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 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2.35KNew |
$337K - $389K
|
2.35K
$435K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.31KNew |
$332K - $383K
|
2.31K
$428K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.31KNew |
$332K - $382K
|
2.31K
$428K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.27K+ 53.4% |
$326K - $376K
|
6.52K
$1.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2.25KNew |
$324K - $373K
|
2.25K
$418K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.25KNew |
$323K - $372K
|
2.25K
$417K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.24K+ 6.46% |
$321K - $371K
|
36.9K
$6.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.23K+ 7.11% |
$320K - $369K
|
33.6K
$6.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.19KNew |
$314K - $362K
|
2.19K
$406K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.19KNew |
$314K - $362K
|
2.19K
$406K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.17K+ 60.88% |
$311K - $359K
|
5.72K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.16K+ 0.55% |
$310K - $357K
|
398K
$73.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.12K+ 37.67% |
$305K - $351K
|
7.75K
$1.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.1K+ 7.64% |
$301K - $347K
|
29.6K
$5.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.1KNew |
$301K - $347K
|
2.1K
$389K
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
2.09KNew |
$301K - $347K
|
2.09K
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.09KNew |
$300K - $346K
|
2.09K
$387K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.07KNew |
$298K - $343K
|
2.07K
$384K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.07K+ 8.26% |
$297K - $343K
|
27.1K
$5.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.06K+ 10.04% |
$295K - $341K
|
22.5K
$4.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.04KNew |
$294K - $339K
|
2.04K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.02KNew |
$290K - $334K
|
2.02K
$374K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.01K+ 1.59% |
$289K - $333K
|
129K
$23.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.01KNew |
$289K - $333K
|
2.01K
$373K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.98KNew |
$285K - $328K
|
1.98K
$368K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.97K+ 4.66% |
$283K - $326K
|
44.2K
$8.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
1.95KNew |
$280K - $323K
|
1.95K
$362K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.95K+ 114.68% |
$279K - $322K
|
3.64K
$676K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.94KNew |
$279K - $321K
|
1.94K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.93KNew |
$277K - $319K
|
1.93K
$357K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
1.91KNew |
$274K - $316K
|
1.91K
$354K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.88K+ 7.0% |
$270K - $311K
|
28.7K
$5.33M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.85K+ 0.97% |
$266K - $307K
|
192K
$35.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.85K+ 7.34% |
$265K - $306K
|
27K
$5.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.84KNew |
$265K - $305K
|
1.84K
$342K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.84K+ 6.24% |
$265K - $305K
|
31.4K
$5.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.82K+ 9.18% |
$261K - $301K
|
21.6K
$4.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.8K+ 15.02% |
$259K - $298K
|
13.8K
$2.56M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.79K+ 2.02% |
$257K - $296K
|
90.2K
$16.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.77KNew |
$254K - $293K
|
1.77K
$328K
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$253K - $292K
|
1.76K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.76K+ 496.06% |
$253K - $292K
|
2.12K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.76K+ 88.51% |
$252K - $291K
|
3.74K
$694K
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.75KNew |
$251K - $289K
|
1.75K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.73KNew |
$248K - $286K
|
1.73K
$320K
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.73KNew |
$248K - $286K
|
1.73K
$320K
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.72KNew |
$248K - $286K
|
1.72K
$320K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.72K+ 9.53% |
$247K - $285K
|
19.8K
$3.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.68KNew |
$242K - $279K
|
1.68K
$312K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.68KNew |
$241K - $278K
|
1.68K
$312K
|