Purchases and Sales Made in Q3 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 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 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
7.8K
+ 19.61%
$1.18M - $1.28M
47.6K $9.22M
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
7.63K
New
$1.16M - $1.25M
7.63K $1.48M
Nov 02, 2023 Q3 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
7.39K
+ 9.16%
$1.12M - $1.21M
88K $17.1M
Nov 09, 2023 Q3 2023
Rhumbline Advisers

Boston, MA
BUY
 -
6.91K
+ 7.37%
$1.05M - $1.13M
101K $19.5M
Oct 11, 2023 Q3 2023
Cfm Wealth Partners LLC

BUY
 -
6.67K
+ 35.92%
$1.01M - $1.09M
25.2K $4.89M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
6.61K
+ 12.55%
$1M - $1.08M
59.3K $11.5M
Oct 26, 2023 Q3 2023
Graypoint LLC

BUY
 -
6.54K
+ 4.77%
$993K - $1.07M
144K $27.9M
Oct 16, 2023 Q3 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
6.48K
+ 3.03%
$983K - $1.06M
221K $42.8M
Nov 13, 2023 Q3 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
6.41K
+ 174.49%
$972K - $1.05M
10.1K $1.95M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
6.39K
+ 9.89%
$970K - $1.05M
71K $13.8M
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
6.38K
+ 2.68%
$968K - $1.04M
245K $47.4M
Dec 20, 2023 Q3 2023
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
6.29K
New
$955K - $1.03M
6.29K $1.22M
Oct 24, 2023 Q3 2023
Vera Bank, N.A.

BUY
 -
6.14K
New
$932K - $1M
6.14K $1.19M
Nov 14, 2023 Q3 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
6.12K
New
$928K - $1M
6.12K $1.19M
Oct 19, 2023 Q3 2023
Jmac Enterprises LLC

BUY
 -
6.12K
+ 3.95%
$928K - $1M
161K $31.2M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
6.08K
+ 30.7%
$922K - $994K
25.9K $5.01M
Nov 14, 2023 Q3 2023
Becker Capital Management Inc

BUY
 -
6K
+ 109.46%
$910K - $981K
11.5K $2.22M
Nov 13, 2023 Q3 2023
Hancock Whitney Corp

BUY
 -
5.97K
+ 14.47%
$906K - $976K
47.2K $9.15M
Oct 20, 2023 Q3 2023
Covenant Partners, LLC

BUY
 -
5.77K
+ 4.52%
$875K - $944K
133K $25.8M
Nov 07, 2023 Q3 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
5.64K
+ 36.46%
$855K - $922K
21.1K $4.09M
Oct 26, 2023 Q3 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
5.49K
+ 121.31%
$833K - $898K
10K $1.94M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
5.31K
New
$806K - $869K
5.31K $1.03M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
5.22K
+ 1800.0%
$792K - $854K
5.51K $1.07M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
5.21K
+ 18.4%
$790K - $851K
33.5K $6.49M
Nov 13, 2023 Q3 2023
Prosperity Consulting Group, LLC

BUY
 -
5.12K
New
$777K - $838K
5.12K $992K
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
4.93K
+ 110.39%
$748K - $806K
9.39K $1.82M
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
4.89K
+ 98.0%
$742K - $800K
9.88K $1.91M
Oct 27, 2023 Q3 2023
Mwa Asset Management

Lexington, MA
BUY
 -
4.41K
New
$670K - $722K
4.41K $855K
Oct 19, 2023 Q3 2023
Gfs Advisors, LLC

BUY
 -
4.38K
+ 36.21%
$665K - $717K
16.5K $3.19M
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
4.35K
+ 63.97%
$660K - $711K
11.1K $2.16M
Nov 03, 2023 Q3 2023
Fiducient Advisors LLC

BUY
 -
4.23K
+ 71.65%
$641K - $691K
10.1K $1.96M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
4.03K
+ 1.19%
$611K - $659K
341K $66.1M
Oct 16, 2023 Q3 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
4.01K
+ 13.1%
$609K - $656K
34.6K $6.71M
Nov 14, 2023 Q3 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
4.01K
+ 5.08%
$609K - $656K
83K $16.1M
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
3.98K
+ 4.61%
$604K - $652K
90.5K $17.5M
Nov 14, 2023 Q3 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
3.98K
New
$604K - $651K
3.98K $771K
Oct 18, 2023 Q3 2023
Miller Howard Investments Inc

BUY
 -
3.88K
+ 286.76%
$588K - $634K
5.23K $1.01M
Oct 23, 2023 Q3 2023
Rmr Wealth Builders

BUY
 -
3.88K
+ 3.15%
$588K - $634K
127K $24.6M
Nov 13, 2023 Q3 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
3.82K
+ 233.88%
$579K - $624K
5.45K $1.06M
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
3.79K
+ 8.55%
$574K - $619K
48.1K $9.32M
Nov 13, 2023 Q3 2023
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
3.77K
New
$571K - $616K
3.77K $730K
Nov 15, 2023 Q3 2023
Essex Financial Services, Inc.

BUY
 -
3.75K
+ 38.99%
$569K - $613K
13.4K $2.59M
Oct 24, 2023 Q3 2023
Bridges Investment Management Inc

BUY
 -
3.63K
+ 1.41%
$551K - $594K
262K $50.8M
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
3.63K
+ 12.77%
$551K - $594K
32.1K $6.22M
Nov 14, 2023 Q3 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
3.59K
+ 0.85%
$544K - $587K
425K $82.3M
Nov 07, 2023 Q3 2023
German American Bancorp, Inc.

Jasper, IN
BUY
 -
3.5K
+ 1.87%
$531K - $573K
190K $36.9M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
3.5K
New
$531K - $572K
3.5K $678K
Oct 26, 2023 Q3 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
3.45K
New
$523K - $564K
3.45K $668K
Nov 09, 2023 Q3 2023
Haverford Trust CO

Radnor, PA
BUY
 -
3.42K
+ 4.73%
$519K - $560K
75.8K $14.7M

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