Purchases and Sales Made in Q4 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 Q4 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
Jan 23, 2024 Q4 2023
Davenport & CO LLC

BUY
 -
154
+ 4.85%
$22.1K - $25.5K
3.33K $638K
May 06, 2024 Q4 2023
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
152
+ 6.93%
$21.8K - $25.2K
2.35K $449K
Feb 12, 2024 Q4 2023
Mcdonald Partners LLC

BUY
 -
150
+ 8.45%
$21.6K - $24.9K
1.93K $369K
Feb 09, 2024 Q4 2023
Sepio Capital, LP

BUY
 -
148
+ 0.43%
$21.3K - $24.5K
34.7K $6.64M
Jan 09, 2024 Q4 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
144
+ 2.08%
$20.7K - $23.9K
7.07K $1.35M
Jan 24, 2024 Q4 2023
Joel Isaacson & Co., LLC

BUY
 -
143
+ 1.31%
$20.5K - $23.7K
11.1K $2.12M
Feb 14, 2024 Q4 2023
Pacific Financial Group Inc

BUY
 -
143
+ 2.29%
$20.5K - $23.7K
6.39K $1.22M
Feb 06, 2024 Q4 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
141
+ 0.12%
$20.3K - $23.4K
114K $21.8M
Jan 08, 2024 Q4 2023
Bartlett & Co. LLC

BUY
 -
138
+ 6.74%
$19.8K - $22.9K
2.19K $418K
Feb 14, 2024 Q4 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
138
+ 6.74%
$19.8K - $22.9K
2.19K $418K
Feb 13, 2024 Q4 2023
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
135
+ 1.0%
$19.4K - $22.4K
13.7K $2.62M
Jan 17, 2024 Q4 2023
First Pacific Financial

BUY
 -
129
+ 1.24%
$18.5K - $21.4K
10.5K $2.01M
Feb 08, 2024 Q4 2023
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
128
New
$18.4K - $21.2K
128 $24.5K
Feb 12, 2024 Q4 2023
Legacy Advisors, LLC

BUY
 -
128
+ 3.31%
$18.4K - $21.2K
4K $766K
Feb 12, 2024 Q4 2023
Vista Wealth Management Group, LLC

BUY
 -
128
+ 1.38%
$18.4K - $21.2K
9.39K $1.8M
Feb 07, 2024 Q4 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
125
+ 32.05%
$18K - $20.7K
515 $98.6K
Jan 29, 2024 Q4 2023
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
124
+ 0.4%
$17.8K - $20.5K
31.2K $5.97M
Feb 14, 2024 Q4 2023
Investmark Advisory Group LLC

BUY
 -
122
+ 2.5%
$17.5K - $20.2K
5K $957K
Jan 10, 2024 Q4 2023
Patten Group, Inc.

BUY
 -
120
+ 2.11%
$17.2K - $19.9K
5.81K $1.11M
Jan 11, 2024 Q4 2023
Orgel Wealth Management, LLC

BUY
 -
116
+ 4.91%
$16.7K - $19.2K
2.48K $474K
Jan 22, 2024 Q4 2023
Parsons Capital Management Inc

BUY
 -
115
+ 4.74%
$16.5K - $19.1K
2.54K $487K
Jan 05, 2024 Q4 2023
Harbour Capital Advisors, LLC

BUY
 -
112
+ 0.35%
$16.1K - $18.6K
32K $6.13M
Feb 14, 2024 Q4 2023
Amundi

Paris, I0
BUY
 -
112
New
$16.1K - $18.6K
112 $21.4K
Jan 23, 2024 Q4 2023
Braun Stacey Associates Inc

BUY
 -
111
+ 7.2%
$15.9K - $18.4K
1.65K $317K
Feb 14, 2024 Q4 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
108
+ 0.55%
$15.5K - $17.9K
19.8K $3.79M
Jan 25, 2024 Q4 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
105
+ 5.28%
$15.1K - $17.4K
2.09K $401K
Jan 26, 2024 Q4 2023
Harbor Investment Advisory, LLC

BUY
 -
102
+ 0.53%
$14.7K - $16.9K
19.3K $3.7M
Feb 13, 2024 Q4 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
102
+ 1.04%
$14.7K - $16.9K
9.94K $1.9M
Jan 26, 2024 Q4 2023
Arbor Investment Advisors, LLC

BUY
 -
101
+ 0.26%
$14.5K - $16.7K
39K $7.46M
Jan 17, 2024 Q4 2023
Planned Solutions, Inc.

BUY
 -
100
New
$14.4K - $16.6K
100 $19.1K
Jan 29, 2024 Q4 2023
Valeo Financial Advisors, LLC

BUY
 -
100
+ 0.18%
$14.4K - $16.6K
56.9K $10.9M
Feb 09, 2024 Q4 2023
Plancorp, LLC

BUY
 -
100
+ 3.64%
$14.4K - $16.6K
2.85K $546K
Feb 06, 2024 Q4 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
97
+ 25.19%
$13.9K - $16.1K
482 $92.3K
Feb 14, 2024 Q4 2023
Resources Management Corp

West Hartford, CT
BUY
 -
97
+ 142.65%
$13.9K - $16.1K
165 $31.6K
Feb 14, 2024 Q4 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
93
+ 0.59%
$13.4K - $15.4K
15.9K $3.05M
Jan 17, 2024 Q4 2023
Columbia Trust CO 01012016

BUY
 -
92
+ 5.46%
$13.2K - $15.2K
1.78K $340K
Feb 09, 2024 Q4 2023
Hoyle Cohen, LLC

BUY
 -
92
+ 2.26%
$13.2K - $15.2K
4.16K $797K
Feb 09, 2024 Q4 2023
Hourglass Capital, LLC

BUY
 -
91
+ 6.19%
$13.1K - $15.1K
1.56K $299K
Feb 14, 2024 Q4 2023
Sja Financial Advisory, LLC

BUY
 -
90
+ 0.36%
$12.9K - $14.9K
25.4K $4.87M
Jan 12, 2024 Q4 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
89
+ 0.31%
$12.8K - $14.7K
29K $5.55M
Jan 30, 2024 Q4 2023
Sierra Capital LLC

BUY
 -
85
+ 0.28%
$12.2K - $14.1K
30.2K $5.78M
Feb 09, 2024 Q4 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
85
+ 2.74%
$12.2K - $14.1K
3.18K $609K
Feb 08, 2024 Q4 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
81
+ 84.38%
$11.6K - $13.4K
177 $33.9K
Jan 12, 2024 Q4 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
79
+ 1.75%
$11.4K - $13.1K
4.59K $879K
Jan 23, 2024 Q4 2023
American Institute For Advanced Investment Management, LLP

BUY
 -
76
+ 0.22%
$10.9K - $12.6K
34.1K $6.54M
Jan 26, 2024 Q4 2023
Eagle Strategies LLC

New York, NY
BUY
 -
76
+ 0.88%
$10.9K - $12.6K
8.74K $1.67M
Jan 17, 2024 Q4 2023
Sendero Wealth Management, LLC

San Antonio, TX
BUY
 -
73
+ 1.28%
$10.5K - $12.1K
5.77K $1.1M
Jan 23, 2024 Q4 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
71
+ 1.98%
$10.2K - $11.8K
3.65K $699K
Jan 31, 2024 Q4 2023
Criterion Capital Advisors, LLC

Nashville, TN
BUY
 -
71
New
$10.2K - $11.8K
71 $13.6K

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