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
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.18K- 23.94% |
$331K - $357K
|
6.93K
$1.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-2.31K- 8.02% |
$351K - $378K
|
26.5K
$5.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.39K- 5.79% |
$363K - $391K
|
38.9K
$7.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.48K- 4.68% |
$376K - $405K
|
50.4K
$9.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-2.48K- 26.4% |
$376K - $405K
|
6.9K
$1.35M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.63K- 5.31% |
$399K - $430K
|
46.9K
$9.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Polianta LTD
|
SELL
|
- |
-2.7K- 4.93% |
$410K - $442K
|
52.1K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.71K- 5.1% |
$412K - $444K
|
50.4K
$9.89M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-2.77K- 35.08% |
$420K - $453K
|
5.13K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-2.85K- 1.63% |
$433K - $466K
|
172K
$33.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.9K- 13.63% |
$440K - $474K
|
18.4K
$3.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.06K- 3.95% |
$464K - $500K
|
74.4K
$14.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.09K- 0.82% |
$469K - $506K
|
376K
$73.8M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.22K- 1.42% |
$489K - $527K
|
223K
$43.8M
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-3.31K- 5.22% |
$503K - $542K
|
60.2K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-3.33K- 58.84% |
$505K - $544K
|
2.33K
$456K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.39K- 1.16% |
$515K - $555K
|
289K
$56.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-3.42K- 5.5% |
$519K - $559K
|
58.7K
$11.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-3.43K- 0.32% |
$520K - $560K
|
1.07M
$211M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.48K- 4.85% |
$528K - $570K
|
68.3K
$13.4M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.52K- 99.89% |
$534K - $576K
|
4
$784
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.85K- 46.29% |
$585K - $630K
|
4.47K
$877K
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.9K- 45.67% |
$592K - $638K
|
4.64K
$910K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.97K- 7.82% |
$602K - $649K
|
46.8K
$9.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.07K- 19.02% |
$617K - $665K
|
17.3K
$3.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.08K- 43.51% |
$619K - $667K
|
5.3K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.11K- 4.9% |
$624K - $672K
|
79.8K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.2K- 5.96% |
$637K - $687K
|
66.3K
$13M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4.43K- 3.86% |
$672K - $724K
|
110K
$21.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-4.44K- 5.6% |
$674K - $726K
|
74.9K
$14.7M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.5K- 4.81% |
$682K - $736K
|
89.1K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-4.73K- 55.0% |
$718K - $774K
|
3.87K
$759K
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-4.86K- 27.56% |
$738K - $795K
|
12.8K
$2.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5.01K- 30.05% |
$761K - $820K
|
11.7K
$2.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.3K- 3.73% |
$805K - $868K
|
137K
$26.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.34K- 16.54% |
$810K - $873K
|
26.9K
$5.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.45K- 1.58% |
$827K - $891K
|
339K
$66.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.57K- 49.36% |
$845K - $911K
|
5.72K
$1.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-5.79K- 2.53% |
$879K - $947K
|
223K
$43.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-5.9K- 4.1% |
$895K - $965K
|
138K
$27.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.14K- 18.25% |
$932K - $1M
|
27.5K
$5.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-6.25K- 1.38% |
$948K - $1.02M
|
447K
$87.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.28K- 2.14% |
$953K - $1.03M
|
288K
$56.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-6.3K- 18.22% |
$956K - $1.03M
|
28.3K
$5.55M
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-6.73K- 22.5% |
$1.02M - $1.1M
|
23.2K
$4.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-6.93K- 2.47% |
$1.05M - $1.13M
|
274K
$53.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-7.06K- 10.02% |
$1.07M - $1.15M
|
63.4K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-7.21K- 51.64% |
$1.09M - $1.18M
|
6.75K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-7.49K- 15.71% |
$1.14M - $1.22M
|
40.2K
$7.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-7.69K- 4.93% |
$1.17M - $1.26M
|
148K
$29.1M
|