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 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
535+ 43.74% |
$86.6K - $95.8K
|
1.76K
$338K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
531+ 1.0% |
$85.9K - $95.1K
|
53.6K
$10.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
BUY
|
- |
529+ 0.73% |
$85.6K - $94.7K
|
72.9K
$14M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
521+ 0.38% |
$84.3K - $93.3K
|
137K
$26.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
515+ 6.51% |
$83.3K - $92.2K
|
8.42K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
515+ 17.36% |
$83.3K - $92.2K
|
3.48K
$668K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
514+ 28.93% |
$83.2K - $92.1K
|
2.29K
$440K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
510+ 20.73% |
$82.5K - $91.3K
|
2.97K
$570K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
508+ 8.87% |
$82.2K - $91K
|
6.24K
$1.2M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
503+ 31.9% |
$81.4K - $90.1K
|
2.08K
$399K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
500+ 5.27% |
$80.9K - $89.6K
|
9.99K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
500+ 24.81% |
$80.9K - $89.6K
|
2.52K
$483K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
494+ 1.53% |
$79.9K - $88.5K
|
32.9K
$6.31M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
493+ 1.49% |
$79.8K - $88.3K
|
33.6K
$6.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
487New |
$78.8K - $87.2K
|
487
$93.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
477+ 25.69% |
$77.2K - $85.4K
|
2.33K
$448K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
475+ 1.6% |
$76.9K - $85.1K
|
30.2K
$5.79M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
471+ 588.75% |
$76.2K - $84.4K
|
551
$106K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
468+ 1.39% |
$75.7K - $83.8K
|
34K
$6.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
466+ 20.86% |
$75.4K - $83.5K
|
2.7K
$518K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
466+ 4.32% |
$75.4K - $83.5K
|
11.2K
$2.16M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
465+ 31.57% |
$75.3K - $83.3K
|
1.94K
$372K
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
461+ 1.67% |
$74.6K - $82.6K
|
28.1K
$5.39M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
456+ 0.27% |
$73.8K - $81.7K
|
167K
$32.1M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
456+ 4.46% |
$73.8K - $81.7K
|
10.7K
$2.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
453+ 0.8% |
$73.3K - $81.1K
|
57.4K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
432+ 16.07% |
$69.9K - $77.4K
|
3.12K
$599K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
418+ 4.53% |
$67.6K - $74.9K
|
9.64K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
411+ 5.39% |
$66.5K - $73.6K
|
8.04K
$1.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
404+ 0.97% |
$65.4K - $72.4K
|
41.8K
$8.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
398+ 7.96% |
$64.4K - $71.3K
|
5.4K
$1.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
393+ 1.19% |
$63.6K - $70.4K
|
33.4K
$6.42M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
391+ 8.38% |
$63.3K - $70K
|
5.06K
$971K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
386+ 13.92% |
$62.5K - $69.1K
|
3.16K
$607K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
362New |
$58.6K - $64.8K
|
362
$69.5K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
361+ 19.15% |
$58.4K - $64.7K
|
2.25K
$431K
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
359+ 1.41% |
$58.1K - $64.3K
|
25.8K
$4.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
357+ 7.56% |
$57.8K - $63.9K
|
5.08K
$975K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
355+ 23.14% |
$57.5K - $63.6K
|
1.89K
$363K
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
353+ 0.86% |
$57.1K - $63.2K
|
41.4K
$7.94M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
350+ 16.28% |
$56.6K - $62.7K
|
2.5K
$480K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
345+ 7.23% |
$55.8K - $61.8K
|
5.12K
$982K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
335+ 8.54% |
$54.2K - $60K
|
4.26K
$817K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
331+ 0.47% |
$53.6K - $59.3K
|
71.3K
$13.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
329+ 18.77% |
$53.2K - $58.9K
|
2.08K
$400K
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
325+ 1.24% |
$52.6K - $58.2K
|
26.6K
$5.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
324+ 2.03% |
$52.4K - $58K
|
16.3K
$3.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
322+ 7.58% |
$52.1K - $57.7K
|
4.57K
$878K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
318+ 18.53% |
$51.5K - $57K
|
2.03K
$391K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
314New |
$50.8K - $56.2K
|
314
$60.3K
|