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 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-111- 2.32% |
$18K - $19.9K
|
4.66K
$880K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-111- 2.75% |
$18K - $19.9K
|
3.92K
$741K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-114- 0.51% |
$18.4K - $20.4K
|
22.3K
$4.21M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-114- 5.45% |
$18.4K - $20.4K
|
1.98K
$374K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-115- 4.52% |
$18.6K - $20.6K
|
2.43K
$458K
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
SELL
|
- |
-117- 1.13% |
$18.9K - $21K
|
10.2K
$1.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-119- 5.93% |
$19.3K - $21.3K
|
1.89K
$356K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-120- 8.96% |
$19.4K - $21.5K
|
1.22K
$230K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-120- 3.36% |
$19.4K - $21.5K
|
3.45K
$652K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-121- 2.69% |
$19.6K - $21.7K
|
4.38K
$826K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-121- 7.4% |
$19.6K - $21.7K
|
1.51K
$286K
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-124- 2.57% |
$20.1K - $22.2K
|
4.69K
$886K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-125- 3.06% |
$20.2K - $22.4K
|
3.96K
$747K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-125- 5.42% |
$20.2K - $22.4K
|
2.18K
$412K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-125- 24.27% |
$20.2K - $22.4K
|
390
$73.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-127- 2.39% |
$20.6K - $22.7K
|
5.19K
$980K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-128- 1.36% |
$20.7K - $22.9K
|
9.27K
$1.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-129- 2.44% |
$20.9K - $23.1K
|
5.15K
$973K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-129- 1.37% |
$20.9K - $23.1K
|
9.31K
$1.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-130- 0.45% |
$21K - $23.3K
|
28.6K
$5.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-132- 2.33% |
$21.4K - $23.6K
|
5.53K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-135- 1.48% |
$21.8K - $24.2K
|
9K
$1.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-136- 2.96% |
$22K - $24.4K
|
4.45K
$840K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-136- 3.41% |
$22K - $24.4K
|
3.86K
$728K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-136- 0.4% |
$22K - $24.4K
|
34K
$6.42M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-136- 1.38% |
$22K - $24.4K
|
9.74K
$1.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-140- 6.63% |
$22.7K - $25.1K
|
1.97K
$372K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-140- 3.66% |
$22.7K - $25.1K
|
3.69K
$696K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-141- 1.7% |
$22.8K - $25.3K
|
8.17K
$1.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-142- 4.65% |
$23K - $25.4K
|
2.91K
$549K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-143- 1.25% |
$23.1K - $25.6K
|
11.3K
$2.13M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-143- 1.29% |
$23.1K - $25.6K
|
10.9K
$2.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-144- 59.5% |
$23.3K - $25.8K
|
98
$18.5K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-144- 0.32% |
$23.3K - $25.8K
|
44.3K
$8.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-147- 4.38% |
$23.8K - $26.3K
|
3.21K
$606K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-148- 11.46% |
$24K - $26.5K
|
1.14K
$216K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-149- 0.47% |
$24.1K - $26.7K
|
31.6K
$5.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-150- 3.8% |
$24.3K - $26.9K
|
3.8K
$718K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-151- 5.63% |
$24.4K - $27K
|
2.53K
$478K
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-152- 6.74% |
$24.6K - $27.2K
|
2.1K
$397K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-152- 6.48% |
$24.6K - $27.2K
|
2.19K
$414K
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-156- 7.25% |
$25.2K - $27.9K
|
2K
$377K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-156- 5.45% |
$25.2K - $27.9K
|
2.71K
$511K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-160- 0.99% |
$25.9K - $28.7K
|
16K
$3.02M
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-161- 7.45% |
$26.1K - $28.8K
|
2K
$378K
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-164- 2.63% |
$26.5K - $29.4K
|
6.08K
$1.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-164- 1.76% |
$26.5K - $29.4K
|
9.18K
$1.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-169- 10.95% |
$27.4K - $30.3K
|
1.37K
$259K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-169- 5.03% |
$27.4K - $30.3K
|
3.19K
$602K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-169- 1.27% |
$27.4K - $30.3K
|
13.2K
$2.48M
|