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 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.09K- 24.07% |
$157K - $181K
|
3.45K
$667K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-1.15K- 1.53% |
$165K - $191K
|
73.8K
$14.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.15K- 17.46% |
$165K - $191K
|
5.44K
$1.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.15K- 36.53% |
$165K - $191K
|
2K
$386K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.16K- 33.51% |
$167K - $192K
|
2.3K
$444K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.16K- 10.57% |
$167K - $192K
|
9.82K
$1.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-1.17K- 0.93% |
$168K - $193K
|
124K
$24M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.18K- 16.54% |
$169K - $195K
|
5.94K
$1.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 5.67% |
$171K - $197K
|
19.8K
$3.83M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-1.19K- 35.78% |
$171K - $197K
|
2.14K
$413K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.2K- 1.58% |
$172K - $198K
|
74.6K
$14.4M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.2K- 4.51% |
$173K - $199K
|
25.4K
$4.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.21K- 11.09% |
$173K - $200K
|
9.68K
$1.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 11.65% |
$176K - $203K
|
9.29K
$1.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-1.23K- 28.64% |
$176K - $203K
|
3.06K
$591K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.25K- 18.9% |
$180K - $207K
|
5.37K
$1.04M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.27K- 0.98% |
$182K - $210K
|
128K
$24.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.27K- 34.67% |
$183K - $211K
|
2.4K
$463K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.31K- 67.23% |
$188K - $216K
|
636
$123K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.31K- 4.94% |
$188K - $217K
|
25.2K
$4.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.32K- 3.73% |
$189K - $218K
|
34K
$6.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.33K- 16.51% |
$192K - $221K
|
6.74K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.34K- 13.3% |
$193K - $222K
|
8.74K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.34K- 1.87% |
$193K - $223K
|
70.5K
$13.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.36K- 22.35% |
$196K - $226K
|
4.73K
$914K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.4K- 4.75% |
$201K - $232K
|
28.1K
$5.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.52K- 5.36% |
$218K - $251K
|
26.8K
$5.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
SELL
|
- |
-1.53K- 51.59% |
$219K - $253K
|
1.43K
$277K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.58K- 1.81% |
$227K - $261K
|
85.6K
$16.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.59K- 6.02% |
$228K - $263K
|
24.8K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.59K- 12.1% |
$228K - $263K
|
11.6K
$2.23M
|
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-1.63K- 0.95% |
$234K - $270K
|
170K
$32.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 2.26% |
$234K - $270K
|
70.5K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.64K- 31.02% |
$235K - $271K
|
3.64K
$703K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.66K- 39.24% |
$239K - $275K
|
2.57K
$497K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.67K- 5.8% |
$240K - $276K
|
27.1K
$5.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.69K- 5.45% |
$243K - $281K
|
29.4K
$5.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-1.7K- 25.11% |
$244K - $281K
|
5.06K
$977K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 2.26% |
$245K - $282K
|
73.8K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.71K- 10.54% |
$245K - $283K
|
14.5K
$2.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.73K- 34.75% |
$248K - $286K
|
3.24K
$627K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.81K- 5.33% |
$260K - $300K
|
32.2K
$6.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.86K- 2.17% |
$267K - $308K
|
84K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.92K- 36.51% |
$276K - $318K
|
3.34K
$645K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.96K- 5.72% |
$281K - $324K
|
32.3K
$6.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.01K- 7.46% |
$289K - $333K
|
24.9K
$4.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.04K- 2.86% |
$293K - $338K
|
69.1K
$13.4M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-2.11K- 8.12% |
$303K - $349K
|
23.9K
$4.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.11K- 25.64% |
$303K - $349K
|
6.12K
$1.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.13K- 6.64% |
$306K - $353K
|
30K
$5.79M
|