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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6+ 0.17% |
$971 - $1.07K
|
3.47K
$655K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
6+ 0.09% |
$971 - $1.07K
|
6.47K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6+ 0.19% |
$971 - $1.07K
|
3.22K
$607K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6+ 0.12% |
$971 - $1.07K
|
4.96K
$936K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5+ 0.36% |
$809 - $896
|
1.41K
$267K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.14% |
$809 - $896
|
3.67K
$693K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5+ 0.19% |
$809 - $896
|
2.61K
$492K
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.18% |
$809 - $896
|
2.79K
$526K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
5+ 0.24% |
$809 - $896
|
2.06K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
5+ 0.24% |
$809 - $896
|
2.12K
$400K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.3% |
$647 - $716
|
1.35K
$254K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.53% |
$647 - $716
|
761
$144K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
4+ 0.27% |
$647 - $716
|
1.47K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.05% |
$647 - $716
|
7.35K
$1.39M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
4+ 0.45% |
$647 - $716
|
899
$170K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
3+ 0.19% |
$486 - $537
|
1.6K
$301K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3+ 0.03% |
$486 - $537
|
8.86K
$1.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
3+ 0.04% |
$486 - $537
|
6.93K
$1.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
3+ 0.01% |
$486 - $537
|
26.6K
$5.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.17% |
$486 - $537
|
1.78K
$336K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
3+ 0.19% |
$486 - $537
|
1.55K
$293K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3+ 0.2% |
$486 - $537
|
1.54K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 0.43% |
$486 - $537
|
698
$132K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
3+ 0.12% |
$486 - $537
|
2.47K
$466K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
2+ 0.13% |
$324 - $358
|
1.57K
$297K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$324 - $358
|
3.15K
$595K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
2+ 0.1% |
$324 - $358
|
2K
$378K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.01% |
$324 - $358
|
15K
$2.83M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2+ 0.01% |
$324 - $358
|
16.8K
$3.17M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1+ 0.07% |
$162 - $179
|
1.34K
$253K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$162 - $179
|
243
$45.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$162 - $179
|
15.6K
$2.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.34% |
$162 - $179
|
291
$54.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.01% |
$162 - $179
|
7.84K
$1.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.05% |
$162 - $179
|
2.14K
$404K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1+ 0.06% |
$162 - $179
|
1.77K
$334K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.11% |
$162 - $179
|
930
$176K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1+ 0.07% |
$162 - $179
|
1.41K
$267K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$162 - $179
|
4.32K
$815K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
1+ 0.08% |
$162 - $179
|
1.22K
$231K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1+ 0.06% |
$162 - $179
|
1.59K
$299K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1+ 0.02% |
$162 - $179
|
4.33K
$818K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$162 - $179
|
1.68K
$318K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.01% |
$162 - $179
|
10.7K
$2.03M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$162 - $179
|
2.19K
$413K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.47% |
$162 - $179
|
213
$40.2K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$162 - $179
|
5.82K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.06% |
$162 - $179
|
1.81K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 0.08% |
$162 - $179
|
1.31K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1+ 0.13% |
$162 - $179
|
756
$143K
|