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 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.41K+ 22.72% |
$390K - $432K
|
13K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.41KNew |
$389K - $431K
|
2.41K
$462K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.4KNew |
$388K - $429K
|
2.4K
$460K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.35KNew |
$381K - $421K
|
2.35K
$452K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.33K+ 0.58% |
$377K - $417K
|
405K
$77.8M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.33K+ 100.87% |
$377K - $417K
|
4.64K
$890K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.31KNew |
$374K - $414K
|
2.31K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.3K+ 1.74% |
$373K - $412K
|
135K
$25.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.29K+ 4.82% |
$371K - $411K
|
49.9K
$9.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.28KNew |
$369K - $409K
|
2.28K
$438K
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.24K+ 1.16% |
$362K - $400K
|
194K
$37.3M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.21K+ 13.95% |
$357K - $395K
|
18K
$3.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.18K+ 2.83% |
$352K - $390K
|
79.1K
$15.2M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.17KNew |
$351K - $389K
|
2.17K
$417K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.15K+ 7.16% |
$348K - $385K
|
32.2K
$6.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.15K+ 15.72% |
$347K - $385K
|
15.8K
$3.03M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.11K+ 3.25% |
$342K - $379K
|
67.3K
$12.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.1K+ 1.63% |
$339K - $375K
|
131K
$25.1M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.09K+ 20.52% |
$338K - $374K
|
12.3K
$2.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.08K+ 18.76% |
$337K - $373K
|
13.2K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.06K+ 187.09% |
$333K - $369K
|
3.16K
$606K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.04K+ 2.79% |
$330K - $365K
|
75.2K
$14.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.97KNew |
$319K - $353K
|
1.97K
$378K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.97K+ 34.35% |
$318K - $352K
|
7.69K
$1.48M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.93KNew |
$312K - $346K
|
1.93K
$371K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.92KNew |
$311K - $344K
|
1.92K
$368K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.9KNew |
$308K - $341K
|
1.9K
$366K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.9K+ 10.14% |
$307K - $340K
|
20.6K
$3.96M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.88K+ 59.54% |
$303K - $336K
|
5.02K
$965K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.87K+ 9.45% |
$302K - $335K
|
21.6K
$4.16M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1.87KNew |
$302K - $335K
|
1.87K
$359K
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.86KNew |
$301K - $333K
|
1.86K
$357K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.85KNew |
$299K - $331K
|
1.85K
$355K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.82KNew |
$295K - $326K
|
1.82K
$350K
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.82K+ 0.63% |
$294K - $325K
|
288K
$55.4M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
1.81KNew |
$293K - $325K
|
1.81K
$348K
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
1.81K+ 1.07% |
$293K - $324K
|
172K
$33M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.78K+ 57.25% |
$289K - $320K
|
4.9K
$941K
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1.78K+ 34.71% |
$288K - $319K
|
6.91K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.78KNew |
$288K - $318K
|
1.78K
$341K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.73KNew |
$280K - $310K
|
1.73K
$332K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.73KNew |
$279K - $309K
|
1.73K
$332K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.7KNew |
$274K - $304K
|
1.7K
$325K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.69K+ 351.45% |
$274K - $303K
|
2.18K
$418K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.69KNew |
$273K - $302K
|
1.69K
$324K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.68K+ 118.85% |
$271K - $300K
|
3.09K
$593K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.65K+ 23.53% |
$268K - $296K
|
8.68K
$1.67M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.63K+ 98.25% |
$264K - $292K
|
3.29K
$632K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.62K+ 0.31% |
$263K - $291K
|
524K
$101M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
1.62KNew |
$262K - $290K
|
1.62K
$311K
|