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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-25- 0.86% |
$3.79K - $4.09K
|
2.88K
$565K
|
|
|
Oct 17, 2023
Q3 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-25- 0.09% |
$3.79K - $4.09K
|
27.8K
$5.45M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-25- 0.09% |
$3.79K - $4.09K
|
28.6K
$5.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-25- 1.26% |
$3.79K - $4.09K
|
1.95K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-25- 1.26% |
$3.79K - $4.09K
|
1.96K
$385K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-25- 1.5% |
$3.79K - $4.09K
|
1.64K
$322K
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-26- 1.34% |
$3.94K - $4.25K
|
1.92K
$376K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-27- 0.75% |
$4.1K - $4.42K
|
3.57K
$700K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-27- 0.98% |
$4.1K - $4.42K
|
2.74K
$536K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-27- 0.63% |
$4.1K - $4.42K
|
4.25K
$834K
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-29- 0.5% |
$4.4K - $4.74K
|
5.81K
$1.14M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-30- 0.46% |
$4.55K - $4.91K
|
6.51K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-30- 1.23% |
$4.55K - $4.91K
|
2.41K
$472K
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-30- 0.56% |
$4.55K - $4.91K
|
5.36K
$1.05M
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-31- 0.22% |
$4.7K - $5.07K
|
13.8K
$2.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-31- 2.11% |
$4.7K - $5.07K
|
1.44K
$282K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-32- 6.84% |
$4.86K - $5.23K
|
436
$85.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-32- 0.88% |
$4.86K - $5.23K
|
3.61K
$709K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-32- 1.34% |
$4.86K - $5.23K
|
2.36K
$463K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-32- 0.2% |
$4.86K - $5.23K
|
15.8K
$3.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.08% |
$5.31K - $5.72K
|
42.2K
$8.27M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-36- 1.07% |
$5.46K - $5.89K
|
3.32K
$651K
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-36- 0.37% |
$5.46K - $5.89K
|
9.62K
$1.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-36- 0.78% |
$5.46K - $5.89K
|
4.6K
$902K
|
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-38- 0.95% |
$5.77K - $6.22K
|
3.98K
$781K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-38- 0.16% |
$5.77K - $6.22K
|
23.5K
$4.61M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-39- 2.46% |
$5.92K - $6.38K
|
1.54K
$303K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-40- 1.0% |
$6.07K - $6.54K
|
3.95K
$775K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-40- 1.21% |
$6.07K - $6.54K
|
3.26K
$640K
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-43- 2.92% |
$6.52K - $7.03K
|
1.43K
$280K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-45- 1.36% |
$6.83K - $7.36K
|
3.25K
$638K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-47- 2.89% |
$7.13K - $7.69K
|
1.58K
$309K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-47- 1.17% |
$7.13K - $7.69K
|
3.96K
$777K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-48- 1.81% |
$7.28K - $7.85K
|
2.61K
$512K
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-50- 0.28% |
$7.59K - $8.18K
|
17.7K
$3.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-50- 0.94% |
$7.59K - $8.18K
|
5.27K
$1.03M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 0.55% |
$7.59K - $8.18K
|
9.08K
$1.78M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-51- 26.15% |
$7.74K - $8.34K
|
144
$28.2K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-52- 1.47% |
$7.89K - $8.51K
|
3.49K
$684K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-52- 0.55% |
$7.89K - $8.51K
|
9.35K
$1.83M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-53- 1.64% |
$8.04K - $8.67K
|
3.18K
$623K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-53- 3.81% |
$8.04K - $8.67K
|
1.34K
$263K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-53- 1.47% |
$8.04K - $8.67K
|
3.56K
$697K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-54- 0.3% |
$8.19K - $8.83K
|
18.1K
$3.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-54- 1.41% |
$8.19K - $8.83K
|
3.77K
$738K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-56- 3.88% |
$8.5K - $9.16K
|
1.39K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-60- 4.24% |
$9.1K - $9.81K
|
1.36K
$266K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-61- 1.59% |
$9.26K - $9.98K
|
3.77K
$739K
|
|
|
Nov 03, 2023
Q3 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-61- 1.54% |
$9.26K - $9.98K
|
3.91K
$767K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-62- 0.66% |
$9.41K - $10.1K
|
9.27K
$1.82M
|