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 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
44+ 6.9% |
$7.12K - $7.88K
|
682
$132K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
44+ 75.86% |
$7.12K - $7.88K
|
102
$19.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
42+ 0.37% |
$6.8K - $7.52K
|
11.3K
$2.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
41+ 1.03% |
$6.64K - $7.34K
|
4.04K
$780K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
41+ 0.82% |
$6.64K - $7.34K
|
5.06K
$977K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
38+ 1.29% |
$6.15K - $6.81K
|
2.99K
$577K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
36+ 0.19% |
$5.83K - $6.45K
|
19.4K
$3.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
33+ 36.26% |
$5.34K - $5.91K
|
124
$24K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
30+ 1.03% |
$4.86K - $5.37K
|
2.95K
$570K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
27+ 0.33% |
$4.37K - $4.84K
|
8.1K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
25+ 0.9% |
$4.05K - $4.48K
|
2.82K
$544K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
23+ 0.02% |
$3.72K - $4.12K
|
143K
$27.7M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
23+ 0.06% |
$3.72K - $4.12K
|
38.7K
$7.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
20New |
$3.24K - $3.58K
|
20
$3.86K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
19+ 0.33% |
$3.07K - $3.4K
|
5.83K
$1.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
18+ 0.89% |
$2.91K - $3.22K
|
2.05K
$396K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
16+ 11.85% |
$2.59K - $2.87K
|
151
$29.2K
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
16+ 0.52% |
$2.59K - $2.87K
|
3.12K
$602K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
15+ 0.24% |
$2.43K - $2.69K
|
6.38K
$1.23M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
15+ 0.61% |
$2.43K - $2.69K
|
2.49K
$482K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
15+ 0.06% |
$2.43K - $2.69K
|
24.5K
$4.74M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
14+ 0.91% |
$2.27K - $2.51K
|
1.55K
$300K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
14+ 0.11% |
$2.27K - $2.51K
|
12.6K
$2.43M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
13+ 0.15% |
$2.1K - $2.33K
|
8.57K
$1.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
13+ 0.57% |
$2.1K - $2.33K
|
2.31K
$446K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
13+ 0.07% |
$2.1K - $2.33K
|
19.6K
$3.78M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
13+ 1.04% |
$2.1K - $2.33K
|
1.27K
$245K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13+ 0.36% |
$2.1K - $2.33K
|
3.6K
$695K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
13+ 0.04% |
$2.1K - $2.33K
|
34.5K
$6.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
12+ 0.4% |
$1.94K - $2.15K
|
3.01K
$582K
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
12+ 0.42% |
$1.94K - $2.15K
|
2.88K
$557K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
12+ 0.45% |
$1.94K - $2.15K
|
2.69K
$520K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
11+ 0.41% |
$1.78K - $1.97K
|
2.72K
$525K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
11+ 0.32% |
$1.78K - $1.97K
|
3.45K
$667K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
10+ 0.19% |
$1.62K - $1.79K
|
5.38K
$1.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
10+ 0.02% |
$1.62K - $1.79K
|
61K
$11.8M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
10+ 0.3% |
$1.62K - $1.79K
|
3.32K
$641K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
9+ 0.09% |
$1.46K - $1.61K
|
9.93K
$1.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.3% |
$1.46K - $1.61K
|
2.96K
$572K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
9+ 0.43% |
$1.46K - $1.61K
|
2.11K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
9+ 0.23% |
$1.46K - $1.61K
|
3.84K
$743K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
9+ 0.43% |
$1.46K - $1.61K
|
2.09K
$404K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
8+ 0.21% |
$1.29K - $1.43K
|
3.8K
$734K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
7+ 0.35% |
$1.13K - $1.25K
|
2K
$386K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.27% |
$1.13K - $1.25K
|
2.62K
$506K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7+ 0.05% |
$1.13K - $1.25K
|
14.4K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7+ 0.05% |
$1.13K - $1.25K
|
14.5K
$2.8M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7+ 0.5% |
$1.13K - $1.25K
|
1.41K
$273K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6+ 0.45% |
$971 - $1.07K
|
1.35K
$261K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
6+ 0.27% |
$971 - $1.07K
|
2.26K
$437K
|