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 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.02% |
$607 - $654
|
22.3K
$4.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4+ 0.2% |
$607 - $654
|
2.02K
$396K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$455 - $491
|
46.5K
$9.12M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3+ 0.07% |
$455 - $491
|
4.05K
$795K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
2+ 0.15% |
$303 - $327
|
1.35K
$264K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.07% |
$152 - $164
|
1.47K
$288K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.01% |
$152 - $164
|
10.7K
$2.1M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1+ 0.07% |
$152 - $164
|
1.41K
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1- 0.03% |
$152 - $164
|
2.92K
$573K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1- 0.02% |
$152 - $164
|
4.91K
$963K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1- 0.01% |
$152 - $164
|
8.03K
$1.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 0.05% |
$152 - $164
|
2.11K
$414K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1- 0.04% |
$152 - $164
|
2.65K
$520K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.01% |
$152 - $164
|
7.54K
$1.48M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 0.01% |
$152 - $164
|
7.29K
$1.43M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 0.07% |
$303 - $327
|
2.82K
$553K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3- 0.07% |
$455 - $491
|
4.51K
$885K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-3- 0.11% |
$455 - $491
|
2.73K
$535K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 0.02% |
$607 - $654
|
21.4K
$4.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5- 0.27% |
$759 - $818
|
1.85K
$363K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-5- 0.09% |
$759 - $818
|
5.63K
$1.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-7- 0.12% |
$1.06K - $1.14K
|
5.63K
$1.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-7- 0.05% |
$1.06K - $1.14K
|
13.8K
$2.7M
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-7- 0.38% |
$1.06K - $1.14K
|
1.85K
$363K
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-8- 0.1% |
$1.21K - $1.31K
|
7.77K
$1.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8- 0.27% |
$1.21K - $1.31K
|
2.94K
$577K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-9- 0.02% |
$1.37K - $1.47K
|
42.2K
$8.28M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-10- 0.07% |
$1.52K - $1.64K
|
13.4K
$2.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-10- 0.31% |
$1.52K - $1.64K
|
3.27K
$641K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-10- 0.08% |
$1.52K - $1.64K
|
12K
$2.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-10- 0.71% |
$1.52K - $1.64K
|
1.41K
$276K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-11- 0.23% |
$1.67K - $1.8K
|
4.85K
$951K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-12- 0.07% |
$1.82K - $1.96K
|
16.6K
$3.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-13- 0.89% |
$1.97K - $2.13K
|
1.44K
$283K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-13- 1.67% |
$1.97K - $2.13K
|
766
$150K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15- 1.8% |
$2.28K - $2.45K
|
820
$161K
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-15- 0.28% |
$2.28K - $2.45K
|
5.36K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18- 0.72% |
$2.73K - $2.94K
|
2.47K
$485K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-19- 0.52% |
$2.88K - $3.11K
|
3.63K
$712K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-19- 0.35% |
$2.88K - $3.11K
|
5.37K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-20- 1.25% |
$3.03K - $3.27K
|
1.58K
$309K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-20- 0.34% |
$3.03K - $3.27K
|
5.9K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-20- 0.55% |
$3.03K - $3.27K
|
3.63K
$711K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-20- 1.0% |
$3.03K - $3.27K
|
1.99K
$390K
|
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-20- 0.22% |
$3.03K - $3.27K
|
9.01K
$1.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-21- 1.1% |
$3.19K - $3.43K
|
1.89K
$371K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-23- 1.61% |
$3.49K - $3.76K
|
1.41K
$276K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-24- 3.23% |
$3.64K - $3.93K
|
720
$141K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-24- 3.37% |
$3.64K - $3.93K
|
688
$135K
|