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
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-341- 10.65% |
$49K - $56.5K
|
2.86K
$553K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-344- 10.76% |
$49.4K - $57K
|
2.85K
$551K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-347- 3.28% |
$49.9K - $57.5K
|
10.2K
$1.98M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-347- 1.02% |
$49.9K - $57.5K
|
33.7K
$6.51M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-354- 1.08% |
$50.9K - $58.7K
|
32.4K
$6.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-356- 3.18% |
$51.2K - $59K
|
10.8K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-372- 11.29% |
$53.5K - $61.6K
|
2.92K
$565K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-375- 2.18% |
$53.9K - $62.1K
|
16.9K
$3.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-381- 4.07% |
$54.7K - $63.1K
|
8.97K
$1.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-392- 15.15% |
$56.3K - $65K
|
2.2K
$424K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-396- 22.39% |
$56.9K - $65.6K
|
1.37K
$265K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-412- 15.79% |
$59.2K - $68.3K
|
2.2K
$425K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-414- 7.17% |
$59.5K - $68.6K
|
5.36K
$1.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-421- 4.25% |
$60.5K - $69.8K
|
9.49K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-422- 3.41% |
$60.6K - $69.9K
|
12K
$2.31M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-424- 2.46% |
$60.9K - $70.3K
|
16.8K
$3.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-426- 6.36% |
$61.2K - $70.6K
|
6.28K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-430- 2.61% |
$61.8K - $71.3K
|
16.1K
$3.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-433- 7.14% |
$62.2K - $71.7K
|
5.63K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-438- 4.58% |
$62.9K - $72.6K
|
9.13K
$1.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-443- 2.85% |
$63.7K - $73.4K
|
15.1K
$2.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-443- 11.47% |
$63.7K - $73.4K
|
3.42K
$661K
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-444- 23.17% |
$63.8K - $73.6K
|
1.47K
$284K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-451- 0.69% |
$64.8K - $74.7K
|
65.1K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-452- 7.47% |
$64.9K - $74.9K
|
5.6K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-453- 3.28% |
$65.1K - $75.1K
|
13.3K
$2.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-461- 8.99% |
$66.2K - $76.4K
|
4.67K
$901K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-470- 2.14% |
$67.5K - $77.9K
|
21.5K
$4.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-470- 41.08% |
$67.5K - $77.9K
|
674
$130K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-472- 18.82% |
$67.8K - $78.2K
|
2.04K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-474- 1.68% |
$68.1K - $78.5K
|
27.7K
$5.36M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-478- 2.66% |
$68.7K - $79.2K
|
17.5K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-480- 1.51% |
$69K - $79.5K
|
31.4K
$6.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-483- 18.79% |
$69.4K - $80K
|
2.09K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-489- 19.03% |
$70.3K - $81K
|
2.08K
$402K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-498- 2.88% |
$71.6K - $82.5K
|
16.8K
$3.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-500- 1.8% |
$71.8K - $82.9K
|
27.3K
$5.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-500- 0.89% |
$71.8K - $82.9K
|
55.9K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-503- 1.26% |
$72.3K - $83.3K
|
39.3K
$7.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-506- 0.3% |
$72.7K - $83.8K
|
167K
$32.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-508- 5.98% |
$73K - $84.2K
|
7.99K
$1.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-513- 3.19% |
$73.7K - $85K
|
15.6K
$3.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-525- 32.31% |
$75.4K - $87K
|
1.1K
$213K
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-531- 4.75% |
$76.3K - $88K
|
10.6K
$2.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-536- 1.83% |
$77K - $88.8K
|
28.7K
$5.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-537- 78.05% |
$77.2K - $89K
|
151
$29.2K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-538- 42.26% |
$77.3K - $89.1K
|
735
$142K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-569- 2.34% |
$81.8K - $94.3K
|
23.7K
$4.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-600- 4.11% |
$86.2K - $99.4K
|
14K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-600- 12.52% |
$86.2K - $99.4K
|
4.19K
$810K
|