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 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.54K+ 44.68% |
$509K - $586K
|
11.5K
$2.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.52K+ 88000.0% |
$506K - $583K
|
3.52K
$681K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3.5KNew |
$502K - $579K
|
3.5K
$675K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.48K+ 41.92% |
$499K - $576K
|
11.8K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.47K+ 2.03% |
$499K - $575K
|
175K
$33.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.42K+ 53.56% |
$492K - $567K
|
9.81K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.37K+ 6.3% |
$484K - $558K
|
56.8K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.28KNew |
$471K - $543K
|
3.28K
$633K
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.26KNew |
$469K - $541K
|
3.26K
$630K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.25K+ 32.49% |
$467K - $539K
|
13.3K
$2.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.23K+ 202.13% |
$464K - $535K
|
4.83K
$933K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.21KNew |
$461K - $532K
|
3.21K
$620K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
3.14K+ 144.37% |
$451K - $520K
|
5.32K
$1.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.12KNew |
$448K - $516K
|
3.12K
$602K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.07K+ 6.08% |
$442K - $509K
|
53.6K
$10.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.07KNew |
$441K - $509K
|
3.07K
$593K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.01K+ 7.12% |
$432K - $499K
|
45.3K
$8.74M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
3KNew |
$431K - $497K
|
3K
$580K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.97K+ 6.18% |
$427K - $492K
|
51K
$9.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.96KNew |
$425K - $490K
|
2.96K
$571K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
2.95KNew |
$424K - $489K
|
2.95K
$570K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.95K+ 2.37% |
$424K - $489K
|
128K
$24.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
2.92KNew |
$419K - $484K
|
2.92K
$564K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
2.9KNew |
$417K - $481K
|
2.9K
$561K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.82K+ 13.52% |
$405K - $467K
|
23.6K
$4.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
2.8K+ 27.42% |
$402K - $464K
|
13K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.76K+ 88.44% |
$397K - $457K
|
5.88K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.75K+ 2.12% |
$395K - $455K
|
132K
$25.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.74K+ 2.85% |
$394K - $455K
|
99K
$19.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
2.74K+ 0.77% |
$393K - $453K
|
357K
$69M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.7K+ 50.77% |
$388K - $447K
|
8.01K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.68KNew |
$386K - $445K
|
2.68K
$518K
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.66K+ 8.95% |
$382K - $441K
|
32.4K
$6.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.66KNew |
$382K - $441K
|
2.66K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.65K+ 0.2% |
$381K - $440K
|
1.31M
$252M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.62K+ 19.62% |
$377K - $434K
|
16K
$3.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.58K+ 43.72% |
$371K - $428K
|
8.49K
$1.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.54K+ 16.5% |
$365K - $421K
|
17.9K
$3.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.54K+ 42.0% |
$364K - $420K
|
8.57K
$1.66M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
2.53K+ 36.31% |
$363K - $419K
|
9.48K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.5K+ 6.9% |
$359K - $414K
|
38.7K
$7.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.48K+ 5631.82% |
$356K - $411K
|
2.52K
$487K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.48K+ 5.49% |
$356K - $410K
|
47.6K
$9.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.47K+ 51.53% |
$354K - $409K
|
7.25K
$1.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
2.45K+ 0.87% |
$352K - $406K
|
284K
$54.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
2.44K+ 2.1% |
$351K - $405K
|
119K
$23M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.43K+ 9.34% |
$349K - $403K
|
28.5K
$5.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2.42KNew |
$347K - $400K
|
2.42K
$467K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.4K+ 131.08% |
$345K - $398K
|
4.23K
$818K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.39K+ 104.32% |
$344K - $397K
|
4.69K
$906K
|