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
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
71+ 1.98% |
$10.2K - $11.8K
|
3.65K
$717K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
71New |
$10.2K - $11.8K
|
71
$13.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
71+ 60.17% |
$10.2K - $11.8K
|
189
$37.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
70+ 1.24% |
$10.1K - $11.6K
|
5.7K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
69+ 0.56% |
$9.91K - $11.4K
|
12.3K
$2.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
68+ 1.17% |
$9.77K - $11.3K
|
5.89K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
67+ 1.78% |
$9.63K - $11.1K
|
3.84K
$752K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
66+ 0.65% |
$9.48K - $10.9K
|
10.3K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
65+ 0.07% |
$9.34K - $10.8K
|
98.7K
$19.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
65New |
$9.34K - $10.8K
|
65
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
BUY
|
- |
60+ 1.16% |
$8.62K - $9.94K
|
5.25K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
59+ 3.31% |
$8.48K - $9.78K
|
1.84K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
59+ 0.89% |
$8.48K - $9.78K
|
6.68K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
57+ 2.44% |
$8.19K - $9.44K
|
2.4K
$470K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
56+ 1.23% |
$8.05K - $9.28K
|
4.6K
$902K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
53+ 2.7% |
$7.62K - $8.78K
|
2.02K
$396K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
51+ 2.71% |
$7.33K - $8.45K
|
1.94K
$380K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
50+ 1.0% |
$7.18K - $8.29K
|
5.04K
$989K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
49New |
$7.04K - $8.12K
|
49
$9.61K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
47+ 2.72% |
$6.75K - $7.79K
|
1.77K
$348K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
44+ 0.65% |
$6.32K - $7.29K
|
6.81K
$1.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
44+ 18.33% |
$6.32K - $7.29K
|
284
$55.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
43+ 0.46% |
$6.18K - $7.13K
|
9.39K
$1.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
40+ 0.36% |
$5.75K - $6.63K
|
11.2K
$2.21M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
39+ 0.07% |
$5.6K - $6.46K
|
53.1K
$10.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
38+ 0.25% |
$5.46K - $6.3K
|
15K
$2.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
36+ 1.05% |
$5.17K - $5.97K
|
3.47K
$682K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
35+ 1.65% |
$5.03K - $5.8K
|
2.15K
$422K
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
34+ 1.2% |
$4.89K - $5.63K
|
2.87K
$564K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
34+ 1.27% |
$4.89K - $5.63K
|
2.71K
$531K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
33+ 0.53% |
$4.74K - $5.47K
|
6.27K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
32+ 0.41% |
$4.6K - $5.3K
|
7.91K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
30+ 1.09% |
$4.31K - $4.97K
|
2.79K
$548K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
29+ 0.91% |
$4.17K - $4.81K
|
3.21K
$629K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
29+ 1.0% |
$4.17K - $4.81K
|
2.93K
$575K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
28+ 0.46% |
$4.02K - $4.64K
|
6.12K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
27+ 0.1% |
$3.88K - $4.47K
|
26.6K
$5.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
27+ 0.92% |
$3.88K - $4.47K
|
2.95K
$579K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
26+ 1.23% |
$3.74K - $4.31K
|
2.14K
$419K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
25+ 1.18% |
$3.59K - $4.14K
|
2.15K
$422K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
23+ 0.36% |
$3.3K - $3.81K
|
6.49K
$1.27M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
23+ 1.16% |
$3.3K - $3.81K
|
2K
$393K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
22+ 1.12% |
$3.16K - $3.65K
|
1.99K
$391K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
19+ 1.03% |
$2.73K - $3.15K
|
1.86K
$364K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
19+ 0.47% |
$2.73K - $3.15K
|
4.08K
$801K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
19+ 0.23% |
$2.73K - $3.15K
|
8.31K
$1.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
18+ 0.5% |
$2.59K - $2.98K
|
3.63K
$713K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18+ 16.67% |
$2.59K - $2.98K
|
126
$24.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
18+ 1.12% |
$2.59K - $2.98K
|
1.63K
$319K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
17+ 1.24% |
$2.44K - $2.82K
|
1.38K
$271K
|