Purchases and Sales Made in Q3 2023 in Ishares Russell 1000 Val ETF (IWD)

IWD Quotes by TradingView

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
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
3.38K
+ 24.75%
$513K - $553K
17K $3.13M
Nov 03, 2023 Q3 2023
Oversea Chinese Banking Corp LTD

Great Eastern Centre, U0
BUY
 -
3.18K
New
$483K - $520K
3.18K $584K
Dec 01, 2023 Q3 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
3.17K
+ 14.44%
$481K - $519K
25.1K $4.62M
Nov 13, 2023 Q3 2023
Personal Cfo Solutions, LLC

BUY
 -
3.1K
+ 105.23%
$470K - $506K
6.04K $1.11M
Nov 13, 2023 Q3 2023
Clearbridge Investments, LLC

New York, NY
BUY
 -
3.03K
New
$459K - $495K
3.03K $556K
Nov 09, 2023 Q3 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
3K
+ 4.79%
$455K - $491K
65.6K $12M
Nov 14, 2023 Q3 2023
Y Intercept (Hong Kong) LTD

BUY
 -
2.96K
New
$449K - $484K
2.96K $543K
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
2.92K
New
$444K - $478K
2.92K $537K
Oct 25, 2023 Q3 2023
Kmg Fiduciary Partners, LLC

BUY
 -
2.9K
+ 4.34%
$440K - $475K
69.8K $12.8M
Nov 14, 2023 Q3 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
2.89K
+ 87.92%
$438K - $473K
6.18K $1.13M
Nov 15, 2023 Q3 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
2.84K
+ 1.2%
$431K - $465K
240K $44.1M
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
2.8K
New
$425K - $458K
2.8K $514K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
2.72K
+ 22.5%
$412K - $445K
14.8K $2.72M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
2.71K
+ 3.55%
$411K - $443K
79K $14.5M
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
2.64K
+ 6.23%
$401K - $432K
45.1K $8.28M
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
2.57K
+ 2.3%
$389K - $420K
114K $20.9M
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
2.56K
+ 20.68%
$388K - $418K
14.9K $2.74M
Nov 07, 2023 Q3 2023
Barclays PLC

London, X0
BUY
 -
2.5K
+ 5.12%
$379K - $409K
51.3K $9.42M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
2.5K
+ 1.48%
$379K - $409K
171K $31.4M
Oct 17, 2023 Q3 2023
Heartwood Wealth Advisors LLC

BUY
 -
2.46K
New
$373K - $402K
2.46K $452K
Nov 14, 2023 Q3 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
2.42K
+ 10.67%
$368K - $396K
25.1K $4.62M
Nov 01, 2023 Q3 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
2.36K
+ 108.3%
$358K - $386K
4.54K $834K
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
2.33K
+ 18.83%
$353K - $380K
14.7K $2.69M
Oct 24, 2023 Q3 2023
Coho Partners, Ltd.

BUY
 -
2.27K
New
$344K - $370K
2.27K $416K
Oct 31, 2023 Q3 2023
Montis Financial, LLC

BUY
 -
2.26K
New
$342K - $369K
2.26K $414K
Jun 17, 2024 Q3 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
2.25K
New
$341K - $367K
2.25K $412K
Oct 18, 2023 Q3 2023
Nova Point Capital, LLC

BUY
 -
2.2K
New
$334K - $360K
2.2K $404K
Nov 09, 2023 Q3 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
2.2K
+ 43.45%
$334K - $360K
7.26K $1.33M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
2.17K
+ 8.64%
$330K - $355K
27.3K $5.02M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.17K
+ 8.86%
$328K - $354K
26.6K $4.88M
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
2.16K
+ 27.46%
$327K - $353K
10K $1.84M
Nov 01, 2023 Q3 2023
Paulson Wealth Management Inc.

BUY
 -
2.12K
+ 1.09%
$321K - $346K
197K $36.2M
Nov 21, 2023 Q3 2023
Carlson Capital Management

BUY
 -
2.1K
New
$318K - $343K
2.1K $385K
Nov 14, 2023 Q3 2023
Wellington Management Group LLP

Boston, MA
BUY
 -
2.06K
+ 49.02%
$312K - $337K
6.26K $1.15M
Oct 31, 2023 Q3 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
2.06K
New
$312K - $337K
2.06K $378K
Nov 02, 2023 Q3 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
2.05K
+ 11.85%
$310K - $334K
19.3K $3.54M
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
1.98K
New
$301K - $325K
1.98K $364K
Nov 16, 2023 Q3 2023
Ironwood Investment Management LLC

Boston, MA
BUY
 -
1.87K
New
$283K - $305K
1.87K $343K
Nov 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
1.83K
+ 4.26%
$278K - $299K
44.8K $8.22M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.81K
+ 17.79%
$275K - $297K
12K $2.2M
Nov 13, 2023 Q3 2023
Rathbones Group PLC

Liverpool, X0
BUY
 -
1.81K
New
$275K - $296K
1.81K $333K
Oct 12, 2023 Q3 2023
Single Point Partners, LLC

BUY
 -
1.8K
New
$274K - $295K
1.8K $331K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
1.8K
+ 7.72%
$272K - $294K
25.1K $4.6M
Nov 06, 2023 Q3 2023
Xml Financial, LLC

BUY
 -
1.77K
+ 2.82%
$268K - $289K
64.3K $11.8M
Nov 21, 2023 Q3 2023
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
1.75K
New
$265K - $286K
1.75K $321K
Dec 05, 2023 Q3 2023
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
1.74K
+ 119.93%
$264K - $284K
3.19K $585K
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
1.72K
+ 70.06%
$260K - $281K
4.16K $764K
Oct 13, 2023 Q3 2023
Smith & Howard Wealth Management, LLC

BUY
 -
1.71K
+ 3.97%
$259K - $280K
44.8K $8.23M
Oct 17, 2023 Q3 2023
Rodgers & Associates, LTD

BUY
 -
1.7K
New
$257K - $277K
1.7K $311K

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