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 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-72- 2.31% |
$10.3K - $11.9K
|
3.05K
$565K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-72- 1.81% |
$10.3K - $11.9K
|
3.91K
$726K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-72- 4.82% |
$10.3K - $11.9K
|
1.42K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-73- 1.97% |
$10.5K - $12.1K
|
3.63K
$674K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-75- 0.48% |
$10.8K - $12.4K
|
15.6K
$2.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-75- 2.88% |
$10.8K - $12.4K
|
2.53K
$468K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-75- 4.41% |
$10.8K - $12.4K
|
1.63K
$302K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-75- 3.11% |
$10.8K - $12.4K
|
2.33K
$433K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-75- 2.07% |
$10.8K - $12.4K
|
3.55K
$659K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-75- 23.81% |
$10.8K - $12.4K
|
240
$44.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-79- 3.31% |
$11.4K - $13.1K
|
2.31K
$428K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-79- 44.63% |
$11.4K - $13.1K
|
98
$18.2K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-79- 44.63% |
$11.4K - $13.1K
|
98
$18.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-82- 2.8% |
$11.8K - $13.6K
|
2.84K
$527K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-85- 4.22% |
$12.2K - $14.1K
|
1.93K
$358K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-87- 1.31% |
$12.5K - $14.4K
|
6.54K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-88- 0.85% |
$12.6K - $14.6K
|
10.2K
$1.9M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-89- 0.31% |
$12.8K - $14.7K
|
28.5K
$5.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-89- 4.72% |
$12.8K - $14.7K
|
1.8K
$333K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-89- 0.39% |
$12.8K - $14.7K
|
22.5K
$4.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-91- 6.47% |
$13.1K - $15.1K
|
1.32K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-92- 2.0% |
$13.2K - $15.2K
|
4.51K
$837K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-94- 2.75% |
$13.5K - $15.6K
|
3.33K
$618K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-95- 4.09% |
$13.7K - $15.7K
|
2.23K
$413K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-96- 1.23% |
$13.8K - $15.9K
|
7.72K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-97- 58.79% |
$13.9K - $16.1K
|
68
$12.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-99- 2.42% |
$14.2K - $16.4K
|
4K
$742K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-100- 9.46% |
$14.4K - $16.6K
|
957
$178K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-100- 1.03% |
$14.4K - $16.6K
|
9.59K
$1.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-100- 6.21% |
$14.4K - $16.6K
|
1.51K
$280K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-100- 3.07% |
$14.4K - $16.6K
|
3.16K
$587K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-100- 5.52% |
$14.4K - $16.6K
|
1.71K
$318K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-102- 5.72% |
$14.7K - $16.9K
|
1.68K
$312K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-103- 5.1% |
$14.8K - $17.1K
|
1.92K
$356K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-104- 2.63% |
$14.9K - $17.2K
|
3.86K
$716K
|
|
|
Jan 25, 2024
Q4 2023
|
Brown Financial Advisory
|
SELL
|
- |
-104- 1.69% |
$14.9K - $17.2K
|
6.04K
$1.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-105- 0.13% |
$15.1K - $17.4K
|
81.1K
$15M
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-105- 0.35% |
$15.1K - $17.4K
|
29.7K
$5.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-105- 1.61% |
$15.1K - $17.4K
|
6.4K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-105- 5.28% |
$15.1K - $17.4K
|
1.89K
$350K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-106- 6.93% |
$15.2K - $17.6K
|
1.42K
$264K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-107- 6.87% |
$15.4K - $17.7K
|
1.45K
$269K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-108- 6.55% |
$15.5K - $17.9K
|
1.54K
$286K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-108- 1.98% |
$15.5K - $17.9K
|
5.35K
$993K
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-108- 4.37% |
$15.5K - $17.9K
|
2.36K
$438K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-108- 1.98% |
$15.5K - $17.9K
|
5.35K
$993K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-110- 4.95% |
$15.8K - $18.2K
|
2.11K
$392K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-110- 2.05% |
$15.8K - $18.2K
|
5.26K
$975K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-112- 3.6% |
$16.1K - $18.6K
|
3K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-119- 0.51% |
$17.1K - $19.7K
|
23.4K
$4.34M
|