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 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-600- 4.11% |
$86.2K - $99.4K
|
14K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-600- 12.52% |
$86.2K - $99.4K
|
4.19K
$823K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-608- 6.32% |
$87.4K - $101K
|
9.01K
$1.77M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-609- 1.01% |
$87.5K - $101K
|
59.5K
$11.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-613- 3.52% |
$88.1K - $102K
|
16.8K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-617- 1.31% |
$88.7K - $102K
|
46.6K
$9.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-624- 15.79% |
$89.7K - $103K
|
3.33K
$653K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-628- 50.73% |
$90.2K - $104K
|
610
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-647- 11.17% |
$93K - $107K
|
5.15K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-657- 6.26% |
$94.4K - $109K
|
9.84K
$1.93M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-666- 30.23% |
$95.7K - $110K
|
1.54K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-692- 20.22% |
$99.4K - $115K
|
2.73K
$536K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-697- 10.71% |
$100K - $115K
|
5.81K
$1.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-731- 6.69% |
$105K - $121K
|
10.2K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-738- 5.93% |
$106K - $122K
|
11.7K
$2.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-743- 13.16% |
$107K - $123K
|
4.9K
$962K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-757- 19.02% |
$109K - $125K
|
3.22K
$632K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-769- 16.19% |
$110K - $127K
|
3.98K
$781K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-780- 4.73% |
$112K - $129K
|
15.7K
$3.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-782- 2.92% |
$112K - $130K
|
26K
$5.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-782- 30.05% |
$112K - $130K
|
1.82K
$357K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-796- 7.23% |
$114K - $132K
|
10.2K
$2M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-821- 6.86% |
$118K - $136K
|
11.2K
$2.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
SELL
|
- |
-822- 4.28% |
$118K - $136K
|
18.4K
$3.61M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-844- 8.69% |
$121K - $140K
|
8.87K
$1.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-847- 2.6% |
$122K - $140K
|
31.8K
$6.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-851- 2.76% |
$122K - $141K
|
30K
$5.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-854- 0.97% |
$123K - $142K
|
87.2K
$17.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-858- 17.69% |
$123K - $142K
|
3.99K
$783K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-859- 0.35% |
$123K - $142K
|
244K
$47.8M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-859- 10.87% |
$123K - $142K
|
7.04K
$1.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-888- 0.95% |
$128K - $147K
|
92.7K
$18.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-906- 2.28% |
$130K - $150K
|
38.8K
$7.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-911- 15.75% |
$131K - $151K
|
4.87K
$956K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-915- 6.72% |
$131K - $152K
|
12.7K
$2.49M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-920- 11.18% |
$132K - $152K
|
7.31K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-922- 1.02% |
$132K - $153K
|
89.6K
$17.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-925- 10.56% |
$133K - $153K
|
7.84K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-944- 23.45% |
$136K - $156K
|
3.08K
$605K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-955- 13.45% |
$137K - $158K
|
6.15K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-963- 6.99% |
$138K - $160K
|
12.8K
$2.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-964- 6.11% |
$139K - $160K
|
14.8K
$2.91M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-975- 24.06% |
$140K - $162K
|
3.08K
$604K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-991- 13.64% |
$142K - $164K
|
6.27K
$1.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-991- 21.71% |
$142K - $164K
|
3.57K
$701K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1K- 1.95% |
$144K - $166K
|
50.3K
$9.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1K- 51.73% |
$144K - $166K
|
934
$183K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.01K- 12.75% |
$146K - $168K
|
6.93K
$1.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1.05K- 0.26% |
$151K - $174K
|
403K
$79M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.07K- 28.51% |
$153K - $177K
|
2.68K
$525K
|