Purchases and Sales Made in Q1 2024 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
891K+ 85.75% |
$144M - $160M
|
1.93M
$371M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
819K+ 202.48% |
$132M - $147M
|
1.22M
$235M
|
|
|
May 15, 2024
Q1 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
550K+ 749.08% |
$89M - $98.5M
|
623K
$120M
|
|
|
May 15, 2024
Q1 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
366K+ 16.96% |
$59.2M - $65.5M
|
2.52M
$484M
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
248KNew |
$40.2M - $44.4M
|
248K
$47.6M
|
|
|
Apr 03, 2024
Q1 2024
|
Stairway Partners, LLC
|
BUY
|
- |
227K+ 28.28% |
$36.7M - $40.6M
|
1.03M
$198M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
216K+ 11189.67% |
$34.9M - $38.6M
|
217K
$41.8M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
213K+ 7.15% |
$34.5M - $38.1M
|
3.19M
$613M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
210KNew |
$34M - $37.6M
|
210K
$40.4M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
185K+ 527.24% |
$29.9M - $33.1M
|
220K
$42.2M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
171K+ 12.64% |
$27.7M - $30.6M
|
1.52M
$292M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
138KNew |
$22.3M - $24.7M
|
138K
$26.5M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
88.5K+ 2447.57% |
$14.3M - $15.8M
|
92.1K
$17.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
85.4K+ 514.77% |
$13.8M - $15.3M
|
102K
$19.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
73.7K+ 26.73% |
$11.9M - $13.2M
|
349K
$67M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
71.7K+ 102.42% |
$11.6M - $12.8M
|
142K
$27.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
70.9K+ 431.65% |
$11.5M - $12.7M
|
87.4K
$16.8M
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
69.7KNew |
$11.3M - $12.5M
|
69.7K
$13.4M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
68K+ 11.5% |
$11M - $12.2M
|
659K
$127M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
65.7K+ 26.4% |
$10.6M - $11.8M
|
315K
$60.4M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
54.7KNew |
$8.85M - $9.79M
|
54.7K
$10.5M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
51.1K+ 20.32% |
$8.27M - $9.15M
|
303K
$58.1M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
39.9K+ 39.24% |
$6.45M - $7.14M
|
141K
$27.2M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38.1K+ 21.82% |
$6.17M - $6.83M
|
213K
$40.9M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
36.7KNew |
$5.95M - $6.58M
|
36.7K
$7.06M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
33.7K+ 1865.87% |
$5.45M - $6.03M
|
35.5K
$6.81M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
30.8K+ 209.39% |
$4.99M - $5.52M
|
45.5K
$8.74M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30.3K+ 8.73% |
$4.9M - $5.42M
|
377K
$72.4M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
29.7KNew |
$4.8M - $5.32M
|
29.7K
$5.7M
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
28KNew |
$4.53M - $5.02M
|
28K
$5.38M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
26.3K+ 15.4% |
$4.26M - $4.71M
|
197K
$37.8M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
25KNew |
$4.04M - $4.47M
|
25K
$4.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
24.5K+ 1292.67% |
$3.97M - $4.39M
|
26.4K
$5.07M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
22.6K+ 6.81% |
$3.66M - $4.05M
|
355K
$68.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
22.5K+ 70.59% |
$3.64M - $4.03M
|
54.3K
$10.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
22.1K+ 25.38% |
$3.58M - $3.96M
|
109K
$21M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
22.1KNew |
$3.57M - $3.95M
|
22.1K
$4.24M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.4K+ 0.58% |
$3.47M - $3.84M
|
3.7M
$710M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
20.9KNew |
$3.39M - $3.75M
|
20.9K
$4.02M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
20KNew |
$3.23M - $3.57M
|
20K
$3.83M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19.8K+ 59.47% |
$3.2M - $3.54M
|
53K
$10.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.1K+ 0.91% |
$3.09M - $3.42M
|
2.12M
$406M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
17K+ 99.47% |
$2.76M - $3.05M
|
34.2K
$6.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
16.9K+ 9.94% |
$2.74M - $3.03M
|
187K
$36M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
16.7K+ 28.36% |
$2.69M - $2.98M
|
75.4K
$14.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16.5K+ 746.69% |
$2.66M - $2.95M
|
18.7K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15.9K+ 759.94% |
$2.57M - $2.84M
|
17.9K
$3.45M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
15.7K+ 30.52% |
$2.54M - $2.81M
|
67.1K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
15.6KNew |
$2.52M - $2.79M
|
15.6K
$2.99M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
15.2K+ 242.95% |
$2.47M - $2.73M
|
21.5K
$4.13M
|