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 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-488- 0.24% |
$79K - $87.4K
|
201K
$37.9M
|
|
|
May 02, 2024
Q1 2024
|
Sicart Associates LLC
|
SELL
|
- |
-508- 24.4% |
$82.2K - $91K
|
1.57K
$297K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-513- 0.4% |
$83K - $91.9K
|
127K
$24M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-518- 8.23% |
$83.8K - $92.8K
|
5.77K
$1.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-531- 5.19% |
$85.9K - $95.1K
|
9.7K
$1.83M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-538- 22.26% |
$87.1K - $96.4K
|
1.88K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-550- 9.35% |
$89K - $98.5K
|
5.33K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-553- 25.17% |
$89.5K - $99K
|
1.64K
$310K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-557- 0.43% |
$90.1K - $99.8K
|
129K
$24.3M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-563- 17.04% |
$91.1K - $101K
|
2.74K
$517K
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-568- 27.67% |
$91.9K - $102K
|
1.49K
$280K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-568- 1.29% |
$91.9K - $102K
|
43.4K
$8.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-582- 13.88% |
$94.2K - $104K
|
3.61K
$681K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-584- 2.4% |
$94.5K - $105K
|
23.7K
$4.47M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-594- 6.61% |
$96.1K - $106K
|
8.4K
$1.59M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-598- 14.12% |
$96.8K - $107K
|
3.64K
$687K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-599- 4.43% |
$96.9K - $107K
|
12.9K
$2.44M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-603- 11.93% |
$97.6K - $108K
|
4.45K
$841K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-604- 10.4% |
$97.8K - $108K
|
5.21K
$983K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-607- 54.83% |
$98.2K - $109K
|
500
$94.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-624- 3.27% |
$101K - $112K
|
18.4K
$3.48M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-632- 9.38% |
$102K - $113K
|
6.11K
$1.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-637- 18.58% |
$103K - $114K
|
2.79K
$527K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-643- 8.45% |
$104K - $115K
|
6.97K
$1.32M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-644- 27.59% |
$104K - $115K
|
1.69K
$319K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-650- 8.12% |
$105K - $116K
|
7.35K
$1.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-653- 0.51% |
$106K - $117K
|
127K
$24.1M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-654- 13.55% |
$106K - $117K
|
4.17K
$787K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-665- 30.56% |
$108K - $119K
|
1.51K
$285K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-678- 5.67% |
$110K - $121K
|
11.3K
$2.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-679- 21.17% |
$110K - $122K
|
2.53K
$477K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-688- 24.33% |
$111K - $123K
|
2.14K
$404K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-700- 2.34% |
$113K - $125K
|
29.2K
$5.52M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-704- 32.94% |
$114K - $126K
|
1.43K
$271K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-707- 8.85% |
$114K - $127K
|
7.28K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-711- 31.94% |
$115K - $127K
|
1.52K
$286K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-714- 6.07% |
$116K - $128K
|
11.1K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-718- 2.29% |
$116K - $129K
|
30.6K
$5.78M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-724- 10.8% |
$117K - $130K
|
5.98K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-733- 18.29% |
$119K - $131K
|
3.28K
$618K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-733- 23.3% |
$119K - $131K
|
2.41K
$456K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-735- 24.04% |
$119K - $132K
|
2.32K
$438K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-736- 0.91% |
$119K - $132K
|
80.3K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-741- 4.97% |
$120K - $133K
|
14.2K
$2.68M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-741- 79.25% |
$120K - $133K
|
194
$36.6K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-742- 3.5% |
$120K - $133K
|
20.4K
$3.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-745- 99.73% |
$121K - $133K
|
2
$378
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-749- 15.98% |
$121K - $134K
|
3.94K
$743K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-760- 33.78% |
$123K - $136K
|
1.49K
$281K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-761- 1.08% |
$123K - $136K
|
69.8K
$13.2M
|