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 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-63- 6.68% |
$9.56K - $10.3K
|
880
$174K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-65- 0.49% |
$9.86K - $10.6K
|
13.1K
$2.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-66- 20.89% |
$10K - $10.8K
|
250
$49.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-67- 2.34% |
$10.2K - $11K
|
2.8K
$553K
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-68- 0.23% |
$10.3K - $11.1K
|
29.5K
$5.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-68- 0.78% |
$10.3K - $11.1K
|
8.66K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-68- 0.71% |
$10.3K - $11.1K
|
9.57K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-69- 1.88% |
$10.5K - $11.3K
|
3.59K
$710K
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-71- 0.48% |
$10.8K - $11.6K
|
14.7K
$2.91M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-71- 3.79% |
$10.8K - $11.6K
|
1.8K
$357K
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-72- 3.65% |
$10.9K - $11.8K
|
1.9K
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-74- 0.66% |
$11.2K - $12.1K
|
11.2K
$2.21M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-75Closed |
$11.4K - $12.3K
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-76- 1.07% |
$11.5K - $12.4K
|
7K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-77- 0.39% |
$11.7K - $12.6K
|
19.6K
$3.87M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-78- 0.03% |
$11.8K - $12.8K
|
282K
$55.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-81- 0.93% |
$12.3K - $13.2K
|
8.6K
$1.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-81- 4.33% |
$12.3K - $13.2K
|
1.79K
$354K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-82- 3.09% |
$12.4K - $13.4K
|
2.58K
$509K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-85- 2.67% |
$12.9K - $13.9K
|
3.1K
$612K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-85- 0.07% |
$12.9K - $13.9K
|
120K
$23.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-88- 0.9% |
$13.4K - $14.4K
|
9.71K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-88- 2.42% |
$13.4K - $14.4K
|
3.55K
$701K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-92- 2.79% |
$14K - $15K
|
3.2K
$633K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-93- 0.68% |
$14.1K - $15.2K
|
13.5K
$2.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Financial Advisory
|
SELL
|
- |
-95- 1.52% |
$14.4K - $15.5K
|
6.14K
$1.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-97- 2.58% |
$14.7K - $15.9K
|
3.67K
$725K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-99- 0.96% |
$15K - $16.2K
|
10.2K
$2.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-99- 0.15% |
$15K - $16.2K
|
67.7K
$13.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-100- 6.45% |
$15.2K - $16.4K
|
1.45K
$287K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-100- 1.63% |
$15.2K - $16.4K
|
6.03K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-100- 63.29% |
$15.2K - $16.4K
|
58
$11.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-100- 5.07% |
$15.2K - $16.4K
|
1.87K
$370K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-100- 1.85% |
$15.2K - $16.4K
|
5.31K
$1.05M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-100- 5.83% |
$15.2K - $16.4K
|
1.61K
$319K
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-104- 4.07% |
$15.8K - $17K
|
2.45K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-104- 1.25% |
$15.8K - $17K
|
8.19K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-104- 22.37% |
$15.8K - $17K
|
361
$71.4K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-104- 22.37% |
$15.8K - $17K
|
361
$71.4K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-106- 53.0% |
$16.1K - $17.3K
|
94
$18.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-107- 4.61% |
$16.2K - $17.5K
|
2.22K
$438K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-107- 0.45% |
$16.2K - $17.5K
|
23.7K
$4.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-108- 0.97% |
$16.4K - $17.7K
|
11K
$2.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-110- 0.84% |
$16.7K - $18K
|
13K
$2.56M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-110- 6.07% |
$16.7K - $18K
|
1.7K
$336K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-116- 2.49% |
$17.6K - $19K
|
4.55K
$899K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-116- 7.16% |
$17.6K - $19K
|
1.51K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-116- 1.44% |
$17.6K - $19K
|
7.94K
$1.57M
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-117- 6.7% |
$17.8K - $19.1K
|
1.63K
$322K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-119- 1.31% |
$18.1K - $19.5K
|
8.97K
$1.77M
|