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 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14.9K+ 130.25% |
$2.42M - $2.67M
|
26.4K
$5.07M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
14.6K+ 17.02% |
$2.36M - $2.61M
|
100K
$19.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
13.5K+ 44.69% |
$2.18M - $2.41M
|
43.7K
$8.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
12.4K+ 507.66% |
$2.01M - $2.22M
|
14.8K
$2.85M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
11.6K+ 5.77% |
$1.87M - $2.07M
|
212K
$40.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.6KNew |
$1.87M - $2.07M
|
11.6K
$2.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
11K+ 1.5% |
$1.78M - $1.97M
|
745K
$143M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
10.8K+ 24.36% |
$1.74M - $1.93M
|
55K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.5K+ 79.09% |
$1.7M - $1.88M
|
23.8K
$4.56M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.3K+ 49.58% |
$1.67M - $1.85M
|
31.2K
$5.99M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.1K+ 22.55% |
$1.64M - $1.81M
|
55K
$10.6M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
9.84K+ 5.95% |
$1.59M - $1.76M
|
175K
$33.7M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
9.22K+ 84.11% |
$1.49M - $1.65M
|
20.2K
$3.87M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.97K+ 0.44% |
$1.45M - $1.61M
|
2.03M
$390M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.8K+ 9.65% |
$1.42M - $1.58M
|
100K
$19.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
8.67KNew |
$1.4M - $1.55M
|
8.67K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.6K+ 75.09% |
$1.39M - $1.54M
|
20K
$3.85M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.3K+ 1.5% |
$1.34M - $1.49M
|
562K
$108M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.24K+ 38.45% |
$1.33M - $1.48M
|
29.7K
$5.7M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
7.79K+ 5.43% |
$1.26M - $1.4M
|
151K
$29.1M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.6K+ 519.62% |
$1.23M - $1.36M
|
9.07K
$1.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
7.2K+ 25.08% |
$1.16M - $1.29M
|
35.9K
$6.89M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
7.17K+ 2.96% |
$1.16M - $1.28M
|
249K
$47.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.05KNew |
$1.14M - $1.26M
|
7.05K
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7.01K+ 19.03% |
$1.13M - $1.26M
|
43.9K
$8.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
6.95K+ 16.3% |
$1.12M - $1.24M
|
49.6K
$9.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.88K+ 14.46% |
$1.11M - $1.23M
|
54.4K
$10.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.74KNew |
$1.09M - $1.21M
|
6.74K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.71K+ 3.44% |
$1.09M - $1.2M
|
202K
$38.8M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.62K+ 2.58% |
$1.07M - $1.19M
|
263K
$50.5M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6.57K+ 30.42% |
$1.06M - $1.18M
|
28.2K
$5.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
6.52KNew |
$1.05M - $1.17M
|
6.52K
$1.25M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.49K+ 70.86% |
$1.05M - $1.16M
|
15.7K
$3.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.38KNew |
$1.03M - $1.14M
|
6.38K
$1.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.34K+ 6.41% |
$1.03M - $1.14M
|
105K
$20.2M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
6.06K+ 2.05% |
$981K - $1.09M
|
301K
$57.9M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.98KNew |
$967K - $1.07M
|
5.98K
$1.15M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.94K+ 97.15% |
$961K - $1.06M
|
12.1K
$2.31M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
5.89KNew |
$953K - $1.06M
|
5.89K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.88K+ 11.53% |
$952K - $1.05M
|
56.9K
$10.9M
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
5.85K+ 1.65% |
$946K - $1.05M
|
361K
$69.3M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.83K+ 0.59% |
$944K - $1.04M
|
994K
$191M
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
5.68K+ 189.52% |
$919K - $1.02M
|
8.67K
$1.67M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
5.43K+ 53.48% |
$879K - $973K
|
15.6K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.42K+ 260.45% |
$877K - $971K
|
7.5K
$1.44M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.31K+ 277.67% |
$859K - $951K
|
7.22K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.27K+ 108.19% |
$853K - $944K
|
10.1K
$1.95M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
5.13KNew |
$831K - $919K
|
5.13K
$986K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
5.09K+ 9.32% |
$823K - $911K
|
59.7K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.06K+ 15.52% |
$818K - $905K
|
37.6K
$7.22M
|