
$5.79K - $6.16K
|
1.83K
$336K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-40- 1.63% |
$5.94K - $6.31K
|
2.42K
$444K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-42- 2.6% |
$6.24K - $6.63K
|
1.57K
$289K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-42- 0.32% |
$6.24K - $6.63K
|
13.1K
$2.4M
|