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 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-207- 16.26% |
$31.4K - $33.9K
|
1.07K
$209K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-210- 1.21% |
$31.9K - $34.3K
|
17.2K
$3.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-214- 7.54% |
$32.5K - $35K
|
2.62K
$515K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-216- 6.15% |
$32.8K - $35.3K
|
3.3K
$646K
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-217- 0.24% |
$32.9K - $35.5K
|
90.8K
$17.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-218- 9.16% |
$33.1K - $35.7K
|
2.16K
$424K
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-218- 3.97% |
$33.1K - $35.7K
|
5.28K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-219- 0.6% |
$33.2K - $35.8K
|
36.2K
$7.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-221- 10.49% |
$33.5K - $36.1K
|
1.89K
$370K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-224- 0.98% |
$34K - $36.6K
|
22.6K
$4.43M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-227- 1.68% |
$34.4K - $37.1K
|
13.3K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-228- 0.78% |
$34.6K - $37.3K
|
28.9K
$5.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-229- 4.57% |
$34.7K - $37.5K
|
4.79K
$939K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-230- 2.45% |
$34.9K - $37.6K
|
9.15K
$1.79M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-232- 4.42% |
$35.2K - $37.9K
|
5.02K
$984K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-239- 8.7% |
$36.3K - $39.1K
|
2.51K
$492K
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-240- 1.37% |
$36.4K - $39.3K
|
17.2K
$3.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-248- 0.75% |
$37.6K - $40.6K
|
32.7K
$6.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-253- 2.41% |
$38.4K - $41.4K
|
10.2K
$2.01M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-255- 30.98% |
$38.7K - $41.7K
|
568
$111K
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-257- 2.12% |
$39K - $42K
|
11.9K
$2.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-262- 1.44% |
$39.8K - $42.9K
|
18K
$3.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-262- 68.95% |
$39.8K - $42.9K
|
118
$23.1K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-269- 3.26% |
$40.8K - $44K
|
7.98K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-270- 5.13% |
$41K - $44.2K
|
4.99K
$979K
|
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-281- 5.82% |
$42.6K - $46K
|
4.55K
$892K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-283- 10.41% |
$42.9K - $46.3K
|
2.44K
$478K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-285- 0.27% |
$43.2K - $46.6K
|
104K
$20.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-286- 1.71% |
$43.4K - $46.8K
|
16.5K
$3.23M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-291- 9.05% |
$44.2K - $47.6K
|
2.92K
$573K
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-292- 2.71% |
$44.3K - $47.8K
|
10.5K
$2.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-295- 1.98% |
$44.8K - $48.3K
|
14.6K
$2.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-295- 12.23% |
$44.8K - $48.3K
|
2.12K
$415K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-300- 13.12% |
$45.5K - $49.1K
|
1.99K
$390K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-301- 15.85% |
$45.7K - $49.2K
|
1.6K
$313K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-307- 8.06% |
$46.6K - $50.2K
|
3.5K
$686K
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-310- 12.46% |
$47K - $50.7K
|
2.18K
$427K
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-313- 11.91% |
$47.5K - $51.2K
|
2.31K
$454K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-313- 0.25% |
$47.5K - $51.2K
|
126K
$24.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-322- 0.82% |
$48.9K - $52.7K
|
38.9K
$7.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-326- 1.19% |
$49.5K - $53.3K
|
27.1K
$5.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-328- 9.31% |
$49.8K - $53.6K
|
3.2K
$627K
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-328- 1.28% |
$49.8K - $53.6K
|
25.3K
$4.97M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-335- 1.23% |
$50.8K - $54.8K
|
26.8K
$5.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-341- 1.7% |
$51.7K - $55.8K
|
19.7K
$3.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-347- 0.24% |
$52.7K - $56.8K
|
143K
$28.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-352- 86.27% |
$53.4K - $57.6K
|
56
$11K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-353- 0.47% |
$53.6K - $57.7K
|
75.5K
$14.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-358- 13.9% |
$54.3K - $58.6K
|
2.22K
$435K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-362- 1.37% |
$54.9K - $59.2K
|
26K
$5.11M
|