Purchases and Sales Made in Q3 2023 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.83M+ 2323.41% |
$733M - $790M
|
5.04M
$996M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.31MNew |
$199M - $215M
|
1.31M
$260M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
972KNew |
$148M - $159M
|
972K
$192M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
630K+ 1682.79% |
$95.6M - $103M
|
667K
$132M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
621KNew |
$94.2M - $102M
|
621K
$123M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
472K+ 5603.57% |
$71.7M - $77.3M
|
481K
$95M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
450K+ 131.51% |
$68.3M - $73.7M
|
793K
$157M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
436K+ 65.05% |
$66.1M - $71.3M
|
1.11M
$219M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
348K+ 76.57% |
$52.9M - $57M
|
804K
$159M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
186K+ 101.19% |
$28.2M - $30.4M
|
369K
$73M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
179KNew |
$27.2M - $29.3M
|
179K
$35.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
172K+ 2825.4% |
$26M - $28.1M
|
178K
$35.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
165K+ 22.85% |
$25M - $27M
|
887K
$175M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
132K+ 7.16% |
$20M - $21.5M
|
1.97M
$390M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
120K+ 13.85% |
$18.2M - $19.7M
|
988K
$195M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
118K+ 2.51% |
$17.9M - $19.3M
|
4.82M
$954M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
113K+ 670.24% |
$17.1M - $18.4M
|
129K
$25.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
111K+ 14.72% |
$16.9M - $18.2M
|
865K
$171M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
110K+ 11.83% |
$16.7M - $18M
|
1.04M
$206M
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
97.6K+ 154.47% |
$14.8M - $16M
|
161K
$31.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
90.5K+ 231.64% |
$13.7M - $14.8M
|
130K
$25.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
89.3K+ 68.9% |
$13.6M - $14.6M
|
219K
$43.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82.2K+ 3.17% |
$12.5M - $13.4M
|
2.68M
$529M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
79K+ 6.46% |
$12M - $12.9M
|
1.3M
$258M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
77.7K+ 0.9% |
$11.8M - $12.7M
|
8.74M
$1.73B
|
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
74.8K+ 49.9% |
$11.3M - $12.2M
|
225K
$44.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
70K+ 192.84% |
$10.6M - $11.4M
|
106K
$21M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
68.7KNew |
$10.4M - $11.2M
|
68.7K
$13.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
67.7K+ 1611.48% |
$10.3M - $11.1M
|
71.9K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
66K+ 3.59% |
$10M - $10.8M
|
1.9M
$376M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
63.6K+ 333.38% |
$9.65M - $10.4M
|
82.6K
$16.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
54.1K+ 72.01% |
$8.2M - $8.84M
|
129K
$25.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
53K+ 20.78% |
$8.04M - $8.67M
|
308K
$60.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Lyrical Asset Management LP
New York, NY |
BUY
|
- |
51.8KNew |
$7.86M - $8.47M
|
51.8K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
42.6K+ 85.24% |
$6.46M - $6.97M
|
92.6K
$18.3M
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
40.5KNew |
$6.15M - $6.63M
|
40.5K
$8.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
40.2K+ 361.9% |
$6.1M - $6.57M
|
51.3K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
37.3K+ 1332.13% |
$5.66M - $6.1M
|
40.1K
$7.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
37.2KNew |
$5.65M - $6.09M
|
37.2K
$7.36M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
34.7K+ 1868.23% |
$5.26M - $5.67M
|
36.6K
$7.23M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
33.9KNew |
$5.14M - $5.54M
|
33.9K
$6.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
33.8K+ 77.55% |
$5.12M - $5.52M
|
77.3K
$15.3M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
31.7K+ 24.34% |
$4.81M - $5.19M
|
162K
$32M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.3KNew |
$4.75M - $5.12M
|
31.3K
$6.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
30.3K+ 136.87% |
$4.6M - $4.96M
|
52.5K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
29.5KNew |
$4.48M - $4.83M
|
29.5K
$5.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
28.2K+ 31.91% |
$4.28M - $4.61M
|
117K
$23M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
28K+ 90.8% |
$4.25M - $4.59M
|
58.9K
$11.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
25.2KNew |
$3.82M - $4.12M
|
25.2K
$4.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
24.4KNew |
$3.71M - $4M
|
24.4K
$4.83M
|