Purchases and Sales Made in Q4 2023 in Ishares Russell 1000 Val ETF (IWD)

IWD Quotes by TradingView

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 01, 2024 Q4 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
1.24K
New
$178K - $205K
1.24K $230K
Jan 10, 2024 Q4 2023
Long View Wealth Management

Atlanta, GA
BUY
 -
1.24K
New
$178K - $205K
1.24K $230K
Jan 08, 2024 Q4 2023
Richard P Slaughter Associates Inc

BUY
 -
1.24K
New
$178K - $205K
1.24K $230K
Jan 29, 2024 Q4 2023
Ifg Advisors, LLC

BUY
 -
1.23K
New
$176K - $203K
1.23K $228K
Jan 25, 2024 Q4 2023
Redw Wealth LLC

BUY
 -
1.22K
New
$176K - $203K
1.22K $227K
Feb 02, 2024 Q4 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
1.22K
New
$176K - $203K
1.22K $227K
Jan 24, 2024 Q4 2023
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
1.22K
New
$175K - $202K
1.22K $226K
Feb 14, 2024 Q4 2023
Hamilton Capital, LLC

Columbus, OH
BUY
 -
1.11K
+ 41.54%
$159K - $184K
3.78K $701K
Jan 17, 2024 Q4 2023
Pinnacle Wealth Management Group, Inc.

BUY
 -
1.1K
+ 4.38%
$159K - $183K
26.3K $4.88M
Feb 08, 2024 Q4 2023
Bedel Financial Consulting, Inc.

BUY
 -
1.07K
+ 31.33%
$154K - $178K
4.5K $835K
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
1.03K
+ 36.63%
$147K - $170K
3.82K $709K
Jan 17, 2024 Q4 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
1.02K
+ 96.06%
$147K - $170K
2.09K $388K
Feb 09, 2024 Q4 2023
Western Pacific Wealth Management, LP

BUY
 -
1.01K
New
$146K - $168K
1.01K $188K
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
1.01K
+ 144.13%
$145K - $167K
1.7K $316K
Jan 29, 2024 Q4 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
993
+ 7.11%
$143K - $165K
15K $2.77M
Feb 20, 2024 Q4 2023
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
985
New
$142K - $163K
985 $183K
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
946
+ 6.23%
$136K - $157K
16.1K $2.99M
Feb 12, 2024 Q4 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
924
+ 4.47%
$133K - $153K
21.6K $4.01M
Jan 12, 2024 Q4 2023
Fidelity D & D Bancorp Inc

Dunmore, PA
BUY
 -
908
+ 2.24%
$130K - $150K
41.4K $7.69M
Jan 30, 2024 Q4 2023
Bear Mountain Capital, Inc.

Seattle, WA
BUY
 -
886
New
$127K - $147K
886 $164K
Jan 18, 2024 Q4 2023
Next Level Private LLC

Harrison, NY
BUY
 -
877
+ 11.0%
$126K - $145K
8.85K $1.64M
Feb 05, 2024 Q4 2023
Alpha Cubed Investments, LLC

BUY
 -
865
+ 63.18%
$124K - $143K
2.23K $414K
Apr 03, 2024 Q4 2023
Wealth Collab, LLC

Bellevue, WA
BUY
 -
863
New
$124K - $143K
863 $160K
Jan 24, 2024 Q4 2023
Private Trust CO Na

BUY
 -
847
+ 9.85%
$122K - $140K
9.44K $1.75M
Feb 08, 2024 Q4 2023
American National Bank

BUY
 -
832
+ 60.16%
$120K - $138K
2.22K $411K
Feb 01, 2024 Q4 2023
1900 Wealth Management LLC

BUY
 -
801
+ 3.92%
$115K - $133K
21.2K $3.94M
Feb 09, 2024 Q4 2023
Wealth Dimensions Group, Ltd.

BUY
 -
795
+ 6.94%
$114K - $132K
12.2K $2.27M
Jan 24, 2024 Q4 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
789
+ 51.4%
$113K - $131K
2.32K $431K
Feb 01, 2024 Q4 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
783
+ 3.27%
$113K - $130K
24.7K $4.59M
Feb 05, 2024 Q4 2023
Pacific Sage Partners, LLC

Shoreline, WA
BUY
 -
780
+ 0.64%
$112K - $129K
122K $22.6M
Feb 07, 2024 Q4 2023
Hallmark Capital Management Inc

BUY
 -
758
New
$109K - $126K
758 $141K
Feb 06, 2024 Q4 2023
Pacific Capital Wealth Advisors, Inc

BUY
 -
755
New
$108K - $125K
755 $140K
Feb 12, 2024 Q4 2023
Zions Bancorporation, N.A.

BUY
 -
750
+ 6.43%
$108K - $124K
12.4K $2.3M
Jan 11, 2024 Q4 2023
Advisory Resource Group

BUY
 -
749
+ 2.98%
$108K - $124K
25.9K $4.81M
Feb 08, 2024 Q4 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
720
+ 44.61%
$103K - $119K
2.33K $433K
Feb 14, 2024 Q4 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
717
+ 11.26%
$103K - $119K
7.09K $1.31M
Feb 08, 2024 Q4 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
706
+ 19.47%
$101K - $117K
4.33K $804K
Jan 16, 2024 Q4 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
696
+ 6.95%
$100K - $115K
10.7K $1.99M
Feb 12, 2024 Q4 2023
Dunhill Financial, LLC

London, X0
BUY
 -
695
New
$99.9K - $115K
695 $129K
Feb 13, 2024 Q4 2023
Fin Trust Capital Advisors, LLC

BUY
 -
672
+ 42.59%
$96.6K - $111K
2.25K $417K
Feb 09, 2024 Q4 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
667
+ 11.04%
$95.8K - $111K
6.71K $1.24M
Feb 01, 2024 Q4 2023
Slate Stone Wealth, LLC

BUY
 -
659
+ 1.59%
$94.7K - $109K
42.2K $7.83M
Feb 13, 2024 Q4 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
653
+ 187.11%
$93.8K - $108K
1K $186K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
647
New
$93K - $107K
647 $120K
Feb 14, 2024 Q4 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
642
+ 18.09%
$92.2K - $106K
4.19K $777K
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
640
New
$92K - $106K
640 $119K
Jan 17, 2024 Q4 2023
Rtd Financial Advisors, Inc.

BUY
 -
623
+ 0.82%
$89.5K - $103K
76.9K $14.3M
Jan 23, 2024 Q4 2023
Unionview, LLC

Seattle, WA
BUY
 -
607
+ 4.65%
$87.2K - $101K
13.7K $2.53M
Feb 08, 2024 Q4 2023
Foundations Investment Advisors, LLC

BUY
 -
605
+ 21.83%
$86.9K - $100K
3.38K $627K

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