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
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-770- 52.85% |
$125K - $138K
|
687
$130K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-776- 16.07% |
$126K - $139K
|
4.05K
$765K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-792- 0.36% |
$128K - $142K
|
218K
$41.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-823- 12.68% |
$133K - $147K
|
5.67K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-837- 19.67% |
$135K - $150K
|
3.42K
$645K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-853- 1.26% |
$138K - $153K
|
66.8K
$12.6M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-859- 2.21% |
$139K - $154K
|
38K
$7.17M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-862- 12.85% |
$140K - $154K
|
5.85K
$1.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-869- 36.25% |
$141K - $156K
|
1.53K
$288K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-869- 0.97% |
$141K - $156K
|
88.7K
$16.7M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-880- 44.44% |
$142K - $158K
|
1.1K
$208K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-896- 0.75% |
$145K - $160K
|
118K
$22.3M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-915- 23.97% |
$148K - $164K
|
2.9K
$548K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-928- 20.08% |
$150K - $166K
|
3.69K
$697K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-943- 0.97% |
$153K - $169K
|
96.4K
$18.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-965- 9.0% |
$156K - $173K
|
9.75K
$1.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-970- 10.52% |
$157K - $174K
|
8.25K
$1.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-975- 6.96% |
$158K - $175K
|
13K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-989- 3.03% |
$160K - $177K
|
31.7K
$5.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-991- 14.84% |
$160K - $177K
|
5.69K
$1.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-996- 15.88% |
$161K - $178K
|
5.28K
$996K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-1.02K- 4.26% |
$164K - $182K
|
22.8K
$4.31M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 3.35% |
$170K - $188K
|
30.3K
$5.72M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.07K- 28.66% |
$173K - $191K
|
2.65K
$501K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 11.72% |
$176K - $195K
|
8.2K
$1.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.09K- 17.23% |
$177K - $196K
|
5.25K
$990K
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.1K- 21.76% |
$178K - $197K
|
3.95K
$746K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.11K- 4.63% |
$180K - $200K
|
23K
$4.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.12K- 0.56% |
$181K - $201K
|
198K
$37.3M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-1.14K- 31.61% |
$184K - $204K
|
2.47K
$466K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.16K- 4.28% |
$188K - $208K
|
26K
$4.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 15.96% |
$191K - $212K
|
6.22K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.2K- 47.74% |
$195K - $216K
|
1.32K
$249K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.22K- 1.93% |
$197K - $218K
|
61.7K
$11.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.22K- 33.76% |
$198K - $219K
|
2.4K
$452K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.25K- 36.15% |
$202K - $224K
|
2.2K
$416K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.28K- 21.79% |
$207K - $230K
|
4.6K
$869K
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.29K- 11.43% |
$208K - $230K
|
9.96K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.29K- 10.07% |
$209K - $231K
|
11.5K
$2.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.31K- 6.1% |
$212K - $235K
|
20.2K
$3.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.32K- 4.09% |
$214K - $237K
|
31K
$5.85M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.33K- 8.8% |
$215K - $238K
|
13.8K
$2.6M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.36K- 49.74% |
$220K - $243K
|
1.37K
$259K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.37K- 6.44% |
$221K - $245K
|
19.8K
$3.75M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.37K- 11.42% |
$222K - $245K
|
10.6K
$2M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.37K- 24.37% |
$222K - $246K
|
4.26K
$804K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.38K- 3.04% |
$223K - $247K
|
43.9K
$8.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.4K- 50.0% |
$226K - $250K
|
1.4K
$264K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.42K- 4.61% |
$229K - $254K
|
29.3K
$5.53M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.42K- 9.38% |
$230K - $255K
|
13.7K
$2.6M
|