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 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
478+ 1.45% |
$72.5K - $78.2K
|
33.5K
$6.48M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
478+ 1.45% |
$72.5K - $78.2K
|
33.5K
$6.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
476+ 4.84% |
$72.2K - $77.9K
|
10.3K
$2M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
472+ 1.07% |
$71.6K - $77.2K
|
44.6K
$8.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
472+ 1.51% |
$71.6K - $77.2K
|
31.8K
$6.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
468+ 1.23% |
$71K - $76.5K
|
38.6K
$7.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
459New |
$69.6K - $75.1K
|
459
$88.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
457+ 3.43% |
$69.3K - $74.7K
|
13.8K
$2.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
456+ 1.7% |
$69.2K - $74.6K
|
27.3K
$5.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
448+ 6.55% |
$68K - $73.3K
|
7.29K
$1.41M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
440+ 33.11% |
$66.8K - $72K
|
1.77K
$343K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
439+ 5.63% |
$66.6K - $71.8K
|
8.23K
$1.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
439+ 18.45% |
$66.6K - $71.8K
|
2.82K
$546K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
437+ 25.9% |
$66.3K - $71.5K
|
2.12K
$412K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
424+ 0.51% |
$64.3K - $69.3K
|
84.3K
$16.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
415+ 12.09% |
$63K - $67.9K
|
3.85K
$746K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
413New |
$62.7K - $67.6K
|
413
$80K
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
BUY
|
- |
404+ 1.26% |
$61.3K - $66.1K
|
32.5K
$6.3M
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
BUY
|
- |
403+ 10.38% |
$61.1K - $65.9K
|
4.28K
$830K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
388+ 12.61% |
$58.9K - $63.5K
|
3.47K
$671K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
387+ 5.71% |
$58.7K - $63.3K
|
7.16K
$1.39M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
386+ 4.92% |
$58.6K - $63.1K
|
8.22K
$1.59M
|
|
|
Oct 16, 2023
Q3 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
380+ 0.31% |
$57.7K - $62.2K
|
125K
$24.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
378+ 26.14% |
$57.4K - $61.8K
|
1.82K
$353K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
375+ 5.3% |
$56.9K - $61.3K
|
7.45K
$1.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
374New |
$56.7K - $61.2K
|
374
$72.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
356+ 1.37% |
$54K - $58.2K
|
26.4K
$5.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
352+ 3.38% |
$53.4K - $57.6K
|
10.8K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
344New |
$52.2K - $56.3K
|
344
$66.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
340New |
$51.6K - $55.6K
|
340
$65.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
335+ 10.76% |
$50.8K - $54.8K
|
3.45K
$668K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
329+ 0.24% |
$49.9K - $53.8K
|
139K
$26.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
328+ 9.39% |
$49.8K - $53.6K
|
3.82K
$740K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
322+ 6.0% |
$48.9K - $52.7K
|
5.69K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
317+ 3.76% |
$48.1K - $51.8K
|
8.76K
$1.7M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
316+ 2.38% |
$47.9K - $51.7K
|
13.6K
$2.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
316+ 24.36% |
$47.9K - $51.7K
|
1.61K
$313K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
305New |
$46.3K - $49.9K
|
305
$59.1K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
301+ 9.64% |
$45.7K - $49.2K
|
3.43K
$664K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
293+ 15.29% |
$44.5K - $47.9K
|
2.21K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
292+ 3.06% |
$44.3K - $47.8K
|
9.84K
$1.91M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
289+ 0.95% |
$43.8K - $47.3K
|
30.9K
$5.98M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
286New |
$43.4K - $46.8K
|
286
$55.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
284New |
$43.1K - $46.5K
|
284
$55K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
275+ 32.82% |
$41.7K - $45K
|
1.11K
$216K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
266+ 6.32% |
$40.4K - $43.5K
|
4.48K
$867K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
264+ 4.3% |
$40.1K - $43.2K
|
6.41K
$1.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
260+ 4.09% |
$39.4K - $42.5K
|
6.62K
$1.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
256+ 15.08% |
$38.8K - $41.9K
|
1.95K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
253New |
$38.4K - $41.4K
|
253
$49K
|