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
Dec 05, 2023 Q3 2023
Advisory Resource Group

BUY
 -
1.03K
+ 4.25%
$156K - $168K
25.2K $4.88M
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.02K
+ 54.79%
$155K - $167K
2.89K $561K
Oct 24, 2023 Q3 2023
Arlington Partners LLC

BUY
 -
998
+ 232.09%
$151K - $163K
1.43K $277K
Oct 25, 2023 Q3 2023
Oldfather Financial Services, LLC

BUY
 -
987
+ 2.34%
$150K - $161K
43.1K $8.36M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
978
+ 2.52%
$148K - $160K
39.8K $7.71M
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
978
+ 2.52%
$148K - $160K
39.8K $7.71M
Oct 10, 2023 Q3 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
967
+ 7.51%
$147K - $158K
13.9K $2.68M
Nov 07, 2023 Q3 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
934
+ 12.7%
$142K - $153K
8.29K $1.61M
Oct 31, 2023 Q3 2023
American Institute For Advanced Investment Management, LLP

BUY
 -
923
+ 2.78%
$140K - $151K
34.1K $6.6M
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
870
+ 654.14%
$132K - $142K
1K $194K
Oct 26, 2023 Q3 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
849
+ 2.29%
$129K - $139K
37.9K $7.34M
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
840
+ 2.44%
$127K - $137K
35.3K $6.84M
Aug 08, 2024 Q3 2023
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
837
+ 24.48%
$127K - $137K
4.26K $825K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
836
+ 6.87%
$127K - $137K
13K $2.52M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
818
+ 3.19%
$124K - $134K
26.5K $5.13M
Nov 13, 2023 Q3 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
767
+ 0.98%
$116K - $125K
78.9K $15.3M
Oct 13, 2023 Q3 2023
Cra Financial Services, LLC

BUY
 -
752
+ 19.64%
$114K - $123K
4.58K $888K
Nov 01, 2023 Q3 2023
Independent Family Office, LLC

BUY
 -
750
+ 0.87%
$114K - $123K
86.8K $16.8M
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
734
+ 3.96%
$111K - $120K
19.3K $3.73M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
729
+ 2.38%
$111K - $119K
31.3K $6.07M
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
700
+ 4.19%
$106K - $114K
17.4K $3.37M
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
697
+ 0.33%
$106K - $114K
209K $40.5M
Oct 25, 2023 Q3 2023
Telemus Capital, LLC

BUY
 -
689
+ 0.38%
$105K - $113K
181K $35.1M
Oct 12, 2023 Q3 2023
David Katz Matrix Asset Advisors Inc
BUY
 -
673
+ 27.74%
$102K - $110K
3.1K $601K
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
666
New
$101K - $109K
666 $129K
Oct 10, 2023 Q3 2023
Phocas Financial Corp.

Alameda, CA
BUY
 -
660
+ 8.39%
$100K - $108K
8.53K $1.65M
Oct 19, 2023 Q3 2023
Grimes & Company, Inc.

BUY
 -
656
+ 6.61%
$99.5K - $107K
10.6K $2.05M
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
655
+ 12.17%
$99.4K - $107K
6.04K $1.17M
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
651
+ 58.18%
$98.8K - $106K
1.77K $343K
Oct 12, 2023 Q3 2023
Slate Stone Wealth, LLC

BUY
 -
642
+ 1.57%
$97.4K - $105K
41.6K $8.05M
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
638
New
$96.8K - $104K
638 $124K
Oct 18, 2023 Q3 2023
Next Capital Management LLC

BUY
 -
614
+ 3.3%
$93.2K - $100K
19.2K $3.72M
Oct 17, 2023 Q3 2023
Eastern Bank

BUY
 -
608
+ 0.22%
$92.3K - $99.4K
281K $54.5M
Oct 27, 2023 Q3 2023
Capital Advisors, Ltd. LLC

BUY
 -
604
+ 0.48%
$91.6K - $98.8K
127K $24.6M
Oct 12, 2023 Q3 2023
Essex Savings Bank

BUY
 -
603
+ 26.12%
$91.5K - $98.6K
2.91K $564K
Nov 14, 2023 Q3 2023
Wealth Dimensions Group, Ltd.

BUY
 -
582
+ 5.36%
$88.3K - $95.2K
11.4K $2.22M
Nov 14, 2023 Q3 2023
Natixis

Paris, I0
BUY
 -
577
+ 9.9%
$87.5K - $94.4K
6.4K $1.24M
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
576
+ 1.79%
$87.4K - $94.2K
32.7K $6.33M
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
570
+ 2.12%
$86.5K - $93.2K
27.5K $5.32M
Oct 25, 2023 Q3 2023
Veracity Capital LLC

BUY
 -
568
+ 35.35%
$86.2K - $92.9K
2.18K $421K
Nov 15, 2023 Q3 2023
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
564
+ 14.76%
$85.6K - $92.2K
4.38K $850K
Nov 13, 2023 Q3 2023
Bison Wealth, LLC

BUY
 -
558
+ 36.86%
$84.7K - $91.3K
2.07K $402K
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
553
+ 5.55%
$83.9K - $90.4K
10.5K $2.04M
Nov 14, 2023 Q3 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
520
+ 5.02%
$78.9K - $85.1K
10.9K $2.11M
Oct 27, 2023 Q3 2023
Smith, Salley & Associates

BUY
 -
508
+ 30.49%
$77.1K - $83.1K
2.17K $421K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
506
+ 2.44%
$76.8K - $82.8K
21.3K $4.12M
Oct 23, 2023 Q3 2023
Austin Asset Management CO Inc

BUY
 -
503
+ 32.39%
$76.3K - $82.3K
2.06K $398K
Nov 03, 2023 Q3 2023
Org Partners LLC

Roanoke, IN
BUY
 -
481
+ 221.66%
$73K - $78.7K
698 $135K
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
481
+ 24.91%
$73K - $78.7K
2.41K $467K

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