Purchases and Sales Made in Q3 2023 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-119- 1.31% |
$18.1K - $19.5K
|
8.97K
$1.74M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-120- 0.49% |
$18.2K - $19.6K
|
24.3K
$4.71M
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-125- 0.39% |
$19K - $20.4K
|
31.9K
$6.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-125- 0.92% |
$19K - $20.4K
|
13.5K
$2.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-125- 2.19% |
$19K - $20.4K
|
5.59K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-125- 4.07% |
$19K - $20.4K
|
2.95K
$572K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-127- 6.65% |
$19.3K - $20.8K
|
1.78K
$346K
|
|
|
Oct 30, 2023
Q3 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-130- 2.79% |
$19.7K - $21.3K
|
4.53K
$878K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-130- 9.27% |
$19.7K - $21.3K
|
1.27K
$247K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-131- 8.6% |
$19.9K - $21.4K
|
1.39K
$270K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-134- 11.48% |
$20.3K - $21.9K
|
1.03K
$200K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-136- 2.36% |
$20.6K - $22.2K
|
5.63K
$1.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-139- 0.92% |
$21.1K - $22.7K
|
15K
$2.91M
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-140- 0.62% |
$21.2K - $22.9K
|
22.5K
$4.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-141- 1.11% |
$21.4K - $23.1K
|
12.5K
$2.43M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-141- 2.91% |
$21.4K - $23.1K
|
4.71K
$912K
|
|
|
Oct 20, 2023
Q3 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-142- 4.31% |
$21.5K - $23.2K
|
3.15K
$611K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-142- 2.62% |
$21.5K - $23.2K
|
5.28K
$1.02M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-143- 0.06% |
$21.7K - $23.4K
|
221K
$42.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
SELL
|
- |
-145- 0.67% |
$22K - $23.7K
|
21.6K
$4.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-147- 0.96% |
$22.3K - $24K
|
15.2K
$2.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-147- 0.44% |
$22.3K - $24K
|
33.4K
$6.47M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-149- 0.54% |
$22.6K - $24.4K
|
27.4K
$5.31M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-151- 23.37% |
$22.9K - $24.7K
|
495
$95.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-158- 1.62% |
$24K - $25.8K
|
9.59K
$1.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-159- 4.31% |
$24.1K - $26K
|
3.53K
$685K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-160- 8.26% |
$24.3K - $26.2K
|
1.78K
$344K
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-160- 4.14% |
$24.3K - $26.2K
|
3.71K
$718K
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-161- 2.54% |
$24.4K - $26.3K
|
6.19K
$1.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-165- 5.28% |
$25K - $27K
|
2.96K
$574K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-165- 0.52% |
$25K - $27K
|
31.3K
$6.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-169- 6.98% |
$25.6K - $27.6K
|
2.25K
$436K
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-170- 0.14% |
$25.8K - $27.8K
|
122K
$23.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-171- 3.22% |
$25.9K - $28K
|
5.14K
$996K
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-171- 1.08% |
$25.9K - $28K
|
15.7K
$3.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-172- 2.68% |
$26.1K - $28.1K
|
6.24K
$1.21M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-179- 6.71% |
$27.2K - $29.3K
|
2.49K
$483K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-183- 0.59% |
$27.8K - $29.9K
|
31K
$6M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-183- 1.51% |
$27.8K - $29.9K
|
12K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-186- 5.9% |
$28.2K - $30.4K
|
2.97K
$575K
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-188- 1.62% |
$28.5K - $30.7K
|
11.4K
$2.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-191- 1.24% |
$29K - $31.2K
|
15.2K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-192- 2.93% |
$29.1K - $31.4K
|
6.37K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-192- 0.42% |
$29.1K - $31.4K
|
45.8K
$8.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-193- 0.56% |
$29.3K - $31.6K
|
34K
$6.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-193- 2.21% |
$29.3K - $31.6K
|
8.54K
$1.65M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-196- 4.84% |
$29.7K - $32.1K
|
3.85K
$746K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-200- 0.21% |
$30.3K - $32.7K
|
93.6K
$18.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-200- 7.14% |
$30.3K - $32.7K
|
2.6K
$504K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-204- 3.18% |
$31K - $33.4K
|
6.21K
$1.2M
|