Purchases and Sales Made in Q4 2023 in Ishares Russell 1000 Val ETF (IWD)
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 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
16New |
$2.3K - $2.65K
|
16
$3.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
16+ 0.49% |
$2.3K - $2.65K
|
3.31K
$640K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
16New |
$2.3K - $2.65K
|
16
$3.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
15+ 0.09% |
$2.16K - $2.49K
|
16.6K
$3.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
15+ 1.08% |
$2.16K - $2.49K
|
1.41K
$273K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
15+ 0.4% |
$2.16K - $2.49K
|
3.79K
$734K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
15+ 0.41% |
$2.16K - $2.49K
|
3.67K
$709K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15+ 0.64% |
$2.16K - $2.49K
|
2.35K
$454K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
14+ 0.54% |
$2.01K - $2.32K
|
2.6K
$504K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
14+ 0.18% |
$2.01K - $2.32K
|
8K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
14+ 0.67% |
$2.01K - $2.32K
|
2.11K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
14+ 0.24% |
$2.01K - $2.32K
|
5.73K
$1.11M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
14New |
$2.01K - $2.32K
|
14
$2.71K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
13+ 0.7% |
$1.87K - $2.15K
|
1.87K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.18% |
$1.87K - $2.15K
|
7.35K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
12+ 0.73% |
$1.72K - $1.99K
|
1.66K
$321K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
11+ 0.76% |
$1.58K - $1.82K
|
1.46K
$283K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
10+ 0.09% |
$1.44K - $1.66K
|
10.8K
$2.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
10+ 0.15% |
$1.44K - $1.66K
|
6.88K
$1.33M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
9+ 0.57% |
$1.29K - $1.49K
|
1.59K
$308K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 1.2% |
$1.29K - $1.49K
|
757
$147K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
9+ 0.1% |
$1.29K - $1.49K
|
9.34K
$1.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 0.11% |
$1.29K - $1.49K
|
8.04K
$1.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.06% |
$1.15K - $1.33K
|
13.3K
$2.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
8+ 0.07% |
$1.15K - $1.33K
|
11.9K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8+ 0.06% |
$1.15K - $1.33K
|
13.5K
$2.62M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
8New |
$1.15K - $1.33K
|
8
$1.55K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
7+ 0.46% |
$1.01K - $1.16K
|
1.55K
$299K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7+ 1.69% |
$1.01K - $1.16K
|
420
$81.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
7+ 0.45% |
$1.01K - $1.16K
|
1.55K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
7+ 0.46% |
$1.01K - $1.16K
|
1.54K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
6+ 0.35% |
$862 - $994
|
1.74K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
6+ 0.15% |
$862 - $994
|
3.92K
$758K
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
6+ 0.67% |
$862 - $994
|
895
$173K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
5+ 1.34% |
$718 - $829
|
379
$73.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
5+ 0.32% |
$718 - $829
|
1.57K
$304K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$718 - $829
|
3.15K
$610K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5+ 0.36% |
$718 - $829
|
1.41K
$273K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5+ 0.36% |
$718 - $829
|
1.41K
$273K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4New |
$575 - $663
|
4
$774
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.1% |
$575 - $663
|
3.98K
$770K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.17% |
$431 - $497
|
1.75K
$339K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$431 - $497
|
2.53K
$490K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 1.26% |
$431 - $497
|
242
$46.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
3+ 0.22% |
$431 - $497
|
1.34K
$260K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
3+ 0.14% |
$431 - $497
|
2.14K
$414K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3+ 1.44% |
$431 - $497
|
212
$41K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3+ 0.11% |
$431 - $497
|
2.78K
$538K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3+ 0.23% |
$431 - $497
|
1.31K
$254K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.01% |
$287 - $331
|
15.6K
$3.03M
|