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 13, 2023
Q3 2023
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
1.69KNew |
$257K - $277K
|
1.69K
$311K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 1.75% |
$251K - $271K
|
96.2K
$17.7M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
1.65KNew |
$250K - $270K
|
1.65K
$303K
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.64K+ 14.38% |
$249K - $268K
|
13.1K
$2.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.63KNew |
$247K - $267K
|
1.63K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.63K+ 236.38% |
$247K - $267K
|
2.32K
$426K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.63KNew |
$247K - $267K
|
1.63K
$299K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.62K+ 48.45% |
$246K - $265K
|
4.97K
$912K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.59KNew |
$241K - $260K
|
1.59K
$292K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.56K+ 5.01% |
$236K - $254K
|
32.6K
$5.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.53KNew |
$232K - $250K
|
1.53K
$281K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.5KNew |
$227K - $245K
|
1.5K
$275K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.49KNew |
$227K - $244K
|
1.49K
$274K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.47KNew |
$224K - $241K
|
1.47K
$271K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.47K+ 4.34% |
$223K - $240K
|
35.3K
$6.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.46KNew |
$222K - $239K
|
1.46K
$268K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.45K+ 27.86% |
$220K - $237K
|
6.65K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.44K+ 18.4% |
$218K - $235K
|
9.25K
$1.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.44K+ 0.48% |
$218K - $235K
|
299K
$54.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.43KNew |
$217K - $234K
|
1.43K
$263K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.43KNew |
$217K - $234K
|
1.43K
$262K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.42K+ 6.86% |
$215K - $231K
|
22K
$4.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.41K+ 12.0% |
$214K - $230K
|
13.1K
$2.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.41K+ 5.72% |
$213K - $230K
|
26K
$4.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.4K+ 92.96% |
$212K - $229K
|
2.91K
$533K
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.39K+ 1.84% |
$212K - $228K
|
77K
$14.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.39KNew |
$211K - $227K
|
1.39K
$255K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.39KNew |
$210K - $227K
|
1.39K
$254K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.38K+ 27.29% |
$210K - $226K
|
6.44K
$1.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
1.36KNew |
$207K - $223K
|
1.36K
$250K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.35K+ 61.7% |
$205K - $221K
|
3.54K
$649K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1.34KNew |
$204K - $220K
|
1.34K
$247K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.33KNew |
$202K - $218K
|
1.33K
$245K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1.33KNew |
$202K - $217K
|
1.33K
$244K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.33K+ 7.97% |
$201K - $217K
|
18K
$3.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.32K+ 5.17% |
$201K - $216K
|
26.9K
$4.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.31K+ 21.74% |
$199K - $214K
|
7.34K
$1.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.31K+ 2.32% |
$199K - $214K
|
57.7K
$10.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
1.3K+ 44.59% |
$198K - $213K
|
4.23K
$776K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
1.27K+ 62.0% |
$193K - $208K
|
3.33K
$611K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.26K+ 108.51% |
$191K - $206K
|
2.43K
$445K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.26KNew |
$191K - $206K
|
1.26K
$231K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.2K+ 50.36% |
$182K - $197K
|
3.59K
$659K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.17K+ 1.2% |
$177K - $191K
|
98.1K
$18M
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 5.76% |
$174K - $187K
|
21K
$3.85M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.1K+ 12.44% |
$166K - $179K
|
9.92K
$1.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.08K+ 18.53% |
$164K - $177K
|
6.93K
$1.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.08K+ 4.7% |
$163K - $176K
|
24K
$4.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.08K+ 16.01% |
$163K - $176K
|
7.79K
$1.43M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.07K+ 19.35% |
$163K - $175K
|
6.62K
$1.21M
|