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 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-280- 12.73% |
$45.3K - $50.2K
|
1.92K
$372K
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-281- 6.11% |
$45.5K - $50.3K
|
4.32K
$835K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-281- 0.81% |
$45.5K - $50.3K
|
34.4K
$6.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-283- 7.79% |
$45.8K - $50.7K
|
3.35K
$648K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-287- 3.2% |
$46.4K - $51.4K
|
8.69K
$1.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-288- 1.16% |
$46.6K - $51.6K
|
24.5K
$4.73M
|
|
|
May 15, 2024
Q1 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-288- 20.14% |
$46.6K - $51.6K
|
1.14K
$221K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-289- 3.97% |
$46.8K - $51.8K
|
6.99K
$1.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-295- 59.72% |
$47.7K - $52.8K
|
199
$38.5K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-297- 8.68% |
$48.1K - $53.2K
|
3.12K
$604K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-298- 4.09% |
$48.2K - $53.4K
|
6.98K
$1.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-300- 14.34% |
$48.6K - $53.7K
|
1.79K
$347K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-301- 19.58% |
$48.7K - $53.9K
|
1.24K
$239K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-307- 10.19% |
$49.7K - $55K
|
2.71K
$524K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-314- 0.97% |
$50.8K - $56.2K
|
32K
$6.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-315- 1.42% |
$51K - $56.4K
|
21.9K
$4.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-318- 18.57% |
$51.5K - $57K
|
1.39K
$270K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-324- 1.93% |
$52.4K - $58K
|
16.5K
$3.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-333- 1.32% |
$53.9K - $59.6K
|
24.8K
$4.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-334- 4.57% |
$54.1K - $59.8K
|
6.98K
$1.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-341- 17.78% |
$55.2K - $61.1K
|
1.58K
$305K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-343- 14.48% |
$55.5K - $61.4K
|
2.03K
$392K
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-358- 21.66% |
$57.9K - $64.1K
|
1.3K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-358- 10.55% |
$57.9K - $64.1K
|
3.04K
$587K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-365- 18.71% |
$59.1K - $65.4K
|
1.59K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-369- 1.01% |
$59.7K - $66.1K
|
36K
$6.97M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-370- 0.54% |
$59.9K - $66.3K
|
67.9K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-375- 1.26% |
$60.7K - $67.2K
|
29.4K
$5.69M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-377- 1.52% |
$61K - $67.5K
|
24.4K
$4.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-381- 19.05% |
$61.7K - $68.2K
|
1.62K
$313K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-383- 0.6% |
$62K - $68.6K
|
63.3K
$12.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-400- 1.47% |
$64.7K - $71.6K
|
26.9K
$5.2M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-401- 22.31% |
$64.9K - $71.8K
|
1.4K
$270K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-407- 1.27% |
$65.9K - $72.9K
|
31.6K
$6.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-409- 5.34% |
$66.2K - $73.3K
|
7.25K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-419- 3.99% |
$67.8K - $75K
|
10.1K
$1.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-420- 7.9% |
$68K - $75.2K
|
4.9K
$947K
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-420- 22.79% |
$68K - $75.2K
|
1.42K
$275K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-420- 2.65% |
$68K - $75.2K
|
15.5K
$2.99M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-428- 1.9% |
$69.3K - $76.7K
|
22.1K
$4.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-430- 22.58% |
$69.6K - $77K
|
1.47K
$285K
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-435- 2.58% |
$70.4K - $77.9K
|
16.4K
$3.18M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-437- 8.49% |
$70.7K - $78.3K
|
4.71K
$911K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-438- 1.02% |
$70.9K - $78.5K
|
42.6K
$8.25M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-447- 7.98% |
$72.3K - $80.1K
|
5.16K
$998K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-448- 1.14% |
$72.5K - $80.2K
|
38.8K
$7.52M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-450- 25.58% |
$72.8K - $80.6K
|
1.31K
$253K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-459- 79.69% |
$74.3K - $82.2K
|
117
$22.6K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-468- 0.35% |
$75.7K - $83.8K
|
133K
$25.8M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-471- 1.62% |
$76.2K - $84.4K
|
28.6K
$5.53M
|