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 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-112- 0.6% |
$16.6K - $17.7K
|
18.6K
$3.41M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-113- 4.08% |
$16.8K - $17.8K
|
2.66K
$488K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-120- 28.44% |
$17.8K - $18.9K
|
302
$55.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-121- 3.93% |
$18K - $19.1K
|
2.96K
$543K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-122- 1.15% |
$18.1K - $19.3K
|
10.5K
$1.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-122- 2.35% |
$18.1K - $19.3K
|
5.06K
$929K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-123- 1.08% |
$18.3K - $19.4K
|
11.2K
$2.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-129- 0.88% |
$19.2K - $20.4K
|
14.5K
$2.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-129- 8.03% |
$19.2K - $20.4K
|
1.48K
$271K
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-130- 6.76% |
$19.3K - $20.5K
|
1.79K
$329K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-130- 2.95% |
$19.3K - $20.5K
|
4.28K
$786K
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-131- 17.49% |
$19.5K - $20.7K
|
618
$113K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-133- 0.64% |
$19.8K - $21K
|
20.8K
$3.81M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-135- 1.24% |
$20.1K - $21.3K
|
10.7K
$1.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-139- 4.04% |
$20.6K - $21.9K
|
3.3K
$605K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-139- 1.75% |
$20.6K - $21.9K
|
7.82K
$1.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-141- 19.03% |
$20.9K - $22.3K
|
600
$110K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-143- 2.08% |
$21.2K - $22.6K
|
6.72K
$1.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-143- 1.92% |
$21.2K - $22.6K
|
7.3K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-144- 2.46% |
$21.4K - $22.7K
|
5.71K
$1.05M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-144- 5.4% |
$21.4K - $22.7K
|
2.52K
$463K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-147- 3.87% |
$21.8K - $23.2K
|
3.66K
$671K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-149- 2.34% |
$22.1K - $23.5K
|
6.21K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-149- 1.12% |
$22.1K - $23.5K
|
13.2K
$2.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-150- 7.52% |
$22.3K - $23.7K
|
1.84K
$339K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-150- 0.43% |
$22.3K - $23.7K
|
34.6K
$6.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-150- 38.46% |
$22.3K - $23.7K
|
240
$44.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-158- 1.34% |
$23.5K - $24.9K
|
11.6K
$2.13M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-160- 4.21% |
$23.8K - $25.3K
|
3.64K
$668K
|
|
|
Jul 19, 2023
Q2 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-164- 0.61% |
$24.4K - $25.9K
|
26.5K
$4.87M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-170- 3.0% |
$25.3K - $26.8K
|
5.5K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-170- 13.77% |
$25.3K - $26.8K
|
1.07K
$196K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-171- 1.36% |
$25.4K - $27K
|
12.4K
$2.27M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-172- 8.09% |
$25.6K - $27.1K
|
1.95K
$359K
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-172- 4.88% |
$25.6K - $27.1K
|
3.35K
$615K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-172- 8.09% |
$25.6K - $27.1K
|
1.95K
$359K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-175- 0.99% |
$26K - $27.6K
|
17.5K
$3.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-176- 0.38% |
$26.1K - $27.8K
|
46K
$8.45M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-182- 13.39% |
$27K - $28.7K
|
1.18K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-182- 3.66% |
$27K - $28.7K
|
4.79K
$880K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-184- 1.98% |
$27.3K - $29K
|
9.13K
$1.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-185- 3.07% |
$27.5K - $29.2K
|
5.84K
$1.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-189- 1.07% |
$28.1K - $29.8K
|
17.4K
$3.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-190- 0.6% |
$28.2K - $30K
|
31.5K
$5.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-195- 7.92% |
$29K - $30.8K
|
2.27K
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-195- 3.57% |
$29K - $30.8K
|
5.26K
$966K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-197- 10.46% |
$29.3K - $31.1K
|
1.69K
$310K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-198- 2.35% |
$29.4K - $31.3K
|
8.24K
$1.51M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-204- 4.19% |
$30.3K - $32.2K
|
4.66K
$856K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-204- 1.31% |
$30.3K - $32.2K
|
15.4K
$2.83M
|