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 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-57- 2.3% |
$9.22K - $10.2K
|
2.42K
$457K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-57- 0.38% |
$9.22K - $10.2K
|
15K
$2.83M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-58- 1.72% |
$9.39K - $10.4K
|
3.32K
$627K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-60- 17.96% |
$9.71K - $10.7K
|
274
$51.7K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-60- 3.62% |
$9.71K - $10.7K
|
1.6K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-60- 1.43% |
$9.71K - $10.7K
|
4.13K
$780K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-61- 0.92% |
$9.87K - $10.9K
|
6.57K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-64- 4.6% |
$10.4K - $11.5K
|
1.33K
$251K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-65- 0.81% |
$10.5K - $11.6K
|
7.97K
$1.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-66- 2.2% |
$10.7K - $11.8K
|
2.93K
$553K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-66- 0.26% |
$10.7K - $11.8K
|
25K
$4.73M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-66- 0.44% |
$10.7K - $11.8K
|
14.9K
$2.81M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-67- 1.35% |
$10.8K - $12K
|
4.91K
$927K
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-67- 1.41% |
$10.8K - $12K
|
4.7K
$887K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-69- 0.29% |
$11.2K - $12.4K
|
23.6K
$4.46M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-70- 0.29% |
$11.3K - $12.5K
|
24.4K
$4.61M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-71- 1.5% |
$11.5K - $12.7K
|
4.66K
$880K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-72- 2.93% |
$11.7K - $12.9K
|
2.39K
$451K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-72- 3.52% |
$11.7K - $12.9K
|
1.97K
$372K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-73- 0.86% |
$11.8K - $13.1K
|
8.43K
$1.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-74- 4.9% |
$12K - $13.3K
|
1.44K
$271K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-77- 0.26% |
$12.5K - $13.8K
|
29.2K
$5.52M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-79- 0.65% |
$12.8K - $14.1K
|
12.2K
$2.3M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-79- 23.51% |
$12.8K - $14.1K
|
257
$48.5K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-80- 1.63% |
$12.9K - $14.3K
|
4.82K
$910K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-81- 45.76% |
$13.1K - $14.5K
|
96
$18.1K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-81- 11.02% |
$13.1K - $14.5K
|
654
$123K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-82- 1.25% |
$13.3K - $14.7K
|
6.46K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-83- 5.1% |
$13.4K - $14.9K
|
1.54K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-83- 2.46% |
$13.4K - $14.9K
|
3.29K
$622K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-84- 0.82% |
$13.6K - $15K
|
10.2K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-84- 0.84% |
$13.6K - $15K
|
9.86K
$1.86M
|
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
SELL
|
- |
-85- 1.41% |
$13.8K - $15.2K
|
5.95K
$1.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-88- 0.99% |
$14.2K - $15.8K
|
8.78K
$1.66M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-90- 1.21% |
$14.6K - $16.1K
|
7.34K
$1.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-91- 0.07% |
$14.7K - $16.3K
|
137K
$25.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-93- 0.83% |
$15.1K - $16.7K
|
11.1K
$2.09M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-93- 4.38% |
$15.1K - $16.7K
|
2.03K
$383K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-94- 3.1% |
$15.2K - $16.8K
|
2.94K
$554K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-97- 2.75% |
$15.7K - $17.4K
|
3.44K
$649K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-97- 7.37% |
$15.7K - $17.4K
|
1.22K
$230K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-99- 0.96% |
$16K - $17.7K
|
10.2K
$1.92M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-100- 5.62% |
$16.2K - $17.9K
|
1.68K
$317K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-100- 5.97% |
$16.2K - $17.9K
|
1.58K
$297K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-100- 3.01% |
$16.2K - $17.9K
|
3.22K
$608K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-100- 34.97% |
$16.2K - $17.9K
|
186
$35.1K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-100- 1.56% |
$16.2K - $17.9K
|
6.3K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
SELL
|
- |
-100- 4.19% |
$16.2K - $17.9K
|
2.28K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-102- 5.96% |
$16.5K - $18.3K
|
1.61K
$304K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-108- 6.16% |
$17.5K - $19.3K
|
1.65K
$311K
|