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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-169- 10.95% |
$27.4K - $30.3K
|
1.37K
$265K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-169- 5.03% |
$27.4K - $30.3K
|
3.19K
$616K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-169- 1.27% |
$27.4K - $30.3K
|
13.2K
$2.54M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-171- 1.28% |
$27.7K - $30.6K
|
13.2K
$2.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-173- 12.7% |
$28K - $31K
|
1.19K
$230K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-176- 10.53% |
$28.5K - $31.5K
|
1.5K
$289K
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-176- 1.19% |
$28.5K - $31.5K
|
14.6K
$2.83M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-179- 0.63% |
$29K - $32.1K
|
28.3K
$5.47M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-180- 32.55% |
$29.1K - $32.2K
|
373
$72.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-182- 2.5% |
$29.5K - $32.6K
|
7.11K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-188- 0.59% |
$30.4K - $33.7K
|
31.9K
$6.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-192- 3.24% |
$31.1K - $34.4K
|
5.74K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-193- 1.52% |
$31.2K - $34.6K
|
12.5K
$2.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-194- 0.34% |
$31.4K - $34.7K
|
57.2K
$11M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-194- 3.04% |
$31.4K - $34.7K
|
6.19K
$1.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-200- 1.11% |
$32.4K - $35.8K
|
17.7K
$3.43M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-201- 0.93% |
$32.5K - $36K
|
21.3K
$4.12M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-204- 1.18% |
$33K - $36.5K
|
17.1K
$3.3M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-207- 14.01% |
$33.5K - $37.1K
|
1.27K
$245K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-215- 2.19% |
$34.8K - $38.5K
|
9.6K
$1.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-217- 5.54% |
$35.1K - $38.9K
|
3.7K
$715K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-220- 12.68% |
$35.6K - $39.4K
|
1.52K
$293K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-220- 3.42% |
$35.6K - $39.4K
|
6.22K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-220- 1.38% |
$35.6K - $39.4K
|
15.7K
$3.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-222- 0.26% |
$35.9K - $39.8K
|
83.8K
$16.2M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-223- 1.56% |
$36.1K - $39.9K
|
14.1K
$2.72M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-228- 4.36% |
$36.9K - $40.8K
|
5K
$966K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-230- 5.21% |
$37.2K - $41.2K
|
4.19K
$809K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-232- 8.25% |
$37.5K - $41.6K
|
2.58K
$499K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-235- 9.68% |
$38K - $42.1K
|
2.19K
$424K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-236- 7.09% |
$38.2K - $42.3K
|
3.09K
$598K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-237- 0.58% |
$38.4K - $42.4K
|
40.3K
$7.79M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-238- 0.88% |
$38.5K - $42.6K
|
26.9K
$5.19M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-238- 6.59% |
$38.5K - $42.6K
|
3.37K
$652K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-243- 10.14% |
$39.3K - $43.5K
|
2.15K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-244- 2.74% |
$39.5K - $43.7K
|
8.67K
$1.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-245- 1.72% |
$39.7K - $43.9K
|
14K
$2.7M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-245- 0.84% |
$39.7K - $43.9K
|
29K
$5.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-248- 1.58% |
$40.1K - $44.4K
|
15.5K
$2.99M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-249- 5.32% |
$40.3K - $44.6K
|
4.43K
$856K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-249- 1.89% |
$40.3K - $44.6K
|
12.9K
$2.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-250- 0.7% |
$40.5K - $44.8K
|
35.2K
$6.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-250- 15.12% |
$40.5K - $44.8K
|
1.4K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-252- 0.99% |
$40.8K - $45.1K
|
25.1K
$4.85M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-265- 5.18% |
$42.9K - $47.5K
|
4.85K
$937K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-269- 28.8% |
$43.5K - $48.2K
|
665
$128K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-270- 11.59% |
$43.7K - $48.4K
|
2.06K
$398K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-274- 0.32% |
$44.3K - $49.1K
|
85.3K
$16.5M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-275- 19.6% |
$44.5K - $49.3K
|
1.13K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-275- 16.39% |
$44.5K - $49.3K
|
1.4K
$271K
|