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
|
Russell Investments Group, Ltd.
|
BUY
|
- |
125+ 72.25% |
$20.2K - $22.4K
|
298
$57.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
123+ 0.37% |
$19.9K - $22K
|
33.8K
$6.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
116+ 0.3% |
$18.8K - $20.8K
|
39.1K
$7.51M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
116+ 6.25% |
$18.8K - $20.8K
|
1.97K
$379K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
114+ 1.02% |
$18.4K - $20.4K
|
11.3K
$2.16M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
109+ 2.47% |
$17.6K - $19.5K
|
4.52K
$867K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
107+ 3.42% |
$17.3K - $19.2K
|
3.24K
$621K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
106New |
$17.2K - $19K
|
106
$20.4K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
104New |
$16.8K - $18.6K
|
104
$20K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
94+ 35.07% |
$15.2K - $16.8K
|
362
$69.5K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
92+ 0.39% |
$14.9K - $16.5K
|
23.5K
$4.51M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
90+ 4.12% |
$14.6K - $16.1K
|
2.28K
$437K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
90+ 0.4% |
$14.6K - $16.1K
|
22.7K
$4.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
89New |
$14.4K - $15.9K
|
89
$17.1K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
89+ 2.5% |
$14.4K - $15.9K
|
3.64K
$699K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
89New |
$14.4K - $15.9K
|
89
$17.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
88+ 0.81% |
$14.2K - $15.8K
|
10.9K
$2.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
85+ 1.91% |
$13.8K - $15.2K
|
4.54K
$872K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
80+ 0.48% |
$12.9K - $14.3K
|
16.9K
$3.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
79+ 0.27% |
$12.8K - $14.1K
|
29.2K
$5.62M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
75+ 0.11% |
$12.1K - $13.4K
|
65.9K
$12.7M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
74+ 1.46% |
$12K - $13.3K
|
5.13K
$985K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
74+ 0.79% |
$12K - $13.3K
|
9.4K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
73New |
$11.8K - $13.1K
|
73
$14K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
72New |
$11.7K - $12.9K
|
72
$13.8K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
70+ 0.35% |
$11.3K - $12.5K
|
19.9K
$3.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
69+ 70.41% |
$11.2K - $12.4K
|
167
$32.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
65+ 1.63% |
$10.5K - $11.6K
|
4.04K
$776K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
65+ 0.9% |
$10.5K - $11.6K
|
7.31K
$1.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
64+ 0.98% |
$10.4K - $11.5K
|
6.63K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
64+ 0.99% |
$10.4K - $11.5K
|
6.52K
$1.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
63+ 0.67% |
$10.2K - $11.3K
|
9.46K
$1.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
62+ 0.41% |
$10K - $11.1K
|
15.1K
$2.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
62+ 0.22% |
$10K - $11.1K
|
28.1K
$5.4M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
61+ 1.1% |
$9.87K - $10.9K
|
5.59K
$1.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
60+ 4.01% |
$9.71K - $10.7K
|
1.56K
$299K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
60+ 0.46% |
$9.71K - $10.7K
|
13.1K
$2.52M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
59+ 1.06% |
$9.55K - $10.6K
|
5.61K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
59+ 0.41% |
$9.55K - $10.6K
|
14.3K
$2.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
56+ 1.16% |
$9.06K - $10K
|
4.88K
$938K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
55+ 13.03% |
$8.9K - $9.85K
|
477
$91.6K
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
52+ 0.6% |
$8.42K - $9.31K
|
8.68K
$1.67M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
51+ 0.72% |
$8.25K - $9.13K
|
7.1K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
46+ 0.61% |
$7.44K - $8.24K
|
7.61K
$1.46M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
46+ 0.88% |
$7.44K - $8.24K
|
5.3K
$1.02M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
45+ 0.43% |
$7.28K - $8.06K
|
10.6K
$2.03M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
44+ 0.04% |
$7.12K - $7.88K
|
114K
$21.9M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
44+ 6.9% |
$7.12K - $7.88K
|
682
$131K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
44+ 75.86% |
$7.12K - $7.88K
|
102
$19.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
42+ 0.37% |
$6.8K - $7.52K
|
11.3K
$2.17M
|