Purchases and Sales Made in Q3 2023 in Ishares Russell 1000 Val ETF (IWD)

IWD Quotes by TradingView

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 03, 2023 Q3 2023
Camden Capital, LLC

BUY
 -
141
+ 0.19%
$21.4K - $23.1K
74.9K $14.5M
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
140
+ 0.09%
$21.2K - $22.9K
162K $31.5M
Nov 03, 2023 Q3 2023
Winthrop Advisory Group LLC

BUY
 -
137
+ 0.99%
$20.8K - $22.4K
14K $2.71M
Nov 07, 2023 Q3 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
136
+ 2.29%
$20.6K - $22.2K
6.07K $1.18M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
133
+ 0.25%
$20.2K - $21.8K
53.1K $10.3M
Nov 13, 2023 Q3 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
126
+ 3.37%
$19.1K - $20.6K
3.86K $749K
Nov 13, 2023 Q3 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
126
New
$19.1K - $20.6K
126 $24.4K
Nov 14, 2023 Q3 2023
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
122
New
$18.5K - $20K
122 $23.7K
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
121
+ 8.53%
$18.4K - $19.8K
1.54K $298K
Oct 18, 2023 Q3 2023
Washington Trust CO

BUY
 -
119
+ 7.98%
$18.1K - $19.5K
1.61K $312K
Oct 17, 2023 Q3 2023
Btc Capital Management, Inc.

BUY
 -
117
+ 0.14%
$17.8K - $19.1K
85.7K $16.6M
Nov 16, 2023 Q3 2023
Twin Lakes Capital Management, LLC

Redwood Shores, CA
BUY
 -
115
New
$17.4K - $18.8K
115 $22.3K
Nov 03, 2023 Q3 2023
Evergreen Advisors, LLC

BUY
 -
113
+ 2.4%
$17.1K - $18.5K
4.82K $934K
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
109
+ 1.38%
$16.5K - $17.8K
7.99K $1.55M
Nov 13, 2023 Q3 2023
Rmb Capital Management, LLC

BUY
 -
105
+ 1.67%
$15.9K - $17.2K
6.39K $1.24M
Nov 17, 2023 Q3 2023
Old National Bancorp

BUY
 -
103
+ 0.47%
$15.6K - $16.8K
22.1K $4.28M
Nov 09, 2023 Q3 2023
Wealth Architects, LLC

BUY
 -
102
+ 6.25%
$15.5K - $16.7K
1.73K $336K
Nov 02, 2023 Q3 2023
Capital Investment Counsel, Inc

BUY
 -
100
New
$15.2K - $16.4K
100 $19.4K
Nov 03, 2023 Q3 2023
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
100
+ 1.42%
$15.2K - $16.4K
7.17K $1.39M
Nov 14, 2023 Q3 2023
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
100
+ 7.62%
$15.2K - $16.4K
1.41K $274K
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
98
+ 5.75%
$14.9K - $16K
1.8K $350K
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

BUY
 -
95
+ 6.69%
$14.4K - $15.5K
1.51K $294K
Oct 10, 2023 Q3 2023
Bartlett & Co. LLC

BUY
 -
93
+ 4.76%
$14.1K - $15.2K
2.05K $397K
Nov 09, 2023 Q3 2023
Hardy Reed LLC

BUY
 -
93
+ 0.31%
$14.1K - $15.2K
29.8K $5.77M
Feb 14, 2024 Q3 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
93
+ 4.76%
$14.1K - $15.2K
2.05K $397K
Oct 17, 2023 Q3 2023
Atlas Brown,Inc.

BUY
 -
92
+ 0.76%
$14K - $15K
12.2K $2.37M
Oct 31, 2023 Q3 2023
Selway Asset Management

Boise, ID
BUY
 -
92
New
$14K - $15K
92 $17.8K
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
91
+ 3.39%
$13.8K - $14.9K
2.78K $538K
Nov 06, 2023 Q3 2023
Parsons Capital Management Inc

BUY
 -
91
+ 3.89%
$13.8K - $14.9K
2.43K $471K
Oct 18, 2023 Q3 2023
Pinnacle Bancorp, Inc.

BUY
 -
89
+ 4.64%
$13.5K - $14.6K
2.01K $389K
Nov 13, 2023 Q3 2023
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
89
+ 84.76%
$13.5K - $14.6K
194 $37.6K
Oct 27, 2023 Q3 2023
Princeton Global Asset Management LLC

BUY
 -
84
New
$12.7K - $13.7K
84 $16.3K
Nov 09, 2023 Q3 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
84
+ 0.25%
$12.7K - $13.7K
34K $6.59M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
79
+ 80.61%
$12K - $12.9K
177 $34.3K
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
78
New
$11.8K - $12.8K
78 $15.1K
Nov 01, 2023 Q3 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
78
+ 0.35%
$11.8K - $12.8K
22.5K $4.36M
Oct 24, 2023 Q3 2023
North Rock Partners, LLC

BUY
 -
74
+ 0.43%
$11.2K - $12.1K
17.2K $3.34M
Oct 30, 2023 Q3 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
74
+ 0.72%
$11.2K - $12.1K
10.3K $2M
Nov 13, 2023 Q3 2023
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
72
+ 3.17%
$10.9K - $11.8K
2.34K $454K
Oct 16, 2023 Q3 2023
Dechtman Wealth Management, LLC

Centennial, CO
BUY
 -
70
+ 2.53%
$10.6K - $11.4K
2.84K $550K
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
70
+ 0.13%
$10.6K - $11.4K
53.4K $10.4M
Oct 10, 2023 Q3 2023
Parisi Gray Wealth Management

BUY
 -
69
+ 1.39%
$10.5K - $11.3K
5.03K $975K
Oct 30, 2023 Q3 2023
True Link Financial Advisors, LLC

BUY
 -
66
+ 3.68%
$10K - $10.8K
1.86K $361K
Nov 13, 2023 Q3 2023
Merriman Wealth Management, LLC

BUY
 -
66
+ 4.27%
$10K - $10.8K
1.61K $312K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
65
New
$9.86K - $10.6K
65 $12.6K
Oct 23, 2023 Q3 2023
Live Oak Private Wealth LLC

BUY
 -
65
+ 1.54%
$9.86K - $10.6K
4.27K $829K
Nov 14, 2023 Q3 2023
Cornerstone Advisory, LLC

BUY
 -
65
+ 0.27%
$9.86K - $10.6K
24.3K $4.71M
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
64
+ 1.16%
$9.71K - $10.5K
5.59K $1.08M
Oct 13, 2023 Q3 2023
Bond & Devick Financial Network, Inc.

BUY
 -
63
+ 0.58%
$9.56K - $10.3K
10.9K $2.12M

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