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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-18- 0.47% |
$2.91K - $3.22K
|
3.84K
$706K
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-18- 14.29% |
$2.91K - $3.22K
|
108
$19.8K
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-20- 0.35% |
$3.24K - $3.58K
|
5.75K
$1.06M
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-20- 0.15% |
$3.24K - $3.58K
|
13.4K
$2.47M
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-20- 0.44% |
$3.24K - $3.58K
|
4.49K
$825K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.92% |
$3.24K - $3.58K
|
2.17K
$398K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-21- 1.04% |
$3.4K - $3.76K
|
2K
$367K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-22- 18.64% |
$3.56K - $3.94K
|
96
$17.6K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-22- 1.01% |
$3.56K - $3.94K
|
2.16K
$397K
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-22- 0.75% |
$3.56K - $3.94K
|
2.93K
$538K
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-22- 1.8% |
$3.56K - $3.94K
|
1.2K
$221K
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-23- 1.86% |
$3.72K - $4.12K
|
1.22K
$223K
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-23- 0.14% |
$3.72K - $4.12K
|
16K
$2.93M
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-24- 0.72% |
$3.88K - $4.3K
|
3.32K
$609K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-25- 5.05% |
$4.05K - $4.48K
|
470
$86.4K
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-25- 0.6% |
$4.05K - $4.48K
|
4.17K
$766K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-27- 1.71% |
$4.37K - $4.84K
|
1.55K
$286K
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-30- 1.22% |
$4.86K - $5.37K
|
2.42K
$445K
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-32- 0.45% |
$5.18K - $5.73K
|
7.01K
$1.29M
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-32- 0.67% |
$5.18K - $5.73K
|
4.73K
$869K
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-32- 0.79% |
$5.18K - $5.73K
|
4.02K
$739K
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-32- 1.12% |
$5.18K - $5.73K
|
2.82K
$518K
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-33- 0.53% |
$5.34K - $5.91K
|
6.23K
$1.15M
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-34- 0.36% |
$5.5K - $6.09K
|
9.45K
$1.74M
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-37- 0.46% |
$5.99K - $6.63K
|
8.01K
$1.47M
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-37- 0.29% |
$5.99K - $6.63K
|
12.6K
$2.31M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-37- 1.1% |
$5.99K - $6.63K
|
3.34K
$614K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-38- 0.52% |
$6.15K - $6.81K
|
7.26K
$1.33M
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-39- 0.3% |
$6.31K - $6.99K
|
12.8K
$2.36M
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-40- 0.14% |
$6.47K - $7.16K
|
28.9K
$5.32M
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-40- 1.07% |
$6.47K - $7.16K
|
3.68K
$676K
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-42- 0.4% |
$6.8K - $7.52K
|
10.6K
$1.94M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-43- 2.08% |
$6.96K - $7.7K
|
2.03K
$373K
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-43- 1.36% |
$6.96K - $7.7K
|
3.12K
$573K
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-45- 0.17% |
$7.28K - $8.06K
|
26.1K
$4.79M
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-45- 2.05% |
$7.28K - $8.06K
|
2.15K
$394K
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-46- 0.07% |
$7.44K - $8.24K
|
62.6K
$11.5M
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-46- 0.73% |
$7.44K - $8.24K
|
6.23K
$1.15M
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-46- 3.69% |
$7.44K - $8.24K
|
1.2K
$221K
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-47- 0.64% |
$7.61K - $8.42K
|
7.35K
$1.35M
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-47- 0.56% |
$7.61K - $8.42K
|
8.37K
$1.54M
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-47- 0.61% |
$7.61K - $8.42K
|
7.67K
$1.41M
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-48- 0.3% |
$7.77K - $8.6K
|
16K
$2.94M
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-50- 0.45% |
$8.09K - $8.96K
|
11K
$2.03M
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-50- 3.07% |
$8.09K - $8.96K
|
1.58K
$291K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-50- 0.52% |
$8.09K - $8.96K
|
9.63K
$1.77M
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-51- 3.24% |
$8.25K - $9.13K
|
1.52K
$280K
|
|
May 10, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-54- 3.65% |
$8.74K - $9.67K
|
1.43K
$262K
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-55- 0.56% |
$8.9K - $9.85K
|
9.78K
$1.8M
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-56- 4.53% |
$9.06K - $10K
|
1.18K
$217K
|