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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.1K+ 0.64% |
$3.35M - $3.61M
|
3.46M
$635M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22K+ 0.61% |
$3.34M - $3.6M
|
3.63M
$666M
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
21.4KNew |
$3.24M - $3.5M
|
21.4K
$3.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
20.9K+ 65.99% |
$3.17M - $3.42M
|
52.5K
$9.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.6K+ 150.0% |
$3.12M - $3.36M
|
34.3K
$6.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
20.5K+ 236.07% |
$3.11M - $3.35M
|
29.2K
$5.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
20.3K+ 20.05% |
$3.08M - $3.32M
|
121K
$22.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
19.7K+ 21.42% |
$2.99M - $3.22M
|
112K
$20.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
19.5K+ 1538.85% |
$2.96M - $3.19M
|
20.8K
$3.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
19.2KNew |
$2.92M - $3.14M
|
19.2K
$3.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
18.8K+ 571.59% |
$2.85M - $3.07M
|
22.1K
$4.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18.4KNew |
$2.79M - $3.01M
|
18.4K
$3.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.3K+ 0.12% |
$2.78M - $3M
|
15.1M
$2.77B
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
18.3K+ 22.44% |
$2.78M - $3M
|
100K
$18.4M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.7K+ 13.43% |
$2.68M - $2.89M
|
149K
$27.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
17K+ 6.32% |
$2.59M - $2.79M
|
287K
$52.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17K+ 4.59% |
$2.58M - $2.78M
|
387K
$71M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.7K+ 12.0% |
$2.39M - $2.57M
|
147K
$26.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
15.5KNew |
$2.36M - $2.54M
|
15.5K
$2.85M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
15.3K+ 159.21% |
$2.33M - $2.51M
|
25K
$4.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
15.1KNew |
$2.29M - $2.47M
|
15.1K
$2.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
15.1K+ 1.52% |
$2.29M - $2.46M
|
1.01M
$185M
|
|
|
Nov 08, 2023
Q3 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
14.9K+ 290.67% |
$2.26M - $2.43M
|
20K
$3.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
14.2K+ 0.2% |
$2.16M - $2.32M
|
6.97M
$1.28B
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
14K+ 20.75% |
$2.12M - $2.28M
|
81.2K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.8K+ 22.3% |
$2.09M - $2.25M
|
75.5K
$13.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
13.1K+ 3281.25% |
$1.99M - $2.15M
|
13.5K
$2.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13K+ 12.35% |
$1.98M - $2.13M
|
119K
$21.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
12.9K+ 55.13% |
$1.96M - $2.11M
|
36.3K
$6.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
11.4K+ 46.86% |
$1.73M - $1.87M
|
35.8K
$6.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
11.2K+ 22.08% |
$1.7M - $1.83M
|
61.9K
$11.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
BUY
|
- |
11.2K+ 17.18% |
$1.69M - $1.83M
|
76.1K
$14M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
11.1KNew |
$1.69M - $1.82M
|
11.1K
$2.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.1K+ 4.77% |
$1.68M - $1.81M
|
243K
$44.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11K+ 6.55% |
$1.66M - $1.79M
|
178K
$32.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
10.9K+ 3.03% |
$1.65M - $1.78M
|
369K
$67.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.7K+ 29.07% |
$1.62M - $1.75M
|
47.4K
$8.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.6K+ 4.8% |
$1.61M - $1.73M
|
231K
$42.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.4K+ 23.58% |
$1.58M - $1.7M
|
54.4K
$9.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
10.2K+ 0.47% |
$1.55M - $1.68M
|
2.2M
$404M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10K+ 5.52% |
$1.52M - $1.64M
|
192K
$35.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
9.61K+ 3.23% |
$1.46M - $1.57M
|
307K
$56.4M
|
|
|
Nov 14, 2023
Q3 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
9.48K+ 38.23% |
$1.44M - $1.55M
|
34.3K
$6.29M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.39K+ 41.12% |
$1.42M - $1.54M
|
32.2K
$5.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
8.87KNew |
$1.35M - $1.45M
|
8.87K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
8.82K+ 3.7% |
$1.34M - $1.44M
|
247K
$45.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.5K+ 50.08% |
$1.29M - $1.39M
|
25.5K
$4.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.49K+ 2.19% |
$1.29M - $1.39M
|
395K
$72.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.2K+ 70.7% |
$1.24M - $1.34M
|
19.8K
$3.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
8.01K+ 41.93% |
$1.22M - $1.31M
|
27.1K
$4.98M
|