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 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.85K- 8.2% |
$552K - $637K
|
43K
$8.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.86K- 5.76% |
$554K - $639K
|
63.1K
$12.9M
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-3.91K- 10.25% |
$562K - $648K
|
34.2K
$7.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.92K- 8.02% |
$563K - $649K
|
44.9K
$9.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-4.21K- 4.85% |
$605K - $697K
|
82.6K
$16.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.31K- 8.68% |
$619K - $714K
|
45.3K
$9.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-4.38K- 6.79% |
$629K - $725K
|
60K
$12.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-4.46K- 7.89% |
$641K - $739K
|
52.1K
$10.7M
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-4.47K- 12.31% |
$642K - $741K
|
31.8K
$6.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-4.54K- 3.27% |
$652K - $752K
|
134K
$27.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.55K- 2.08% |
$653K - $753K
|
214K
$43.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-4.66K- 2.08% |
$669K - $772K
|
219K
$44.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.87K- 6.1% |
$700K - $807K
|
75K
$15.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.96K- 4.17% |
$712K - $821K
|
114K
$23.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.96K- 15.38% |
$712K - $821K
|
27.3K
$5.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-5K- 50.67% |
$718K - $829K
|
4.87K
$997K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.27K- 62.6% |
$757K - $873K
|
3.15K
$645K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.28K- 2.37% |
$759K - $875K
|
218K
$44.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-5.39K- 29.34% |
$775K - $893K
|
13K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.54K- 49.72% |
$796K - $918K
|
5.6K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.54K- 42.62% |
$796K - $918K
|
7.46K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-5.57K- 37.66% |
$801K - $923K
|
9.23K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.76K- 21.65% |
$828K - $954K
|
20.8K
$4.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.93K- 2.9% |
$853K - $983K
|
199K
$40.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6.2K- 5.98% |
$890K - $1.03M
|
97.3K
$19.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-6.46K- 63.85% |
$929K - $1.07M
|
3.66K
$749K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.71K- 0.73% |
$965K - $1.11M
|
911K
$186M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.71K- 0.73% |
$965K - $1.11M
|
911K
$186M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-6.86K- 7.7% |
$985K - $1.14M
|
82.2K
$16.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.91K- 47.5% |
$993K - $1.14M
|
7.63K
$1.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-6.98K- 3.16% |
$1M - $1.16M
|
214K
$43.8M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-6.98K- 3.16% |
$1M - $1.16M
|
214K
$43.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-7.13K- 83.61% |
$1.02M - $1.18M
|
1.4K
$286K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-7.24K- 18.01% |
$1.04M - $1.2M
|
32.9K
$6.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-7.5K- 37.31% |
$1.08M - $1.24M
|
12.6K
$2.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-7.84K- 23.43% |
$1.13M - $1.3M
|
25.6K
$5.25M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-7.84K- 23.43% |
$1.13M - $1.3M
|
25.6K
$5.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.01K- 1.69% |
$1.15M - $1.33M
|
467K
$95.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-8.04K- 2.78% |
$1.16M - $1.33M
|
281K
$57.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-8.52K- 2.34% |
$1.22M - $1.41M
|
355K
$72.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.68K- 1.81% |
$1.25M - $1.44M
|
472K
$96.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-8.75K- 11.36% |
$1.26M - $1.45M
|
68.3K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-8.76K- 16.11% |
$1.26M - $1.45M
|
45.6K
$9.34M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-9.27K- 8.5% |
$1.33M - $1.54M
|
99.7K
$20.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-9.54K- 6.66% |
$1.37M - $1.58M
|
134K
$27.4M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-9.54K- 38.6% |
$1.37M - $1.58M
|
15.2K
$3.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.65K- 80.42% |
$1.39M - $1.6M
|
2.35K
$481K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.66K- 2.83% |
$1.39M - $1.6M
|
332K
$67.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-10K- 7.25% |
$1.44M - $1.66M
|
128K
$26.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.1K- 22.01% |
$1.45M - $1.67M
|
35.7K
$7.32M
|