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 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.02K+ 2.74% |
$813K - $899K
|
189K
$36.2M
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
4.94K+ 187.83% |
$799K - $885K
|
7.57K
$1.45M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
4.81K+ 2.05% |
$778K - $861K
|
240K
$46M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.73K+ 5.25% |
$766K - $847K
|
94.9K
$18.2M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
4.7K+ 26.55% |
$760K - $841K
|
22.4K
$4.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.67K+ 1.0% |
$756K - $836K
|
470K
$90.2M
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
4.65K+ 14.15% |
$753K - $833K
|
37.5K
$7.2M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
4.64K+ 5.02% |
$751K - $831K
|
97K
$18.6M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
4.5K+ 16.59% |
$727K - $805K
|
31.6K
$6.06M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.49K+ 219.87% |
$727K - $805K
|
6.54K
$1.25M
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
4.41KNew |
$714K - $790K
|
4.41K
$847K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.24KNew |
$687K - $760K
|
4.24K
$815K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
4.21K+ 19.08% |
$681K - $754K
|
26.3K
$5.04M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.2KNew |
$680K - $752K
|
4.2K
$806K
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
4KNew |
$648K - $717K
|
4K
$768K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
4K+ 16.05% |
$647K - $716K
|
28.9K
$5.55M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.93K+ 35.76% |
$635K - $703K
|
14.9K
$2.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.9K+ 1.82% |
$630K - $698K
|
218K
$41.8M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.9K+ 1.82% |
$630K - $698K
|
218K
$41.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
3.88KNew |
$627K - $694K
|
3.88K
$744K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.85K+ 58.04% |
$623K - $689K
|
10.5K
$2.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
3.83K+ 8.57% |
$620K - $686K
|
48.5K
$9.32M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
3.76K+ 651.99% |
$609K - $674K
|
4.34K
$833K
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
3.73KNew |
$603K - $668K
|
3.73K
$716K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
3.72K+ 1.04% |
$601K - $666K
|
361K
$69.3M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
3.6KNew |
$583K - $646K
|
3.6K
$692K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.57KNew |
$578K - $640K
|
3.57K
$686K
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.56K+ 13.19% |
$576K - $638K
|
30.6K
$5.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.33KNew |
$539K - $596K
|
3.33K
$639K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.3K+ 39.73% |
$534K - $591K
|
11.6K
$2.23M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.15KNew |
$510K - $565K
|
3.15K
$605K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.08K+ 0.09% |
$499K - $552K
|
3.3M
$633M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
3K+ 1500.0% |
$486K - $537K
|
3.2K
$614K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.99K+ 0.63% |
$484K - $536K
|
478K
$91.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.97K+ 117.23% |
$480K - $531K
|
5.5K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.96KNew |
$480K - $531K
|
2.96K
$569K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.88K+ 88.78% |
$466K - $516K
|
6.12K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.85KNew |
$461K - $510K
|
2.85K
$547K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.84K+ 6.73% |
$460K - $509K
|
45K
$8.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.77KNew |
$448K - $496K
|
2.77K
$532K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.74K+ 208.21% |
$443K - $490K
|
4.05K
$778K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2.71K+ 21.18% |
$438K - $485K
|
15.5K
$2.98M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.67KNew |
$431K - $478K
|
2.67K
$512K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.58K+ 22.35% |
$418K - $462K
|
14.1K
$2.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.57K+ 37.2% |
$416K - $460K
|
9.48K
$1.82M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.57K+ 8.68% |
$415K - $460K
|
32.1K
$6.17M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.55K+ 1198.59% |
$413K - $457K
|
2.77K
$531K
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
2.52KNew |
$408K - $451K
|
2.52K
$484K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.46K+ 16.2% |
$398K - $441K
|
17.7K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.44K+ 67.25% |
$395K - $437K
|
6.07K
$1.17M
|