Purchases and Sales Made in Q3 2023 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-362- 1.37% |
$54.9K - $59.2K
|
26K
$4.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-364- 9.61% |
$55.2K - $59.5K
|
3.42K
$628K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-366- 6.42% |
$55.5K - $59.9K
|
5.33K
$979K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-382- 0.88% |
$58K - $62.5K
|
43.2K
$7.93M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-382- 1.4% |
$58K - $62.5K
|
26.8K
$4.92M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-383- 1.23% |
$58.1K - $62.6K
|
30.9K
$5.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-393- 8.84% |
$59.6K - $64.3K
|
4.05K
$744K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-407- 2.19% |
$61.8K - $66.6K
|
18.2K
$3.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-408- 1.4% |
$61.9K - $66.7K
|
28.8K
$5.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-422- 11.92% |
$64K - $69K
|
3.12K
$573K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-430- 36.53% |
$65.2K - $70.3K
|
747
$137K
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-432- 0.69% |
$65.5K - $70.7K
|
62.6K
$11.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-433- 21.53% |
$65.7K - $70.8K
|
1.58K
$290K
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-435- 0.8% |
$66K - $71.1K
|
54.1K
$9.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-445- 1.23% |
$67.5K - $72.8K
|
35.6K
$6.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-445- 23.52% |
$67.5K - $72.8K
|
1.45K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-449- 13.79% |
$68.1K - $73.4K
|
2.81K
$515K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-450- 1.11% |
$68.3K - $73.6K
|
40.2K
$7.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-454- 1.39% |
$68.9K - $74.3K
|
32.1K
$5.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-455- 6.95% |
$69K - $74.4K
|
6.09K
$1.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-456- 2.03% |
$69.2K - $74.6K
|
22K
$4.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-482- 13.42% |
$73.1K - $78.8K
|
3.11K
$571K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-490- 26.66% |
$74.3K - $80.1K
|
1.35K
$247K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-490- 16.01% |
$74.3K - $80.1K
|
2.57K
$472K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-500- 11.54% |
$75.9K - $81.8K
|
3.83K
$703K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-513- 5.69% |
$77.8K - $83.9K
|
8.5K
$1.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-516- 91.01% |
$78.3K - $84.4K
|
51
$9.36K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-520- 16.83% |
$78.9K - $85.1K
|
2.57K
$472K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-521- 6.08% |
$79.1K - $85.2K
|
8.05K
$1.48M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-524- 4.75% |
$79.5K - $85.7K
|
10.5K
$1.93M
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-524- 11.52% |
$79.5K - $85.7K
|
4.03K
$739K
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-525- 26.79% |
$79.7K - $85.9K
|
1.44K
$263K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-532- 1.77% |
$80.7K - $87K
|
29.5K
$5.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-536- 6.41% |
$81.3K - $87.7K
|
7.83K
$1.44M
|
|
|
Oct 11, 2023
Q3 2023
|
Hoese & CO LLP
|
SELL
|
- |
-540- 9.37% |
$81.9K - $88.3K
|
5.22K
$959K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-554- 24.2% |
$84.1K - $90.6K
|
1.74K
$318K
|
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-559- 27.56% |
$84.8K - $91.4K
|
1.47K
$270K
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-566- 5.72% |
$85.9K - $92.6K
|
9.33K
$1.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-580- 3.63% |
$88K - $94.9K
|
15.4K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-583- 33.76% |
$88.5K - $95.4K
|
1.14K
$210K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-584- 3.34% |
$88.6K - $95.5K
|
16.9K
$3.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-586- 23.24% |
$88.9K - $95.8K
|
1.94K
$355K
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-590- 17.6% |
$89.5K - $96.5K
|
2.76K
$507K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-593- 20.2% |
$90K - $97K
|
2.34K
$430K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-600- 8.22% |
$91K - $98.1K
|
6.7K
$1.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-602- 1.05% |
$91.3K - $98.5K
|
56.6K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-610- 0.61% |
$92.6K - $99.8K
|
98.7K
$18.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-612- 4.76% |
$92.9K - $100K
|
12.2K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-620- 23.85% |
$94.1K - $101K
|
1.98K
$363K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-662- 1.15% |
$100K - $108K
|
56.8K
$10.4M
|