Purchases and Sales Made in Q4 2023 in Ishares Russell 1000 Val ETF (IWD)

IWD Quotes by TradingView

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
Tcw Group Inc

BUY
 -
26.6K
New
$3.82M - $4.41M
26.6K $5.1M
Feb 02, 2024 Q4 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
25.3K
+ 119.74%
$3.63M - $4.19M
46.4K $8.88M
Feb 13, 2024 Q4 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
25.3K
+ 56.42%
$3.63M - $4.18M
70K $13.4M
Feb 14, 2024 Q4 2023
Systm Wealth Solutions LLC

Chicago, IL
BUY
 -
25.2K
New
$3.63M - $4.18M
25.2K $4.83M
Feb 09, 2024 Q4 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
25.2K
+ 24.25%
$3.63M - $4.18M
129K $24.8M
Jan 26, 2024 Q4 2023
Custom Index Systems, LLC

New York, NY
BUY
 -
24.9K
New
$3.58M - $4.13M
24.9K $4.77M
Feb 14, 2024 Q4 2023
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
24.9K
New
$3.58M - $4.13M
24.9K $4.77M
Feb 15, 2024 Q4 2023
Legal & General Group PLC

London, X0
BUY
 -
24.6K
+ 257.18%
$3.54M - $4.08M
34.2K $6.55M
Feb 14, 2024 Q4 2023
Eagle Capital Management LLC

New York, NY
BUY
 -
23.7K
New
$3.41M - $3.93M
23.7K $4.54M
Jan 22, 2024 Q4 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
23K
+ 1448.77%
$3.3M - $3.81M
24.6K $4.71M
Feb 06, 2024 Q4 2023
Lwmg, LLC

Lake Elmo, MN
BUY
 -
22.2K
+ 18.27%
$3.19M - $3.67M
144K $27.5M
Feb 05, 2024 Q4 2023
Kestra Private Wealth Services, LLC

BUY
 -
22K
+ 46.31%
$3.16M - $3.64M
69.4K $13.3M
Feb 13, 2024 Q4 2023
Stage Harbor Financial, LLC

Needham, MA
BUY
 -
21.7K
New
$3.12M - $3.6M
21.7K $4.16M
Feb 13, 2024 Q4 2023
Lyrical Asset Management LP

New York, NY
BUY
 -
21.4K
+ 41.27%
$3.07M - $3.54M
73.2K $14M
Feb 14, 2024 Q4 2023
Prospera Financial Services Inc

BUY
 -
19K
+ 56.7%
$2.73M - $3.15M
52.5K $10M
Feb 07, 2024 Q4 2023
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
19K
+ 504.12%
$2.73M - $3.14M
22.7K $4.36M
Jan 03, 2024 Q4 2023
Stairway Partners, LLC

BUY
 -
18.7K
+ 2.39%
$2.69M - $3.1M
802K $154M
Feb 08, 2024 Q4 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
18.4K
+ 592.22%
$2.64M - $3.04M
21.5K $4.11M
Feb 09, 2024 Q4 2023
Thoroughbred Financial Services, LLC

BUY
 -
18K
New
$2.59M - $2.99M
18K $3.45M
Jan 30, 2024 Q4 2023
True Private Wealth Advisors

BUY
 -
16.7K
+ 11.2%
$2.39M - $2.76M
165K $31.7M
Feb 16, 2024 Q4 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
15.8K
New
$2.27M - $2.62M
15.8K $3.03M
Feb 08, 2024 Q4 2023
Apexium Financial, LP

BUY
 -
15.7K
+ 237.59%
$2.26M - $2.6M
22.3K $4.28M
Jan 10, 2024 Q4 2023
Park Avenue Securities LLC

BUY
 -
15.7K
+ 448.11%
$2.25M - $2.6M
19.2K $3.67M
Jan 22, 2024 Q4 2023
Country Club Bank

BUY
 -
15.7K
+ 19.3%
$2.25M - $2.6M
96.9K $18.6M
Feb 13, 2024 Q4 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
15.6K
+ 3.67%
$2.24M - $2.59M
440K $84.3M
Feb 13, 2024 Q4 2023
Prosperity Consulting Group, LLC

BUY
 -
15.1K
+ 294.04%
$2.16M - $2.5M
20.2K $3.86M
Jan 30, 2024 Q4 2023
Oakworth Capital, Inc.

BUY
 -
14.8K
+ 2.06%
$2.13M - $2.46M
734K $141M
Feb 09, 2024 Q4 2023
Brandywine Global Investment Management, LLC

Philadelphia, PA
BUY
 -
14.8K
+ 6.58%
$2.13M - $2.45M
239K $45.9M
Jan 31, 2024 Q4 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
14.3K
New
$2.05M - $2.37M
14.3K $2.73M
Jan 29, 2024 Q4 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
14.1K
New
$2.03M - $2.34M
14.1K $2.71M
Jan 18, 2024 Q4 2023
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
13.4K
New
$1.92M - $2.22M
13.4K $2.56M
Jan 31, 2024 Q4 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
13.3K
+ 963.51%
$1.92M - $2.21M
14.7K $2.82M
Jan 31, 2024 Q4 2023
Steph & CO

BUY
 -
13.3K
+ 148.15%
$1.91M - $2.2M
22.3K $4.26M
Feb 14, 2024 Q4 2023
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
13.2K
New
$1.89M - $2.18M
13.2K $2.52M
Feb 14, 2024 Q4 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
13.1K
+ 47.43%
$1.88M - $2.16M
40.6K $7.77M
Jan 30, 2024 Q4 2023
Dakota Wealth Management

BUY
 -
13K
+ 254.22%
$1.87M - $2.16M
18.2K $3.48M
Feb 14, 2024 Q4 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
13K
+ 3.51%
$1.86M - $2.15M
382K $73.2M
Feb 01, 2024 Q4 2023
Adviser Investments LLC

BUY
 -
12.6K
+ 327.0%
$1.81M - $2.09M
16.4K $3.15M
Feb 02, 2024 Q4 2023
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
12.5K
New
$1.8M - $2.08M
12.5K $2.4M
Jul 31, 2024 Q4 2023
First American Bank

Dundee, IL
BUY
 -
12.4K
New
$1.78M - $2.06M
12.4K $2.38M
Feb 14, 2024 Q4 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
12.2K
+ 15.47%
$1.75M - $2.02M
91.2K $17.5M
Feb 01, 2024 Q4 2023
Telemus Capital, LLC

BUY
 -
12K
+ 6.65%
$1.73M - $1.99M
193K $37M
Feb 09, 2024 Q4 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
11.7K
New
$1.68M - $1.94M
11.7K $2.24M
Feb 08, 2024 Q4 2023
1 St Source Bank

BUY
 -
11.6K
+ 2.0%
$1.66M - $1.92M
591K $113M
Jan 29, 2024 Q4 2023
Mv Capital Management, Inc.

BUY
 -
11.4K
+ 3.08%
$1.63M - $1.88M
381K $72.9M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
11.3K
New
$1.63M - $1.88M
11.3K $2.17M
Jan 18, 2024 Q4 2023
Saxon Interests, Inc.

BUY
 -
11.3K
New
$1.62M - $1.86M
11.3K $2.15M
Feb 15, 2024 Q4 2023
Westshore Wealth, LLC

BUY
 -
11.2K
+ 13.74%
$1.6M - $1.85M
92.4K $17.7M
Feb 01, 2024 Q4 2023
Cwm, LLC

BUY
 -
11.1K
+ 23.33%
$1.6M - $1.84M
58.7K $11.2M

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