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 23, 2023 Q3 2023
Busey Wealth Management

BUY
 -
251
+ 1.32%
$38.1K - $41.1K
19.2K $3.52M
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
250
+ 3.84%
$37.9K - $40.9K
6.76K $1.24M
Nov 13, 2023 Q3 2023
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
247
+ 8.36%
$37.5K - $40.4K
3.2K $588K
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
247
+ 1.26%
$37.5K - $40.4K
19.8K $3.64M
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
BUY
 -
245
+ 8.43%
$37.2K - $40.1K
3.15K $579K
Nov 17, 2023 Q3 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
243
+ 3.17%
$36.9K - $39.7K
7.9K $1.45M
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

BUY
 -
240
+ 13.54%
$36.4K - $39.3K
2.01K $369K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
239
+ 4.98%
$36.3K - $39.1K
5.03K $924K
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
237
New
$36K - $38.8K
237 $43.5K
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
236
+ 9.31%
$35.8K - $38.6K
2.77K $509K
Nov 03, 2023 Q3 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
230
+ 5.95%
$34.9K - $37.6K
4.1K $752K
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
228
+ 7.88%
$34.6K - $37.3K
3.12K $573K
Oct 10, 2023 Q3 2023
Chesley Taft & Associates LLC

BUY
 -
226
+ 3.99%
$34.3K - $37K
5.9K $1.08M
Nov 03, 2023 Q3 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
213
+ 1.97%
$32.3K - $34.8K
11K $2.02M
Nov 07, 2023 Q3 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
212
+ 0.89%
$32.2K - $34.7K
24K $4.4M
Nov 13, 2023 Q3 2023
Seven Mile Advisory

Ewing, NJ
BUY
 -
212
+ 2.66%
$32.2K - $34.7K
8.19K $1.5M
Nov 13, 2023 Q3 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
202
+ 0.4%
$30.6K - $33K
50.6K $9.28M
Nov 13, 2023 Q3 2023
W Advisors, LLC

Germantown, TN
BUY
 -
195
+ 1.43%
$29.6K - $31.9K
13.8K $2.53M
Oct 18, 2023 Q3 2023
Brand Asset Management Group, Inc.

BUY
 -
194
+ 0.66%
$29.4K - $31.7K
29.8K $5.47M
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
190
New
$28.8K - $31.1K
190 $34.9K
Nov 14, 2023 Q3 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
187
+ 4.89%
$28.4K - $30.6K
4.01K $737K
Nov 14, 2023 Q3 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
186
+ 1.97%
$28.2K - $30.4K
9.65K $1.77M
Oct 13, 2023 Q3 2023
Signal Point Asset Management, LLC

BUY
 -
185
+ 13.6%
$28.1K - $30.3K
1.55K $284K
Oct 24, 2023 Q3 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
178
+ 1.04%
$27K - $29.1K
17.3K $3.17M
Nov 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
177
+ 55.49%
$26.9K - $29K
496 $91.1K
Oct 13, 2023 Q3 2023
Nvest Financial, LLC

BUY
 -
176
+ 4.69%
$26.7K - $28.8K
3.93K $722K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
172
+ 5.73%
$26.1K - $28.1K
3.18K $583K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
172
+ 3.74%
$26.1K - $28.1K
4.77K $875K
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
171
+ 0.21%
$25.9K - $28K
81.2K $14.9M
Nov 09, 2023 Q3 2023
Monetary Management Group Inc

St Louis, MO
BUY
 -
170
+ 0.69%
$25.8K - $27.8K
24.7K $4.54M
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
168
+ 1.56%
$25.5K - $27.5K
10.9K $2.01M
Oct 19, 2023 Q3 2023
Heritage Financial Services, LLC

BUY
 -
167
+ 7.24%
$25.3K - $27.3K
2.47K $454K
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
166
+ 0.59%
$25.2K - $27.2K
28.5K $5.24M
Oct 25, 2023 Q3 2023
Calamos Wealth Management LLC

BUY
 -
165
+ 3.75%
$25K - $27K
4.57K $838K
Nov 06, 2023 Q3 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
160
+ 4.88%
$24.3K - $26.2K
3.44K $631K
Oct 24, 2023 Q3 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
159
+ 4.07%
$24.1K - $26K
4.07K $746K
Nov 03, 2023 Q3 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
158
+ 0.99%
$24K - $25.8K
16.1K $2.95M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
156
+ 0.12%
$23.7K - $25.5K
130K $23.8M
Oct 10, 2023 Q3 2023
Thomasville National Bank

BUY
 -
154
+ 2.32%
$23.4K - $25.2K
6.8K $1.25M
Oct 31, 2023 Q3 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
151
+ 4.25%
$22.9K - $24.7K
3.7K $680K
Nov 09, 2023 Q3 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
151
+ 0.39%
$22.9K - $24.7K
39.1K $7.18M
Nov 06, 2023 Q3 2023
Widmann Financial Services, Inc.

BUY
 -
150
+ 0.55%
$22.8K - $24.5K
27.2K $4.99M
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
150
+ 8.37%
$22.8K - $24.5K
1.94K $356K
Nov 09, 2023 Q3 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
148
New
$22.5K - $24.2K
148 $27.2K
Nov 14, 2023 Q3 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
148
+ 10.1%
$22.5K - $24.2K
1.61K $296K
Oct 10, 2023 Q3 2023
Apella Capital, LLC

BUY
 -
145
+ 2.54%
$22K - $23.7K
5.86K $1.08M
Oct 24, 2023 Q3 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
145
New
$22K - $23.7K
145 $26.6K
Nov 14, 2023 Q3 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
143
+ 10.72%
$21.7K - $23.4K
1.48K $271K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
142
+ 66.67%
$21.5K - $23.2K
355 $65.2K

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