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 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.14% |
$287 - $331
|
1.47K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.02% |
$287 - $331
|
10.7K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$287 - $331
|
5.82K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
2+ 0.18% |
$287 - $331
|
1.12K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2+ 0.09% |
$287 - $331
|
2.15K
$399K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.04% |
$287 - $331
|
4.77K
$885K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
2+ 0.03% |
$287 - $331
|
6.37K
$1.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$144 - $166
|
3.36K
$623K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 1.79% |
$144 - $166
|
57
$10.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.15% |
$144 - $166
|
688
$128K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 2.44% |
$144 - $166
|
42
$7.79K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$144 - $166
|
12.8K
$2.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.52% |
$144 - $166
|
195
$36.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 2.04% |
$144 - $166
|
50
$9.28K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1- 0.02% |
$144 - $166
|
4.28K
$794K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.06% |
$144 - $166
|
1.78K
$330K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1- 0.07% |
$144 - $166
|
1.5K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1- 0.06% |
$144 - $166
|
1.78K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4- 0.3% |
$575 - $663
|
1.35K
$251K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5- 0.18% |
$718 - $829
|
2.81K
$522K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5- 0.03% |
$718 - $829
|
18.2K
$3.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-5- 0.07% |
$718 - $829
|
7.16K
$1.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-6- 0.02% |
$862 - $994
|
33.9K
$6.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-7- 0.22% |
$1.01K - $1.16K
|
3.15K
$584K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-8- 0.11% |
$1.15K - $1.33K
|
7.28K
$1.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-9- 0.23% |
$1.29K - $1.49K
|
3.92K
$728K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10- 0.54% |
$1.44K - $1.66K
|
1.86K
$345K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-10- 0.62% |
$1.44K - $1.66K
|
1.61K
$299K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.03% |
$1.44K - $1.66K
|
32.7K
$6.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-11- 0.5% |
$1.58K - $1.82K
|
2.19K
$406K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-11- 0.62% |
$1.58K - $1.82K
|
1.76K
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11- 39.29% |
$1.58K - $1.82K
|
17
$3.15K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-12- 23.53% |
$1.72K - $1.99K
|
39
$7.24K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-13- 4.78% |
$1.87K - $2.15K
|
259
$48.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-13- 1.23% |
$1.87K - $2.15K
|
1.05K
$194K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-15- 2.77% |
$2.16K - $2.49K
|
526
$97.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-16- 0.3% |
$2.3K - $2.65K
|
5.32K
$987K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-17- 0.27% |
$2.44K - $2.82K
|
6.39K
$1.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-18- 0.11% |
$2.59K - $2.98K
|
15.9K
$2.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-18- 0.95% |
$2.59K - $2.98K
|
1.87K
$347K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-19- 0.11% |
$2.73K - $3.15K
|
17.3K
$3.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-19- 0.47% |
$2.73K - $3.15K
|
4.03K
$748K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-19- 1.04% |
$2.73K - $3.15K
|
1.81K
$335K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-20- 1.35% |
$2.87K - $3.31K
|
1.46K
$271K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-20- 0.65% |
$2.87K - $3.31K
|
3.08K
$571K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-21- 4.17% |
$3.02K - $3.48K
|
482
$89.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-22- 0.1% |
$3.16K - $3.65K
|
22.5K
$4.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-22- 0.48% |
$3.16K - $3.65K
|
4.59K
$851K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-22- 1.06% |
$3.16K - $3.65K
|
2.05K
$380K
|