Purchases and Sales Made in Q4 2023 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.86M+ 16.44% |
$1.13B - $1.3B
|
55.7M
$10.3B
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
2MNew |
$288M - $332M
|
2M
$372M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.36M+ 15.84% |
$195M - $225M
|
9.95M
$1.85B
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.28M+ 21.8% |
$184M - $213M
|
7.17M
$1.33B
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.27M+ 50.58% |
$183M - $211M
|
3.79M
$704M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.25M+ 15667.6% |
$180M - $207M
|
1.26M
$233M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
843K+ 218.05% |
$121M - $140M
|
1.23M
$228M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
736K+ 119.5% |
$106M - $122M
|
1.35M
$251M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
694K+ 622.63% |
$99.8M - $115M
|
806K
$150M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
634K+ 4.21% |
$91.2M - $105M
|
15.7M
$2.91B
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
608K+ 14.14% |
$87.4M - $101M
|
4.91M
$911M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
445K+ 6.38% |
$63.9M - $73.7M
|
7.41M
$1.38B
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
353K+ 17.88% |
$50.7M - $58.4M
|
2.32M
$431M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
351K+ 15.35% |
$50.5M - $58.2M
|
2.64M
$490M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
332KNew |
$47.8M - $55.1M
|
332K
$61.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
300K+ 11.21% |
$43.1M - $49.7M
|
2.98M
$552M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
298K+ 17.86% |
$42.9M - $49.4M
|
1.97M
$365M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
279K+ 531.94% |
$40.1M - $46.3M
|
332K
$61.6M
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
278K+ 810.13% |
$39.9M - $46M
|
312K
$57.9M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
257KNew |
$36.9M - $42.5M
|
257K
$47.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
252K+ 13.21% |
$36.1M - $41.7M
|
2.16M
$400M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
240K+ 290.73% |
$34.5M - $39.8M
|
323K
$59.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
221K+ 7.18% |
$31.7M - $36.6M
|
3.29M
$611M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
220K+ 6.23% |
$31.7M - $36.5M
|
3.76M
$697M
|
|
|
Feb 05, 2024
Q4 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
210K+ 1791.9% |
$30.2M - $34.9M
|
222K
$41.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
210K+ 130.77% |
$30.2M - $34.8M
|
371K
$68.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
204K+ 344.18% |
$29.3M - $33.7M
|
263K
$48.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
200KNew |
$28.7M - $33.1M
|
200K
$37M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
187K+ 5.42% |
$26.9M - $31M
|
3.64M
$676M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
164K+ 92.03% |
$23.6M - $27.2M
|
343K
$63.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
161K+ 7124.68% |
$23.2M - $26.7M
|
164K
$30.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Cambiar Investors LLC
|
BUY
|
- |
146K+ 354.72% |
$21M - $24.2M
|
187K
$34.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
127KNew |
$18.3M - $21.1M
|
127K
$23.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
122K+ 95.05% |
$17.6M - $20.3M
|
251K
$46.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
108K+ 10.89% |
$15.5M - $17.8M
|
1.1M
$203M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
104K+ 10.65% |
$14.9M - $17.2M
|
1.08M
$200M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
100K+ 0.36% |
$14.4M - $16.6M
|
28.2M
$5.23B
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
94.1K+ 101.67% |
$13.5M - $15.6M
|
187K
$34.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
91.9K+ 135.79% |
$13.2M - $15.2M
|
160K
$29.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
91.7K+ 168.43% |
$13.2M - $15.2M
|
146K
$27.1M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
91.7K+ 168.3% |
$13.2M - $15.2M
|
146K
$27.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
91.6K+ 13.72% |
$13.2M - $15.2M
|
759K
$141M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
89.8KNew |
$12.9M - $14.9M
|
89.8K
$16.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
86.9K+ 117.58% |
$12.5M - $14.4M
|
161K
$29.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
86.3K+ 140.46% |
$12.4M - $14.3M
|
148K
$27.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
83.5K+ 1692.96% |
$12M - $13.8M
|
88.4K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
82.3K+ 229.84% |
$11.8M - $13.6M
|
118K
$21.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
81.5K+ 1928.02% |
$11.7M - $13.5M
|
85.7K
$15.9M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
74.6K+ 126.65% |
$10.7M - $12.4M
|
134K
$24.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
64.7K+ 175.51% |
$9.3M - $10.7M
|
102K
$18.8M
|