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 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.16KNew |
$188K - $208K
|
1.16K
$223K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.16K+ 49.3% |
$188K - $208K
|
3.51K
$674K
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1.16KNew |
$187K - $207K
|
1.16K
$222K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.15K+ 16.88% |
$186K - $206K
|
7.96K
$1.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.15K+ 3.04% |
$186K - $206K
|
38.9K
$7.48M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.15KNew |
$186K - $205K
|
1.15K
$220K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
1.15K+ 71.05% |
$185K - $205K
|
2.76K
$530K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.14KNew |
$185K - $205K
|
1.14K
$219K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.12KNew |
$182K - $201K
|
1.12K
$216K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.11K+ 5.2% |
$179K - $198K
|
22.4K
$4.3M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 422.22% |
$178K - $197K
|
1.36K
$262K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.1K+ 27.15% |
$178K - $197K
|
5.15K
$989K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.08K+ 1.06% |
$175K - $194K
|
103K
$19.8M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
1.07K+ 50.19% |
$174K - $192K
|
3.21K
$617K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1.06K+ 28.92% |
$171K - $189K
|
4.72K
$906K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.03K+ 0.76% |
$167K - $185K
|
136K
$26.2M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.02K+ 56.26% |
$164K - $182K
|
2.82K
$541K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1K+ 3.52% |
$162K - $179K
|
29.5K
$5.66M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
952+ 30.93% |
$154K - $171K
|
4.03K
$774K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
930+ 7.49% |
$151K - $167K
|
13.4K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
912+ 28.3% |
$148K - $163K
|
4.14K
$794K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
903+ 2.45% |
$146K - $162K
|
37.8K
$7.26M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
850New |
$138K - $152K
|
850
$163K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
848+ 15.15% |
$137K - $152K
|
6.45K
$1.24M
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
834+ 3.52% |
$135K - $149K
|
24.6K
$4.71M
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
796+ 13.52% |
$129K - $143K
|
6.68K
$1.28M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
793+ 7.83% |
$128K - $142K
|
10.9K
$2.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
789New |
$128K - $141K
|
789
$152K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
765+ 11.98% |
$124K - $137K
|
7.15K
$1.37M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
761+ 24.98% |
$123K - $136K
|
3.81K
$731K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
745+ 13.07% |
$121K - $133K
|
6.45K
$1.24M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
713+ 49.76% |
$115K - $128K
|
2.15K
$412K
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
687+ 9.75% |
$111K - $123K
|
7.73K
$1.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
683+ 55.62% |
$111K - $122K
|
1.91K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
660+ 5.64% |
$107K - $118K
|
12.4K
$2.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
651+ 6.54% |
$105K - $117K
|
10.6K
$2.04M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
642+ 1.71% |
$104K - $115K
|
38.1K
$7.32M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
624+ 0.77% |
$101K - $112K
|
82.2K
$15.8M
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
624+ 7.11% |
$101K - $112K
|
9.4K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
624+ 1.07% |
$101K - $112K
|
58.8K
$11.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
622+ 2.17% |
$101K - $111K
|
29.3K
$5.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
607+ 21.84% |
$98.2K - $109K
|
3.39K
$650K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
578New |
$93.5K - $104K
|
578
$111K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
577New |
$93.4K - $103K
|
577
$111K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
572+ 29.5% |
$92.6K - $102K
|
2.51K
$482K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
567+ 2.08% |
$91.8K - $102K
|
27.8K
$5.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
557+ 40.39% |
$90.1K - $99.8K
|
1.94K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
543+ 36.32% |
$87.9K - $97.3K
|
2.04K
$391K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
541+ 25.91% |
$87.6K - $96.9K
|
2.63K
$505K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
539+ 21.65% |
$87.2K - $96.5K
|
3.03K
$582K
|