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 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-202- 0.24% |
$29K - $33.5K
|
84K
$16.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-202- 10.14% |
$29K - $33.5K
|
1.79K
$343K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-202- 0.24% |
$29K - $33.5K
|
84K
$16.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-209- 1.43% |
$30K - $34.6K
|
14.4K
$2.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-211- 2.01% |
$30.3K - $35K
|
10.3K
$1.97M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-213- 5.93% |
$30.6K - $35.3K
|
3.38K
$647K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-213- 70.53% |
$30.6K - $35.3K
|
89
$17K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-215- 0.34% |
$30.9K - $35.6K
|
63.2K
$12.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-220- 0.32% |
$31.6K - $36.5K
|
67.7K
$13M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-220- 7.35% |
$31.6K - $36.5K
|
2.77K
$531K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-222- 1.04% |
$31.9K - $36.8K
|
21.2K
$4.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-224- 8.45% |
$32.2K - $37.1K
|
2.43K
$465K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-228- 9.87% |
$32.8K - $37.8K
|
2.08K
$398K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-230- 3.9% |
$33K - $38.1K
|
5.67K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-230- 42.99% |
$33K - $38.1K
|
305
$58.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-230- 1.51% |
$33K - $38.1K
|
15K
$2.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-233- 2.55% |
$33.5K - $38.6K
|
8.92K
$1.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-235- 13.91% |
$33.8K - $38.9K
|
1.45K
$278K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-236- 93.28% |
$33.9K - $39.1K
|
17
$3.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-240- 3.29% |
$34.5K - $39.8K
|
7.05K
$1.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-243- 10.02% |
$34.9K - $40.3K
|
2.18K
$418K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-243- 4.84% |
$34.9K - $40.3K
|
4.78K
$914K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-244- 5.53% |
$35.1K - $40.4K
|
4.17K
$798K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-249- 1.11% |
$35.8K - $41.3K
|
22.3K
$4.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-250- 0.85% |
$35.9K - $41.4K
|
29.3K
$5.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-251- 2.05% |
$36.1K - $41.6K
|
12K
$2.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-252- 3.08% |
$36.2K - $41.8K
|
7.94K
$1.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-255- 6.66% |
$36.6K - $42.3K
|
3.58K
$685K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-256- 0.18% |
$36.8K - $42.4K
|
143K
$27.4M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-256- 13.97% |
$36.8K - $42.4K
|
1.58K
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-258- 7.79% |
$37.1K - $42.8K
|
3.05K
$584K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-259- 2.7% |
$37.2K - $42.9K
|
9.33K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-259- 10.48% |
$37.2K - $42.9K
|
2.21K
$424K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-263- 16.5% |
$37.8K - $43.6K
|
1.33K
$255K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-264- 80.49% |
$37.9K - $43.7K
|
64
$12.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-266- 2.67% |
$38.2K - $44.1K
|
9.7K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-270- 8.26% |
$38.8K - $44.7K
|
3K
$574K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-280- 3.44% |
$40.2K - $46.4K
|
7.85K
$1.5M
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-280- 36.7% |
$40.2K - $46.4K
|
483
$92.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-300- 19.56% |
$43.1K - $49.7K
|
1.23K
$236K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-301- 0.97% |
$43.3K - $49.9K
|
30.7K
$5.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-316- 2.77% |
$45.4K - $52.4K
|
11.1K
$2.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-319- 3.12% |
$45.8K - $52.9K
|
9.92K
$1.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-320- 13.49% |
$46K - $53K
|
2.05K
$393K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-327- 2.49% |
$47K - $54.2K
|
12.8K
$2.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
SELL
|
- |
-329- 14.12% |
$47.3K - $54.5K
|
2K
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-329- 0.21% |
$47.3K - $54.5K
|
156K
$29.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-333- 2.57% |
$47.8K - $55.2K
|
12.6K
$2.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-341- 10.65% |
$49K - $56.5K
|
2.86K
$548K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-344- 10.76% |
$49.4K - $57K
|
2.85K
$546K
|