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 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
6.24KNew |
$897K - $1.03M
|
6.24K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.19K+ 11.91% |
$889K - $1.03M
|
58.1K
$10.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.99K+ 7.59% |
$860K - $992K
|
84.9K
$15.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.95K+ 8.85% |
$855K - $986K
|
73.1K
$13.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.89K+ 3.32% |
$847K - $977K
|
183K
$34M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.89K+ 2.42% |
$846K - $976K
|
249K
$46.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
5.69KNew |
$817K - $943K
|
5.69K
$1.05M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.52KNew |
$792K - $914K
|
5.52K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.5K+ 4.23% |
$790K - $911K
|
135K
$25.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.49KNew |
$788K - $909K
|
5.49K
$1.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
5.45K+ 4.77% |
$783K - $903K
|
120K
$22.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
5.14KNew |
$739K - $852K
|
5.14K
$952K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.05KNew |
$726K - $837K
|
5.05K
$935K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.88K+ 92.18% |
$701K - $809K
|
10.2K
$1.88M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.83KNew |
$694K - $800K
|
4.83K
$894K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
4.83K+ 35.0% |
$693K - $800K
|
18.6K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.81K+ 135.29% |
$691K - $797K
|
8.37K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.68KNew |
$672K - $775K
|
4.68K
$866K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.51K+ 156.85% |
$649K - $748K
|
7.39K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
4.4K+ 15.44% |
$633K - $730K
|
32.9K
$6.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.4K+ 25.85% |
$633K - $730K
|
21.4K
$3.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.39K+ 62.61% |
$630K - $727K
|
11.4K
$2.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
4.38KNew |
$629K - $725K
|
4.38K
$810K
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.36KNew |
$626K - $722K
|
4.36K
$806K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.34K+ 70.32% |
$624K - $719K
|
10.5K
$1.95M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
4.3KNew |
$618K - $713K
|
4.3K
$797K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.28KNew |
$615K - $709K
|
4.28K
$792K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
4.28K+ 1.73% |
$615K - $709K
|
252K
$46.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4.26KNew |
$612K - $705K
|
4.26K
$788K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.22K+ 34.1% |
$606K - $699K
|
16.6K
$3.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.2KNew |
$603K - $696K
|
4.2K
$778K
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
4.12K+ 14.22% |
$591K - $682K
|
33K
$6.12M
|
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
4.06KNew |
$583K - $672K
|
4.06K
$751K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
4.02K+ 1.42% |
$578K - $666K
|
287K
$53M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.95KNew |
$568K - $655K
|
3.95K
$732K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
3.95KNew |
$567K - $654K
|
3.95K
$731K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.92K+ 16.9% |
$563K - $649K
|
27.1K
$5.01M
|
|
|
Jan 31, 2024
Q4 2023
|
River Road Asset Management, LLC
|
BUY
|
- |
3.89KNew |
$558K - $644K
|
3.89K
$719K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.87K+ 1.96% |
$556K - $641K
|
201K
$37.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.84KNew |
$552K - $637K
|
3.84K
$711K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.8KNew |
$545K - $629K
|
3.8K
$703K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.78KNew |
$543K - $626K
|
3.78K
$699K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.72KNew |
$534K - $616K
|
3.72K
$688K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
3.67K+ 2.75% |
$528K - $609K
|
137K
$25.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
3.67K+ 3.74% |
$527K - $608K
|
102K
$18.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.65K+ 6.16% |
$525K - $605K
|
62.9K
$11.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.64K+ 49.52% |
$522K - $602K
|
11K
$2.03M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.58KNew |
$515K - $594K
|
3.58K
$664K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.56KNew |
$511K - $590K
|
3.56K
$659K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.54K+ 44.68% |
$509K - $586K
|
11.5K
$2.12M
|