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
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-140K- 65.2% |
$22.6M - $25M
|
74.6K
$14.4M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-143K- 77.97% |
$23.1M - $25.6M
|
40.3K
$7.81M
|
|
|
May 02, 2024
Q1 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-146K- 78.05% |
$23.6M - $26.1M
|
41K
$7.94M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-151K- 0.96% |
$24.5M - $27.1M
|
15.5M
$3.01B
|
|
|
May 06, 2024
Q1 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-179K- 71.41% |
$29M - $32.1M
|
71.7K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-205K- 53.65% |
$33.2M - $36.7M
|
177K
$34.3M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-212K- 80.52% |
$34.2M - $37.9M
|
51.2K
$9.91M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-224K- 2.25% |
$36.3M - $40.1M
|
9.73M
$1.88B
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-230K- 32.46% |
$37.1M - $41.1M
|
478K
$92.4M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-241K- 18.43% |
$38.9M - $43.1M
|
1.07M
$206M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-270K- 95.05% |
$43.6M - $48.3M
|
14K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-291K- 87.59% |
$47.1M - $52.1M
|
41.2K
$7.97M
|
|
|
May 14, 2024
Q1 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-292K- 78.66% |
$47.2M - $52.3M
|
79.1K
$15.3M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-293K- 2.91% |
$47.5M - $52.6M
|
9.81M
$1.9B
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-295K- 12.68% |
$47.7M - $52.8M
|
2.03M
$393M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-305K- 15.51% |
$49.4M - $54.7M
|
1.66M
$322M
|
|
|
May 15, 2024
Q1 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-309K- 99.1% |
$50M - $55.4M
|
2.82K
$545K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-336K- 4.53% |
$54.3M - $60.1M
|
7.08M
$1.37B
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-342K- 1.21% |
$55.3M - $61.2M
|
27.9M
$5.39B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-342K- 1.21% |
$55.3M - $61.2M
|
27.9M
$5.39B
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-362K- 13.71% |
$58.6M - $64.8M
|
2.28M
$441M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-365K- 7.43% |
$59M - $65.3M
|
4.54M
$880M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-381K- 4.34% |
$61.7M - $68.3M
|
8.4M
$1.63B
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-619K- 76.76% |
$100M - $111M
|
187K
$36.3M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-852K- 69.29% |
$138M - $153M
|
378K
$73.1M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-883K- 12.32% |
$143M - $158M
|
6.28M
$1.22B
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.52M- 39.97% |
$245M - $272M
|
2.28M
$441M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.02M- 41.97% |
$328M - $363M
|
2.8M
$542M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.71M- 14.47% |
$763M - $844M
|
27.9M
$5.39B
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.88M- 10.56% |
$951M - $1.05B
|
49.8M
$9.64B
|