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 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-1.32K- 0.36% |
$200K - $216K
|
364K
$71.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-1.32K- 1.6% |
$200K - $216K
|
81.2K
$15.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-1.33K- 11.51% |
$201K - $217K
|
10.2K
$2M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.33K- 9.41% |
$201K - $217K
|
12.8K
$2.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.34K- 2.22% |
$204K - $220K
|
59.1K
$11.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.37K- 1.6% |
$208K - $225K
|
84.3K
$16.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.38K- 16.24% |
$209K - $225K
|
7.1K
$1.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.39K- 10.42% |
$212K - $228K
|
12K
$2.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.4K- 1.21% |
$212K - $228K
|
114K
$22.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.41K- 21.82% |
$214K - $230K
|
5.04K
$989K
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-1.42K- 14.89% |
$216K - $233K
|
8.13K
$1.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.44K- 4.66% |
$218K - $236K
|
29.5K
$5.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.5K- 28.41% |
$227K - $245K
|
3.77K
$739K
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.51K- 1.94% |
$229K - $246K
|
76.3K
$15M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.52K- 79.58% |
$231K - $249K
|
390
$76.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.53K- 5.47% |
$231K - $249K
|
26.4K
$5.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-1.54K- 2.45% |
$234K - $252K
|
61.4K
$12M
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.61K- 57.37% |
$244K - $263K
|
1.19K
$234K
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.61K- 5.66% |
$245K - $264K
|
26.9K
$5.27M
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.63K- 4.23% |
$248K - $267K
|
37K
$7.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.64K- 1.84% |
$248K - $267K
|
87.2K
$17.1M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.64K- 8.49% |
$249K - $268K
|
17.7K
$3.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.65K- 13.0% |
$250K - $269K
|
11K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.69K- 6.41% |
$257K - $277K
|
24.7K
$4.85M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.69K- 9.6% |
$257K - $277K
|
15.9K
$3.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.69K- 17.34% |
$257K - $277K
|
8.07K
$1.58M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.7K- 3.36% |
$257K - $277K
|
48.8K
$9.57M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.71K- 1.31% |
$259K - $280K
|
129K
$25.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.73K- 43.94% |
$262K - $282K
|
2.2K
$432K
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.76KClosed |
$267K - $288K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Campion Asset Management
|
SELL
|
- |
-1.77K- 25.44% |
$269K - $290K
|
5.19K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.79K- 12.65% |
$272K - $293K
|
12.4K
$2.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.83K- 1.08% |
$278K - $300K
|
167K
$32.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.85K- 3.2% |
$281K - $303K
|
56.1K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.9K- 1.44% |
$288K - $310K
|
130K
$25.4M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.92K- 52.61% |
$291K - $313K
|
1.73K
$338K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-1.92K- 6.38% |
$291K - $314K
|
28.2K
$5.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.93K- 19.76% |
$292K - $315K
|
7.82K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.95K- 0.41% |
$295K - $318K
|
475K
$93.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.95K- 3.62% |
$296K - $319K
|
52K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.96K- 6.46% |
$297K - $320K
|
28.4K
$5.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.98K- 6.21% |
$301K - $324K
|
29.9K
$5.87M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.99K- 20.75% |
$302K - $326K
|
7.61K
$1.49M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.01K- 16.06% |
$306K - $329K
|
10.5K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.02K- 2.68% |
$306K - $330K
|
73.3K
$14.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.11K- 22.06% |
$321K - $346K
|
7.47K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-2.13K- 28.73% |
$324K - $349K
|
5.29K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.16K- 4.11% |
$327K - $353K
|
50.3K
$9.86M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-2.16K- 29.59% |
$328K - $353K
|
5.14K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.17K- 38.04% |
$329K - $354K
|
3.53K
$692K
|