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
May 15, 2024 Q1 2024
Matrix Private Capital Group LLC

New York, NY
BUY
 -
1
+ 0.08%
$162 - $179
1.31K $254K
May 15, 2024 Q1 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
1
+ 0.13%
$162 - $179
756 $146K
May 15, 2024 Q1 2024
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
1
+ 0.01%
$162 - $179
8.71K $1.69M
May 15, 2024 Q1 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
1
+ 0.33%
$162 - $179
301 $58.3K
Jun 05, 2024 Q1 2024
Objective Capital Management, LLC

BUY
 -
1
+ 0.02%
$162 - $179
6.37K $1.23M
May 16, 2024 Q1 2024
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
0
New
$0 - $0
0 $0
Apr 23, 2024 Q1 2024
West Branch Capital LLC

SELL
 -
-1
- 0.1%
$162 - $179
956 $185K
May 02, 2024 Q1 2024
Shore Haven Wealth Partners, LLC

SELL
 -
-1
- 0.05%
$162 - $179
1.87K $362K
May 13, 2024 Q1 2024
Crewe Advisors LLC

SELL
 -
-1
- 0.1%
$162 - $179
993 $192K
Jun 28, 2024 Q1 2024
Quent Capital, LLC

SELL
 -
-1
- -0.0%
$162 - $179
27.1K $5.25M
Apr 15, 2024 Q1 2024
Tarbox Family Office, Inc.

SELL
 -
-2
- 0.03%
$324 - $358
6.88K $1.33M
Apr 10, 2024 Q1 2024
Thomasville National Bank

SELL
 -
-3
- 0.05%
$486 - $537
6.65K $1.29M
Apr 12, 2024 Q1 2024
Affinity Capital Advisors, LLC

SELL
 -
-3
- 0.02%
$486 - $537
17.5K $3.38M
Apr 25, 2024 Q1 2024
Bear Mountain Capital, Inc.

Seattle, WA
SELL
 -
-3
- 0.34%
$486 - $537
883 $171K
Apr 29, 2024 Q1 2024
Madison Wealth Partners, Inc

SELL
 -
-3
- 0.17%
$486 - $537
1.76K $341K
May 07, 2024 Q1 2024
New Republic Capital, LLC

Charlotte, NC
SELL
 -
-3
- 0.03%
$486 - $537
12K $2.31M
Apr 10, 2024 Q1 2024
Bcs Wealth Management

SELL
 -
-4
- 0.28%
$647 - $716
1.4K $271K
Apr 08, 2024 Q1 2024
Atlas Brown,Inc.

SELL
 -
-5
- 0.04%
$809 - $896
12.3K $2.38M
Apr 22, 2024 Q1 2024
Accurate Wealth Management, LLC

SELL
 -
-5
- 0.08%
$809 - $896
6.52K $1.26M
May 15, 2024 Q1 2024
Talisman Wealth Advisors LLC

Mountainside, NJ
SELL
 -
-5
- 0.18%
$809 - $896
2.85K $551K
May 03, 2024 Q1 2024
Star Financial Bank

Fort Wayne, IN
SELL
 -
-6
- 0.02%
$971 - $1.07K
27.2K $5.26M
Apr 10, 2024 Q1 2024
Triangle Securities Wealth Management

SELL
 -
-7
- 0.34%
$1.13K - $1.25K
2.03K $393K
Apr 16, 2024 Q1 2024
Mcf Advisors LLC

Covington, KY
SELL
 -
-7
- 0.35%
$1.13K - $1.25K
2.02K $390K
May 03, 2024 Q1 2024
Csenge Advisory Group

SELL
 -
-7
- 0.49%
$1.13K - $1.25K
1.42K $274K
May 17, 2024 Q1 2024
First Citizens Asset Management, Inc.

Raleigh, NC
SELL
 -
-7
- 0.3%
$1.13K - $1.25K
2.36K $456K
Apr 11, 2024 Q1 2024
Maryland Capital Advisors Inc.

SELL
 -
-8
- 0.09%
$1.29K - $1.43K
9K $1.74M
Apr 22, 2024 Q1 2024
Cahaba Wealth Management, Inc.

SELL
 -
-8
- 0.06%
$1.29K - $1.43K
13.3K $2.57M
May 14, 2024 Q1 2024
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-8
- 0.54%
$1.29K - $1.43K
1.47K $284K
Apr 25, 2024 Q1 2024
Bogart Wealth, LLC

SELL
 -
-9
- 0.2%
$1.46K - $1.61K
4.51K $872K
Apr 23, 2024 Q1 2024
La Fleur & Godfrey LLC

SELL
 -
-10
- 0.54%
$1.62K - $1.79K
1.84K $357K
May 01, 2024 Q1 2024
Klingman & Associates, LLC

SELL
 -
-10
- 0.45%
$1.62K - $1.79K
2.21K $427K
May 08, 2024 Q1 2024
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-10
- 0.04%
$1.62K - $1.79K
22.5K $4.36M
Apr 10, 2024 Q1 2024
Pathway Financial Advisors LLC

SELL
 -
-11
- 0.07%
$1.78K - $1.97K
15K $2.91M
Apr 11, 2024 Q1 2024
Ballew Advisors, Inc

SELL
 -
-11
- 0.29%
$1.78K - $1.97K
3.72K $720K
Apr 24, 2024 Q1 2024
Leavell Investment Management, Inc.

SELL
 -
-11
- 0.33%
$1.78K - $1.97K
3.32K $643K
Apr 30, 2024 Q1 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-11
- 0.44%
$1.78K - $1.97K
2.5K $483K
May 03, 2024 Q1 2024
Fidelis Capital Partners, LLC

Tampa, FL
SELL
 -
-11
- 0.02%
$1.78K - $1.97K
45.5K $8.81M
May 08, 2024 Q1 2024
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-11
- 0.65%
$1.78K - $1.97K
1.69K $327K
May 09, 2024 Q1 2024
Summit Financial Strategies, Inc.

SELL
 -
-11
- 0.11%
$1.78K - $1.97K
9.81K $1.9M
May 15, 2024 Q1 2024
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-11
- 0.81%
$1.78K - $1.97K
1.34K $259K
Apr 23, 2024 Q1 2024
Warner Financial, Inc

Bethesda, MD
SELL
 -
-12
- 0.35%
$1.94K - $2.15K
3.46K $670K
Apr 16, 2024 Q1 2024
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
SELL
 -
-13
- 0.28%
$2.1K - $2.33K
4.58K $886K
Apr 01, 2024 Q1 2024
Global Wealth Strategies & Associates

Denver, CO
SELL
 -
-14
- 14.0%
$2.27K - $2.51K
86 $16.6K
May 14, 2024 Q1 2024
First Commonwealth Financial Corp

Indiana, PA
SELL
 -
-14
- 0.79%
$2.27K - $2.51K
1.76K $340K
Apr 11, 2024 Q1 2024
City State Bank

Norwalk, IA
SELL
 -
-15
- 1.45%
$2.43K - $2.69K
1.02K $197K
May 09, 2024 Q1 2024
Tortoise Investment Management, LLC

SELL
 -
-15
- 0.64%
$2.43K - $2.69K
2.33K $452K
May 09, 2024 Q1 2024
Forum Financial Management, LP

Lombard, IL
SELL
 -
-15
- 0.1%
$2.43K - $2.69K
15.6K $3.01M
May 10, 2024 Q1 2024
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-15
- 0.04%
$2.43K - $2.69K
35.7K $6.91M
May 10, 2024 Q1 2024
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-15
- 0.51%
$2.43K - $2.69K
2.91K $564K

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