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 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.64K+ 67.99% |
$236K - $272K
|
4.05K
$752K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.64KNew |
$235K - $271K
|
1.64K
$303K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.64KNew |
$235K - $271K
|
1.64K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.6K+ 8.87% |
$229K - $264K
|
19.6K
$3.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
1.59K+ 4.48% |
$229K - $264K
|
37.2K
$6.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.59KNew |
$229K - $264K
|
1.59K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.58K+ 0.66% |
$226K - $261K
|
242K
$44.9M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.57K+ 33.95% |
$226K - $261K
|
6.21K
$1.15M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
1.57K+ 45.02% |
$226K - $260K
|
5.06K
$938K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.56K+ 1.65% |
$224K - $259K
|
96.4K
$17.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.56K+ 30.95% |
$224K - $258K
|
6.59K
$1.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.54KNew |
$222K - $256K
|
1.54K
$286K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.54K+ 26.21% |
$221K - $255K
|
7.4K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.51K+ 2.35% |
$218K - $251K
|
65.8K
$12.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.51KNew |
$216K - $249K
|
1.51K
$279K
|
|
|
Feb 09, 2024
Q4 2023
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
1.48KNew |
$213K - $245K
|
1.48K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.48KNew |
$212K - $245K
|
1.48K
$274K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.48KNew |
$212K - $245K
|
1.48K
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.48KNew |
$212K - $245K
|
1.48K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.48K+ 5.72% |
$212K - $245K
|
27.3K
$5.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
1.48K+ 12.86% |
$212K - $244K
|
12.9K
$2.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.47KNew |
$211K - $243K
|
1.47K
$272K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.46KNew |
$209K - $241K
|
1.46K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
1.45KNew |
$208K - $240K
|
1.45K
$269K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.45K+ 5.1% |
$208K - $240K
|
29.8K
$5.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1.45KNew |
$208K - $240K
|
1.45K
$268K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.44K+ 34.49% |
$206K - $238K
|
5.6K
$1.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.43K+ 4.62% |
$205K - $236K
|
32.3K
$5.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
1.41K+ 4.73% |
$202K - $233K
|
31.2K
$5.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.39K+ 24.28% |
$199K - $230K
|
7.1K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$199K - $230K
|
1.39K
$257K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.39K+ 2.2% |
$199K - $229K
|
64.3K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.36KNew |
$196K - $226K
|
1.36K
$253K
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.33KNew |
$191K - $221K
|
1.33K
$247K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.32K+ 5.13% |
$190K - $219K
|
27.1K
$5.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.32KNew |
$189K - $218K
|
1.32K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.32KNew |
$189K - $218K
|
1.32K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.31KNew |
$189K - $218K
|
1.31K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.3KNew |
$187K - $215K
|
1.3K
$241K
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.3KNew |
$186K - $215K
|
1.3K
$241K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.3K+ 39.01% |
$186K - $215K
|
4.62K
$858K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.29KNew |
$186K - $214K
|
1.29K
$240K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.29K+ 3.41% |
$185K - $214K
|
39.2K
$7.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.29KNew |
$185K - $214K
|
1.29K
$239K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.29KNew |
$185K - $213K
|
1.29K
$238K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.28KNew |
$183K - $212K
|
1.28K
$237K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
1.27KNew |
$182K - $210K
|
1.27K
$235K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.25KNew |
$179K - $207K
|
1.25K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.25KNew |
$179K - $206K
|
1.25K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 15.71% |
$179K - $206K
|
9.16K
$1.7M
|