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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
607+ 4.65% |
$87.2K - $101K
|
13.7K
$2.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
605+ 21.83% |
$86.9K - $100K
|
3.38K
$663K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
595+ 1.38% |
$85.5K - $98.6K
|
43.7K
$8.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
577New |
$82.9K - $95.6K
|
577
$113K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
576New |
$82.8K - $95.4K
|
576
$113K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
574+ 1.77% |
$82.5K - $95.1K
|
33.1K
$6.49M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
569+ 6.06% |
$81.8K - $94.3K
|
9.96K
$1.95M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
568New |
$81.6K - $94.1K
|
568
$111K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
546+ 2.3% |
$78.5K - $90.5K
|
24.3K
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
539+ 6.38% |
$77.4K - $89.3K
|
8.99K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
507New |
$72.9K - $84K
|
507
$99.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
506+ 2.11% |
$72.7K - $83.8K
|
24.5K
$4.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
500+ 35.61% |
$71.8K - $82.9K
|
1.9K
$374K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
500+ 4.2% |
$71.8K - $82.9K
|
12.4K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
493+ 20.25% |
$70.8K - $81.7K
|
2.93K
$575K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
488+ 15.75% |
$70.1K - $80.9K
|
3.59K
$704K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
484+ 1.51% |
$69.5K - $80.2K
|
32.6K
$6.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
484+ 16.73% |
$69.5K - $80.2K
|
3.38K
$663K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
482+ 26.62% |
$69.3K - $79.9K
|
2.29K
$450K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
470+ 13.28% |
$67.5K - $77.9K
|
4.01K
$786K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
465+ 5.31% |
$66.8K - $77.1K
|
9.22K
$1.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
463+ 18.16% |
$66.5K - $76.7K
|
3.01K
$591K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
461+ 1.09% |
$66.2K - $76.4K
|
42.6K
$8.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
458+ 10.23% |
$65.8K - $75.9K
|
4.93K
$968K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
451+ 0.83% |
$64.8K - $74.7K
|
54.6K
$10.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
442+ 11.57% |
$63.5K - $73.2K
|
4.26K
$836K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
442+ 1.32% |
$63.5K - $73.2K
|
33.8K
$6.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
441+ 10.06% |
$63.4K - $73.1K
|
4.83K
$947K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
439+ 2.75% |
$63.1K - $72.7K
|
16.4K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
439+ 0.33% |
$63.1K - $72.7K
|
134K
$26.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
434+ 24.52% |
$62.4K - $71.9K
|
2.2K
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
432+ 7.93% |
$62.1K - $71.6K
|
5.88K
$1.15M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
428+ 17.83% |
$61.5K - $70.9K
|
2.83K
$555K
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
421+ 1.55% |
$60.5K - $69.8K
|
27.6K
$5.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
404+ 29.64% |
$58.1K - $66.9K
|
1.77K
$347K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
398+ 13.56% |
$57.2K - $65.9K
|
3.33K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
397+ 0.79% |
$57K - $65.8K
|
50.7K
$9.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
393+ 2.68% |
$56.5K - $65.1K
|
15.1K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
391+ 5.88% |
$56.2K - $64.8K
|
7.05K
$1.38M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
390New |
$56K - $64.6K
|
390
$76.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
383+ 2.08% |
$55K - $63.5K
|
18.8K
$3.68M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
381+ 1.73% |
$54.7K - $63.1K
|
22.4K
$4.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
379+ 3.52% |
$54.5K - $62.8K
|
11.2K
$2.19M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
375+ 23.81% |
$53.9K - $62.1K
|
1.95K
$383K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
372+ 23.22% |
$53.5K - $61.6K
|
1.97K
$387K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
348+ 1.78% |
$50K - $57.7K
|
19.9K
$3.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
346+ 1.2% |
$49.7K - $57.3K
|
29.2K
$5.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
336New |
$48.3K - $55.7K
|
336
$65.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
335New |
$48.1K - $55.5K
|
335
$65.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
326+ 4.51% |
$46.8K - $54K
|
7.56K
$1.48M
|