Purchases and Sales Made in Q3 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 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 13, 2023 Q3 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
63
+ 4.3%
$9.56K - $10.3K
1.53K $300K
Nov 01, 2023 Q3 2023
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
62
+ 0.2%
$9.41K - $10.1K
31K $6.09M
Nov 08, 2023 Q3 2023
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
58
+ 1.99%
$8.8K - $9.49K
2.97K $582K
Oct 19, 2023 Q3 2023
Simplicity Wealth,Llc

BUY
 -
57
+ 0.46%
$8.65K - $9.32K
12.4K $2.43M
Nov 06, 2023 Q3 2023
Guidance Point Advisors, LLC

BUY
 -
57
+ 1.29%
$8.65K - $9.32K
4.47K $877K
Nov 15, 2023 Q3 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
54
+ 0.36%
$8.19K - $8.83K
14.9K $2.92M
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
53
+ 3.83%
$8.04K - $8.67K
1.44K $282K
Oct 12, 2023 Q3 2023
Global Trust Asset Management, LLC

BUY
 -
50
+ 1.97%
$7.59K - $8.18K
2.59K $508K
Oct 17, 2023 Q3 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
48
+ 0.49%
$7.28K - $7.85K
9.75K $1.91M
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
46
+ 1.61%
$6.98K - $7.52K
2.9K $569K
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
39
+ 0.72%
$5.92K - $6.38K
5.46K $1.07M
Nov 14, 2023 Q3 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
39
+ 2.43%
$5.92K - $6.38K
1.64K $322K
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
39
+ 0.72%
$5.92K - $6.38K
5.46K $1.07M
Oct 12, 2023 Q3 2023
Northwest Investment Counselors, LLC

BUY
 -
38
+ 18.63%
$5.77K - $6.22K
242 $47.5K
Nov 27, 2023 Q3 2023
Trust CO Of Vermont

BUY
 -
37
+ 7.94%
$5.61K - $6.05K
503 $98.6K
Nov 01, 2023 Q3 2023
Autumn Glory Partners, LLC

BUY
 -
34
+ 0.23%
$5.16K - $5.56K
14.6K $2.85M
Nov 14, 2023 Q3 2023
Perritt Capital Management Inc

Chicago, IL
BUY
 -
34
+ 117.24%
$5.16K - $5.56K
63 $12.4K
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
33
+ 0.16%
$5.01K - $5.4K
20.7K $4.05M
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
30
New
$4.55K - $4.91K
30 $5.88K
Oct 31, 2023 Q3 2023
Jmg Financial Group, Ltd.

BUY
 -
30
+ 0.1%
$4.55K - $4.91K
28.7K $5.63M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
28
+ 0.5%
$4.25K - $4.58K
5.65K $1.11M
Oct 25, 2023 Q3 2023
Concord Wealth Partners

BUY
 -
28
+ 18.79%
$4.25K - $4.58K
177 $34.7K
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
28
+ 0.1%
$4.25K - $4.58K
28.4K $5.56M
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
28
New
$4.25K - $4.58K
28 $5.49K
Oct 31, 2023 Q3 2023
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
27
New
$4.1K - $4.42K
27 $5.29K
Nov 02, 2023 Q3 2023
Steel Peak Wealth Management LLC

BUY
 -
25
+ 1.7%
$3.79K - $4.09K
1.5K $294K
Nov 08, 2023 Q3 2023
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
25
+ 0.84%
$3.79K - $4.09K
2.99K $587K
Nov 13, 2023 Q3 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
25
+ 0.34%
$3.79K - $4.09K
7.47K $1.46M
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
24
New
$3.64K - $3.93K
24 $4.71K
Oct 11, 2023 Q3 2023
Perkins Coie Trust CO

BUY
 -
23
+ 18.4%
$3.49K - $3.76K
148 $29K
Oct 13, 2023 Q3 2023
Financial Management Professionals, Inc.

BUY
 -
22
+ 22.92%
$3.34K - $3.6K
118 $23.1K
Oct 26, 2023 Q3 2023
Pb Mares Wealth Management LLC

BUY
 -
21
+ 1.08%
$3.19K - $3.43K
1.96K $385K
Nov 27, 2023 Q3 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
20
New
$3.03K - $3.27K
20 $3.92K
Oct 10, 2023 Q3 2023
M&R Capital Management Inc

BUY
 -
18
+ 1.15%
$2.73K - $2.94K
1.58K $311K
Aug 06, 2024 Q3 2023
Hantz Financial Services, Inc.

BUY
 -
17
+ 4.2%
$2.58K - $2.78K
422 $82.8K
Oct 26, 2023 Q3 2023
Cjm Wealth Advisers, Ltd.

Falls Church, VA
BUY
 -
16
+ 0.14%
$2.43K - $2.62K
11.2K $2.2M
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
16
+ 0.26%
$2.43K - $2.62K
6.09K $1.19M
Oct 25, 2023 Q3 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
15
+ 0.95%
$2.28K - $2.45K
1.59K $311K
Nov 09, 2023 Q3 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
15
+ 0.04%
$2.28K - $2.45K
39.7K $7.79M
Oct 10, 2023 Q3 2023
Savior LLC

BUY
 -
10
+ 2.93%
$1.52K - $1.64K
351 $68.8K
Oct 23, 2023 Q3 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
10
+ 0.11%
$1.52K - $1.64K
8.76K $1.72M
Oct 24, 2023 Q3 2023
Pfg Private Wealth Management, LLC

BUY
 -
10
+ 3.14%
$1.52K - $1.64K
328 $64.3K
Nov 03, 2023 Q3 2023
New Square Capital LLC

BUY
 -
10
+ 50.0%
$1.52K - $1.64K
30 $5.88K
Nov 15, 2023 Q3 2023
Journey Advisory Group, LLC

BUY
 -
10
+ 0.57%
$1.52K - $1.64K
1.77K $348K
Oct 16, 2023 Q3 2023
Columbia Trust CO 01012016

BUY
 -
9
+ 0.54%
$1.37K - $1.47K
1.69K $331K
Nov 02, 2023 Q3 2023
Advisor Os, LLC

BUY
 -
9
+ 0.56%
$1.37K - $1.47K
1.6K $314K
Oct 12, 2023 Q3 2023
Carret Asset Management, LLC

BUY
 -
8
+ 0.07%
$1.21K - $1.31K
10.7K $2.11M
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

BUY
 -
6
+ 0.2%
$910 - $981
2.94K $576K
Oct 10, 2023 Q3 2023
Next Level Private LLC

Harrison, NY
BUY
 -
5
+ 0.06%
$759 - $818
7.98K $1.56M

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