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 09, 2024
                  Q4 2023
                 
               |   
            
              
   
      Ci Private Wealth, LLC
       
           
            Miami, FL  | 
            
               SELL                   
             | 
            - | 
              -319K- 39.66% | 
            
                                   
                  $45.8M - $52.8M
                 
             |    
            
                                 
                485K
                $98.2M
                
             |               
            |
| 
               
                  Jan 25, 2024
                  Q4 2023
                 
               |   
            
              
   
      International Assets Investment Management, LLC
       
           
            Orlando, FL  | 
            
               SELL                   
             | 
            - | 
              -1.25M- 99.39% | 
            
                                   
                  $180M - $207M
                 
             |    
            
                                 
                7.61K
                $1.54M
                
             |               
            |
| 
               
                  Aug 16, 2024
                  Q4 2023
                 
               |   
            
              
   
      Morgan Stanley
       
           
            New York, NY  | 
            
               SELL                   
             | 
            - | 
              -4.37M- 13.42% | 
            
                                   
                  $628M - $724M
                 
             |    
            
                                 
                28.2M
                $5.71B
                
             |