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
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-21.9K- 64.32% |
$3.54M - $3.92M
|
12.1K
$2.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-22.7K- 92.47% |
$3.68M - $4.07M
|
1.85K
$355K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-22.8K- 93.37% |
$3.69M - $4.09M
|
1.62K
$311K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-22.9K- 21.68% |
$3.7M - $4.09M
|
82.6K
$15.9M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-23K- 73.91% |
$3.73M - $4.13M
|
8.13K
$1.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-23.8K- 94.13% |
$3.85M - $4.26M
|
1.48K
$284K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-25.3K- 47.58% |
$4.09M - $4.52M
|
27.8K
$5.34M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-26.2K- 25.23% |
$4.24M - $4.7M
|
77.7K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-27.7K- 95.56% |
$4.49M - $4.96M
|
1.29K
$247K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-28.4K- 61.23% |
$4.59M - $5.08M
|
18K
$3.45M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.4K- 2.77% |
$4.6M - $5.09M
|
999K
$192M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-29.7K- 19.24% |
$4.81M - $5.32M
|
125K
$23.9M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-30.1K- 30.39% |
$4.87M - $5.39M
|
69K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-30.2K- 54.57% |
$4.89M - $5.41M
|
25.1K
$4.83M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-30.2K- 49.53% |
$4.9M - $5.42M
|
30.8K
$5.92M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-31.1K- 66.96% |
$5.04M - $5.57M
|
15.4K
$2.95M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-31.5K- 28.01% |
$5.09M - $5.63M
|
80.9K
$15.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-32K- 40.56% |
$5.18M - $5.73M
|
46.9K
$9.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-34.6K- 99.67% |
$5.6M - $6.2M
|
116
$22.3K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-37.3K- 96.71% |
$6.04M - $6.68M
|
1.27K
$244K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-41.5K- 2.07% |
$6.71M - $7.42M
|
1.96M
$377M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-41.7K- 77.28% |
$6.74M - $7.46M
|
12.3K
$2.35M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-42.8K- 77.07% |
$6.92M - $7.66M
|
12.7K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-48.9K- 12.39% |
$7.92M - $8.77M
|
346K
$66.5M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-51.5K- 52.16% |
$8.34M - $9.22M
|
47.2K
$9.07M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-54.5K- 62.07% |
$8.81M - $9.75M
|
33.3K
$6.39M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-56.1K- 60.52% |
$9.08M - $10M
|
36.6K
$7.03M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-59.2K- 1.57% |
$9.58M - $10.6M
|
3.7M
$710M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-59.7K- 66.46% |
$9.65M - $10.7M
|
30.1K
$5.78M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-59.9K- 5.46% |
$9.69M - $10.7M
|
1.04M
$199M
|
|
|
May 15, 2024
Q1 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-60.5K- 98.64% |
$9.79M - $10.8M
|
833
$160K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-62.1K- 13.36% |
$10M - $11.1M
|
403K
$77.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-62.2K- 13.34% |
$10.1M - $11.1M
|
404K
$77.6M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-63.7K- 74.36% |
$10.3M - $11.4M
|
22K
$4.22M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-64.8K- 81.67% |
$10.5M - $11.6M
|
14.5K
$2.79M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-65.6K- 26.47% |
$10.6M - $11.8M
|
182K
$35M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-65.8K- 28.67% |
$10.7M - $11.8M
|
164K
$31.5M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-69.6K- 3.62% |
$11.3M - $12.5M
|
1.85M
$356M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-71.2K- 8.73% |
$11.5M - $12.7M
|
744K
$143M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-86.3K- 8.02% |
$14M - $15.5M
|
990K
$190M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-91.4K- 35.62% |
$14.8M - $16.4M
|
165K
$31.7M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-91.4K- 62.58% |
$14.8M - $16.4M
|
54.7K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-92.4K- 78.26% |
$15M - $16.6M
|
25.7K
$4.93M
|
|
|
May 01, 2024
Q1 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-94K- 88.43% |
$15.2M - $16.8M
|
12.3K
$2.36M
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-94.1K- 63.68% |
$15.2M - $16.8M
|
53.6K
$10.3M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-94.7K- 58.91% |
$15.3M - $17M
|
66.1K
$12.7M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-96K- 71.88% |
$15.5M - $17.2M
|
37.6K
$7.21M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-118K- 34.33% |
$19M - $21.1M
|
225K
$43.2M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-140K- 65.2% |
$22.6M - $25M
|
74.6K
$14.3M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-143K- 77.97% |
$23.1M - $25.6M
|
40.3K
$7.75M
|