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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
64.7K+ 175.51% |
$9.3M - $10.7M
|
102K
$19.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
61KNew |
$8.77M - $10.1M
|
61K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
60.1K+ 183.94% |
$8.63M - $9.95M
|
92.7K
$17.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
58.2K+ 42.49% |
$8.36M - $9.64M
|
195K
$37.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
57.3K+ 18.65% |
$8.24M - $9.5M
|
365K
$69.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
56.1K+ 29.23% |
$8.06M - $9.3M
|
248K
$47.5M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
55.1KNew |
$7.92M - $9.13M
|
55.1K
$10.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
54.3K+ 1792.5% |
$7.8M - $8.99M
|
57.3K
$11M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
50.6K+ 28.26% |
$7.27M - $8.39M
|
230K
$44M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
50.2K+ 171.84% |
$7.21M - $8.31M
|
79.4K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
48.3K+ 675.24% |
$6.95M - $8.01M
|
55.5K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
47.5K+ 0.54% |
$6.82M - $7.87M
|
8.78M
$1.68B
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
47.2K+ 5.86% |
$6.78M - $7.82M
|
853K
$163M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
45.8K+ 87.31% |
$6.58M - $7.59M
|
98.3K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
45.4K+ 1.25% |
$6.52M - $7.52M
|
3.67M
$703M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.8K+ 2.19% |
$6.44M - $7.43M
|
2.1M
$401M
|
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
44.7KNew |
$6.42M - $7.41M
|
44.7K
$8.56M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
43.7KNew |
$6.28M - $7.25M
|
43.7K
$8.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
42.2KNew |
$6.06M - $6.99M
|
42.2K
$8.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
41.5KNew |
$5.96M - $6.87M
|
41.5K
$7.94M
|
|
|
Feb 15, 2024
Q4 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
41.3K+ 207.0% |
$5.94M - $6.85M
|
61.3K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
40.1K+ 62.76% |
$5.76M - $6.64M
|
104K
$19.9M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
39.5K+ 1.09% |
$5.67M - $6.54M
|
3.67M
$704M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
38.7K+ 12.56% |
$5.56M - $6.41M
|
347K
$66.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
38.6KNew |
$5.54M - $6.39M
|
38.6K
$7.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
37.8K+ 7.8% |
$5.44M - $6.27M
|
523K
$100M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
36.9KNew |
$5.3M - $6.11M
|
36.9K
$7.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
36.2KNew |
$5.21M - $6M
|
36.2K
$6.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
35.7K+ 411.56% |
$5.13M - $5.92M
|
44.4K
$8.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
34.9K+ 23.56% |
$5.02M - $5.79M
|
183K
$35.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
34.8K+ 11.65% |
$5M - $5.77M
|
334K
$63.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
34.6K+ 29831.03% |
$4.97M - $5.73M
|
34.7K
$6.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
34.6K+ 1084.76% |
$4.97M - $5.73M
|
37.8K
$7.23M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
34.5KNew |
$4.95M - $5.71M
|
34.5K
$6.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
34.4K+ 28.73% |
$4.95M - $5.71M
|
154K
$29.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
33.4KNew |
$4.8M - $5.53M
|
33.4K
$6.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
32.6KNew |
$4.69M - $5.41M
|
32.6K
$6.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
32.5KNew |
$4.67M - $5.38M
|
32.5K
$6.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
31.8KNew |
$4.58M - $5.28M
|
31.8K
$6.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.7K+ 56.44% |
$4.55M - $5.24M
|
87.7K
$16.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
31.1K+ 11.35% |
$4.47M - $5.15M
|
305K
$58.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
29.9K+ 39.67% |
$4.3M - $4.96M
|
105K
$20.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
29.9K+ 38.55% |
$4.3M - $4.96M
|
108K
$20.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
29KNew |
$4.17M - $4.81M
|
29K
$5.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.2K+ 6.45% |
$4.05M - $4.66M
|
465K
$89M
|
|
|
Feb 08, 2024
Q4 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
27.9KNew |
$4M - $4.62M
|
27.9K
$5.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
27.6KNew |
$3.96M - $4.57M
|
27.6K
$5.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27.1K+ 104.4% |
$3.9M - $4.49M
|
53.1K
$10.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
26.9K+ 18.7% |
$3.86M - $4.46M
|
171K
$32.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.8K+ 46.44% |
$3.85M - $4.44M
|
84.5K
$16.2M
|