Purchases and Sales Made in Q2 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 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
Aug 03, 2023 Q2 2023
Baron Financial Group, LLC

Fair Lawn, NJ
SELL
 -
-906
- 5.73%
$135K - $143K
14.9K $2.74M
Aug 10, 2023 Q2 2023
Great Lakes Advisors, LLC

Chicago, IL
SELL
 -
-919
- 9.57%
$137K - $145K
8.69K $1.59M
Aug 09, 2023 Q2 2023
Bank Of Hawaii

Honolulu, HI
SELL
 -
-930
- 32.96%
$138K - $147K
1.89K $347K
Jul 19, 2023 Q2 2023
Magnus Financial Group LLC

New York, NY
SELL
 -
-932
- 1.68%
$138K - $147K
54.6K $10M
Jul 21, 2023 Q2 2023
Segment Wealth Management, LLC

SELL
 -
-960
- 1.78%
$143K - $152K
52.9K $9.71M
Jul 17, 2023 Q2 2023
Wedmont Private Capital

SELL
 -
-975
- 36.48%
$145K - $154K
1.7K $312K
Aug 14, 2023 Q2 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
SELL
 -
-980
- 6.65%
$146K - $155K
13.8K $2.53M
Aug 04, 2023 Q2 2023
Pegasus Partners Ltd.

Mequon, WI
SELL
 -
-989
- 1.91%
$147K - $156K
50.7K $9.31M
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

SELL
 -
-999
- 34.1%
$148K - $158K
1.93K $354K
Sep 13, 2023 Q2 2023
Awm Capital, LLC

SELL
 -
-1K
- 0.79%
$149K - $158K
126K $23.1M
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-1.02K
- 5.32%
$151K - $161K
18.1K $3.32M
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

SELL
 -
-1.03K
- 6.29%
$153K - $162K
15.3K $2.81M
Jul 17, 2023 Q2 2023
F Dx Advisors, Inc.

SELL
 -
-1.04K
- 0.72%
$154K - $164K
142K $26.1M
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-1.04K
- 9.24%
$154K - $164K
10.2K $1.87M
Jul 25, 2023 Q2 2023
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-1.05K
- 4.12%
$156K - $166K
24.4K $4.49M
Aug 14, 2023 Q2 2023
American Trust

Lexington, KY
SELL
 -
-1.06K
- 25.03%
$158K - $167K
3.18K $583K
Aug 10, 2023 Q2 2023
Wintrust Investments LLC

Chicago, IL
SELL
 -
-1.07K
- 12.76%
$159K - $169K
7.3K $1.34M
Jul 13, 2023 Q2 2023
Mayflower Financial Advisors, LLC

SELL
 -
-1.07K
- 23.52%
$160K - $170K
3.49K $641K
Aug 14, 2023 Q2 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-1.08K
- 3.08%
$160K - $170K
33.9K $6.23M
Jul 11, 2023 Q2 2023
Ferguson Wellman Capital Management, Inc

SELL
 -
-1.09K
- 5.03%
$162K - $172K
20.6K $3.79M
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

SELL
 -
-1.09K
- 38.13%
$162K - $172K
1.77K $325K
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-1.09K
- 14.56%
$162K - $172K
6.41K $1.18M
Jul 07, 2023 Q2 2023
Soa Wealth Advisors, Llc.

SELL
 -
-1.09K
- 5.55%
$162K - $173K
18.6K $3.41M
Jul 28, 2023 Q2 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
SELL
 -
-1.11K
- 1.62%
$165K - $176K
67.7K $12.4M
Aug 10, 2023 Q2 2023
Hirtle Callaghan & CO LLC

West Conshohocken, PA
SELL
 -
-1.16K
- 1.25%
$172K - $182K
91K $16.7M
Aug 04, 2023 Q2 2023
Sonata Capital Group Inc

SELL
 -
-1.16K
- 2.08%
$172K - $183K
54.6K $10M
Aug 04, 2023 Q2 2023
Cullen/Frost Bankers, Inc.

SELL
 -
-1.16K
- 0.39%
$173K - $184K
297K $54.6M
Jul 13, 2023 Q2 2023
Hb Wealth Management, LLC

SELL
 -
-1.17K
- 1.7%
$174K - $185K
67.8K $12.4M
Aug 01, 2023 Q2 2023
Kornitzer Capital Management Inc

SELL
 -
-1.2K
- 13.23%
$178K - $189K
7.87K $1.44M
Aug 14, 2023 Q2 2023
Jefferies Financial Group Inc.

New York, NY
SELL
 -
-1.21K
- 2.8%
$179K - $191K
41.9K $7.69M
Aug 11, 2023 Q2 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
SELL
 -
-1.21K
- 7.53%
$180K - $191K
14.9K $2.73M
Aug 08, 2023 Q2 2023
Balboa Wealth Partners

Newport Beach, CA
SELL
 -
-1.23K
- 44.6%
$182K - $193K
1.52K $280K
Jul 25, 2023 Q2 2023
Independent Family Office, LLC

SELL
 -
-1.23K
- 1.41%
$183K - $195K
86K $15.8M
Jul 24, 2023 Q2 2023
Arcadia Investment Management Corp

SELL
 -
-1.26K
- 61.92%
$187K - $199K
775 $142K
Aug 11, 2023 Q2 2023
Neuberger Berman Group LLC

New York, NY
SELL
 -
-1.27K
- 2.8%
$188K - $200K
44K $8.09M
Aug 02, 2023 Q2 2023
North Rock Partners, LLC

SELL
 -
-1.28K
- 6.92%
$189K - $201K
17.2K $3.15M
Jul 14, 2023 Q2 2023
Cfm Wealth Partners LLC

SELL
 -
-1.29K
- 6.49%
$191K - $203K
18.6K $3.41M
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

SELL
 -
-1.3K
- 3.43%
$192K - $204K
36.4K $6.68M
Aug 14, 2023 Q2 2023
Dimension Capital Management LLC

Coral Gables, FL
SELL
 -
-1.31K
- 5.44%
$194K - $206K
22.7K $4.17M
Aug 10, 2023 Q2 2023
Empower Advisory Group, LLC

Greenwood Village, CO
SELL
 -
-1.32K
- 27.15%
$196K - $208K
3.54K $650K
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

SELL
 -
-1.33K
- 23.53%
$198K - $210K
4.33K $795K
Aug 02, 2023 Q2 2023
Winthrop Advisory Group LLC

SELL
 -
-1.36K
- 8.91%
$201K - $214K
13.9K $2.54M
Jul 18, 2023 Q2 2023
Allspring Global Investments Holdings, LLC

SELL
 -
-1.39K
- 2.0%
$206K - $219K
68K $12.5M
Aug 07, 2023 Q2 2023
American Investment Services, Inc.

SELL
 -
-1.4K
- 22.54%
$208K - $221K
4.81K $883K
Jan 24, 2024 Q2 2023
Cedrus LLC

Littleton, CO
SELL
 -
-1.4K
Closed
$208K - $221K
0 $0
Aug 10, 2023 Q2 2023
Watchman Group, Inc.

Plano, TX
SELL
 -
-1.41K
- 22.61%
$209K - $223K
4.83K $886K
Jul 11, 2023 Q2 2023
Affiance Financial, LLC

SELL
 -
-1.45K
- 7.58%
$215K - $228K
17.6K $3.24M
Jul 25, 2023 Q2 2023
Farmers & Merchants Trust CO Of Long Beach

SELL
 -
-1.45K
- 32.15%
$216K - $229K
3.07K $563K
Aug 08, 2023 Q2 2023
Forvis Wealth Advisors, LLC

SELL
 -
-1.47K
- 12.85%
$218K - $232K
9.96K $1.83M

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