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
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
11KNew |
$1.58M - $1.82M
|
11K
$2.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
BUY
|
- |
11KNew |
$1.57M - $1.82M
|
11K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.9K+ 4.7% |
$1.56M - $1.8M
|
242K
$44.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.8KNew |
$1.55M - $1.79M
|
10.8K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
10.6KNew |
$1.53M - $1.76M
|
10.6K
$1.97M
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
10.3KNew |
$1.48M - $1.71M
|
10.3K
$1.92M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10.2K+ 14.89% |
$1.47M - $1.69M
|
78.9K
$14.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.88KNew |
$1.42M - $1.64M
|
9.88K
$1.83M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
9.81KNew |
$1.41M - $1.63M
|
9.81K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
9.74K+ 13.37% |
$1.4M - $1.61M
|
82.6K
$15.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
9.68K+ 6.02% |
$1.39M - $1.6M
|
170K
$31.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.49K+ 141.83% |
$1.36M - $1.57M
|
16.2K
$3M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
9.35KNew |
$1.34M - $1.55M
|
9.35K
$1.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
9.19K+ 54.32% |
$1.32M - $1.52M
|
26.1K
$4.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
9.14K+ 12.28% |
$1.31M - $1.51M
|
83.6K
$15.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
8.91K+ 7.01% |
$1.28M - $1.48M
|
136K
$25.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
8.91K+ 224.67% |
$1.28M - $1.48M
|
12.9K
$2.39M
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
8.78KNew |
$1.26M - $1.45M
|
8.78K
$1.63M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
8.73KNew |
$1.25M - $1.45M
|
8.73K
$1.62M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8.71KNew |
$1.25M - $1.44M
|
8.71K
$1.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
8.63KNew |
$1.24M - $1.43M
|
8.63K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
8.62K+ 3.01% |
$1.24M - $1.43M
|
295K
$54.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8.5KNew |
$1.22M - $1.41M
|
8.5K
$1.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.37K+ 5.16% |
$1.2M - $1.39M
|
171K
$31.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.22K+ 57.9% |
$1.18M - $1.36M
|
22.4K
$4.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.03KNew |
$1.15M - $1.33M
|
8.03K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
8K+ 13.61% |
$1.15M - $1.33M
|
66.8K
$12.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7.3KNew |
$1.05M - $1.21M
|
7.3K
$1.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.25K+ 16.25% |
$1.04M - $1.2M
|
51.9K
$9.63M
|
|
|
Jan 30, 2024
Q4 2023
|
St. James Investment Company, LLC
|
BUY
|
- |
7.19KNew |
$1.03M - $1.19M
|
7.19K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.14KNew |
$1.03M - $1.18M
|
7.14K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
7.09KNew |
$1.02M - $1.17M
|
7.09K
$1.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.03KNew |
$1.01M - $1.16M
|
7.03K
$1.3M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7KNew |
$1.01M - $1.16M
|
7K
$1.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.91KNew |
$993K - $1.14M
|
6.91K
$1.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
6.83K+ 27.07% |
$981K - $1.13M
|
32K
$5.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.76K+ 1.99% |
$971K - $1.12M
|
346K
$64.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.71KNew |
$964K - $1.11M
|
6.71K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.69K+ 1.43% |
$961K - $1.11M
|
475K
$88.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.67K+ 23.52% |
$959K - $1.11M
|
35K
$6.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
6.63KNew |
$953K - $1.1M
|
6.63K
$1.23M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.63KNew |
$953K - $1.1M
|
6.63K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.63KNew |
$952K - $1.1M
|
6.63K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.55K+ 16.1% |
$941K - $1.09M
|
47.2K
$8.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Hamlin Capital Management, LLC
|
BUY
|
- |
6.51KNew |
$936K - $1.08M
|
6.51K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
6.47KNew |
$929K - $1.07M
|
6.47K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.42K+ 1.71% |
$922K - $1.06M
|
383K
$71M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
6.4K+ 65.6% |
$919K - $1.06M
|
16.2K
$3M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.37KNew |
$915K - $1.05M
|
6.37K
$1.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
6.24KNew |
$897K - $1.03M
|
6.24K
$1.16M
|