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 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-90- 1.21% |
$14.6K - $16.1K
|
7.34K
$1.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-91- 0.07% |
$14.7K - $16.3K
|
137K
$27.7M
|
|
|
Aug 06, 2025
Q1 2024
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-91- 1.17% |
$14.7K - $16.3K
|
7.69K
$1.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-93- 0.83% |
$15.1K - $16.7K
|
11.1K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-93- 4.38% |
$15.1K - $16.7K
|
2.03K
$412K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-94- 3.1% |
$15.2K - $16.8K
|
2.94K
$595K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-97- 2.75% |
$15.7K - $17.4K
|
3.44K
$696K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-97- 7.37% |
$15.7K - $17.4K
|
1.22K
$247K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-99- 0.96% |
$16K - $17.7K
|
10.2K
$2.06M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-100- 5.62% |
$16.2K - $17.9K
|
1.68K
$340K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-100- 5.97% |
$16.2K - $17.9K
|
1.58K
$319K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-100- 3.01% |
$16.2K - $17.9K
|
3.22K
$652K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-100- 34.97% |
$16.2K - $17.9K
|
186
$37.7K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-100- 1.56% |
$16.2K - $17.9K
|
6.3K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
SELL
|
- |
-100- 4.19% |
$16.2K - $17.9K
|
2.28K
$463K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-102- 5.96% |
$16.5K - $18.3K
|
1.61K
$326K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-108- 6.16% |
$17.5K - $19.3K
|
1.65K
$333K
|
|
|
May 07, 2025
Q1 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-110- 40.15% |
$17.8K - $19.7K
|
164
$33.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-111- 2.32% |
$18K - $19.9K
|
4.66K
$945K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-111- 2.75% |
$18K - $19.9K
|
3.92K
$795K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-114- 0.51% |
$18.4K - $20.4K
|
22.3K
$4.52M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-114- 5.45% |
$18.4K - $20.4K
|
1.98K
$401K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-115- 4.52% |
$18.6K - $20.6K
|
2.43K
$492K
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
SELL
|
- |
-117- 1.13% |
$18.9K - $21K
|
10.2K
$2.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-119- 5.93% |
$19.3K - $21.3K
|
1.89K
$383K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-120- 8.96% |
$19.4K - $21.5K
|
1.22K
$247K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-120- 3.36% |
$19.4K - $21.5K
|
3.45K
$700K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-121- 2.69% |
$19.6K - $21.7K
|
4.38K
$887K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-121- 7.4% |
$19.6K - $21.7K
|
1.51K
$307K
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-124- 2.57% |
$20.1K - $22.2K
|
4.69K
$951K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-125- 3.06% |
$20.2K - $22.4K
|
3.96K
$802K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-125- 5.42% |
$20.2K - $22.4K
|
2.18K
$442K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-125- 24.27% |
$20.2K - $22.4K
|
390
$79K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-127- 2.39% |
$20.6K - $22.7K
|
5.19K
$1.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-128- 1.36% |
$20.7K - $22.9K
|
9.27K
$1.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-129- 2.44% |
$20.9K - $23.1K
|
5.15K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-129- 1.37% |
$20.9K - $23.1K
|
9.31K
$1.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-130- 0.45% |
$21K - $23.3K
|
28.6K
$5.79M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-132- 2.33% |
$21.4K - $23.6K
|
5.53K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-135- 1.48% |
$21.8K - $24.2K
|
9K
$1.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-136- 2.96% |
$22K - $24.4K
|
4.45K
$902K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-136- 3.41% |
$22K - $24.4K
|
3.86K
$781K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-136- 0.4% |
$22K - $24.4K
|
34K
$6.89M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-136- 1.38% |
$22K - $24.4K
|
9.74K
$1.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-140- 6.63% |
$22.7K - $25.1K
|
1.97K
$399K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-140- 3.66% |
$22.7K - $25.1K
|
3.69K
$747K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-141- 1.7% |
$22.8K - $25.3K
|
8.17K
$1.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-142- 4.65% |
$23K - $25.4K
|
2.91K
$590K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-143- 1.25% |
$23.1K - $25.6K
|
11.3K
$2.29M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-143- 1.29% |
$23.1K - $25.6K
|
10.9K
$2.22M
|