Purchases and Sales Made in Q1 2024 in Ishares Russell 1000 Val ETF (IWD)

IWD Quotes by TradingView

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 22, 2024 Q1 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
298
+ 0.03%
$48.2K - $53.4K
853K $164M
May 07, 2024 Q1 2024
Stonebrook Private Inc.

Northville, MI
BUY
 -
293
+ 8.38%
$47.4K - $52.5K
3.79K $728K
Apr 25, 2024 Q1 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
291
+ 5.44%
$47.1K - $52.1K
5.64K $1.08M
Apr 05, 2024 Q1 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
285
+ 1.52%
$46.1K - $51K
19K $3.66M
Apr 30, 2024 Q1 2024
Sequoia Financial Advisors, LLC

BUY
 -
277
+ 1.29%
$44.8K - $49.6K
21.7K $4.18M
Apr 25, 2024 Q1 2024
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
276
+ 29.84%
$44.7K - $49.4K
1.2K $231K
Apr 23, 2024 Q1 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
273
+ 4.52%
$44.2K - $48.9K
6.32K $1.21M
Apr 25, 2024 Q1 2024
Sigma Investment Counselors Inc

BUY
 -
266
+ 4.41%
$43K - $47.6K
6.3K $1.21M
May 15, 2024 Q1 2024
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
266
+ 9.1%
$43K - $47.6K
3.19K $612K
Apr 19, 2024 Q1 2024
Advisor Resource Council

BUY
 -
261
+ 18.21%
$42.2K - $46.7K
1.69K $325K
May 02, 2024 Q1 2024
Whittier Trust CO

BUY
 -
259
+ 0.7%
$41.9K - $46.4K
37.5K $7.19M
Apr 18, 2024 Q1 2024
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
250
+ 14.88%
$40.5K - $44.8K
1.93K $371K
Apr 30, 2024 Q1 2024
Legacy Advisors, LLC

BUY
 -
250
+ 6.25%
$40.5K - $44.8K
4.25K $816K
May 09, 2024 Q1 2024
Brighton Jones LLC

BUY
 -
244
+ 0.74%
$39.5K - $43.7K
33.2K $6.37M
Apr 12, 2024 Q1 2024
Northwest Investment Counselors, LLC

BUY
 -
233
New
$37.7K - $41.7K
233 $44.7K
Apr 10, 2024 Q1 2024
Aprio Wealth Management, LLC

BUY
 -
232
+ 1.38%
$37.5K - $41.6K
17.1K $3.28M
May 02, 2024 Q1 2024
First Command Advisory Services, Inc.

BUY
 -
232
+ 55.24%
$37.5K - $41.6K
652 $125K
May 14, 2024 Q1 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
225
+ 11.54%
$36.4K - $40.3K
2.18K $418K
Apr 12, 2024 Q1 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
218
+ 244.94%
$35.3K - $39K
307 $59K
Apr 25, 2024 Q1 2024
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
214
+ 121.59%
$34.6K - $38.3K
390 $74.9K
Apr 30, 2024 Q1 2024
Elm Partners Management LLC

BUY
 -
209
+ 14.2%
$33.8K - $37.4K
1.68K $323K
May 03, 2024 Q1 2024
Litman Gregory Wealth Management LLC

BUY
 -
209
+ 3.27%
$33.8K - $37.4K
6.6K $1.27M
May 02, 2024 Q1 2024
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
209
+ 15.81%
$33.8K - $37.4K
1.53K $294K
May 14, 2024 Q1 2024
Next Capital Management LLC

BUY
 -
209
+ 1.14%
$33.8K - $37.4K
18.6K $3.57M
May 03, 2024 Q1 2024
Transcend Capital Advisors, LLC

BUY
 -
203
+ 10.53%
$32.9K - $36.4K
2.13K $409K
Apr 30, 2024 Q1 2024
Institute For Wealth Management, Llc.

BUY
 -
200
+ 9.15%
$32.4K - $35.8K
2.39K $458K
May 01, 2024 Q1 2024
Alta Wealth Advisors LLC

BUY
 -
197
+ 0.83%
$31.9K - $35.3K
24K $4.61M
May 09, 2024 Q1 2024
Journey Advisory Group, LLC

BUY
 -
195
+ 11.07%
$31.6K - $34.9K
1.96K $376K
May 13, 2024 Q1 2024
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
188
+ 1.91%
$30.4K - $33.7K
10K $1.92M
May 03, 2024 Q1 2024
Tfb Advisors LLC

Overland Park, KS
BUY
 -
187
+ 4.37%
$30.3K - $33.5K
4.47K $858K
May 13, 2024 Q1 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
185
New
$29.9K - $33.1K
185 $35.5K
May 14, 2024 Q1 2024
Loomis Sayles & CO L P

BUY
 -
182
+ 0.55%
$29.5K - $32.6K
33.3K $6.4M
May 14, 2024 Q1 2024
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
179
+ 3.55%
$29K - $32.1K
5.22K $1M
Nov 22, 2024 Q1 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
177
+ 2.92%
$28.6K - $31.7K
6.24K $1.2M
May 10, 2024 Q1 2024
Rodgers & Associates, LTD

BUY
 -
175
+ 4.81%
$28.3K - $31.3K
3.82K $733K
May 14, 2024 Q1 2024
Custom Index Systems, LLC

New York, NY
BUY
 -
174
+ 0.7%
$28.2K - $31.2K
25.1K $4.82M
May 08, 2024 Q1 2024
Mwa Asset Management

Lexington, MA
BUY
 -
167
+ 4.0%
$27K - $29.9K
4.34K $833K
May 03, 2024 Q1 2024
Valmark Advisers, Inc.

BUY
 -
165
+ 0.76%
$26.7K - $29.6K
21.8K $4.18M
May 09, 2024 Q1 2024
Intrust Bank Na

Wichita, KS
BUY
 -
155
+ 1.89%
$25.1K - $27.8K
8.35K $1.6M
May 08, 2024 Q1 2024
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
154
+ 5.3%
$24.9K - $27.6K
3.06K $587K
Apr 25, 2024 Q1 2024
Oldfather Financial Services, LLC

BUY
 -
153
+ 0.35%
$24.8K - $27.4K
43.9K $8.42M
May 10, 2024 Q1 2024
Mc Ilrath & Eck, LLC

BUY
 -
151
+ 10.2%
$24.4K - $27K
1.63K $313K
Apr 26, 2024 Q1 2024
Pinnacle Associates LTD

BUY
 -
147
+ 1.51%
$23.8K - $26.3K
9.85K $1.89M
May 10, 2024 Q1 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
141
+ 0.71%
$22.8K - $25.3K
20.1K $3.85M
May 07, 2024 Q1 2024
Tranquility Partners, LLC

BUY
 -
137
+ 2.23%
$22.2K - $24.5K
6.28K $1.21M
May 14, 2024 Q1 2024
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
137
+ 9.91%
$22.2K - $24.5K
1.52K $292K
Apr 25, 2024 Q1 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
134
+ 0.14%
$21.7K - $24K
92.8K $17.8M
May 10, 2024 Q1 2024
Catalytic Wealth Ria, LLC

Cambridge, MA
BUY
 -
129
+ 8.73%
$20.9K - $23.1K
1.61K $308K
May 17, 2024 Q1 2024
Investmark Advisory Group LLC

BUY
 -
129
+ 2.58%
$20.9K - $23.1K
5.13K $984K

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