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 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-22- 1.06% |
$3.16K - $3.65K
|
2.05K
$393K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-22- 27.5% |
$3.16K - $3.65K
|
58
$11.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-22- 1.59% |
$3.16K - $3.65K
|
1.37K
$262K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-23- 15.54% |
$3.3K - $3.81K
|
125
$23.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-23- 0.1% |
$3.3K - $3.81K
|
22.1K
$4.22M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-25- 0.69% |
$3.59K - $4.14K
|
3.61K
$691K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-26- 0.61% |
$3.74K - $4.31K
|
4.25K
$813K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-28- 1.43% |
$4.02K - $4.64K
|
1.93K
$369K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-30- 0.32% |
$4.31K - $4.97K
|
9.22K
$1.77M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-31- 2.01% |
$4.45K - $5.14K
|
1.51K
$289K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-31- 0.56% |
$4.45K - $5.14K
|
5.55K
$1.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-32- 2.22% |
$4.6K - $5.3K
|
1.41K
$270K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-33- 2.18% |
$4.74K - $5.47K
|
1.48K
$284K
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-33- 0.38% |
$4.74K - $5.47K
|
8.67K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-33- 1.18% |
$4.74K - $5.47K
|
2.77K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-33- 2.04% |
$4.74K - $5.47K
|
1.58K
$303K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-34- 0.32% |
$4.89K - $5.63K
|
10.5K
$2.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-35- 3.65% |
$5.03K - $5.8K
|
925
$177K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-35- 2.54% |
$5.03K - $5.8K
|
1.34K
$257K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-35- 2.58% |
$5.03K - $5.8K
|
1.32K
$253K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-36- 3.73% |
$5.17K - $5.97K
|
929
$178K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-37- 0.13% |
$5.32K - $6.13K
|
28.7K
$5.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-38- 0.44% |
$5.46K - $6.3K
|
8.56K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-39- 0.67% |
$5.6K - $6.46K
|
5.82K
$1.11M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-40- 10.23% |
$5.75K - $6.63K
|
351
$67.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-40- 1.36% |
$5.75K - $6.63K
|
2.9K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-42- 1.54% |
$6.03K - $6.96K
|
2.69K
$515K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-44- 1.17% |
$6.32K - $7.29K
|
3.72K
$712K
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-47- 0.46% |
$6.75K - $7.79K
|
10.1K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-49- 50.0% |
$7.04K - $8.12K
|
49
$9.38K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.67% |
$7.18K - $8.29K
|
7.4K
$1.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-50- 0.37% |
$7.18K - $8.29K
|
13.5K
$2.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-50- 2.99% |
$7.18K - $8.29K
|
1.62K
$310K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-52- 0.79% |
$7.47K - $8.62K
|
6.56K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-55- 0.41% |
$7.9K - $9.11K
|
13.3K
$2.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-55- 2.94% |
$7.9K - $9.11K
|
1.82K
$348K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-56- 1.06% |
$8.05K - $9.28K
|
5.23K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-56- 0.26% |
$8.05K - $9.28K
|
21.5K
$4.12M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-59- 0.8% |
$8.48K - $9.78K
|
7.29K
$1.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-60- 2.0% |
$8.62K - $9.94K
|
2.95K
$564K
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-62- 0.81% |
$8.91K - $10.3K
|
7.58K
$1.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-63- 0.68% |
$9.05K - $10.4K
|
9.26K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-63- 2.85% |
$9.05K - $10.4K
|
2.15K
$411K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-64- 1.43% |
$9.2K - $10.6K
|
4.41K
$844K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-64- 0.85% |
$9.2K - $10.6K
|
7.47K
$1.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-65- 2.89% |
$9.34K - $10.8K
|
2.19K
$419K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-68- 4.14% |
$9.77K - $11.3K
|
1.58K
$302K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-69- 4.68% |
$9.91K - $11.4K
|
1.41K
$269K
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-69- 0.62% |
$9.91K - $11.4K
|
11.1K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-71- 2.03% |
$10.2K - $11.8K
|
3.43K
$657K
|