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 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-401- 22.31% |
$64.9K - $71.8K
|
1.4K
$283K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-407- 1.27% |
$65.9K - $72.9K
|
31.6K
$6.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-409- 5.34% |
$66.2K - $73.3K
|
7.25K
$1.47M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-419- 3.99% |
$67.8K - $75K
|
10.1K
$2.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-420- 7.9% |
$68K - $75.2K
|
4.9K
$992K
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-420- 22.79% |
$68K - $75.2K
|
1.42K
$288K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-420- 2.65% |
$68K - $75.2K
|
15.5K
$3.13M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-428- 1.9% |
$69.3K - $76.7K
|
22.1K
$4.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-430- 22.58% |
$69.6K - $77K
|
1.47K
$299K
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-435- 2.58% |
$70.4K - $77.9K
|
16.4K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-437- 8.49% |
$70.7K - $78.3K
|
4.71K
$954K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-438- 1.02% |
$70.9K - $78.5K
|
42.6K
$8.63M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-447- 7.98% |
$72.3K - $80.1K
|
5.16K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-448- 1.14% |
$72.5K - $80.2K
|
38.8K
$7.87M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-450- 25.58% |
$72.8K - $80.6K
|
1.31K
$265K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-459- 79.69% |
$74.3K - $82.2K
|
117
$23.7K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-468- 0.35% |
$75.7K - $83.8K
|
133K
$27M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-471- 1.62% |
$76.2K - $84.4K
|
28.6K
$5.79M
|
|
|
May 07, 2024
Q1 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-477- 1.24% |
$77.2K - $85.4K
|
37.9K
$7.68M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-486- 64.12% |
$78.7K - $87K
|
272
$55.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-488- 0.24% |
$79K - $87.4K
|
201K
$40.7M
|
|
|
May 02, 2024
Q1 2024
|
Sicart Associates LLC
|
SELL
|
- |
-508- 24.4% |
$82.2K - $91K
|
1.57K
$319K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-513- 0.4% |
$83K - $91.9K
|
127K
$25.7M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-518- 8.23% |
$83.8K - $92.8K
|
5.77K
$1.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-531- 5.19% |
$85.9K - $95.1K
|
9.7K
$1.97M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-538- 22.26% |
$87.1K - $96.4K
|
1.88K
$381K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-550- 9.35% |
$89K - $98.5K
|
5.33K
$1.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-553- 25.17% |
$89.5K - $99K
|
1.64K
$333K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-557- 0.43% |
$90.1K - $99.8K
|
129K
$26.1M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-563- 17.04% |
$91.1K - $101K
|
2.74K
$555K
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-568- 27.67% |
$91.9K - $102K
|
1.49K
$301K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-568- 1.29% |
$91.9K - $102K
|
43.4K
$8.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-582- 13.88% |
$94.2K - $104K
|
3.61K
$731K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-584- 2.4% |
$94.5K - $105K
|
23.7K
$4.8M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-594- 6.61% |
$96.1K - $106K
|
8.4K
$1.7M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-598- 14.12% |
$96.8K - $107K
|
3.64K
$737K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-599- 4.43% |
$96.9K - $107K
|
12.9K
$2.62M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-603- 11.93% |
$97.6K - $108K
|
4.45K
$902K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-604- 10.4% |
$97.8K - $108K
|
5.21K
$1.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-607- 54.83% |
$98.2K - $109K
|
500
$101K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-624- 3.27% |
$101K - $112K
|
18.4K
$3.74M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-632- 9.38% |
$102K - $113K
|
6.11K
$1.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-637- 18.58% |
$103K - $114K
|
2.79K
$566K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-643- 8.45% |
$104K - $115K
|
6.97K
$1.41M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-644- 27.59% |
$104K - $115K
|
1.69K
$342K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-650- 8.12% |
$105K - $116K
|
7.35K
$1.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-653- 0.51% |
$106K - $117K
|
127K
$25.8M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-654- 13.55% |
$106K - $117K
|
4.17K
$845K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-665- 30.56% |
$108K - $119K
|
1.51K
$306K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-678- 5.67% |
$110K - $121K
|
11.3K
$2.28M
|