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 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
323New |
$46.4K - $53.5K
|
323
$63.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
319+ 20.22% |
$45.8K - $52.9K
|
1.9K
$372K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
317New |
$45.5K - $52.5K
|
317
$62.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
313+ 10.46% |
$45K - $51.9K
|
3.3K
$648K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
300+ 2.04% |
$43.1K - $49.7K
|
15K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
300+ 18.87% |
$43.1K - $49.7K
|
1.89K
$371K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
300New |
$43.1K - $49.7K
|
300
$58.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
297+ 1.54% |
$42.7K - $49.2K
|
19.6K
$3.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
292+ 1.09% |
$42K - $48.4K
|
27.2K
$5.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
291+ 13.13% |
$41.8K - $48.2K
|
2.51K
$492K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
286+ 9.82% |
$41.1K - $47.4K
|
3.2K
$627K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
286New |
$41.1K - $47.4K
|
286
$56.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
286New |
$41.1K - $47.4K
|
286
$56.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
286New |
$41.1K - $47.4K
|
286
$56.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
282+ 3525.0% |
$40.5K - $46.7K
|
290
$56.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
280+ 19.5% |
$40.2K - $46.4K
|
1.72K
$337K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
264+ 5.57% |
$37.9K - $43.7K
|
5K
$981K
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
263+ 22.03% |
$37.8K - $43.6K
|
1.46K
$286K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
257+ 5.11% |
$36.9K - $42.6K
|
5.28K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
255New |
$36.6K - $42.3K
|
255
$50K
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
255+ 20.03% |
$36.6K - $42.3K
|
1.53K
$300K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
254+ 1.05% |
$36.5K - $42.1K
|
24.5K
$4.81M
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
244+ 2.18% |
$35.1K - $40.4K
|
11.4K
$2.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
244+ 3.12% |
$35.1K - $40.4K
|
8.07K
$1.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
242+ 13.42% |
$34.8K - $40.1K
|
2.05K
$401K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
242+ 12.38% |
$34.8K - $40.1K
|
2.2K
$431K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
240+ 16.99% |
$34.5K - $39.8K
|
1.65K
$324K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
239+ 1.07% |
$34.3K - $39.6K
|
22.6K
$4.43M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
236+ 17.51% |
$33.9K - $39.1K
|
1.58K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
234+ 6.53% |
$33.6K - $38.8K
|
3.82K
$749K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
228+ 0.85% |
$32.8K - $37.8K
|
27.1K
$5.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
222+ 4.18% |
$31.9K - $36.8K
|
5.53K
$1.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
221+ 0.77% |
$31.8K - $36.6K
|
29K
$5.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
220+ 3.54% |
$31.6K - $36.5K
|
6.44K
$1.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
219+ 1.03% |
$31.5K - $36.3K
|
21.5K
$4.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
219+ 3.56% |
$31.5K - $36.3K
|
6.36K
$1.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
213+ 0.6% |
$30.6K - $35.3K
|
35.5K
$6.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
207+ 4.36% |
$29.7K - $34.3K
|
4.95K
$972K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
192+ 6.0% |
$27.6K - $31.8K
|
3.39K
$666K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
186+ 2.49% |
$26.7K - $30.8K
|
7.66K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
184New |
$26.4K - $30.5K
|
184
$36.1K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
183+ 1.23% |
$26.3K - $30.3K
|
15.1K
$2.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
180New |
$25.9K - $29.8K
|
180
$35.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
179+ 4.46% |
$25.7K - $29.7K
|
4.19K
$823K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
175+ 1.05% |
$25.1K - $29K
|
16.8K
$3.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
175+ 1.11% |
$25.1K - $29K
|
16K
$3.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
173+ 9.36% |
$24.9K - $28.7K
|
2.02K
$397K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
170New |
$24.4K - $28.2K
|
170
$33.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
170+ 1.76% |
$24.4K - $28.2K
|
9.82K
$1.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
165+ 21.54% |
$23.7K - $27.3K
|
931
$183K
|